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Pear Tree Polaris Small Cap Fund | USBNX

Mutual Fund
Pear Tree Funds
Last update 2025-06-24 55 Stocks (4 new)
Value $86.00 Mil Turnover 12 %
Countries:
Pear Tree Polaris Small Cap Fu... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IMKTA
Ingles Markets Inc
56,283
3,665.7
+71.59%
4.280
+1.79%
0.300
+6.28%
+3.43%
1,259.5
Retail - Defensive
CVLG
Covenant Logistics Group Inc
106,400
2,362.1
New Holding
2.760
+2.76%
0.400
+25.90%
-5.04%
683.3
Transportation
HTB
HomeTrust Bancshares Inc
62,700
2,149.4
-4.86%
2.510
-0.12%
0.360
+21.17%
+16.77%
685.6
Banks
NBN
Northeast Bank
23,400
2,142.0
+4.46%
2.500
+0.11%
0.270
+15.22%
+4.60%
817.8
Banks
NTB
Bank of N.T Butterfield & Son Ltd
54,600
2,125.0
-2.15%
2.480
-0.05%
0.130
+26.37%
+29.65%
1,984.3
Banks
BBSI
Barrett Business Services Inc
49,800
2,049.3
-15.59%
2.390
-0.43%
0.190
+6.48%
-0.23%
1,108.6
Business Services
IBOC
International Bancshares Corp
31,900
2,011.6
-9.63%
2.350
-0.23%
0.050
+23.03%
+13.97%
4,425.1
Banks
NTST
Netstreit Corp
125,600
1,990.8
0%
2.320
0%
0.150
+10.73%
+23.97%
1,394.7
REITs
EVTC
Evertec Inc
53,900
1,981.9
-10.91%
2.310
-0.25%
0.080
+6.35%
+8.92%
2,386.2
Software
EPRT
Essential Properties Realty Trust Inc
Essential Properties Realty Trust Inc
60,700
1,981.3
+4.30%
2.310
+0.10%
0.030
+1.71%
+4.38%
6,330.3
REITs

Pear Tree Polaris Small Cap Fund's Historical Top Holdings Breakdowns

Pear Tree Polaris Small Cap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CVLG
Covenant Logistics Group Inc
2025-03-31
New Buy
New Buy
+2.76%
22.2 ($25.76) 29.12
$25.73
-0.12%
New holding
106,400
106,400
PRGS
Progress Software Corp
2025-03-31
New Buy
New Buy
+2.08%
51.39 ($57.23) 65.26
$54.45
-4.86%
New holding
34,600
34,600
PLUS
ePlus Inc
2025-03-31
New Buy
New Buy
+1.97%
61.03 ($70.72) 82.23
$72.46
2.46%
New holding
27,600
27,600
HEES Unlock Delisted
H&E Equipment Services Inc
2025-03-31
Sold Out
Sold Out
-1.96%
43.93 ($87.01) 100.57
$94.64
8.77%
Sold Out
0
-37,000
IMKTA
Ingles Markets Inc
2025-03-31
Add
Add
+1.79%
59.95 ($63.83) 67.47
$66.31
3.89%
Add 71.59%
56,283
23,483
LAUR
Laureate Education Inc
2025-03-31
New Buy
New Buy
+1.64%
18.04 ($19.32) 20.97
$23.64
22.36%
New holding
68,600
68,600
KNX
Knight-Swift Transportation Holdings Inc
Knight-Swift Transportation Holdings Inc
2025-03-31
Sold Out
Sold Out
-1.35%
43.49 ($51.55) 58.8
$47.39
-8.07%
Sold Out
0
-23,494
TBRG
TruBridge Inc
2025-03-31
Sold Out
Sold Out
-1.22%
19.9 ($26.05) 30.09
$22.85
-12.28%
Sold Out
0
-57,000
CW
Curtiss-Wright Corp
2025-03-31
Sold Out
Sold Out
-1.08%
304.82 ($337.43) 384.07
$487.97
44.61%
Sold Out
0
-2,800
MMS
Maximus Inc
2025-03-31
Reduce
Reduce
-1.01%
64.34 ($71.24) 79.68
$72.06
1.15%
Reduce -49.6%
12,700
-12,500

Pear Tree Polaris Small Cap Fund Total Holding History ($B)

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Pear Tree Polaris Small Cap Fund's Asset Allocation

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Pear Tree Polaris Small Cap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Pear Tree Polaris Small Cap Fund's Hypothetical Growth since 2025-03-31

Pear Tree Polaris Small Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Pear Tree Polaris Small Cap Fund's Holdings Heat Map

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Pear Tree Polaris Small Cap Fund's Holdings Bubble Chart

Pear Tree Polaris Small Cap Fund News

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