Juniper Investment Company, LLC
CIK
1794034
Location
NEW YORK, NY
Portfolio Value
Micro
$66,285,476
Diversification
Moderately concentrated
Filing Date
Global Rank
#3,353
/ 8,588
▲ 217
Top Industry
Medical Devices
48.7%
3Y Alpha vs SPY
+11.7%
Period ended 3 months ago
Filed May 15, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+133.0%
SPY
+76.8%
Annualised alpha
+11.7%
Max drawdown
−28.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.2%
+5.5 pts
Top 5
88.8%
−1.5 pts
Top 10
100.0%
0.0 pts
HHI
1,720
Moderately concentrated+37
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 48.7% | $152,518,208 |
| Consumer Defensive | 25.2% | $78,850,491 |
| Technology | 21.2% | $66,285,476 |
| Industrials | 5.0% | $15,744,601 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BA | Boeing Co | 1,500 | $298,545 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$66,285,476 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ALOT |
AstroNova, Inc.
Technology
|
Held | 535,203 | $4,918,515 | 7.42% | |
| LYTS |
Lsi Industries Inc
Technology
|
Added | 770,749 | $14,335,931 | 21.63% | |
| ALNT |
Allient Inc
Technology
|
Reduced | 795,922 | $47,031,030 | 70.95% |