← All Mutual Funds

PROFESSIONALLY MANAGED PORTFOLIOS

CIK: 0000811030 Equity
Report date: 2026-04-28
AUM $35M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-28

Holdings

From latest SEC N-PORT filing · US-listed stocks only

23 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 OABI OmniAb Inc Since 2026-05-10 68218J202 Equity (Common) 7,705
2 OABI OmniAb Inc Since 2026-05-10 68218J301 Equity (Common) 7,705
3 OPCH Option Care Health Inc Since 2026-05-10 68404L201 Equity (Common)
3.10%
$1.10 33,750
4 PLMR Palomar Holdings Inc Since 2026-05-10 69753M105 Equity (Common)
3.47%
$1.23 9,905
5 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
1.19%
$0.42 2,475
6 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
1.12%
$0.40 14,300
7 ONON On Holding AG Since 2026-05-10 N/A Equity (Common)
3.98%
$1.40 30,210
8 IDXX IDEXX Laboratories Inc Since 2026-05-10 45168D104 Equity (Common)
3.22%
$1.14 1,730
9 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
2.01%
$0.71 2,360
10 KVUE Kenvue Inc Since 2026-05-10 49177J102 Equity (Common)
1.28%
$0.45 23,725
11 RSG Republic Services Inc Since 2026-05-10 760759100 Equity (Common)
1.49%
$0.53 2,300
12 ROP Roper Technologies Inc Since 2026-05-10 776696106 Equity (Common)
2.70%
$0.95 2,725
13 TDW Tidewater Inc Since 2026-05-10 88642R109 Equity (Common)
3.18%
$1.12 14,145
14 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
2.91%
$1.03 13,605
15 UPS United Parcel Service Inc Since 2026-05-10 911312106 Equity (Common)
1.28%
$0.45 3,885
16 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
1.44%
$0.51 10,155
17 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
4.29%
$1.51 4,730
18 STE STERIS PLC Since 2026-05-10 N/A Equity (Common)
1.43%
$0.51 2,005
19 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
1.19%
$0.42 3,600
20 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
4.69%
$1.66 7,880
21 CZR Caesars Entertainment Inc Since 2026-05-10 12769G100 Equity (Common)
3.31%
$1.17 46,710
22 EEFT Euronet Worldwide Inc Since 2026-05-10 298736109 Equity (Common)
2.44%
$0.86 12,365
23 AESI Atlas Energy Solutions Inc Since 2026-05-10 642045108 Equity (Common)
2.82%
$1.00 103,535