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Portfolio (Quarterly) Guide ↗

RICE HALL JAMES & ASSOCIATES, LLC

· CIK 0001230765
13F Portfolio $1.8B AUM 243 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 71 Added 113 Reduced 13 Exited
Page 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MTRN MATERION CORP Basic Materials 17,546.0 $2.2M 0.12% -126.0 -0.7% $124.32 +73.0%
82 VFC V F CORP Consumer Cyclical 118,462.0 $2.1M 0.12% -1K -1.1% $18.08 -7.6%
83 THR THERMON GROUP HLDGS INC Industrials 57,048.0 $2.1M 0.12% -12K -17.1% $37.16 +76.8%
84 ANIP ANI PHARMACEUTICALS INC Healthcare 26,816.0 $2.1M 0.12% -5K -14.9% $78.94 +4.8%
85 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 138,296.0 $2.0M 0.11% -28K -16.6% $14.42 +42.6%
86 SMP STANDARD MTR PRODS INC Consumer Cyclical 51,548.0 $1.9M 0.10% -9K -15.3% $36.85 +2.8%
87 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 54,732.0 $1.8M 0.10% -1K -2.4% $32.65 +35.4%
88 JNJ JOHNSON & JOHNSON Healthcare 8,409.0 $1.7M 0.10% -129.0 -1.5% $206.95 +13.2%
89 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 127,465.0 $1.7M 0.09% -7K -5.5% $13.18 +38.0%
90 ERII ENERGY RECOVERY INC Industrials 121,998.0 $1.6M 0.09% -27K -18.3% $13.49 -34.4%
91 VPG VISHAY PRECISION GROUP INC Technology 42,657.0 $1.6M 0.09% -7K -14.3% $38.50 +195.5%
92 CORE LABORATORIES INC 99,293.0 $1.6M 0.09% -22K -18.2% $16.03
93 ALG ALAMO GROUP INC Industrials 9,311.0 $1.6M 0.09% -2K -19.0% $167.87 -10.6%
94 USPH U S PHYSICAL THERAPY Healthcare 17,968.0 $1.4M 0.08% -4K -17.9% $78.09 -20.7%
95 BWXT BWX TECHNOLOGIES INC Industrials 7,999.0 $1.4M 0.08% -61.0 -0.8% $172.84 +17.4%
96 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 23,267.0 $1.4M 0.08% -4K -14.9% $59.08 +32.6%
97 TNDM TANDEM DIABETES CARE INC Healthcare 62,415.0 $1.4M 0.08% -40K -39.1% $21.98 -31.9%
98 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 47,114.0 $1.4M 0.07% -14K -22.4% $28.78 +80.1%
99 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 31,818.0 $1.4M 0.07% -10K -24.8% $42.45 +2.6%
100 CIEN CIENA CORP Technology 5,557.0 $1.3M 0.07% -4K -43.1% $233.87 +149.6%
Page 5 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 34.9%
Technology 26.6%
Industrials 17.7%
Consumer Cyclical 6.7%
Financial Services 4.8%
Communication Services 4.1%
Consumer Defensive 2.7%
Basic Materials 2.0%
Energy 0.6%