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Portfolio (Quarterly) Guide ↗

RICE HALL JAMES & ASSOCIATES, LLC

· CIK 0001230765
13F Portfolio $1.8B AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 248 New
Page 10 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JNJ JOHNSON & JOHNSON Healthcare 8,538.0 $1.6M 0.09% NEW $185.42 +24.6%
182 CORE LABORATORIES INC 121,451.0 $1.5M 0.08% NEW $12.36
183 BWXT BWX TECHNOLOGIES INC Industrials 8,060.0 $1.5M 0.08% NEW $184.37 +10.8%
184 XYL XYLEM INC Industrials 9,777.0 $1.4M 0.08% NEW $147.50 -24.9%
185 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 27,351.0 $1.4M 0.08% NEW $52.53 +49.5%
186 CIEN CIENA CORP Technology 9,763.0 $1.4M 0.08% NEW $145.67 +311.3%
187 CLFD CLEARFIELD INC Technology 39,809.0 $1.4M 0.07% NEW $34.38 +38.4%
188 VMD VIEMED HEALTHCARE INC Healthcare 199,401.0 $1.4M 0.07% NEW $6.79 +39.8%
189 VMC VULCAN MATLS CO Basic Materials 4,361.0 $1.3M 0.07% NEW $307.62 -12.8%
190 LLY ELI LILLY & CO Healthcare 1,690.0 $1.3M 0.07% NEW $763.00 +41.5%
191 TNDM TANDEM DIABETES CARE INC Healthcare 102,569.0 $1.2M 0.07% NEW $12.14 +24.4%
192 COMMERCE.COM INC 249,517.0 $1.2M 0.07% NEW $4.99
193 ABBV ABBVIE INC Healthcare 5,359.0 $1.2M 0.07% NEW $231.54 -8.0%
194 NGS NATURAL GAS SVCS GROUP INC Energy 44,319.0 $1.2M 0.07% NEW $27.99 +51.2%
195 BERKSHIRE HATHAWAY INC DEL 2,450.0 $1.2M 0.07% NEW $502.74
196 PLBC PLUMAS BANCORP Financial Services 27,996.0 $1.2M 0.07% NEW $43.14 +21.3%
197 ON ON SEMICONDUCTOR CORP Technology 23,972.0 $1.2M 0.06% NEW $49.31 +157.0%
198 SNBR SLEEP NUMBER CORP Consumer Cyclical 167,378.0 $1.2M 0.06% NEW $7.02 -76.1%
199 MLAB MESA LABS INC Technology 17,145.0 $1.1M 0.06% NEW $67.01 +58.7%
200 AZTA AZENTA INC Healthcare 39,657.0 $1.1M 0.06% NEW $28.72 -28.4%
Page 10 of 13  ·  248 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 31.1%
Technology 26.1%
Industrials 19.3%
Consumer Cyclical 6.6%
Communication Services 5.5%
Financial Services 4.8%
Consumer Defensive 4.4%
Basic Materials 2.0%
Energy 0.2%