Loar Holdings Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | — | $1.88M | 1.13% | 32,784 NS | $166.92M | FIGI |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | — | $1.82M | 0.80% | 31,706 NS | $226.06M | FIGI |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $1.81M | 0.49% | 31,645 NS | $373.21M | FIGI |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | — | $1.75M | 0.15% | 30,566 NS | $1.14B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $1.73M | 0.00% | 30,267 NS | $42.78B | FIGI |
| LVIP T. Rowe Price Structured Mid-Cap Growth … LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.64M | 0.13% | 28,610 NS | $1.30B | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $1.60M | 0.19% | 27,975 NS | $823.49M | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $1.47M | 0.09% | 25,634 NS | $1.71B | FIGI |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | — | $1.46M | 0.37% | 25,411 NS | $389.13M | FIGI |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.45M | 0.20% | 25,393 NS | $732.85M | FIGI |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | — | $1.41M | 0.01% | 24,641 NS | $23.49B | FIGI |
| AST J.P. Morgan Conservative Multi-Asset Port… Advanced Series Trust | — | $1.35M | 0.04% | 23,648 NS | $3.53B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.34M | 0.00% | 23,337 NS | $58.89B | FIGI |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWT… Voya Partners Inc | — | $1.30M | 0.15% | 22,755 NS | $851.31M | FIGI |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | — | $1.24M | 0.91% | 21,691 NS | $136.18M | FIGI |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | — | $1.24M | 0.00% | 21,598 NS | $26.52B | FIGI |
| Baron Technology ETF Baron ETF Trust | BCTK | $1.24M | 0.86% | 21,565 NS | $143.51M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.16M | 0.00% | 20,291 NS | $30.28B | FIGI |
| Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS | IPO | $1.16M | 0.97% | 20,273 NS | $119.39M | FIGI |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | — | $1.15M | 1.23% | 20,006 NS | $93.54M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $1.12M | 0.00% | 19,573 NS | $36.29B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $1.11M | 0.02% | 19,440 NS | $4.89B | FIGI |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | — | $1.11M | 0.06% | 19,397 NS | $1.80B | FIGI |
| Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | — | $1.07M | 1.14% | 18,702 NS | $94.33M | FIGI |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | — | $1.02M | 0.19% | 17,847 NS | $528.41M | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $1.02M | 0.00% | 17,814 NS | $129.17B | FIGI |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | — | $995.2K | 0.53% | 17,371 NS | $187.45M | FIGI |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | — | $935.6K | 0.38% | 16,331 NS | $247.60M | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $907.2K | 0.03% | 15,835 NS | $2.59B | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $896.7K | 0.03% | 15,652 NS | $3.03B | FIGI |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | — | $892.5K | 0.68% | 15,578 NS | $130.90M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $865.1K | 0.03% | 15,100 NS | $2.63B | FIGI |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | — | $848.1K | 0.53% | 14,804 NS | $158.76M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $814.2K | 0.11% | 14,212 NS | $741.60M | FIGI |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | — | $748.7K | 2.10% | 13,069 NS | $35.66M | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $748.1K | 0.11% | 13,058 NS | $665.18M | FIGI |
| Baron SMID Cap ETF Baron ETF Trust | BCSM | $668.6K | 2.56% | 11,670 NS | $26.08M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $667.8K | 0.00% | 11,657 NS | $17.05B | FIGI |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $645.4K | 0.05% | 11,266 NS | $1.38B | FIGI |
| Penn Series SMID Cap Growth Fund Penn Series Funds Inc | — | $636.8K | 0.99% | 11,115 NS | $64.25M | FIGI |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | — | $603.2K | 0.11% | 10,529 NS | $562.61M | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $590.3K | 0.00% | 10,304 NS | $69.79B | FIGI |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | — | $547.1K | 0.62% | 9,550 NS | $87.55M | FIGI |
| First American Multi-Manager Domestic Equity … PFM Multi-Manager Series Trust | — | $528.8K | 0.04% | 9,230 NS | $1.18B | FIGI |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $482.0K | 0.07% | 8,414 NS | $670.85M | FIGI |
| Fidelity Contrafund K6 Fidelity Contrafund | — | $444.3K | 0.00% | 7,755 NS | $33.57B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $417.2K | 0.00% | 7,283 NS | $9.23B | FIGI |
| Global Atlantic Wellington Research Managed R… Forethought Variable Insurance Trust | — | $409.3K | 0.16% | 7,145 NS | $251.74M | FIGI |
| Wasatch U.S. Select Fund WASATCH FUNDS TRUST | — | $355.0K | 2.20% | 6,196 NS | $16.16M | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $352.7K | 0.00% | 6,157 NS | $14.16B | FIGI |