NAVELLIER & ASSOCIATES INC
Top Portfolio Positions
300 positions ·
$929,229,262 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
597,154 | $104,143,657 | 11.21% | |
| EME |
EMCOR Group, Inc.
Industrials
|
40,411 | $29,835,845 | 3.21% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
19,802 | $27,306,759 | 2.94% | |
| PWR |
Quanta Services, Inc.
Industrials
|
46,366 | $25,455,861 | 2.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,494 | $25,288,156 | 2.72% | |
| VRT |
Vertiv Holdings Co
Industrials
|
95,078 | $23,824,645 | 2.56% | |
| CRS |
Carpenter Technology Corp
Industrials
|
48,843 | $19,251,468 | 2.07% | |
| BE |
Bloom Energy Corp
Industrials
|
128,725 | $17,440,950 | 1.88% | |
| STX |
Seagate Technology Holdings plc
Technology
|
44,380 | $17,386,308 | 1.87% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
72,812 | $16,780,253 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SEZL
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,375,825 | 53,339 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,037,913 | 47,860 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,457,338 | 56,046 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,101,383 | 45,196 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,455,785 | 41,725 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $369,502 | 8,667 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $202,888 | 7,136 | Shares | Sole | 2024-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||