GW&K Investment Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1082917
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13F Reported Value
ⓘ$12.8B
Holdings
1,109
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
GW&K Investment Management, LLC disclosed 1,109 positions worth $12.8B in its Form 13F-HR for Q2 2026, led by $MTSI (MACOM Technology Solutions Holdings, Inc.) at 1.9% of the equity portfolio, followed by $AEIS and $SPXC. During the quarter the fund opened 113 new positions and exited 27 — including a new stake in $CECO and a full exit from $THR. The portfolio is most concentrated in Technology (21.4% of disclosed assets). All figures are sourced directly from GW&K Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1082917.
AI Fund Analysis
Stable
$MTSI1.9% weight
Held 10 quarters
$AEIS1.7% weight
Held 9 quarters
$SPXC1.4% weight
Held 10 quarters
$STRL1.3% weight
Held 9 quarters
$ITT1.2% weight
Held 10 quarters
ISHARES CORE MSCI DEV MKTS
9 quarters accumulating
ISHARES CORE S&P MIDCAP ET
9 quarters accumulating
VANGUARD TOTAL BOND MARKET
9 quarters accumulating
$GS9 quarters accumulating
$CRWD9 quarters accumulating
Sector Allocation
TechnologyIndustrialsHealthcareFinancialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 69.4#268
Quality
$241.4M634,742 sh - 61.7#759
Quality
$215.5M577,834 sh - 69.2#279
Quality
$175.0M713,791 sh - 70.6
Quality
$165.9M197,645 sh - 63.0
Quality
$151.1M764,125 sh - 51.2
Quality
$145.6M897,268 sh - 66.8
Quality
$144.5M224,336 sh - 65.1
Quality
$132.0M311,540 sh - 58.0
Quality
$125.3M696,739 sh - 65.4
Quality
$125.2M2,956,543 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MACOM Technology Solutions Holdings, Inc.$MTSI | 69.4#268 | $241.4M | 634,742 |
| ADVANCED ENERGY INDUSTRIES INC$AEIS | 61.7#759 | $215.5M | 577,834 |
| SPX Technologies, Inc.$SPXC | 69.2#279 | $175.0M | 713,791 |
| STERLING INFRASTRUCTURE, INC.$STRL | 70.6 | $165.9M | 197,645 |
| ITT INC.$ITT | 63.0 | $151.1M | 764,125 |
 NOVANTA INC$NOVT | 51.2 | $145.6M | 897,268 |
 RBC Bearings INC$RBC | 66.8 | $144.5M | 224,336 |
 MOOG INC.$MOG-A | 65.1 | $132.0M | 311,540 |
 ENTEGRIS INC$ENTG | 58.0 | $125.3M | 696,739 |
 APi Group Corp$APG | 65.4 | $125.2M | 2,956,543 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GW&K Investment Management, LLC's 1,109 positions.
Showing top 10 of 1,109 holdings.
Sector Allocation
Technology
$2.7B
Industrials
$2.6B
Healthcare
$1.9B
Financials
$1.8B
Consumer Discretionary
$1.3B
Energy
$659.3M
Materials
$602.8M
Real Estate
$393.4M
Top Holdings — GW&K Investment Management, LLC (Q2 2026)
Top 150 of 1,109 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MTSI | MACOM Technology Solutions Holdings, Inc. | $241.4M | 1.9% | -24% | 69.4 |
| 2 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | $215.5M | 1.7% | -4% | 61.7 |
| 3 | $SPXC | SPX Technologies, Inc. | $175.0M | 1.4% | +6% | 69.2 |
| 4 | $STRL | STERLING INFRASTRUCTURE, INC. | $165.9M | 1.3% | -35% | 70.6 |
| 5 | $ITT | ITT INC. | $151.1M | 1.2% | -4% | 63 |
| 6 | $NOVT | NOVANTA INC | $145.6M | 1.1% | +4% | 51.2 |
| 7 | $RBC | RBC Bearings INC | $144.5M | 1.1% | -20% | 66.8 |
| 8 | $MOG-A | MOOG INC. | $132.0M | 1.0% | -5% | 65.1 |
| 9 | $ENTG | ENTEGRIS INC | $125.3M | 1.0% | -6% | 58 |
| 10 | $APG | APi Group Corp | $125.2M | 1.0% | -5% | 65.4 |
| 11 |  $TXRH | Texas Roadhouse, Inc. | $124.5M | 1.0% | +1% | 62.7 |
| 12 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $119.0M | 0.9% | -3% | 68.7 |
| 13 |  $FN | Fabrinet | $118.5M | 0.9% | +64% | 62.8 |
| 14 |  $POWL | POWELL INDUSTRIES INC | $117.4M | 0.9% | +105% | 69.8 |
| 15 |  $GMED | GLOBUS MEDICAL INC | $114.8M | 0.9% | -3% | 79.5 |
| 16 |  $COHR | COHERENT CORP. | $112.6M | 0.9% | -1% | 58.5 |
| 17 |  $GTES | Gates Industrial Corp Ltd. | $107.0M | 0.8% | -5% | — |
| 18 |  $HALO | HALOZYME THERAPEUTICS, INC. | $106.0M | 0.8% | -3% | 77.2 |
| 19 |  $PFGC | Performance Food Group Co | $103.7M | 0.8% | -4% | 55.7 |
| 20 |  $BURL | Burlington Stores, Inc. | $102.9M | 0.8% | -4% | 65.2 |
| 21 |  $AVGO | Broadcom Inc. | $102.8M | 0.8% | -19% | 84.5 |
| 22 |  $IDA | IDACORP INC | $101.1M | 0.8% | -4% | 51.1 |
| 23 |  $MSFT | MICROSOFT CORP | $100.4M | 0.8% | -1% | 79.8 |
| 24 |  $UMBF | UMB FINANCIAL CORP | $96.0M | 0.8% | -4% | 77.3 |
| 25 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $95.6M | 0.8% | -4% | 76.5 |
| 26 |  $CVCO | CAVCO INDUSTRIES, INC. | $94.3M | 0.7% | -6% | 62.6 |
| 27 |  $ESI | Element Solutions Inc | $92.5M | 0.7% | -7% | 46.2 |
| 28 |  $MEDP | Medpace Holdings, Inc. | $91.5M | 0.7% | -6% | 76.2 |
| 29 |  $NDSN | NORDSON CORP | $88.6M | 0.7% | -6% | 69.2 |
| 30 |  $LOPE | Grand Canyon Education, Inc. | $88.3M | 0.7% | -15% | 65.2 |
| 31 |  $VOYA | Voya Financial, Inc. | $87.3M | 0.7% | -5% | 49.9 |
| 32 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $87.2M | 0.7% | -5% | 58.7 |
| 33 |  $SF | STIFEL FINANCIAL CORP | $87.0M | 0.7% | -5% | 67 |
| 34 |  $FIX | COMFORT SYSTEMS USA INC | $86.9M | 0.7% | -54% | 77.7 |
| 35 |  $JBL | JABIL INC | $84.6M | 0.7% | -36% | 57.4 |
| 36 |  $JAZZ | Jazz Pharmaceuticals plc | $84.5M | 0.7% | -6% | — |
| 37 |  $BBIO | BridgeBio Pharma, Inc. | $83.8M | 0.7% | +17% | 36.9 |
| 38 |  $SEI | Solaris Energy Infrastructure, Inc. | $83.5M | 0.7% | -2% | 56.4 |
| 39 |  $VCYT | VERACYTE, INC. | $83.2M | 0.7% | -1% | 68.6 |
| 40 |  $RHP | Ryman Hospitality Properties, Inc. | $79.2M | 0.6% | +74% | 65.1 |
| 41 |  $CYTK | CYTOKINETICS INC | $78.0M | 0.6% | +85% | 28.1 |
| 42 |  $LGND | LIGAND PHARMACEUTICALS INC | $78.0M | 0.6% | +65% | 76 |
| 43 |  $DELL | Dell Technologies Inc. | $76.2M | 0.6% | +15% | 71.2 |
| 44 |  $MGY | Magnolia Oil & Gas Corp | $74.6M | 0.6% | -5% | 67.3 |
| 45 |  $CGNX | COGNEX CORP | $73.9M | 0.6% | -6% | 66.9 |
| 46 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $73.0M | 0.6% | +12% | 59.3 |
| 47 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $72.4M | 0.6% | -2% | 62.9 |
| 48 |  $PM | Philip Morris International Inc. | $70.8M | 0.6% | -2% | 75.9 |
| 49 |  $DCO | DUCOMMUN INC /DE/ | $70.7M | 0.6% | +22% | 34.1 |
| 50 |  $GBCI | GLACIER BANCORP, INC. | $69.5M | 0.5% | -4% | 68.1 |
| 51 |  $ABBV | AbbVie Inc. | $69.4M | 0.5% | -11% | 72.6 |
| 52 |  $JPM | JPMORGAN CHASE & CO | $69.1M | 0.5% | -2% | 70.7 |
| 53 |  $VCEL | Vericel Corp | $69.0M | 0.5% | -4% | 62.8 |
| 54 |  $RPM | RPM INTERNATIONAL INC/DE/ | $68.9M | 0.5% | -4% | 59.6 |
| 55 |  $MTDR | Matador Resources Co | $68.6M | 0.5% | -12% | 65.9 |
| 56 |  $INSM | INSMED Inc | $67.1M | 0.5% | +1% | 39.4 |
| 57 |  $NVDA | NVIDIA CORP | $65.9M | 0.5% | -1% | 85.9 |
| 58 |  $DORM | Dorman Products, Inc. | $65.7M | 0.5% | -6% | 58.8 |
| 59 |  $SMTC | SEMTECH CORP | $65.6M | 0.5% | -15% | 55.9 |
| 60 |  $CRNX | Crinetics Pharmaceuticals, Inc. | $64.8M | 0.5% | +7% | 25.5 |
| 61 |  $VIAV | VIAVI SOLUTIONS INC. | $64.5M | 0.5% | -24% | 51.5 |
| 62 |  $LEVI | LEVI STRAUSS & CO | $64.1M | 0.5% | -3% | 63.4 |
| 63 |  $AIZ | ASSURANT, INC. | $63.9M | 0.5% | -6% | 67.8 |
| 64 |  $NTRA | Natera, Inc. | $62.8M | 0.5% | -4% | 53.5 |
| 65 |  $KWR | QUAKER CHEMICAL CORP | $62.3M | 0.5% | -1% | 44.9 |
| 66 |  $PIPR | PIPER SANDLER COMPANIES | $62.3M | 0.5% | -6% | 72.6 |
| 67 |  $EXP | EAGLE MATERIALS INC | $62.3M | 0.5% | -5% | 57 |
| 68 |  $AUB | Atlantic Union Bankshares Corp | $62.1M | 0.5% | -6% | 73.1 |
| 69 |  $MS | MORGAN STANLEY | $60.4M | 0.5% | -2% | 75.8 |
| 70 |  $WTFC | WINTRUST FINANCIAL CORP | $60.1M | 0.5% | -6% | 60.3 |
| 71 |  $PNFP | Pinnacle Financial Partners, Inc. | $59.8M | 0.5% | +9% | 54.5 |
| 72 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $59.5M | 0.5% | -5% | 60.1 |
| 73 |  $IONS | IONIS PHARMACEUTICALS INC | $59.2M | 0.5% | -4% | 23.4 |
| 74 |  $SAIL | SailPoint, Inc. | $58.8M | 0.5% | +30% | 49 |
| 75 |  $CHDN | Churchill Downs Inc | $58.6M | 0.5% | -2% | 61.2 |
| 76 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $57.6M | 0.5% | +12% | — |
| 77 |  $HQY | HEALTHEQUITY, INC. | $57.1M | 0.5% | +36% | 71.2 |
| 78 |  $EGP | EASTGROUP PROPERTIES INC | $55.6M | 0.4% | -4% | 68.7 |
| 79 |  $CRDO | Credo Technology Group Holding Ltd | $55.4M | 0.4% | -53% | 55.1 |
| 80 |  $CFR | CULLEN/FROST BANKERS, INC. | $54.9M | 0.4% | -5% | 63.4 |
| 81 |  $CECO | CECO ENVIRONMENTAL CORP | $54.6M | 0.4% | NEW | 24.6 |
| 82 |  $GOOG | Alphabet Inc. | $54.5M | 0.4% | -1% | 78.2 |
| 83 |  $ALLE | Allegion plc | $54.2M | 0.4% | +20% | — |
| 84 |  $SITE | SiteOne Landscape Supply, Inc. | $54.0M | 0.4% | -7% | 52.1 |
| 85 |  $CSW | CSW INDUSTRIALS, INC. | $53.4M | 0.4% | +11% | 61.8 |
| 86 |  $LGN | Legence Corp. | $50.3M | 0.4% | -2% | 64.1 |
| 87 |  $RARE | Ultragenyx Pharmaceutical Inc. | $49.5M | 0.4% | -8% | 34.2 |
| 88 |  $BIO | BIO-RAD LABORATORIES, INC. | $49.0M | 0.4% | -4% | 48.9 |
| 89 |  $TXN | TEXAS INSTRUMENTS INC | $48.8M | 0.4% | +4% | 73.4 |
| 90 |  $ETR | ENTERGY CORP /DE/ | $48.4M | 0.4% | -26% | 59.5 |
| 91 |  $ABCB | Ameris Bancorp | $48.3M | 0.4% | -2% | 59.8 |
| 92 |  $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $48.2M | 0.4% | -2% | 41.9 |
| 93 |  $AVNT | AVIENT CORP | $48.0M | 0.4% | -1% | 55 |
| 94 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $47.9M | 0.4% | -1% | 62 |
| 95 |  $SKY | Champion Homes, Inc. | $47.8M | 0.4% | -1% | 60.6 |
| 96 |  $KNSL | Kinsale Capital Group, Inc. | $47.0M | 0.4% | -5% | 77.3 |
| 97 |  $HLI | HOULIHAN LOKEY, INC. | $46.9M | 0.4% | -1% | 67.8 |
| 98 |  $ITGR | Integer Holdings Corp | $46.5M | 0.4% | -6% | 55.9 |
| 99 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $46.5M | 0.4% | -1% | 71.1 |
| 100 |  $ALGM | ALLEGRO MICROSYSTEMS, INC. | $46.4M | 0.4% | +1% | 47.6 |
| 101 |  $CW | CURTISS WRIGHT CORP | $45.8M | 0.4% | -4% | 69.5 |
| 102 |  $VNOM | Viper Energy, Inc. | $45.7M | 0.4% | -2% | 71.8 |
| 103 |  $AGIO | AGIOS PHARMACEUTICALS, INC. | $44.8M | 0.3% | -1% | 26.9 |
| 104 |  $SUI | SUN COMMUNITIES INC | $44.6M | 0.3% | -5% | 62.8 |
| 105 |  $SNDR | Schneider National, Inc. | $44.5M | 0.3% | -1% | 53.5 |
| 106 |  $STX | Seagate Technology Holdings plc | $44.3M | 0.3% | NEW | — |
| 107 |  $FERG | Ferguson Enterprises Inc. /DE/ | $44.0M | 0.3% | -2% | 52.2 |
| 108 |  $KO | COCA COLA CO | $42.5M | 0.3% | -2% | 69.5 |
| 109 |  $FAST | FASTENAL CO | $42.5M | 0.3% | -1% | 66.9 |
| 110 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $42.4M | 0.3% | +0% | 59.4 |
| 111 |  $RTX | RTX Corp | $42.1M | 0.3% | -20% | 73.2 |
| 112 |  $SSD | Simpson Manufacturing Co., Inc. | $41.6M | 0.3% | -6% | 59.9 |
| 113 |  $STAG | STAG Industrial, Inc. | $41.4M | 0.3% | -4% | 68.1 |
| 114 |  $QSR | Restaurant Brands International Inc. | $41.3M | 0.3% | -2% | 69.7 |
| 115 |  $NWE | NorthWestern Energy Group, Inc. | $41.0M | 0.3% | -1% | 46.9 |
| 116 |  $CATY | CATHAY GENERAL BANCORP | $40.7M | 0.3% | -1% | 58.5 |
| 117 |  $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | $40.2M | 0.3% | -6% | 53.8 |
| 118 |  $ADC | AGREE REALTY CORP | $39.6M | 0.3% | -6% | 53.5 |
| 119 |  $TNDM | TANDEM DIABETES CARE INC | $38.8M | 0.3% | -4% | 42.8 |
| 120 |  $FTAI | FTAI Aviation Ltd. | $38.5M | 0.3% | -10% | — |
| 121 |  $WHD | Cactus, Inc. | $38.5M | 0.3% | NEW | 59.8 |
| 122 |  $GTX | Garrett Motion Inc. | $37.3M | 0.3% | -28% | 56.8 |
| 123 |  $CENT | CENTRAL GARDEN & PET CO | $36.9M | 0.3% | -1% | 49.7 |
| 124 |  $HD | HOME DEPOT, INC. | $36.9M | 0.3% | -1% | 60.3 |
| 125 |  $BLK | BlackRock, Inc. | $36.7M | 0.3% | -2% | 70 |
| 126 |  $ALLY | Ally Financial Inc. | $36.7M | 0.3% | -2% | 64.5 |
| 127 |  $MCHP | MICROCHIP TECHNOLOGY INC | $36.7M | 0.3% | -1% | 52.9 |
| 128 |  $OVV | Ovintiv Inc. | $36.4M | 0.3% | -6% | 62.5 |
| 129 |  $CSCO | CISCO SYSTEMS, INC. | $36.4M | 0.3% | -2% | 70.3 |
| 130 |  $CDRE | Cadre Holdings, Inc. | $36.3M | 0.3% | +22% | 57.4 |
| 131 |  $AGX | ARGAN INC | $35.8M | 0.3% | NEW | 81.4 |
| 132 |  $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | $35.5M | 0.3% | +56% | 64.4 |
| 133 |  $BCPC | BALCHEM CORP | $35.0M | 0.3% | -2% | 64.5 |
| 134 |  $COCO | Vita Coco Company, Inc. | $35.0M | 0.3% | -2% | 63.1 |
| 135 |  $PCTY | Paylocity Holding Corp | $34.6M | 0.3% | -2% | 66.8 |
| 136 |  $AROC | Archrock, Inc. | $34.4M | 0.3% | NEW | 72 |
| 137 |  $SKWD | Skyward Specialty Insurance Group, Inc. | $34.1M | 0.3% | -1% | 71.1 |
| 138 |  $ETN | Eaton Corp plc | $34.1M | 0.3% | +22% | — |
| 139 |  $EPAC | ENERPAC TOOL GROUP CORP | $34.1M | 0.3% | +1% | 55.6 |
| 140 |  $GPI | GROUP 1 AUTOMOTIVE INC | $34.1M | 0.3% | -6% | 54.1 |
| 141 |  $ARQT | Arcutis Biotherapeutics, Inc. | $33.8M | 0.3% | +30% | 62.9 |
| 142 |  $AAPL | Apple Inc. | $33.5M | 0.3% | -1% | 76.4 |
| 143 |  $AR | ANTERO RESOURCES Corp | $33.3M | 0.3% | -6% | 75.4 |
| 144 |  $AMGN | AMGEN INC | $33.0M | 0.3% | -1% | 79.2 |
| 145 |  $DRI | DARDEN RESTAURANTS INC | $32.7M | 0.3% | NEW | 64.1 |
| 146 |  $HLNE | Hamilton Lane INC | $32.7M | 0.3% | +75% | 71 |
| 147 |  $BELFA | BEL FUSE INC /NJ | $32.4M | 0.3% | -25% | 58.5 |
| 148 |  $CRS | CARPENTER TECHNOLOGY CORP | $32.2M | 0.3% | -31% | 64.6 |
| 149 |  $HMN | HORACE MANN EDUCATORS CORP /DE/ | $31.9M | 0.3% | -1% | 60.4 |
| 150 |  $SCI | SERVICE CORP INTERNATIONAL | $31.8M | 0.3% | -2% | 68.9 |
New Positions (113)
$CECO CECO ENVIRONMENTAL CORP$54.6M$WHD Cactus, Inc.$38.5M$AGX ARGAN INC$35.8M$AROC Archrock, Inc.$34.4M
$SFM Sprouts Farmers Market, Inc.$18.2M
$CROX Crocs, Inc.$17.5M
$ALKS Alkermes plc.$15.3M
$VAC MARRIOTT VACATIONS WORLDWIDE Corp$3.6M
$PEB Pebblebrook Hotel Trust$3.4M
$PRMB Primo Brands Corp$3.0M
$JBTM JBT MAREL Corp$2.9M
$TPC TUTOR PERINI CORP$2.8M
$YETI YETI Holdings, Inc.$2.7M ISHARES DJ US HOME CONSTRUCT - COMMON$205,000
SPDR S&P RETAIL ETF - COMMON$115,000
Exited Positions (27)
$THR Thermon Group Holdings, Inc.
$TPH Tri Pointe Homes, Inc.
$MASI MASIMO CORP
$BRC BRADY CORP
$WSR Whitestone REIT
$VRRM VERRA MOBILITY Corp
$XOMA XOMA Royalty Corp SCHWAB US DVD EQUITY ETF
STATE STREET SPDR MSCI EAFE
$FSV FirstService Corp
$BIRK Birkenstock Holding plc
$CTRA Coterra Energy Inc.
$HOLX HOLOGIC INC ISHARES ESG SELECT SCREENED
$TTAN ServiceTitan, Inc.Browse Top Institutional Investors
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