Heartland Advisors as of Sept. 30, 2025
Portfolio Holdings for Heartland Advisors
Heartland Advisors holds 237 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Capital Bancshares (TCBI) | 1.8 | $35M | 411k | 84.53 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.8 | $34M | 356k | 94.81 | |
| Lincoln Educational Services Corporation (LINC) | 1.6 | $30M | 1.3M | 23.50 | |
| Teledyne Technologies Incorporated (TDY) | 1.6 | $30M | 51k | 586.04 | |
| Century Communities (CCS) | 1.5 | $29M | 456k | 63.37 | |
| Centerra Gold (CGAU) | 1.4 | $26M | 2.4M | 10.73 | |
| Public Storage (PSA) | 1.4 | $26M | 89k | 288.85 | |
| Perrigo SHS (PRGO) | 1.3 | $24M | 1.1M | 22.27 | |
| Mohawk Industries (MHK) | 1.2 | $24M | 182k | 128.92 | |
| Glacier Ban (GBCI) | 1.2 | $23M | 464k | 48.67 | |
| Associated Banc- (ASB) | 1.2 | $23M | 878k | 25.71 | |
| Ego (EGO) | 1.1 | $22M | 748k | 28.89 | |
| Capital City Bank (CCBG) | 1.1 | $21M | 500k | 41.79 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 1.1 | $20M | 663k | 30.43 | |
| Gates Indl Corp Ord Shs (GTES) | 1.1 | $20M | 811k | 24.82 | |
| Hershey Company (HSY) | 1.1 | $20M | 107k | 187.05 | |
| Barrett Business Services (BBSI) | 1.1 | $20M | 450k | 44.32 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 1.0 | $20M | 646k | 30.22 | |
| Exelon Corporation (EXC) | 1.0 | $19M | 431k | 45.01 | |
| MGIC Investment (MTG) | 1.0 | $19M | 665k | 28.37 | |
| Teleflex Incorporated (TFX) | 1.0 | $18M | 150k | 122.36 | |
| Cass Information Systems (CASS) | 1.0 | $18M | 467k | 39.33 | |
| Northern Trust Corporation (NTRS) | 1.0 | $18M | 134k | 134.60 | |
| I3 Verticals Com Cl A (IIIV) | 0.9 | $18M | 545k | 32.46 | |
| Thor Industries (THO) | 0.9 | $18M | 170k | 103.69 | |
| Northwest Pipe Company (NWPX) | 0.9 | $17M | 322k | 52.93 | |
| Becton, Dickinson and (BDX) | 0.9 | $17M | 89k | 187.17 | |
| Donaldson Company (DCI) | 0.9 | $17M | 204k | 81.85 | |
| Dentsply Sirona (XRAY) | 0.9 | $17M | 1.3M | 12.69 | |
| EOG Resources (EOG) | 0.9 | $16M | 146k | 112.12 | |
| Kimberly-Clark Corporation (KMB) | 0.9 | $16M | 131k | 124.34 | |
| SYSCO Corporation (SYY) | 0.8 | $15M | 186k | 82.34 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.8 | $15M | 413k | 36.29 | |
| Nov (NOV) | 0.8 | $15M | 1.1M | 13.25 | |
| Watsco, Incorporated (WSO) | 0.8 | $15M | 37k | 404.30 | |
| FirstEnergy (FE) | 0.8 | $15M | 325k | 45.82 | |
| Phinia Common Stock (PHIN) | 0.8 | $15M | 257k | 57.48 | |
| J.B. Hunt Transport Services (JBHT) | 0.8 | $15M | 110k | 134.17 | |
| Essential Utils (WTRG) | 0.8 | $15M | 368k | 39.90 | |
| Encore Capital (ECPG) | 0.8 | $15M | 351k | 41.74 | |
| Plymouth Indl Reit (PLYM) | 0.8 | $15M | 656k | 22.33 | |
| Centene Corporation (CNC) | 0.7 | $14M | 389k | 35.68 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.7 | $14M | 576k | 23.87 | |
| Forestar Group (FOR) | 0.7 | $14M | 516k | 26.59 | |
| Te Connectivity Ord Shs (TEL) | 0.7 | $14M | 63k | 219.53 | |
| Academy Sports & Outdoor (ASO) | 0.7 | $14M | 274k | 50.02 | |
| PNC Financial Services (PNC) | 0.7 | $14M | 68k | 200.93 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.7 | $13M | 706k | 19.04 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.7 | $13M | 125k | 106.78 | |
| Viper Energy Cl A (VNOM) | 0.7 | $13M | 350k | 38.22 | |
| D.R. Horton (DHI) | 0.7 | $13M | 78k | 169.47 | |
| Lyft Cl A Com (LYFT) | 0.7 | $13M | 595k | 22.01 | |
| Allegiant Travel Company (ALGT) | 0.7 | $13M | 210k | 60.77 | |
| Primoris Services (PRIM) | 0.7 | $12M | 90k | 137.33 | |
| Leidos Holdings (LDOS) | 0.7 | $12M | 65k | 188.96 | |
| Customers Ban (CUBI) | 0.6 | $12M | 185k | 65.37 | |
| Quaker Chemical Corporation (KWR) | 0.6 | $12M | 90k | 131.75 | |
| A. O. Smith Corporation (AOS) | 0.6 | $11M | 156k | 73.41 | |
| Fb Finl (FBK) | 0.6 | $11M | 204k | 55.74 | |
| Photronics (PLAB) | 0.6 | $11M | 490k | 22.95 | |
| Stifel Financial (SF) | 0.6 | $11M | 99k | 113.47 | |
| Astec Industries (ASTE) | 0.6 | $11M | 234k | 48.13 | |
| TriCo Bancshares (TCBK) | 0.6 | $11M | 250k | 44.41 | |
| Ball Corporation (BALL) | 0.6 | $11M | 218k | 50.42 | |
| PPG Industries (PPG) | 0.6 | $11M | 104k | 105.11 | |
| Radian (RDN) | 0.6 | $11M | 300k | 36.22 | |
| Consolidated Water Ord (CWCO) | 0.6 | $11M | 308k | 35.28 | |
| Hexcel Corporation (HXL) | 0.6 | $11M | 169k | 62.70 | |
| Brady Corp Cl A (BRC) | 0.6 | $10M | 134k | 78.03 | |
| Envista Hldgs Corp (NVST) | 0.5 | $10M | 510k | 20.37 | |
| F.N.B. Corporation (FNB) | 0.5 | $10M | 621k | 16.11 | |
| UGI Corporation (UGI) | 0.5 | $10M | 300k | 33.26 | |
| Essex Property Trust (ESS) | 0.5 | $10M | 37k | 267.66 | |
| Xcel Energy (XEL) | 0.5 | $9.9M | 123k | 80.65 | |
| Aramark Hldgs (ARMK) | 0.5 | $9.9M | 258k | 38.40 | |
| Alpine Income Ppty Tr (PINE) | 0.5 | $9.8M | 692k | 14.17 | |
| Audiocodes Ord (AUDC) | 0.5 | $9.8M | 1.0M | 9.52 | |
| Materion Corporation (MTRN) | 0.5 | $9.7M | 80k | 120.81 | |
| Quest Diagnostics Incorporated (DGX) | 0.5 | $9.5M | 50k | 190.58 | |
| Lamar Advertising Cl A (LAMR) | 0.5 | $9.5M | 78k | 122.42 | |
| Middleby Corporation (MIDD) | 0.5 | $9.5M | 71k | 132.93 | |
| Community Trust Ban (CTBI) | 0.5 | $9.5M | 169k | 55.95 | |
| Carriage Services (CSV) | 0.5 | $9.2M | 207k | 44.54 | |
| Stewart Information Services Corporation (STC) | 0.5 | $9.2M | 125k | 73.32 | |
| Calavo Growers (CVGW) | 0.5 | $9.1M | 354k | 25.74 | |
| Firstcash Holdings (FCFS) | 0.5 | $8.8M | 56k | 158.42 | |
| Old Republic International Corporation (ORI) | 0.5 | $8.8M | 207k | 42.47 | |
| Hubbell (HUBB) | 0.5 | $8.7M | 20k | 430.31 | |
| Centrus Energy Corp Cl A (LEU) | 0.5 | $8.5M | 28k | 310.07 | |
| Accuray Incorporated (ARAY) | 0.4 | $8.3M | 5.0M | 1.67 | |
| Willis Towers Watson SHS (WTW) | 0.4 | $8.3M | 24k | 345.45 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $8.0M | 60k | 133.90 | |
| Arch Cap Group Ord (ACGL) | 0.4 | $8.0M | 88k | 90.73 | |
| Hanover Insurance (THG) | 0.4 | $7.8M | 43k | 181.63 | |
| Matador Resources (MTDR) | 0.4 | $7.7M | 171k | 44.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $7.6M | 31k | 243.10 | |
| Wec Energy Group (WEC) | 0.4 | $7.5M | 66k | 114.59 | |
| Sensient Technologies Corporation (SXT) | 0.4 | $7.4M | 79k | 93.85 | |
| Tiptree Finl Inc cl a (TIPT) | 0.4 | $7.4M | 384k | 19.17 | |
| Sunopta (STKL) | 0.4 | $7.3M | 1.2M | 5.86 | |
| Lantronix Com New (LTRX) | 0.4 | $7.3M | 1.6M | 4.57 | |
| Seaboard Corporation (SEB) | 0.4 | $7.3M | 2.0k | 3647.00 | |
| Alexander & Baldwin (ALEX) | 0.4 | $7.3M | 400k | 18.19 | |
| Semtech Corporation (SMTC) | 0.4 | $7.3M | 102k | 71.45 | |
| Everest Re Group (EG) | 0.4 | $7.2M | 21k | 350.23 | |
| New Gold Inc Cda (NGD) | 0.4 | $7.2M | 1.0M | 7.18 | |
| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 0.4 | $7.0M | 300k | 23.20 | |
| Littelfuse (LFUS) | 0.4 | $6.9M | 27k | 259.01 | |
| Pure Cycle Corp Com New (PCYO) | 0.4 | $6.9M | 627k | 11.07 | |
| Now (DNOW) | 0.4 | $6.9M | 450k | 15.25 | |
| Thermon Group Holdings (THR) | 0.4 | $6.8M | 256k | 26.72 | |
| Potbelly (PBPB) | 0.4 | $6.8M | 400k | 17.04 | |
| Columbus McKinnon (CMCO) | 0.4 | $6.8M | 472k | 14.34 | |
| Evertec (EVTC) | 0.4 | $6.8M | 200k | 33.78 | |
| Heritage Financial Corporation (HFWA) | 0.4 | $6.7M | 275k | 24.19 | |
| One Gas (OGS) | 0.3 | $6.5M | 81k | 80.94 | |
| CTS Corporation (CTS) | 0.3 | $6.4M | 161k | 39.94 | |
| Qorvo (QRVO) | 0.3 | $6.4M | 70k | 91.08 | |
| First Internet Bancorp (INBK) | 0.3 | $6.4M | 284k | 22.43 | |
| EastGroup Properties (EGP) | 0.3 | $6.4M | 38k | 169.26 | |
| Adt (ADT) | 0.3 | $6.3M | 722k | 8.71 | |
| Hayward Hldgs (HAYW) | 0.3 | $6.1M | 402k | 15.12 | |
| Generac Holdings (GNRC) | 0.3 | $6.1M | 36k | 167.40 | |
| Papa John's Int'l (PZZA) | 0.3 | $6.0M | 125k | 48.15 | |
| Lincoln Electric Holdings (LECO) | 0.3 | $5.9M | 25k | 235.83 | |
| Granite Construction (GVA) | 0.3 | $5.9M | 54k | 109.65 | |
| Builders FirstSource (BLDR) | 0.3 | $5.9M | 48k | 121.25 | |
| Packaging Corporation of America (PKG) | 0.3 | $5.8M | 27k | 217.93 | |
| Keurig Dr Pepper (KDP) | 0.3 | $5.8M | 227k | 25.51 | |
| Lattice Semiconductor (LSCC) | 0.3 | $5.5M | 75k | 73.32 | |
| Bluelinx Hldgs Com New (BXC) | 0.3 | $5.5M | 75k | 73.08 | |
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.3 | $5.5M | 134k | 41.00 | |
| Vail Resorts (MTN) | 0.3 | $5.5M | 37k | 149.57 | |
| Fidelity National Information Services (FIS) | 0.3 | $5.4M | 83k | 65.94 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $5.4M | 229k | 23.65 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.3 | $5.4M | 243k | 22.10 | |
| ON Semiconductor (ON) | 0.3 | $5.3M | 108k | 49.31 | |
| Global Med Reit Com New (GMRE) | 0.3 | $5.1M | 153k | 33.71 | |
| Oxford Industries (OXM) | 0.3 | $5.1M | 125k | 40.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.0M | 10k | 502.74 | |
| MidWestOne Financial (MOFG) | 0.3 | $5.0M | 176k | 28.29 | |
| Grand Canyon Education (LOPE) | 0.3 | $4.9M | 22k | 219.52 | |
| Benchmark Electronics (BHE) | 0.3 | $4.8M | 125k | 38.55 | |
| Nucor Corporation (NUE) | 0.3 | $4.8M | 35k | 135.43 | |
| Haemonetics Corporation (HAE) | 0.2 | $4.7M | 96k | 48.74 | |
| Global Wtr Res (GWRS) | 0.2 | $4.6M | 450k | 10.30 | |
| Perma-fix Environmental Svcs Com New (PESI) | 0.2 | $4.6M | 458k | 10.10 | |
| Knife River Corp Common Stock (KNF) | 0.2 | $4.6M | 60k | 76.87 | |
| Rh (RH) | 0.2 | $4.6M | 23k | 203.16 | |
| Custom Truck One Source Com Cl A (CTOS) | 0.2 | $4.5M | 700k | 6.42 | |
| Grocery Outlet Hldg Corp (GO) | 0.2 | $4.4M | 277k | 16.05 | |
| International Paper Company (IP) | 0.2 | $4.4M | 96k | 46.40 | |
| InfuSystem Holdings (INFU) | 0.2 | $4.4M | 425k | 10.36 | |
| Sonoco Products Company (SON) | 0.2 | $4.3M | 100k | 43.09 | |
| Robert Half International (RHI) | 0.2 | $4.3M | 126k | 33.98 | |
| Marten Transport (MRTN) | 0.2 | $4.3M | 400k | 10.66 | |
| Johnson & Johnson (JNJ) | 0.2 | $4.2M | 23k | 185.42 | |
| Walker & Dunlop (WD) | 0.2 | $4.2M | 50k | 83.62 | |
| Kirby Corporation (KEX) | 0.2 | $4.2M | 50k | 83.45 | |
| Integer Hldgs (ITGR) | 0.2 | $4.1M | 40k | 103.33 | |
| Prestige Brands Holdings (PBH) | 0.2 | $4.0M | 64k | 62.40 | |
| Sensata Technologies Hldg SHS (ST) | 0.2 | $3.9M | 128k | 30.55 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.8M | 38k | 100.25 | |
| Doubledown Interactive Ads (DDI) | 0.2 | $3.7M | 400k | 9.34 | |
| Innovex International (INVX) | 0.2 | $3.7M | 200k | 18.54 | |
| Unilever Spon Adr New (UL) | 0.2 | $3.7M | 62k | 59.28 | |
| Raymond James Financial (RJF) | 0.2 | $3.6M | 21k | 172.60 | |
| John B. Sanfilippo & Son (JBSS) | 0.2 | $3.5M | 55k | 64.28 | |
| FactSet Research Systems (FDS) | 0.2 | $3.5M | 12k | 286.49 | |
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $3.4M | 97k | 35.28 | |
| Acushnet Holdings Corp (GOLF) | 0.2 | $3.4M | 43k | 78.49 | |
| Ingredion Incorporated (INGR) | 0.2 | $3.3M | 27k | 122.11 | |
| Marcus Corporation (MCS) | 0.2 | $3.1M | 200k | 15.51 | |
| Amazon (AMZN) | 0.2 | $3.0M | 14k | 219.57 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $2.8M | 15k | 183.73 | |
| Hormel Foods Corporation (HRL) | 0.1 | $2.7M | 107k | 24.74 | |
| First American Financial (FAF) | 0.1 | $2.3M | 36k | 64.24 | |
| Lindsay Corporation (LNN) | 0.1 | $2.3M | 16k | 140.56 | |
| Cisco Systems (CSCO) | 0.1 | $2.2M | 32k | 68.42 | |
| Algoma Stl Group (ASTL) | 0.1 | $2.1M | 600k | 3.56 | |
| CarMax (KMX) | 0.1 | $2.1M | 47k | 44.87 | |
| Mamamancini's Holdings (MAMA) | 0.1 | $2.1M | 200k | 10.51 | |
| Suncor Energy (SU) | 0.1 | $2.0M | 47k | 41.81 | |
| Bwx Technologies (BWXT) | 0.1 | $2.0M | 11k | 184.37 | |
| Quad / Graphics Com Cl A (QUAD) | 0.1 | $1.9M | 300k | 6.26 | |
| HealthStream (HSTM) | 0.1 | $1.8M | 64k | 28.24 | |
| Encompass Health Corp (EHC) | 0.1 | $1.8M | 14k | 127.02 | |
| Southwest Airlines (LUV) | 0.1 | $1.7M | 52k | 31.91 | |
| Applied Materials (AMAT) | 0.1 | $1.6M | 7.9k | 204.74 | |
| Antero Res (AR) | 0.1 | $1.6M | 48k | 33.56 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.6M | 14k | 112.75 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.1 | $1.6M | 177k | 8.90 | |
| Northwestern Energy Group Com New (NWE) | 0.1 | $1.6M | 27k | 58.61 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $1.6M | 32k | 48.15 | |
| Potlatch Corporation (PCH) | 0.1 | $1.5M | 38k | 40.75 | |
| Orion Engineered Carbons (OEC) | 0.1 | $1.5M | 200k | 7.58 | |
| Microsoft Corporation (MSFT) | 0.1 | $1.5M | 2.9k | 517.95 | |
| Lakeland Financial Corporation (LKFN) | 0.1 | $1.5M | 23k | 64.20 | |
| Columbia Sportswear Company (COLM) | 0.1 | $1.4M | 27k | 52.30 | |
| Valvoline Inc Common (VVV) | 0.1 | $1.3M | 37k | 35.91 | |
| Synergy Chc Corp Com New (SNYR) | 0.1 | $1.3M | 550k | 2.44 | |
| WisdomTree Investments (WT) | 0.1 | $1.2M | 89k | 13.90 | |
| Star Equity Holdings Com New (STRR) | 0.1 | $1.2M | 108k | 11.12 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | 14k | 84.60 | |
| Canadian Natl Ry (CNI) | 0.1 | $1.1M | 12k | 94.30 | |
| Alaska Air (ALK) | 0.1 | $1.0M | 21k | 49.78 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $932k | 22k | 43.40 | |
| Apple (AAPL) | 0.0 | $920k | 3.6k | 254.63 | |
| Simpson Manufacturing (SSD) | 0.0 | $825k | 4.9k | 167.46 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $750k | 8.0k | 93.25 | |
| Visa Com Cl A (V) | 0.0 | $650k | 1.9k | 341.38 | |
| New Found Gold Corp (NFGC) | 0.0 | $611k | 258k | 2.37 | |
| Interactive Brokers Group Com Cl A (IBKR) | 0.0 | $606k | 8.8k | 68.81 | |
| Procter & Gamble Company (PG) | 0.0 | $550k | 3.6k | 153.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $542k | 2.2k | 243.55 | |
| Home Depot (HD) | 0.0 | $502k | 1.2k | 405.19 | |
| Illinois Tool Works (ITW) | 0.0 | $452k | 1.7k | 260.76 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $384k | 8.7k | 44.19 | |
| Blackrock (BLK) | 0.0 | $379k | 325.00 | 1165.87 | |
| UnitedHealth (UNH) | 0.0 | $326k | 945.00 | 345.30 | |
| McDonald's Corporation (MCD) | 0.0 | $298k | 980.00 | 303.89 | |
| Honeywell International (HON) | 0.0 | $221k | 1.1k | 210.50 | |
| Nextera Energy (NEE) | 0.0 | $196k | 2.6k | 75.49 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $196k | 771.00 | 254.28 | |
| Constellation Energy (CEG) | 0.0 | $187k | 568.00 | 329.07 | |
| Chevron Corporation (CVX) | 0.0 | $186k | 1.2k | 155.29 | |
| Abbott Laboratories (ABT) | 0.0 | $181k | 1.4k | 133.94 | |
| Wells Fargo & Company (WFC) | 0.0 | $168k | 2.0k | 83.82 | |
| Pepsi (PEP) | 0.0 | $155k | 1.1k | 140.44 | |
| Union Pacific Corporation (UNP) | 0.0 | $136k | 575.00 | 236.37 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $113k | 169.00 | 669.30 | |
| Analog Devices (ADI) | 0.0 | $107k | 435.00 | 245.70 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $100k | 316.00 | 315.43 | |
| Us Bancorp Del Com New (USB) | 0.0 | $97k | 2.0k | 48.33 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $58k | 375.00 | 155.45 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $42k | 300.00 | 139.17 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $24k | 921.00 | 26.30 |