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Home > Institutional Investor > Gannett Welsh & Kotler > 13F Holdings

Instuitional Investor - Gannett Welsh & Kotler

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Macom Technology Solutions Holdings Inc.
 MTSI 634,742 $241,439 1.89%
2.
Advanced Energy Industries Inc
 AEIS 577,834 $215,459 1.68%
3.
Spx Technologies Inc.
 SPXC 713,791 $175,002 1.37%
4.
Sterling Infrastructure Inc.
 STRL 197,645 $165,901 1.3%
5.
Itt Inc.
 ITT 764,125 $151,115 1.18%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.