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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 12 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TFX TELEFLEX INCORPORATED Healthcare 4,057.0 $495K 0.03% -206.0 -4.8% $122.04 +8.8%
222 BRKR BRUKER CORP Healthcare 10,256.0 $483K 0.03% $47.11 -3.0%
223 J JACOBS SOLUTIONS INC Industrials 3,545.0 $470K 0.03% $132.46 -13.4%
224 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,950.0 $468K 0.03% NEW $67.39 +11.7%
225 WMT WALMART INC Consumer Defensive 3,873.0 $431K 0.02% $111.41 +8.0%
226 GBCI GLACIER BANCORP INC NEW Financial Services 9,038.0 $398K 0.02% $44.05 +8.2%
227 SYY SYSCO CORP Consumer Defensive 5,348.0 $394K 0.02% -100.0 -1.8% $73.69 +3.5%
228 MSFT MICROSOFT CORP Technology 784.0 $379K 0.02% $483.62 -13.5%
229 CDW CDW CORP Technology 2,759.0 $376K 0.02% $136.20 -18.6%
230 MCO MOODYS CORP Financial Services 689.0 $352K 0.02% $510.85 -12.1%
231 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,587.0 $323K 0.02% -863.0 -19.4% $89.92 -5.1%
232 DLB DOLBY LABORATORIES INC Technology 4,891.0 $314K 0.02% -439.0 -8.2% $64.22 -14.8%
233 RCKT ROCKET PHARMACEUTICALS INC Healthcare 84,987.0 $298K 0.02% +2K +2.4% $3.51 -15.7%
234 PG PROCTER AND GAMBLE CO Consumer Defensive 2,079.0 $298K 0.02% $143.31 +0.8%
235 HAS HASBRO INC Consumer Cyclical 3,400.0 $279K 0.01% $82.00 +7.4%
236 MRSH MARSH & MCLENNAN COS INC Financial Services 1,350.0 $250K 0.01% $185.52 -11.5%
237 WDFC WD 40 CO Basic Materials 1,250.0 $246K 0.01% $196.90 +5.3%
238 KBR KBR INC Industrials 6,004.0 $241K 0.01% -2K -22.6% $40.20 -16.8%
239 DVN DEVON ENERGY CORP NEW Energy 6,577.0 $241K 0.01% $36.63 +28.9%
240 CXT CRANE NXT CO Industrials 4,668.0 $220K 0.01% $47.07 -12.7%
Page 12 of 13  ·  243 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%