American Capital Management Inc Top Holdings and 13F Report (2026) About American Capital Management IncInvestment ActivityAmerican Capital Management Inc has $1.86 billion in total holdings as of March 31, 2026.American Capital Management Inc owns shares of 75 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 16.30% of the portfolio was purchased this quarter.About 21.38% of the portfolio was sold this quarter.This quarter, American Capital Management Inc has purchased 68 new stocks and bought additional shares in 20 stocks.American Capital Management Inc sold shares of 35 stocks and completely divested from 2 stocks this quarter.Largest Holdings Medpace $104,655,970Palo Alto Networks $100,053,088RBC Bearings $95,286,602IDEXX Laboratories $93,305,206AeroVironment $79,876,979 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $100,053,088 Holding268150109 - Dynatrace $38,986,794 Holding056525108 - Badger Meter $28,312,876 Holding296315104 - ESCO Technologies $10,808,547 Holding057665200 - Balchem $3,406,887 Holding Largest Purchases this Quarter Palo Alto Networks 624,084 shares (about $100.05M)Dynatrace 1,054,267 shares (about $38.99M)Badger Meter 185,841 shares (about $28.31M)Tyler Technologies 76,903 shares (about $26.33M)Varonis Systems 819,340 shares (about $17.59M) Largest Sales this Quarter Kratos Defense & Security Solutions 562,585 shares (about $39.67M)AeroVironment 211,343 shares (about $38.69M)Qualys 320,367 shares (about $28.14M)RBC Bearings 38,674 shares (about $21.00M)FactSet Research Systems 91,943 shares (about $19.95M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmerican Capital Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMEDPMedpace$104,655,970$3,086,181 â–¼-2.9%217,9475.6%MedicalPANWPalo Alto Networks$100,053,088$100,053,088 â–²New Holding624,0845.4%Computer and TechnologyRBCRBC Bearings$95,286,602$21,004,623 â–¼-18.1%175,4435.1%IndustrialsIDXXIDEXX Laboratories$93,305,206$8,815,492 â–¼-8.6%166,0565.0%MedicalAVAVAeroVironment$79,876,979$38,686,336 â–¼-32.6%436,3674.3%AerospaceKTOSKratos Defense & Security Solutions$75,580,233$39,667,868 â–¼-34.4%1,071,9084.1%AerospaceFTNTFortinet$67,739,588$7,912,948 â–¼-10.5%828,9233.6%Computer and TechnologySEICSEI Investments$60,313,219$15,207,172 â–²33.7%768,6153.2%FinanceRMDResMed$59,576,768$9,328,715 â–¼-13.5%265,3993.2%MedicalGMEDGlobus Medical$57,128,302$15,236,276 â–²36.4%663,0493.1%MedicalTECHBio-Techne$53,364,149$4,179,703 â–²8.5%1,021,1282.9%MedicalCGNTCognyte Software$52,619,301$1,718,690 â–¼-3.2%6,496,2102.8%Computer and TechnologyVRNSVaronis Systems$49,990,297$17,591,230 â–²54.3%2,328,3792.7%Computer and TechnologyRAMPLiveRamp$49,422,380$375,709 â–¼-0.8%1,863,5892.7%Business ServicesGWREGuidewire Software$48,486,754$184,856 â–¼-0.4%324,1962.6%Computer and TechnologyMANHManhattan Associates$47,631,268$1,205,135 â–¼-2.5%357,8072.6%Computer and TechnologyNOVTNovanta$44,158,258$943,935 â–¼-2.1%373,8742.4%Computer and TechnologyRGENRepligen$42,146,570$2,663,321 â–²6.7%357,7202.3%MedicalCVLTCommVault Systems$42,126,417$548,268 â–²1.3%540,8452.3%Computer and TechnologyDTDynatrace$38,986,794$38,986,794 â–²New Holding1,054,2672.1%Computer and TechnologyJKHYJack Henry & Associates$38,415,573$1,305,726 â–¼-3.3%243,0752.1%Computer and TechnologyVEEVVeeva Systems$36,224,254$2,846,922 â–¼-7.3%206,2181.9%MedicalPRLBProto Labs$35,791,739$205,614 â–¼-0.6%627,7051.9%IndustrialsNCNOnCino$35,583,432$5,206,853 â–²17.1%2,375,3961.9%Computer and TechnologyTYLTyler Technologies$33,875,762$26,330,049 â–²348.9%98,9421.8%Computer and TechnologyCSGPCoStar Group$33,292,441$1,775 â–¼0.0%825,2961.8%Computer and TechnologyTWTradeweb Markets$29,326,402$1,114,005 â–¼-3.7%249,2471.6%FinanceBMIBadger Meter$28,312,876$28,312,876 â–²New Holding185,8411.5%Computer and TechnologyAZTAAzenta$27,384,987$5,802,044 â–²26.9%1,296,0241.5%MedicalIPGPIPG Photonics$23,939,914$3,052,219 â–¼-11.3%208,9181.3%Computer and TechnologyAAONAAON$22,912,151$425,914 â–²1.9%276,8841.2%ConstructionMORNMorningstar$18,314,877$798,592 â–¼-4.2%108,3401.0%Business ServicesNICENiCE$17,376,204$14,763,924 â–¼-45.9%157,5930.9%Computer and TechnologyNEONeoGenomics$16,701,515$545,281 â–¼-3.2%2,250,8780.9%MedicalSTAASTAAR Surgical$16,419,255$2,589,931 â–²18.7%878,0350.9%MedicalCRNCCerence$15,896,714$857,163 â–¼-5.1%2,519,2890.9%Computer and TechnologyDXCMDexCom$15,792,630$169,623 â–²1.1%251,4750.8%MedicalVSECVSE$15,636,198$14,248,957 â–²1,027.1%84,7950.8%ConstructionCGNXCognex$13,302,402$4,548,232 â–¼-25.5%271,5330.7%Computer and TechnologyGNTXGentex$11,675,679$994,962 â–¼-7.9%534,3560.6%Auto/Tires/TrucksESEESCO Technologies$10,808,547$10,808,547 â–²New Holding38,4140.6%IndustrialsFDSFactSet Research Systems$9,332,306$19,950,712 â–¼-68.1%43,0080.5%Business ServicesMMSIMerit Medical Systems$7,980,371$1,564,160 â–²24.4%115,7750.4%MedicalORLYO'Reilly Automotive$7,960,3530.0%86,2350.4%Retail/WholesaleSNPSSynopsys$7,712,725$389,740 â–¼-4.8%19,4530.4%Computer and TechnologyQLYSQualys$7,357,613$28,144,240 â–¼-79.3%83,7520.4%Computer and TechnologyMPWRMonolithic Power Systems$6,909,972$183,683 â–¼-2.6%6,3200.4%Computer and TechnologyDORMDorman Products$6,306,997$4,177,322 â–²196.1%60,4350.3%Auto/Tires/TrucksKWRQuaker Houghton$4,800,496$1,552,378 â–²47.8%38,6420.3%Basic MaterialsSPSCSPS Commerce$4,791,851$12,286,926 â–¼-71.9%86,0760.3%Business ServicesKRNTKornit Digital$4,148,428$24,218 â–¼-0.6%282,9760.2%IndustrialsGHMGraham$4,065,958$372,266 â–²10.1%51,5200.2%IndustrialsPODDInsulet$4,044,666$80,788 â–²2.0%19,2750.2%MedicalHAEHaemonetics$3,771,329$422,700 â–¼-10.1%66,9150.2%MedicalBCPCBalchem$3,406,887$3,406,887 â–²New Holding20,1020.2%Basic MaterialsALRMAlarm.com$3,014,835$167,707 â–¼-5.3%69,8040.2%IndustrialsSHYiShares 1-3 Year Treasury Bond ETF$2,187,279$2,187,279 â–²New Holding26,4900.1%ManufacturingFELEFranklin Electric$2,027,7400.0%22,0000.1%IndustrialsSPYSPDR S&P 500 ETF Trust$1,577,075$71,537 â–¼-4.3%2,4250.1%FinanceDSGXThe Descartes Systems Group$1,369,515$156,645 â–²12.9%19,1380.1%Computer and TechnologyNEOGNeogen$1,241,674$11,744,803 â–¼-90.4%133,6570.1%MedicalTRMBTrimble$1,239,3700.0%19,0000.1%IndustrialsHOLXHologic$1,230,6050.0%16,2800.1%MedicalMTSIMACOM Technology Solutions$872,513$872,513 â–²New Holding3,9290.0%Computer and TechnologyACIWACI Worldwide$754,9940.0%18,4100.0%Computer and TechnologyAAPLApple$710,6120.0%2,8000.0%Computer and TechnologyZBRAZebra Technologies$689,9640.0%3,3000.0%IndustrialsFROGJFrog$609,104$95,456 â–²18.6%12,9790.0%Computer and TechnologyNOVANTA INC$541,764$541,764 â–²New Holding10,1000.0%CONV PRBLKBBlackbaud$499,2270.0%12,9300.0%Computer and TechnologyICLRIcon$361,858$2,264,324 â–¼-86.2%3,2700.0%MedicalILMNIllumina$273,6370.0%2,2200.0%MedicalMRKMerck & Co., Inc.$252,6090.0%2,1000.0%MedicalMDYSPDR S&P MidCap 400 ETF Trust$217,7160.0%3530.0%ETFACWXiShares MSCI ACWI ex U.S. ETF$208,149$208,149 â–²New Holding3,0400.0%ManufacturingCYBRCyberArk Software$0$152,559,211 â–¼-100.0%00.0%Computer and TechnologySMMDiShares Russell 2500 ETF$0$5,898,452 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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