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
Aecom Logo
Dycom Logo
MGP logo
Graco
Next Power Logo
Eagle Materials
Sprouts Farmers Market
freshpet
VICI
Encompass Health
DoubleVerify
New York Times Logo
allegion Logo
images
TransMedics logo
Lamar Advertising Company logo

OFP’s Previous Holdings

Valvoline
Crocs Inc
Yeti
paycom
Bellring brands
Tripadvisor
Penske
Minerals Technologies
Lantheus
Catalyst Pharmaceuticals
Factset logo
Henry Schein
Visteon
Calix
Yelp
Amphastar Pharmaceuticals
Aptar
Atkore
Williams-Sonoma
Stride
Domino's
Bomarin Logo
Qualys Logo