Portfolio

Small Cap, Big Opportunity!

HERCo & SLEDCo specialize in identifying high-potential stocks with market caps under $20B, targeting untapped opportunities and promising growth. Through rigorous research and disciplined analysis, we aim to deliver superior returns by uncovering value in the dynamic world of SMID-cap investing. Below is the current portfolio of the Opportunity Fund, which includes HERCo from our previous cohort, alongside the latest investments from SLEDCo. Click each company’s logo to visit their respective Yahoo Finance page.

OFP’s Current Holdings

CooperCompanies
CarGurus
United Therapeutics Corporation
jack henry
Root Inc
Blue Bird
Colgate-Palmolive
Shark | Ninja
NiCE
Graco Inc Logo Graphic
Qualys
nextracker
Eagle Materials
Sprouts Farmers Market
freshpet
VICI
Catalyst Pharmaceuticals
Encompass Health

OFP’s Previous Holdings

Valvoline
Yeti Logo Graphic
paycom
Bellring brands
Tripadvisor
Penske
Minerals Technologies Logo Graphic
Lantheus
DoubleVerify
Henry Shein Logo Graphic
Visteon
Calix Logo Graphic
Yelp Logo Graphic
Amphastar Pharmaceuticals Logo Graphic
Aptar Logo Graphic
Atkore
William-Sonoma Logo Graphic
Stride Logo Graphic
Domino's