FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,189.00-0.08%
XLE57.060.33%
STOXX50E5,860.32-0.39%
XLF51.780.70%
FTSE10,321.09-0.56%
IXIC24,859.940.09%
RUT2,786.92-0.00%
GSPC7,172.940.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

Institutional Manager · CIK 0001633911

Aristotle Capital Boston, LLC

BOSTON, MA · File #028-16565

Latest AUM
$1.82B
Positions
125
Top-10 Concentration
32.5%
Filings
9

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
EXITEDCHART INDS INC16115Q308-191,174-$38.3M$0
NEWATLANTIC UN BANKSHARES CORP04911A107+628,018+$22.2M$0
EXITEDVERITEX HLDGS INC923451108-595,633-$20.0M$0
EXITEDWABTEC929740108-99,175-$19.9M$0
EXITEDVEECO INSTRS INC DEL922417100-617,933-$18.8M$0
ADDLKQ CORPLKQ+487,247+$14.7M-$23,446
ADDAPTARGROUP INCATR+119,350+$14.6M-$354,439
REDUCEHURON CONSULTING GROUP INCHURN-77,488-$13.4M+$9.6M
REDUCEMACOM TECH SOLUTIONS HLDGS I55405Y100-69,665-$11.9M+$15.3M
NEWWESBANCO INCWSBCO+339,308+$11.3M$0

Sector Allocation

Technology
13.6%$248.4M
Industrials
12.8%$233.6M
Healthcare
9.2%$167.3M
Financials
5.0%$92.1M
Materials
4.2%$76.8M
Utilities
1.8%$33.6M
Energy
1.8%$33.2M
Real Estate
1.4%$24.6M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1HURON CONSULTING GROUP INCHURN290,263$50.2M4.06%
2MACOM TECH SOLUTIONS HLDGS I55405Y100256,388$43.9M3.55%
3AERCAP HOLDINGS NVAER297,955$42.8M3.47%
4DYCOM INDS INC267475101122,569$41.4M3.35%
5HEALTHEQUITY INCHQY432,939$39.7M3.21%
6ADVANCED ENERGY INDS007973100187,854$39.3M3.18%
7HA SUSTAINABLE INFRA CAP INC41068X1001,190,236$37.4M3.03%
8ALAMOS GOLD INC NEWAGI966,314$37.3M3.02%
9ACI WORLDWIDE INCACIW766,629$36.7M2.97%
10MERIT MED SYS INC589889104377,861$33.3M2.69%
11HAEMONETICS CORP MASSHAE370,308$29.7M2.40%
12ITRON INCITRI295,550$27.4M2.22%
13CHEMED CORP NEWCHE60,643$25.9M2.10%
14TKO GROUP HOLDINGS INCTKO123,465$25.8M2.09%
15BELDEN INCBDC220,377$25.7M2.08%
16NATIONAL BK HLDGS CORP633707104673,644$25.6M2.07%
17LITTELFUSE INCLFUS99,915$25.3M2.04%
18SCOTTS MIRACLE-GRO COSMG429,789$25.1M2.03%
19KNOWLES CORPKN1,167,408$25.0M2.02%
20STAG INDL INC85254J102677,516$24.9M2.02%