Polen 5Perspectives Small Growth Fund Institutional Class (PBSIX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
18.14
+0.17 (0.95%)
Feb 13, 2026, 4:00 PM EST
PBSIX Holdings Information
PBSIX is a mutual fund with a total of 82 individual holdings. The top holdings are Bloom Energy stock at 6.73%, Powell Industries at 4.34%, Argan at 4.28%, GeneDx Holdings at 4.05%, and VSE Corporation at 3.51%.
Total Holdings
82
Top 10 Percentage
37.24%
Asset Class
Equity
Fund Category
Small Growth
Assets
48.51M
Forward PE Ratio
26.68
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | BE | Bloom Energy Corporation | 6.73% |
| 2 | POWL | Powell Industries, Inc. | 4.34% |
| 3 | AGX | Argan, Inc. | 4.28% |
| 4 | WGS | GeneDx Holdings Corp. | 4.05% |
| 5 | VSEC | VSE Corporation | 3.51% |
| 6 | BWXT | BWX Technologies, Inc. | 3.39% |
| 7 | HCI | HCI Group, Inc. | 3.00% |
| 8 | MOD | Modine Manufacturing Company | 2.81% |
| 9 | IESC | IES Holdings, Inc. | 2.71% |
| 10 | JOBY | Joby Aviation, Inc. | 2.42% |
| 11 | MIR | Mirion Technologies, Inc. | 2.37% |
| 12 | DGCXX | Dreyfus Government Cash Management Fund | 2.23% |
| 13 | CECO | CECO Environmental Corp. | 2.09% |
| 14 | CRS | Carpenter Technology Corporation | 2.03% |
| 15 | BKD | Brookdale Senior Living Inc. | 1.98% |
| 16 | KTOS | Kratos Defense & Security Solutions, Inc. | 1.82% |
| 17 | HHH | Howard Hughes Holdings Inc. | 1.75% |
| 18 | GH | Guardant Health, Inc. | 1.54% |
| 19 | HURN | Huron Consulting Group Inc. | 1.49% |
| 20 | ADPT | Adaptive Biotechnologies Corporation | 1.45% |
| 21 | ATEC | Alphatec Holdings, Inc. | 1.42% |
| 22 | KAR | OPENLANE Inc | 1.34% |
| 23 | ROAD | Construction Partners, Inc. | 1.29% |
| 24 | CRDO | Credo Technology Group Holding Ltd | 1.22% |
| 25 | SMR | NuScale Power Corporation | 1.21% |
As of Oct 31, 2025