# Saratoga Small Capitalization Portfolio

Saratoga Small Capitalization Portfolio is a registered fund series of SARATOGA ADVANTAGE TRUST (series S000010891). Net assets $7.3M as of 2026-05-31.

## Profile

- Series ID: S000010891
- Registrant: SARATOGA ADVANTAGE TRUST
- LEI: 549300JKQO6E12ZU8065
- Net assets: $7.3M
- Total assets: $8.2M
- As of: 2026-05-31

## Advisers

- [Saratoga Capital Management, LLC (Advisor)](https://search.stillhousedata.com/firm/106975)
- [Zacks Investment Management, Inc. (Subadvisor)](https://search.stillhousedata.com/firm/110897)

## Top holdings (103 reported)

_Showing 15 of 103 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [VESTIS CORP](https://search.stillhousedata.com/security/29430C102) | — | $159K | 218.81% |
| [CREDO TECHNOLOGY GROUP HOLDING LTD](https://search.stillhousedata.com/security/G25457105) | — | $150K | 206.09% |
| [STERLING INFRASTRUCTURE INC](https://search.stillhousedata.com/security/859241101) | — | $147K | 202.73% |
| [COMMVAULT SYSTEMS INC](https://search.stillhousedata.com/security/204166102) | — | $146K | 201.65% |
| [DREYFUS INSTITUTIONAL PREFERRED MONEY MARKET FUNDS](https://search.stillhousedata.com/security/26200X100) | — | $143K | 196.30% |
| [ALLIENT INC](https://search.stillhousedata.com/security/019330109) | — | $141K | 194.17% |
| [KULICKE AND SOFFA INDUSTRIES INC](https://search.stillhousedata.com/security/501242101) | — | $134K | 185.09% |
| [BLOOM ENERGY CORP](https://search.stillhousedata.com/security/093712107) | — | $132K | 181.34% |
| [EMCOR GROUP INC](https://search.stillhousedata.com/security/29084Q100) | — | $127K | 175.36% |
| [COMFORT SYSTEMS USA INC](https://search.stillhousedata.com/security/199908104) | — | $126K | 173.73% |
| [FABRINET](https://search.stillhousedata.com/security/G3323L100) | — | $123K | 169.38% |
| [POWELL INDUSTRIES INC](https://search.stillhousedata.com/security/739128106) | — | $117K | 160.99% |
| [WATTS WATER TECHNOLOGIES INC](https://search.stillhousedata.com/security/942749102) | — | $116K | 160.43% |
| [INDEPENDENT BANK CORP (MASSACHUSETTS)](https://search.stillhousedata.com/security/453836108) | — | $116K | 160.43% |
| [POSTAL REALTY TRUST INC](https://search.stillhousedata.com/security/73757R102) | — | $114K | 157.04% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-05-31 | $7.3M |
| 2026-02-28 | $7.1M |
| 2025-11-30 | $6.4M |
| 2025-08-31 | $6.3M |
| 2025-05-31 | $5.7M |
| 2025-02-28 | $6.1M |
| 2024-11-30 | $7.8M |
| 2024-08-31 | $7.4M |

## More

- [Registrant: SARATOGA ADVANTAGE TRUST](https://search.stillhousedata.com/registrant/924628)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000010891.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.