PS

Paradigm Select Fund | PFSLX

Mutual Fund
PARADIGM FUNDS
Last update 2024-08-15 48 Stocks (2 new)
Value $119.00 Mil Turnover 4 %
Countries:
Top Holdings: EME(7.65%)NTRA(6.27%)GMED(6.12%)BLDR(4.98%)MRVL(4.46%)
Portfolio Report
Summary Stock Picks Current Portfolio
Paradigm Select Fund Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EME 		EMCOR Group Inc
24,900
9090.490
-4.78%
7.650
-0.36%
0.050
+44.09%
+139.32%
23651.959
Construction
NTRA 		Natera Inc
68,800
7450.350
0%
6.270
0%
0.060
+24.52%
+114.10%
16586.917
Medical Diagnostics & Research
GMED 		Globus Medical Inc
106,200
7273.640
0%
6.120
0%
0.080
+9.42%
+51.77%
11013.215
Medical Devices & Instruments
BLDR 		Builders FirstSource Inc
42,700
5910.110
0%
4.980
0%
0.040
+16.45%
+6.83%
20525.406
Construction
MRVL 		Marvell Technology Inc
75,700
5291.430
0%
4.460
0%
0.010
+53.50%
+56.08%
81249.560
Semiconductors
BCC 		Boise Cascade Co
42,000
5007.240
0%
4.220
0%
0.110
+12.36%
+10.53%
5465.736
Building Materials
TER 		Teradyne Inc
33,650
4989.960
0%
4.200
0%
0.020
-9.67%
+2.49%
18059.708
Semiconductors
CNXC 		Concentrix Corp
68,000
4303.040
+54.55%
3.620
+1.28%
0.100
-34.81%
-56.83%
2691.923
Software
KFRC 		Kforce Inc
68,325
4245.030
0%
3.570
0%
0.350
-2.73%
-7.76%
1168.078
Business Services
KLIC 		Kulicke & Soffa Industries Inc
80,175
3943.810
0%
3.320
0%
0.150
+18.47%
-10.80%
2625.712
Semiconductors

Paradigm Select Fund's Historical Top Holdings Breakdowns

Paradigm Select Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SMTC 		Semtech Corp2024-06-30Sold Out
-1.37%
●
28.19 ($34.98) 40.85
$52.82
51.00%
Sold Out
0
-60,000
CNXC 		Concentrix Corp2024-06-30Add
+1.28%
●
54.67 ($60.01) 66.07
$41.53
-30.79%
Add 54.55%
68,000
24,000
NVRI 		Enviri Corp2024-06-30New Buy
+0.73%
●
7.06 ($8.34) 9.46
$7.10
-14.87%
New holding
100,000
100,000
AMWD 		American Woodmark Corp2024-06-30New Buy
+0.66%
●
77.15 ($90.26) 101.79
$100.83
11.71%
New holding
10,000
10,000
DCO 		Ducommun Inc2024-06-30Reduce
-0.64%
●
48.47 ($55.87) 59.48
$68.08
21.85%
Reduce -50%
15,000
-15,000
ONTO 		Onto Innovation Inc2024-06-30Reduce
-0.60%
●
169.39 ($206.7) 233.63
$176.04
-14.83%
Reduce -33.33%
8,000
-4,000
JBL 		Jabil Inc2024-06-30Add
+0.46%
●
107.92 ($121.21) 140.47
$135.75
12.00%
Add 23.36%
26,400
5,000
TCMD 		Tactile Systems Technology Inc2024-06-30Add
+0.40%
●
11.13 ($13.46) 15.8
$15.02
11.59%
Add 66.67%
100,000
40,000
ZWS 		Zurn Elkay Water Solutions Corp2024-06-30Add
+0.40%
●
29.16 ($31.5) 33.12
$39.17
24.35%
Add 18.82%
102,300
16,200
EME 		EMCOR Group Inc2024-06-30Reduce
-0.36%
●
328.63 ($368.92) 398.69
$514.15
39.37%
Reduce -4.78%
24,900
-1,250

Paradigm Select Fund Total Holding History ($B)

To

Paradigm Select Fund's Asset Allocation

To

Paradigm Select Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Paradigm Select Fund's Hypothetical Growth since 2024-06-30

Paradigm Select Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Paradigm Select Fund's Holdings Heat Map

Size field:

Paradigm Select Fund's Holdings Bubble Chart

Paradigm Select Fund News

  • 1

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