Paradigm Capital Management Inc/Ny Top Holdings and 13F Report (2025) About Paradigm Capital Management Inc/NyInvestment ActivityParadigm Capital Management Inc/Ny has $2.05 billion in total holdings as of June 30, 2025.Paradigm Capital Management Inc/Ny owns shares of 122 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 3.90% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, Paradigm Capital Management Inc/Ny has purchased 127 new stocks and bought additional shares in 20 stocks.Paradigm Capital Management Inc/Ny sold shares of 45 stocks and completely divested from 9 stocks this quarter.Largest Holdings Broadcom $223,000,850Modine Manufacturing $160,899,750Fabrinet $156,622,420Jabil $121,677,990Onto Innovation $112,318,840 Largest New Holdings this Quarter 89455T109 - Treace Medical Concepts $1,576,787 HoldingG4740B105 - Ichor $510,640 HoldingM7516K103 - Nova $275,200 Holding511795106 - Lakeland Industries $136,100 Holding Largest Purchases this Quarter Owens & Minor 1,918,700 shares (about $17.46M)Enovis 326,900 shares (about $10.25M)Integra LifeSciences 796,300 shares (about $9.77M)Orthofix Medical 858,900 shares (about $9.58M)Zumiez 635,691 shares (about $8.43M) Largest Sales this Quarter American Woodmark 336,900 shares (about $17.98M)SiBone 604,924 shares (about $11.38M)Axcelis Technologies 94,000 shares (about $6.55M)Nature's Sunshine Products 384,038 shares (about $5.68M)Extreme Networks 242,700 shares (about $4.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofParadigm Capital Management Inc/Ny Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$223,000,8500.0%809,00010.9%Computer and TechnologyMODModine Manufacturing$160,899,750$1,379,000 ▼-0.8%1,633,5007.8%Auto/Tires/TrucksFNFabrinet$156,622,4200.0%531,5007.6%Computer and TechnologyJBLJabil$121,677,990$2,835,300 ▼-2.3%557,9005.9%Computer and TechnologyONTOOnto Innovation$112,318,840$797,347 ▲0.7%1,112,8395.5%Computer and TechnologyEXTRExtreme Networks$89,435,875$4,356,465 ▼-4.6%4,982,5004.4%Computer and TechnologyDCODucommun$82,423,425$1,627,811 ▼-1.9%997,5004.0%AerospaceNSITInsight Enterprises$81,905,118$414,255 ▼-0.5%593,1504.0%Retail/WholesaleGMEDGlobus Medical$55,614,546$413,140 ▼-0.7%942,3002.7%MedicalENSGThe Ensign Group$53,080,866$385,650 ▼-0.7%344,1002.6%MedicalCALXCalix$51,285,798$3,356,289 ▼-6.1%964,2002.5%Computer and TechnologyVECOVeeco Instruments$48,971,200$609,600 ▲1.3%2,410,0002.4%Computer and TechnologyENTGEntegris$43,760,690$556,485 ▲1.3%542,6002.1%Computer and TechnologyENSEnersys$40,809,366$643,275 ▼-1.6%475,8002.0%IndustrialsNVRIEnviri$38,393,376$402,752 ▼-1.0%4,423,2001.9%Business ServicesCNXCConcentrix$37,286,137$2,256,909 ▼-5.7%705,4421.8%Business ServicesOFIXOrthofix Medical$37,247,690$9,576,735 ▲34.6%3,340,6001.8%MedicalRBBNRibbon Communications$35,080,282$3,059,630 ▼-8.0%8,748,2001.7%Computer and TechnologyENOVEnovis$34,913,088$10,251,584 ▲41.6%1,113,3001.7%MedicalPNTGThe Pennant Group$28,387,350$119,400 ▼-0.4%951,0001.4%MedicalMDXGMiMedx Group$27,204,140$1,412,045 ▼-4.9%4,452,3961.3%MedicalIARTIntegra LifeSciences$26,767,005$9,770,601 ▲57.5%2,181,5001.3%MedicalCRNCCerence$26,127,502$171,640 ▲0.7%2,559,0111.3%Computer and TechnologySGHSMART Global$22,842,911$552,699 ▲2.5%1,153,1001.1%Computer and TechnologyQDELQuidelOrtho$21,508,078$7,977,088 ▲59.0%746,2901.0%MedicalOMIOwens & Minor$18,006,170$17,460,170 ▲3,197.8%1,978,7000.9%MedicalNTRANatera$16,860,2120.0%99,8000.8%MedicalEMEEMCOR Group$16,782,174$588,379 ▼-3.4%31,3750.8%ConstructionTCMDTactile Systems Technology$16,412,604$908,544 ▲5.9%1,618,6000.8%MedicalUCTTUltra Clean$15,984,074$1,128,500 ▼-6.6%708,2000.8%Computer and TechnologyJILLJ.Jill$15,478,872$1,842,268 ▲13.5%1,057,3000.8%Retail/WholesaleCOHUCohu$14,909,057$3,706,586 ▼-19.9%774,8990.7%Computer and TechnologySIBNSiBone$12,619,393$11,384,669 ▼-47.4%670,5310.6%MedicalKTOSKratos Defense & Security Solutions$12,230,285$2,224,955 ▼-15.4%263,3000.6%AerospaceSNXTD SYNNEX$11,028,881$203,550 ▼-1.8%81,2740.5%Computer and TechnologyCALCaleres$10,716,940$1,692,470 ▲18.8%877,0000.5%Consumer DiscretionaryZUMZZumiez$10,192,843$8,429,263 ▲478.0%768,6910.5%Retail/WholesaleBLDRBuilders FirstSource$10,006,1680.0%85,7500.5%Retail/WholesaleKAIKadant$9,999,675$285,705 ▼-2.8%31,5000.5%IndustrialsXRXXerox$9,540,007$2,972,533 ▲45.3%1,810,2480.5%IndustrialsFORMFormFactor$8,791,755$1,376,400 ▼-13.5%255,5000.4%Computer and TechnologyATENA10 Networks$7,993,485$284,445 ▼-3.4%413,1000.4%Computer and TechnologyFSSFederal Signal$7,449,4000.0%70,0000.4%Multi-Sector ConglomeratesPTCPTC$6,893,6000.0%40,0000.3%Computer and TechnologyACLSAxcelis Technologies$6,139,689$6,550,860 ▼-51.6%88,1000.3%Computer and TechnologyMRVLMarvell Technology$6,029,4600.0%77,9000.3%Computer and TechnologyADUSAddus HomeCare$6,020,9810.0%52,2700.3%MedicalKLICKulicke and Soffa Industries$5,927,8450.0%171,3250.3%Computer and TechnologyNNBRNN$5,792,329$1,016,299 ▲21.3%2,758,2520.3%IndustrialsARLOArlo Technologies$5,712,1280.0%336,8000.3%Computer and TechnologyNATRNature's Sunshine Products$5,681,756$5,679,922 ▼-50.0%384,1620.3%MedicalWCCWESCO International$5,556,0000.0%30,0000.3%Computer and TechnologySXTSensient Technologies$5,071,317$413,784 ▼-7.5%51,4750.2%Basic MaterialsTERTeradyne$4,374,6080.0%48,6500.2%Computer and TechnologyKFRCKforce$4,323,7910.0%105,1250.2%Business ServicesCRSCarpenter Technology$4,311,5280.0%15,6000.2%Basic MaterialsSmurfit Westrock L$4,236,4670.0%98,1800.2%COMJNJJohnson & Johnson$4,154,800$229,125 ▼-5.2%27,2000.2%MedicalATRCAtriCure$4,033,9870.0%123,1000.2%MedicalGRMNGarmin$3,981,3340.0%19,0750.2%Computer and TechnologyBCCBoise Cascade$3,765,8180.0%43,3750.2%ConstructionZWSZurn Elkay Water Solutions Cor$3,741,1110.0%102,3000.2%Business ServicesRVTYRevvity$3,718,8840.0%38,4500.2%MedicalKIDSOrthoPediatrics$3,666,6360.0%170,7000.2%MedicalMaxLinear, Inc$3,639,536$1,738,238 ▲91.4%256,1250.2%COMMAAMid-America Apartment Communities$3,199,2360.0%21,6150.2%FinanceLITELumentum$3,194,0160.0%33,6000.2%Computer and TechnologyPRGSProgress Software$2,891,9520.0%45,3000.1%Computer and TechnologyRDNTRadNet$2,822,7360.0%49,6000.1%MedicalBBYBest Buy$2,812,7470.0%41,9000.1%Retail/WholesaleITGRInteger$2,717,6370.0%22,1000.1%MedicalPACS Group, Inc.$2,584,000$387,600 ▼-13.0%200,0000.1%COMQRVOQorvo$2,197,4710.0%25,8800.1%Computer and TechnologyMASIMasimo$1,909,8020.0%11,3530.1%MedicalTTMITTM Technologies$1,775,670$408,200 ▼-18.7%43,5000.1%Computer and TechnologyRRXRegal Rexnord$1,768,5120.0%12,2000.1%IndustrialsGENGenesis Healthcare$1,764,000$176,400 ▼-9.1%60,0000.1%Business ServicesCLColgate-Palmolive$1,608,930$190,890 ▼-10.6%17,7000.1%Consumer StaplesTMCITreace Medical Concepts$1,576,787$1,576,787 ▲New Holding268,1610.1%MedicalPSTGPure Storage$1,554,6600.0%27,0000.1%Computer and TechnologyATIATI$1,554,1200.0%18,0000.1%Basic MaterialsMYRGMYR Group$1,451,6000.0%8,0000.1%UtilitiesAEOAmerican Eagle Outfitters$1,411,9760.0%146,7750.1%Retail/WholesaleCCRNCross Country Healthcare$1,405,4850.0%107,7000.1%Business ServicesHOFTHooker Furnishings$1,269,600$423,200 ▲50.0%120,0000.1%Consumer DiscretionaryAZTAAzenta$1,258,902$126,198 ▼-9.1%40,9000.1%MedicalFRMEFirst Merchants$1,225,6000.0%32,0000.1%FinanceAVNWAviat Networks$1,132,755$646,055 ▼-36.3%47,1000.1%Computer and TechnologyADTNADTRAN$1,076,400$358,800 ▲50.0%120,0000.1%Business ServicesAMWDAmerican Woodmark$1,067,400$17,980,353 ▼-94.4%20,0000.1%Consumer DiscretionaryGATXGATX$1,005,818$383,900 ▼-27.6%6,5500.0%TransportationTTECTeleTech$962,0000.0%200,0000.0%Business ServicesSWKSSkyworks Solutions$916,5960.0%12,3000.0%Computer and TechnologyKELYAKelly Services$908,9890.0%77,6250.0%Business ServicesIBMInternational Business Machines$854,862$412,692 ▼-32.6%2,9000.0%Computer and TechnologyAFGAmerican Financial Group$814,0550.0%6,4500.0%FinanceRNSTRenasant$790,4600.0%22,0000.0%FinanceABTAbbott Laboratories$734,454$340,025 ▼-31.6%5,4000.0%MedicalCICigna Group$595,044$264,464 ▼-30.8%1,8000.0%MedicalCNDTConduent$528,000$316,800 ▲150.0%200,0000.0%Business ServicesShowing 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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