Lazard Retirement US Small Cap Equity Select Portfolio

Lazard Retirement US Small Cap Equity Select Portfolio is a registered fund series of LAZARD RETIREMENT SERIES INC (series S000010298). Net assets $8.8M as of 2026-03-31.

Profile

Advisers

Top holdings (72 reported)

Showing 15 of 72 holdings by value.

HoldingTickerValue% of fund
Advanced Energy Industries Inc$240K271.62%
Texas Capital Bancshares Inc$204K230.66%
Wintrust Financial Corp$200K226.96%
Toro Co/The$189K213.92%
First American Financial Corp$187K211.45%
Regal Rexnord Corp$177K200.25%
Landstar System Inc$175K197.77%
Middleby Corp/The$172K194.80%
Roku Inc$172K194.55%
First Watch Restaurant Group Inc$171K194.10%
Casella Waste Systems Inc$166K187.67%
Atlas Energy Solutions Inc$161K182.88%
NIQ Global Intelligence Plc$161K182.02%
Kodiak Gas Services Inc$160K181.75%
DigitalOcean Holdings Inc$160K181.13%

Net asset history

Report dateNet assets
2026-03-31$8.8M
2025-12-31$9.2M
2025-09-30$33.4M
2025-06-30$37.0M
2025-03-31$36.1M
2024-12-31$40.4M
2024-09-30$43.0M
2024-06-30$40.2M

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