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LOAR · Loar Holdings Inc. · Held by Funds

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$61.72 -0.20 (-0.32%) At close · Oct 2
Russell 1000 member Rebalance outlook locked
Market Cap
$6.09B
Shares
93.69M
Volume · Oct 2 494.19K Avg daily vol (3M) 662.44K

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 LOAR

300 fund positions
Fund Balance Value % of Fund Open
American Funds Fundamental Investors 2,870,001 $231,350,781 0.13%
Growth Fund of America 2,650,504 $170,904,498 0.05%
SMALLCAP World Fund Inc 1,840,381 $148,353,112 0.16%
T. Rowe Price Small-Cap Stock Fund, Inc. 1,695,616 $136,683,606 1.47%
State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF 1,625,313 $131,016,481 2.03%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,487,331 $119,893,752 0.01%
VANGUARD SMALL-CAP INDEX FUND 1,074,015 $86,576,349 0.05%
Wasatch Core Growth Fund 939,920 $75,766,951 2.54%
T. Rowe Price Institutional Small-Cap Stock Fund 904,724 $72,929,802 1.45%
Growth Fund 881,215 $71,034,741 0.12%
New Perspective Fund 832,968 $67,145,550 0.04%
BARON DISCOVERY FUND 799,000 $64,407,390 3.52%
Federated Hermes Kaufmann Fund 924,500 $63,282,025 1.28%
VANGUARD SMALL-CAP GROWTH INDEX FUND 619,169 $49,911,213 0.11%
BARON ASSET FUND 575,000 $46,350,750 1.15%
Federated Hermes Kaufmann Small Cap Fund 676,500 $46,306,425 1.63%
JPMorgan Small Cap Equity Fund 527,191 $42,496,867 1.48%
Wasatch Small Cap Growth Fund 481,075 $38,779,456 3.29%
VANGUARD EXTENDED MARKET INDEX FUND 408,812 $32,954,335 0.03%
Baron Global Opportunity Fund 406,946 $32,803,917 2.36%
Invesco Aerospace & Defense ETF 430,345 $29,457,115 0.36%
iShares U.S. Aerospace & Defense ETF 359,992 $29,018,955 0.20%
MidCap Fund 418,215 $28,626,817 0.12%
Janus Henderson Venture Fund 339,784 $27,389,988 0.76%
Spyglass Growth Fund 329,113 $26,529,799 2.64%
T. Rowe Price New Horizons Fund, Inc. 285,168 $22,987,392 0.16%
Artisan Small Cap Fund 237,229 $19,123,030 2.00%
Dimensional U.S. Small Cap ETF 239,885 $16,420,128 0.11%
T. Rowe Price Small-Cap Value Fund, Inc. 201,780 $16,265,486 0.15%
ALGER SMALL CAP FOCUS FUND 221,849 $15,185,564 1.78%
AMG TimesSquare Mid Cap Growth Fund 186,198 $15,009,421 0.88%
iShares Russell Mid-Cap ETF 183,515 $14,793,144 0.03%
Invesco Main Street Small Cap Fund 178,450 $14,384,855 0.54%
Nationwide Geneva Small Cap Growth Fund 202,735 $13,877,211 1.59%
Wasatch Ultra Growth Fund 167,976 $13,540,545 2.93%
Nomura Small Cap Growth Fund 158,629 $12,787,084 1.09%
JNL Multi-Manager Small Cap Growth Fund 158,500 $12,776,685 0.50%
U.S. SMALL CAP PORTFOLIO 179,498 $12,286,638 0.06%
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%
Osterweis Opportunity Fund 144,335 $11,634,844 3.04%
Fidelity Mid Cap Index Fund 166,927 $11,426,153 0.02%
Schwab U.S. Small-Cap ETF 170,418 $10,988,553 0.05%
Brighthouse/Wellington Large Cap Research Portfolio 121,311 $9,778,880 0.38%
BNY Mellon Small/Mid Cap Growth Fund 107,318 $8,650,904 1.00%
Dimensional U.S. Core Equity 2 ETF 118,468 $8,109,135 0.02%
Invesco V.I. Main Street Small Cap Fund 99,178 $7,994,739 0.55%
iShares Russell 1000 Value ETF 98,591 $7,947,421 0.01%
Showing 1–50 of 300 positions
Key facts CIK 2000178 CUSIP 53947R105 13F (30d) 10 filings 10 filers Visit website Investor relations