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LOAR · Loar Holdings Inc.

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$77.41 +3.42 (+4.62%) At close · Aug 14
Market Cap
$7.25B
Shares
93.69M

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

Funds holding LOAR

305 fund positions
Fund Balance Value % of Fund Open
Growth Fund of America 2,650,504 $170,904,498 0.05%
American Funds Fundamental Investors 2,870,001 $164,422,357 0.11%
SMALLCAP World Fund Inc 1,840,381 $105,435,427 0.13%
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF 1,711,156 $98,032,127 1.70%
T. Rowe Price Small-Cap Stock Fund, Inc. 1,523,302 $87,269,972 1.08%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,350,144 $77,349,750 0.00%
Wasatch Core Growth Fund 1,015,422 $58,173,526 1.95%
VANGUARD SMALL-CAP INDEX FUND 972,497 $55,714,353 0.03%
Growth Fund 881,215 $50,484,807 0.10%
Federated Hermes Kaufmann Fund 885,800 $49,711,096 1.07%
New Perspective Fund 832,968 $47,720,737 0.03%
T. Rowe Price Institutional Small-Cap Stock Fund 823,746 $47,192,408 1.09%
BARON DISCOVERY FUND 799,000 $45,774,710 2.80%
JPMorgan Small Cap Equity Fund 659,846 $37,802,577 1.33%
Federated Hermes Kaufmann Small Cap Fund 629,100 $35,305,092 1.23%
BARON ASSET FUND 550,000 $31,509,500 0.95%
VANGUARD SMALL-CAP GROWTH INDEX FUND 543,151 $31,117,121 0.08%
Wasatch Small Cap Growth Fund 484,986 $27,784,848 2.30%
Invesco Aerospace & Defense ETF 418,593 $23,491,439 0.29%
iShares U.S. Aerospace & Defense ETF 404,393 $23,167,675 0.17%
VANGUARD EXTENDED MARKET INDEX FUND 396,461 $22,713,251 0.03%
Spyglass Growth Fund 343,272 $19,666,053 2.35%
Janus Henderson Venture Fund 328,054 $18,794,214 0.61%
Artisan Small Cap Fund 278,642 $15,963,400 1.79%
Baron Global Opportunity Fund 277,268 $15,884,684 1.90%
iShares Russell Mid-Cap Growth ETF 258,418 $14,804,767 0.08%
BNY Mellon Small/Mid Cap Growth Fund 254,780 $14,596,346 1.91%
ALGER SMALL CAP FOCUS FUND 221,849 $12,450,166 1.58%
LVIP Baron Growth Opportunities Fund 151,234 $12,190,973 1.83%
Goldman Sachs Small/Mid Cap Growth Fund 186,171 $12,004,306 0.96%
Fidelity Extended Market Index Fund 183,961 $11,861,805 0.03%
Strategic Advisers U.S. Total Stock Fund 180,544 $11,641,477 0.01%
T. Rowe Price New Horizons Fund, Inc. 193,055 $11,060,121 0.09%
Schwab U.S. Small-Cap ETF 170,418 $10,988,553 0.05%
Nationwide Geneva Small Cap Growth Fund 190,658 $10,699,727 0.97%
First Trust Indxx Aerospace & Defense ETF 186,212 $10,668,085 0.74%
AMG TimesSquare Mid Cap Growth Fund 186,198 $10,667,283 0.71%
Dimensional U.S. Small Cap ETF 175,454 $9,846,478 0.07%
Wasatch Ultra Growth Fund 167,976 $9,623,345 2.39%
iShares Russell Mid-Cap ETF 164,290 $9,412,174 0.02%
iShares Russell 1000 Growth ETF 158,783 $9,096,678 0.01%
JNL Multi-Manager Small Cap Growth Fund 158,500 $9,080,465 0.45%
Fidelity Mid Cap Index Fund 157,961 $8,864,771 0.02%
U.S. SMALL CAP PORTFOLIO 137,478 $7,715,265 0.04%
T. Rowe Price Small-Cap Value Fund, Inc. 126,117 $7,225,243 0.08%
Dimensional U.S. Core Equity 2 ETF 115,984 $6,509,022 0.01%
Schwab U.S. Mid-Cap ETF 96,369 $6,213,873 0.04%
Brighthouse/Wellington Large Cap Research Portfolio 104,893 $6,009,320 0.26%
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 100,050 $5,731,865 0.13%
Small-Cap Growth Portfolio 69,374 $5,592,238 0.94%
Showing 1–50 of 305 positions
Key facts CIK 2000178 CUSIP 53947R105 13F (30d) 254 filings 251 filers Visit website Investor relations

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