FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.240.13%
RUT2,788.120.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001021223

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

LOS ANGELES, CA · File #028-05792

Latest AUM
$37.26B
Positions
1,256
Top-10 Concentration
30.5%
Filings
10

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDSPDR S&P MIDCAP 400MDY+396,473+$239.2M+$1.7M
REDUCEFACTSET RESH SYS INC303075105-704,002-$204.3M+$2.7M
REDUCEFAIR ISAAC INCFICO-112,452-$190.1M+$27.2M
ADDJACK HENRY & ASSOCIA426281101+870,915+$158.9M+$126.4M
ADDISHARES464287655+522,430+$128.6M+$269,966
ADDSERVICETITANTTAN+1,067,282+$113.7M+$10.5M
ADDRLI CORPRLI+1,407,264+$90.0M-$5.6M
NEWALLIANCE LAUNDRYALH+4,301,024+$87.5M$0
REDUCEPOOL CORPORATIONPOOL-372,760-$85.3M-$131.6M
REDUCEBENTLEY SYS INCBSY-1,573,122-$60.0M-$154.8M

Sector Allocation

Industrials
25.0%$9.31B
Financials
11.7%$4.34B
Technology
11.6%$4.32B
Healthcare
2.4%$906.8M
Materials
2.0%$767.2M
Energy
1.8%$676.1M
Consumer Staples
0.7%$243.7M
Real Estate
0.3%$122.4M
Utilities
0.0%$15.3M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1JACK HENRY & ASSOCIA4262811014,638,135$846.4M4.48%
2PRIMERICA INCPRI2,500,141$645.9M3.42%
3LPL FINANCIAL HLDGS50212V1001,792,595$640.3M3.39%
4INTERACTIVE BROKERS45841N1079,421,393$605.9M3.20%
5SIMPSON MANUFACTURIN8290731053,219,812$519.9M2.75%
6BERKLEY W R CORPWRB-PH7,334,093$514.3M2.72%
7RBC BEARINGS INCRBC1,144,411$513.2M2.71%
8ALLEGION PLCALLE3,168,603$504.5M2.67%
9TELEDYNE TECH INCTDY974,373$497.6M2.63%
10WATTS WATER TECHWTS1,721,450$475.2M2.51%
11ZURN ELKAY WATER SOL98983L10810,187,696$473.6M2.50%
12TORO COTORO5,848,768$460.4M2.43%
13ROLLINS INCROL7,340,621$440.6M2.33%
14FTI CONSULTING INCFCN2,540,320$434.0M2.29%
15COOPER COMPANIES INC2166485015,292,436$433.8M2.29%
16NORDSON CORPNDSN1,751,256$421.1M2.23%
17UL SOLUTIONS INC.ULS5,072,104$400.0M2.12%
18EQUIFAX INCEFX1,840,798$399.4M2.11%
19ACUSHNET HOLDINGSGOLF4,978,868$397.4M2.10%
20THOR INDS INC8851601013,827,324$393.0M2.08%