Loar Holdings Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $164.42M | 0.11% | 2,870,001 NS | $153.97B | FIGI |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | — | $105.44M | 0.13% | 1,840,381 NS | $81.04B | FIGI |
| State Street(R) SPDR(R) S&P(R) Aerospace & De… SPDR SERIES TRUST | XAR | $98.03M | 1.70% | 1,711,156 NS | $5.78B | FIGI |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | — | $87.27M | 1.08% | 1,523,302 NS | $8.07B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $77.35M | 0.00% | 1,350,144 NS | $1.99T | FIGI |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | — | $58.17M | 1.95% | 1,015,422 NS | $2.98B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $55.71M | 0.03% | 972,497 NS | $164.60B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $50.48M | 0.10% | 881,215 NS | $49.59B | FIGI |
| New Perspective Fund New Perspective Fund | — | $47.72M | 0.03% | 832,968 NS | $152.76B | FIGI |
| T. Rowe Price Institutional Small-Cap Stock F… T. Rowe Price Equity Funds, Inc. | — | $47.19M | 1.09% | 823,746 NS | $4.33B | FIGI |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON… | — | $45.77M | 2.80% | 799,000 NS | $1.64B | FIGI |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | — | $37.80M | 1.33% | 659,846 NS | $2.85B | FIGI |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON… | — | $31.51M | 0.95% | 550,000 NS | $3.32B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $31.12M | 0.08% | 543,151 NS | $38.69B | FIGI |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | — | $27.78M | 2.30% | 484,986 NS | $1.21B | FIGI |
| iShares U.S. Aerospace & Defense ETF iShares Trust | ITA | $23.17M | 0.17% | 404,393 NS | $13.49B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $22.71M | 0.03% | 396,461 NS | $81.50B | FIGI |
| Spyglass Growth Fund Manager Directed Portfolios | — | $19.67M | 2.35% | 343,272 NS | $838.50M | FIGI |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | — | $18.79M | 0.61% | 328,054 NS | $3.06B | FIGI |
| Artisan Small Cap Fund Artisan Partners Funds Inc. | — | $15.96M | 1.79% | 278,642 NS | $890.46M | FIGI |
| Baron Global Opportunity Fund BARON SELECT FUNDS | — | $15.88M | 1.90% | 277,268 NS | $837.19M | FIGI |
| iShares Russell Mid-Cap Growth ETF iShares Trust | IWP | $14.80M | 0.08% | 258,418 NS | $18.66B | FIGI |
| BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | — | $14.60M | 1.91% | 254,780 NS | $762.62M | FIGI |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | — | $11.06M | 0.09% | 193,055 NS | $12.77B | FIGI |
| First Trust Indxx Aerospace & Defense ETF First Trust Exchange-Traded Fund | MISL | $10.67M | 0.74% | 186,212 NS | $1.44B | FIGI |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | — | $10.67M | 0.71% | 186,198 NS | $1.50B | FIGI |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | — | $9.62M | 2.39% | 167,976 NS | $401.87M | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $9.41M | 0.02% | 164,290 NS | $48.22B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $9.10M | 0.01% | 158,783 NS | $111.77B | FIGI |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | — | $9.08M | 0.45% | 158,500 NS | $2.00B | FIGI |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | — | $7.23M | 0.08% | 126,117 NS | $9.22B | FIGI |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $7.21M | 1.13% | 125,921 NS | $637.34M | FIGI |
| Brighthouse/Wellington Large Cap Research Por… Brighthouse Funds Trust I | — | $6.01M | 0.26% | 104,893 NS | $2.30B | FIGI |
| T. Rowe Price Diversified Mid-Cap Growth Fund… T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH … | — | $5.73M | 0.13% | 100,050 NS | $4.26B | FIGI |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | — | $5.61M | 1.27% | 98,008 NS | $441.60M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $5.31M | 0.28% | 92,623 NS | $1.86B | FIGI |
| Osterweis Opportunity Fund Professionally Managed Portfolios | — | $5.30M | 1.85% | 92,560 NS | $287.39M | FIGI |
| Nomura Small Cap Growth Fund IVY FUNDS | — | $5.29M | 0.54% | 92,377 NS | $984.74M | FIGI |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | — | $3.84M | 1.34% | 67,097 NS | $285.96M | FIGI |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | — | $3.12M | 0.97% | 54,478 NS | $322.05M | FIGI |
| Variable Portfolio - Partners Small Cap Growt… Columbia Funds Variable Series Trust II | — | $3.08M | 0.93% | 53,824 NS | $332.70M | FIGI |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | — | $2.81M | 0.96% | 49,017 NS | $293.02M | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $2.70M | 0.08% | 47,093 NS | $3.41B | FIGI |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | — | $2.69M | 0.13% | 46,967 NS | $2.00B | FIGI |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | — | $2.65M | 1.20% | 46,184 NS | $220.38M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $2.58M | 0.00% | 44,968 NS | $79.62B | FIGI |
| Liberty All-Star Growth Fund — | — | $2.10M | 0.62% | 36,701 NS | $337.88M | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $2.10M | 0.00% | 36,664 NS | $157.80B | FIGI |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | — | $1.91M | 0.69% | 33,273 NS | $276.33M | FIGI |
| AST J.P. Morgan Aggressive Multi-Asset Portfo… Advanced Series Trust | — | $1.88M | 0.09% | 32,792 NS | $2.04B | FIGI |