LISANTI SMALL CAP GROWTH FUND

LISANTI SMALL CAP GROWTH FUND is a registered fund series of FORUM FUNDS (series S000004564). Net assets $13.9M as of 2026-03-31.

Profile

Advisers

Top holdings (178 reported)

Showing 15 of 178 holdings by value.

HoldingTickerValue% of fund
First American Treasury Obligations FundTMPXX$638K457.83%
First American Treasury Obligations FundTMPXX$638K457.83%
Patterson-UTI Energy Inc$396K284.06%
Patterson-UTI Energy Inc$396K284.06%
BrightSpring Health Services I$336K241.39%
BrightSpring Health Services I$336K241.39%
Matador Resources Co$320K229.54%
Matador Resources Co$320K229.54%
Knight-Swift Transportation Ho$313K224.91%
Knight-Swift Transportation Ho$313K224.91%
RBC Bearings Inc$280K200.83%
RBC Bearings Inc$280K200.83%
Modine Manufacturing Co$276K198.39%
Modine Manufacturing Co$276K198.39%
Guardian Pharmacy Services Inc$276K198.07%

Net asset history

Report dateNet assets
2026-03-31$13.9M
2025-12-31$17.5M
2025-09-30$15.9M
2025-06-30$16.8M
2025-03-31$18.5M
2024-12-31$27.6M
2024-09-30$25.3M
2024-06-30$26.4M

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