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HBB · Hamilton Beach Brands Holding Co · Held by Funds

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$37.99 +0.87 (+2.34%) At close · Oct 2
Russell 2000 member Rebalance outlook locked
Market Cap
$500.86M
Shares
13.44M
Volume · Oct 2 88.76K Avg daily vol (3M) 75.06K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding HBB

130 fund positions
Fund Balance Value % of Fund Open
Columbia Small Cap Value Discovery Fund 362,913 $8,343,370 0.33%
iShares Russell 2000 ETF 187,627 $4,321,050 0.01%
VANGUARD TOTAL STOCK MARKET INDEX FUND 173,895 $4,004,802 0.00%
Avantis U.S. Small Cap Value ETF 163,896 $3,327,089 0.01%
Adara Smaller Companies Fund 134,440 $2,729,132 0.33%
North Star Micro Cap Fund 115,000 $2,334,500 1.27%
Fidelity Small Cap Index Fund 80,587 $1,852,695 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 69,119 $1,591,811 0.00%
EA Bridgeway Omni Small-Cap Value ETF 68,937 $1,587,619 0.07%
iShares Russell 2000 Value ETF 66,509 $1,531,702 0.01%
Columbia Variable Portfolio - Small Cap Value Discovery Fund 65,992 $1,519,796 0.34%
Dimensional U.S. Targeted Value ETF 57,311 $1,317,580 0.01%
North Star Dividend Fund 64,000 $1,299,200 1.33%
WisdomTree U.S. SmallCap Dividend Fund 51,914 $1,195,579 0.05%
U.S. Targeted Value Portfolio 47,003 $1,080,599 0.01%
U.S. SMALL CAP PORTFOLIO 44,464 $1,022,227 0.01%
U.S. MICRO CAP PORTFOLIO 39,320 $903,967 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 36,282 $736,525 0.00%
Dimensional U.S. Small Cap ETF 30,383 $698,505 0.00%
Victory Small Cap Stock Fund 30,243 $695,287 0.07%
Tax-Managed U.S. Mid & Small Cap Fund 29,728 $683,447 0.03%
Fidelity Extended Market Index Fund 32,521 $660,176 0.00%
iShares Micro-Cap ETF 24,536 $565,064 0.04%
Omni Small-Cap Value Fund 22,000 $506,660 0.04%
Schwab Small-Cap Index Fund 17,838 $410,096 0.01%
U.S. CORE EQUITY 2 PORTFOLIO 17,801 $409,245 0.00%
U.S. SMALL CAP VALUE PORTFOLIO 17,045 $391,865 0.00%
Nationwide Bailard Small Cap Value Fund 16,478 $378,829 0.29%
U.S. CORE EQUITY 1 PORTFOLIO 16,447 $378,117 0.00%
Dimensional U.S. Core Equity 2 ETF 16,086 $369,817 0.00%
Dimensional US Small Cap Value ETF 14,802 $340,298 0.00%
WisdomTree U.S. SmallCap Quality Dividend Growth Fund 13,711 $315,764 0.08%
Ultra-Small Company Market Fund 13,700 $315,511 0.21%
Master Small Cap Index Series 12,990 $299,160 0.01%
SIMT Tax-Managed Small/Mid Cap Fund 10,893 $250,866 0.03%
Fidelity Small Cap Value Index Fund 10,339 $238,107 0.01%
Dimensional U.S. Marketwide Value ETF 10,060 $231,279 0.00%
Nuveen Small Cap Blend Index Fund 9,536 $219,233 0.01%
Fidelity Total Market Index Fund 10,583 $214,835 0.00%
Avantis U.S. Small Cap Equity ETF 10,530 $213,759 0.01%
U.S. VECTOR EQUITY PORTFOLIO 8,700 $200,013 0.00%
Fidelity Series Total Market Index Fund 9,587 $194,616 0.00%
EQ/2000 Managed Volatility Portfolio 6,421 $147,876 0.00%
Invesco RAFI US 1500 Small-Mid ETF 5,716 $131,411 0.00%
Goldman Sachs Absolute Return Tracker Fund 5,335 $122,865 0.00%
PGIM Quant Solutions Small-Cap Value Fund 5,300 $121,847 0.03%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 5,464 $110,919 0.01%
LVIP State Street Small-Cap Index Fund 4,700 $108,241 0.00%
SIMT Small Cap Value Fund 3,895 $89,702 0.03%
Small Cap Index Fund 3,774 $86,915 0.01%
Showing 1–50 of 130 positions
Key facts CIK 1709164 CUSIP 40701T104 13F (30d) 2 filings 2 filers Visit website Investor relations