account_balance
Investment manager · 13F filer · SEC CIK 1037792
Paradigm Capital Management Inc
Reported value$3.67Bas of Jun 30, 2026
Positions115 10 new, 7 sold out
Top 10 weight61.9%ONTO alone is 11%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ONTOOnto Innovation Inc.
11.3%
MODModine Manufacturing Co
10.6%
AVGOBroadcom Ltd
8.3%
FNFabrinet
8.1%
JBLJabil Inc
5.7%
VECOVeeco Instruments
4.3%Trimmed −5%
DCODucommun Inc
3.9%
EXTRExtreme Networks
3.7%Trimmed −19%
NSITInsight Enterprises
3.2%
ENSEnerSys
2.8%
ENTGEntegris Inc
2.6%
UCTTUltra Clean Holdings Inc
2.4%
ONTOOnto Innovation Inc.
11.3%
MODModine Manufacturing Co
10.6%
AVGO8.3%FN8.1%JBL5.7%VECO4.3%DCO3.9%EXTR3.7%NSIT3.2%ENS2.8%ENTG2.6%UCTT2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ONTO Onto Innovation Inc. 11.3% HeldMOD Modine Manufacturing Co 10.6% HeldAVGO Broadcom Ltd 8.3% HeldFN Fabrinet 8.1% HeldJBL Jabil Inc 5.7% HeldVECO Veeco Instruments 4.3% Trimmed −5%DCO Ducommun Inc 3.9% HeldEXTR Extreme Networks 3.7% Trimmed −19%NSIT Insight Enterprises 3.2% HeldENS EnerSys 2.8% HeldENTG Entegris Inc 2.6% HeldUCTT Ultra Clean Holdings Inc 2.4% Held
What changed