SHAKER INVESTMENTS LLC/OH

CIK

1009005

City

CLEVELAND

State / Country

OH

Stock

PLPC — Preformed Line Products Co

Top Portfolio Positions

66 positions · $195,473,949 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AX	Axos Financial, Inc. Financial Services	368,712	$31,373,704	16.05%
NVDA	Nvidia Corp Technology	64,680	$11,280,192	5.77%
AVGO	Broadcom Inc. Technology	30,024	$9,292,728	4.75%
GOOGL	Alphabet Inc. Communication Services	32,207	$9,261,444	4.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	24,010	$8,114,179	4.15%
AAPL	Apple Inc. Technology	30,827	$7,823,584	4.00%
MSFT	Microsoft Corp Technology	17,959	$6,647,883	3.40%
IRMD	Iradimed Corp Healthcare	60,040	$5,779,450	2.96%
MU	Micron Technology Inc Technology	16,692	$5,639,225	2.88%
CASY	Caseys General Stores Inc Consumer Cyclical	7,316	$5,325,023	2.72%

Portfolio Trend

25 quarters · across all stocks

Holdings in PLPC

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,083,541	4,002	-2.0%	Shares	Sole	2026-05-05
2025-12-31	$844,203	4,084	+55.3%	Shares	Sole	2026-01-30
2025-09-30	$515,874	2,630	-19.1%	Shares	Sole	2025-10-17
2025-06-30	$519,382	3,250	-39.3%	Shares	Sole	2025-07-31
2022-12-31	$445,851	5,353	0.0%	Shares	Sole	2023-04-20
2022-09-30	$380,865	5,353	+0.3%	Shares	Sole	2022-10-19
2022-06-30	$328,164	5,336	+0.1%	Shares	Sole	2022-07-27
2022-03-31	$337,965	5,329	+0.2%	Shares	Sole	2022-04-27
2021-12-31	$344,009	5,317	+0.4%	Shares	Sole	2022-02-08
2021-09-30	$344,581	5,298	+0.4%	Shares	Sole	2021-11-08
2021-06-30	$391,553	5,277	+0.1%	Shares	Sole	2021-08-02
2021-03-31	$362,381	5,271	+48.9%	Shares	Sole	2021-05-05
2020-12-31	$242,346	3,541	-32.2%	Shares	Sole	2021-02-10
2020-03-31	$260,361	5,225	—	Shares	Sole	2020-05-05
No 13F history on record for this holder in this stock.