Kayne Anderson Rudnick Investment Management LLC holds a diversified book of 954 stocks worth $34.0B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened C.H. Robinson Worldwide Inc and trimmed Jack Henry & Associates Inc. Their largest long position is Jack Henry & Associates Inc at 3% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1021223/holdings"
Use Arkolith to show KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Jack Henry & Associa COMMON | $862.8M | 5.46M | 2.5% | ▼−6.8% Reduced · −401K sh | |
| 2 | Primerica Inc COMMON | $769.4M | 3.07M | 2.3% | ▼−3.0% Reduced · −94K sh | |
| 3 | Toro Co COMMON | $740.3M | 7.92M | 2.2% | ▼−2.6% Reduced · −209K sh | |
| 4 | Teledyne Tech Inc COMMON | $726.1M | 1.20M | 2.1% | ▼−9.8% Reduced · −131K sh | |
| 5 | RBC Bearings Inc COMMON | $719.4M | 1.32M | 2.1% | ▼−6.2% Reduced · −87K sh | |
| 6 | Interactive Brokers CLASS A | $671.8M | 10.02M | 2.0% | ▼−11% Reduced · −1.2M sh | |
| 7 | Simpson Manufacturin COMMON | $666.8M | 3.89M | 2.0% | ▼−3.3% Reduced · −131K sh | |
| 8 | Watts Water Tech CLASS A | $617.5M | 2.13M | 1.8% | ▼−0.8% Reduced · −18K sh | |
| 9 | Pool Corporation COMMON | $576.7M | 2.85M | 1.7% | ▲+62% Added · +1.1M sh | |
| 10 | Fti Consulting Inc COMMON | $575.7M | 3.26M | 1.7% | ▼−3.0% Reduced · −101K sh | |
| 11 | Acushnet Holdings COMMON | $553.9M | 5.92M | 1.6% | ▼−2.7% Reduced · −165K sh | |
| 12 | Landstar Sys Inc COMMON | $550.2M | 3.43M | 1.6% | ▼−1.9% Reduced · −66K sh | |
| 13 | Nordson Corp COMMON | $544.1M | 2.05M | 1.6% | ▼−9.7% Reduced · −219K sh | |
| 14 | Allegion PLC ORDINARY SHARES | $528.2M | 3.64M | 1.6% | ▼−10% Reduced · −406K sh | |
| 15 | Emcor Group Inc COMMON | $522.0M | 707.0K | 1.5% | ▼−4.4% Reduced · −32K sh | |
| 16 | Rollins Inc COMMON | $518.2M | 9.70M | 1.5% | ▲+7.8% Added · +702K sh | |
| 17 | Berkley W R Corp COM | $515.1M | 7.77M | 1.5% | ▼−11% Reduced · −937K sh | |
| 18 | LPL Financial Hldgs COMMON | $505.4M | 1.68M | 1.5% | ▼−27% Reduced · −618K sh | |
| 19 | Zurn Elkay Water Sol COMMON | $486.5M | 10.85M | 1.4% | ▼−10% Reduced · −1.2M sh | |
| 20 | Watsco Inc COMMON | $483.6M | 1.33M | 1.4% | ▼−5.5% Reduced · −78K sh | |
| 21 | Installed Building COM USD0.01 | $480.7M | 1.81M | 1.4% | ▼−4.3% Reduced · −82K sh | |
| 22 | Cooper Companies Inc COMMON | $473.1M | 6.62M | 1.4% | ▼−8.1% Reduced · −582K sh | |
| 23 | Ul Solutions Inc. COM USD0.001 CL A | $462.7M | 5.40M | 1.4% | ▼−10% Reduced · −610K sh | |
| 24 | Equifax Inc COMMON | $411.3M | 2.28M | 1.2% | ▼−13% Reduced · −345K sh | |
| 25 | Lennox Intl Inc COMMON | $406.2M | 875.2K | 1.2% | ▼−9.3% Reduced · −90K sh | |
| 26 | Rli Corp COMMON | $399.5M | 7.00M | 1.2% | ▼−4.0% Reduced · −291K sh | |
| 27 | Houlihan Lokey Inc COM USD0.001 A | $379.5M | 2.64M | 1.1% | ▼−4.7% Reduced · −131K sh | |
| 28 | Graco Inc COMMON | $350.7M | 4.14M | 1.0% | ▼−2.7% Reduced · −113K sh | |
| 29 | BJS WHSL Club Hldgs COMMON | $349.0M | 3.55M | 1.0% | ▼−9.3% Reduced · −362K sh | |
| 30 | Saia Inc COM USD0.001 | $346.7M | 986.8K | 1.0% | ▼−9.5% Reduced · −104K sh | |
| 31 | Thor Inds Inc COMMON | $342.7M | 4.29M | 1.0% | ▼−8.7% Reduced · −407K sh | |
| 32 | Kadant COMMON | $339.6M | 1.16M | 1.0% | ▼−2.3% Reduced · −28K sh | |
| 33 | Hamilton Lane Inc CL A | $339.5M | 3.42M | 1.0% | ▲+25% Added · +687K sh | |
| 34 | Choice Hotels Intl COMMON | $333.5M | 3.22M | 1.0% | ▲+8.2% Added · +244K sh | |
| 35 | Siteone Landscape COM USD0.01 | $331.0M | 2.49M | 1.0% | ▼−6.8% Reduced · −181K sh | |
| 36 | Moelis & Company COM USD0.01 CL'A' | $329.3M | 5.78M | 1.0% | ▼−4.2% Reduced · −256K sh | |
| 37 | Align Tech Inc COMMON | $326.2M | 1.90M | 1.0% | ▲+150% Added · +1.1M sh | |
| 38 | Bright Horizons Fa COMMON | $315.7M | 3.84M | 0.9% | ▲+40% Added · +1.1M sh | |
| 39 | Servicetitan CLASS A | $309.0M | 4.87M | 0.9% | ▲+41% Added · +1.4M sh | |
| 40 | First Hawaiian COM USD0.01 | $302.8M | 12.29M | 0.9% | ▼−3.5% Reduced · −442K sh | |
| 41 | Ollies Bargain Out COMMON | $302.7M | 3.29M | 0.9% | ▼−10% Reduced · −385K sh | |
| 42 | Universal Display CP COMMON | $294.9M | 3.22M | 0.9% | ▼−5.2% Reduced · −176K sh | |
| 43 | Ufp Industries Inc COMMON | $293.6M | 3.19M | 0.9% | ▲+0.5% Added · +16K sh | |
| 44 | Monolithic Power COMMON | $291.6M | 266.7K | 0.9% | ▼−9.3% Reduced · −27K sh | |
| 45 | Ametek Inc COMMON | $282.9M | 1.32M | 0.8% | ▼−8.1% Reduced · −116K sh | |
| 46 | Bancfirst Corp COMMON | $281.0M | 2.59M | 0.8% | ▼−0.9% Reduced · −25K sh | |
| 47 | Corvel Corp COMMON | $266.2M | 4.87M | 0.8% | ▼−2.4% Reduced · −119K sh | |
| 48 | Wabtec COMMON | $264.1M | 1.06M | 0.8% | ▲+0.6% Added · +6K sh | |
| 49 | Exponet Inc COMMON | $253.6M | 3.89M | 0.7% | ▼−6.2% Reduced · −257K sh | |
| 50 | Donaldson Inc COMMON | $248.2M | 2.92M | 0.7% | ▼−3.0% Reduced · −92K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 1,193 | $34.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 1,256 | $37.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 1,280 | $41.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 1,366 | $41.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 1,271 | $40.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 21, 2025 | 1,309 | $43.5B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 1,270 | $45.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 1,302 | $41.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 1,262 | $43.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 1,268 | $40.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 1,200 | $35.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 1,195 | $35.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 1,093 | $34.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 1,086 | $32.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 16, 2022 | 916 | $30.2B | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 863 | $31.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 908 | $37.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 909 | $43.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 832 | $41.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 828 | $40.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 807 | $37.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 955 | $34.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.