Montanaro Asset Management Ltd Top Holdings and 13F Report (2026) About Montanaro Asset Management LtdInvestment ActivityMontanaro Asset Management Ltd has $317.17 million in total holdings as of June 30, 2026.Montanaro Asset Management Ltd owns shares of 42 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 15.27% of the portfolio was purchased this quarter.About 32.03% of the portfolio was sold this quarter.This quarter, Montanaro Asset Management Ltd has purchased 42 new stocks and bought additional shares in 10 stocks.Montanaro Asset Management Ltd sold shares of 27 stocks and completely divested from 5 stocks this quarter.Largest Holdings Nova $18,666,277Watts Water Technologies $18,045,845EastGroup Properties $16,064,275Federal Signal $15,744,008Valmont Industries $14,930,960 Largest New Holdings this Quarter 00508Y102 - Acuity $10,904,307 Holding81725T100 - Sensient Technologies $8,075,495 Holding077347300 - Bel Fuse $3,663,440 Holding50012A108 - Kodiak Gas Services $3,380,850 Holding296315104 - ESCO Technologies $1,750,200 Holding Largest Purchases this Quarter Acuity 28,950 shares (about $10.90M)Sensient Technologies 65,500 shares (about $8.08M)Watts Water Technologies 19,600 shares (about $7.67M)Valmont Industries 6,450 shares (about $3.73M)Bel Fuse 11,000 shares (about $3.66M) Largest Sales this Quarter Bio-Techne 214,715 shares (about $15.17M)Nova 13,750 shares (about $7.47M)SiTime 9,000 shares (about $6.71M)Fabrinet 10,000 shares (about $5.62M)Graco 60,000 shares (about $4.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMontanaro Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVMINova$18,666,277$7,465,425 â–¼-28.6%34,3805.9%TechnologyWTSWatts Water Technologies$18,045,845$7,672,420 â–²74.0%46,1005.7%IndustrialsEGPEastGroup Properties$16,064,275$753,007 â–²4.9%79,3185.1%Real EstateFSSFederal Signal$15,744,008$73,111 â–¼-0.5%122,5315.0%IndustrialsVMIValmont Industries$14,930,960$3,725,520 â–²33.2%25,8504.7%IndustrialsBCPCBalchem$14,786,166$1,889,199 â–¼-11.3%87,5184.7%MaterialsSITMSiTime$11,928,960$6,710,040 â–¼-36.0%16,0003.8%TechnologyBSYBentley Systems$11,383,098$581,869 â–¼-4.9%380,8333.6%TechnologyCSW INDUSTRIALS INC$11,328,202$2,531,139 â–¼-18.3%40,7053.6%COMHLIHoulihan Lokey$11,123,937$2,054,335 â–¼-15.6%82,9343.5%FinanceAWKAmerican Water Works$11,071,141$750,006 â–¼-6.3%84,1403.5%UtilitiesAYIAcuity$10,904,307$10,904,307 â–²New Holding28,9503.4%IndustrialsENTGEntegris$10,701,670$4,028,864 â–¼-27.4%59,5003.4%TechnologyEXPOExponent$10,523,270$746,898 â–¼-6.6%179,0893.3%IndustrialsMANHManhattan Associates$9,436,276$1,607,641 â–¼-14.6%67,7653.0%TechnologyTECHBio-Techne$8,925,568$15,169,615 â–¼-63.0%126,3352.8%HealthcareLRNStride$8,386,754$2,419,118 â–¼-22.4%97,2492.6%Consumer DiscretionarySXTSensient Technologies$8,075,495$8,075,495 â–²New Holding65,5002.5%MaterialsVEEVVeeva Systems$7,648,957$1,260,037 â–²19.7%43,1002.4%HealthcareMIRMirion Technologies$7,506,323$2,032,294 â–²37.1%418,6462.4%TechnologyROLRollins$6,315,888$2,157,332 â–¼-25.5%151,3152.0%IndustrialsMSCIMSCI$6,160,440$2,604,186 â–¼-29.7%11,0001.9%FinanceFNFabrinet$5,620,800$5,620,800 â–¼-50.0%10,0001.8%TechnologyALRMAlarm.com$5,195,124$1,425,100 â–¼-21.5%111,1971.6%TechnologyMDA SPACE LTD$5,021,626$516,203 â–¼-9.3%121,6001.6%COMHQYHealthEquity$4,281,168$307,088 â–¼-6.7%47,4001.3%HealthcareHWKNHawkins$4,234,580$4,263,000 â–¼-50.2%29,8001.3%MaterialsCLHClean Harbors$4,033,125$2,957,625 â–²275.0%13,5001.3%IndustrialsTWTradeweb Markets$3,936,570$1,360,359 â–¼-25.7%39,5001.2%FinanceGGGGraco$3,780,500$4,536,600 â–¼-54.5%50,0001.2%IndustrialsBELFBBel Fuse$3,663,440$3,663,440 â–²New Holding11,0001.2%TechnologyKGSKodiak Gas Services$3,380,850$3,380,850 â–²New Holding45,0001.1%EnergyHXLHexcel$3,373,023$829,497 â–¼-19.7%33,7101.1%IndustrialsTRNSTranscat$2,978,381$732,419 â–¼-19.7%32,1050.9%IndustrialsSNEXStoneX Group$2,853,362$701,639 â–¼-19.7%24,0790.9%FinanceWMSAdvanced Drainage Systems$2,809,584$1,114,416 â–²65.7%17,9000.9%IndustrialsTTEKTetra Tech$2,652,102$586,467 â–²28.4%91,8000.8%IndustrialsSTVNStevanato Group$2,538,094$624,156 â–¼-19.7%140,4590.8%HealthcareUTIUniversal Technical Institute$2,312,488$538,902 â–¼-18.9%54,0680.7%Consumer DiscretionaryESEESCO Technologies$1,750,200$1,750,200 â–²New Holding5,0000.6%IndustrialsKNSLKinsale Capital Group$1,568,906$98,943 â–²6.7%4,7570.5%FinanceBMIBadger Meter$1,528,314$445,140 â–²41.1%10,3000.5%TechnologyTYLTyler Technologies$0$9,355,534 â–¼-100.0%00.0%TechnologyFCNFTI Consulting$0$8,838,500 â–¼-100.0%00.0%IndustrialsTMDXTransMedics Group$0$7,827,444 â–¼-100.0%00.0%HealthcareBRBRBellRing Brands$0$2,252,600 â–¼-100.0%00.0%Consumer StaplesDOXIMITY INC$0$1,055,490 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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