Kayne Anderson Rudnick Investment Management LLC Incresed Positions in Q3 2025

Kayne Anderson Rudnick Investment Management LLC

  • $39.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRMB
Trimble Inc.

Technology
4.54M
+ 951.93%
$76.46 - $85.24 $347M - $387M
5.01M $409M
HWKN
Hawkins Inc

Basic Materials
759K
+ 7556.01%
$144.17 - $184.75 $109M - $140M
769K $141M
GOOGL
Alphabet Inc.

Communication Services
269K
+ 166.61%
$174.36 - $254.72 $46.9M - $68.6M
431K $105M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
114K
+ 93.4%
$567.09 - $607.37 $64.9M - $69.5M
237K $141M
BANF
Bancfirst Corp

Financial Services
303K
+ 11.89%
$119.95 - $136.48 $36.3M - $41.4M
2.85M $361M
POOL
Pool Corp

Industrials
4.32K
+ 0.2%
$292.13 - $333.62 $1.26M - $1.44M
2.21M $687M
HLMN
Hillman Solutions Corp.

Industrials
600K
+ 4.57%
$7.39 - $10.35 $4.43M - $6.21M
13.7M $126M
NVDA
Nvidia Corp

Technology
26.6K
+ 2.83%
$153.3 - $186.58 $4.07M - $4.95M
964K $180M
SAIA
Saia Inc

Industrials
401
+ 0.03%
$281.49 - $333.61 $113K - $134K
1.21M $363M
CSWI
Csw Industrials, Inc.

Industrials
95.8K
+ 30.75%
$289.31 - $293.0 $27.7M - $28.1M
407K $119M
BLD
Top Build Corp

Industrials
34.4K
+ 60.07%
$343.19 - $443.31 $11.8M - $15.3M
91.7K $35.8M
AAPL
Apple Inc.

Technology
19.1K
+ 8.26%
$202.38 - $256.87 $3.86M - $4.9M
250K $63.6M
SHW
Sherwin Williams CO

Basic Materials
46K
+ 152.95%
$330.88 - $375.23 $15.2M - $17.3M
76.2K $26.4M
BK
Bank Of New York Mellon Corp

Financial Services
95.5K
+ 37.99%
$90.65 - $109.75 $8.66M - $10.5M
347K $37.8M
IWN
Ishares Russell2000 Val ETF

ETFs
67.9K
+ 51.11%
$157.1 - $178.94 $10.7M - $12.2M
201K $35.5M
MUSA
Murphy Usa Inc.

Consumer Cyclical
37K
+ 28662.02%
$361.83 - $435.43 $13.4M - $16.1M
37.1K $14.4M
KNSL
Kinsale Capital Group, Inc.

Financial Services
63.2K
+ 26.49%
$415.15 - $489.89 $26.2M - $31M
302K $128M
IVV
Ishares Core S&P 500 ETF

ETFs
48
+ 0.02%
$620.67 - $670.08 $29.8K - $32.2K
265K $177M
DPZ
Dominos Pizza Inc

Consumer Cyclical
47.3K
+ 11.57%
$422.75 - $485.53 $20M - $23M
456K $197M
AME
Ametek Inc

Industrials
9.9K
+ 0.65%
$176.44 - $192.03 $1.75M - $1.9M
1.53M $288M
MSFT
Microsoft Corp

Technology
19.6K
+ 17.67%
$491.09 - $535.64 $9.63M - $10.5M
131K $67.6M
BZ
Kanzhun LTD

Industrials
122K
+ 9.67%
$17.5 - $24.91 $2.13M - $3.03M
1.38M $32.3M
VMC
Vulcan Materials CO

Basic Materials
18K
+ 29.36%
$260.62 - $307.62 $4.7M - $5.54M
79.4K $24.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
57.7K
+ 16.39%
$92.26 - $97.51 $5.32M - $5.62M
410K $39.5M
LLY
Eli Lilly & CO

Healthcare
10.6K
+ 12.64%
$625.65 - $812.69 $6.64M - $8.62M
94.6K $72.1M
VEEV
Veeva Systems Inc

Healthcare
21K
+ 674.27%
$269.2 - $297.91 $5.66M - $6.26M
24.1K $7.19M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
64.9K
+ 20.1%
$54.35 - $59.32 $3.53M - $3.85M
388K $23M
TJX
Tjx Companies Inc

Consumer Cyclical
2.79K
+ 1.26%
$121.35 - $144.54 $338K - $403K
224K $32.4M
GNTX
Gentex Corp

Consumer Cyclical
33.7K
+ 5.3%
$22.66 - $29.06 $763K - $979K
669K $18.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.71K
+ 10.97%
$420.11 - $472.68 $2.4M - $2.7M
57.8K $27.1M
AMAT
Applied Materials Inc

Technology
16.3K
+ 37.04%
$156.25 - $204.95 $2.54M - $3.33M
60.2K $12.3M
META
Meta Platforms, Inc.

Communication Services
6.58K
+ 3.68%
$695.21 - $791.73 $4.57M - $5.21M
185K $136M
PNC
Pnc Financial Services Group, Inc.

Financial Services
976
+ 0.39%
$185.88 - $207.44 $181K - $202K
250K $50.3M
ETN
Eaton Corp PLC

Industrials
6.82K
+ 9.31%
$342.99 - $392.76 $2.34M - $2.68M
80K $30M
GLDM
World Gold Trust

ETFs
30.2K
+ 36.83%
$64.73 - $76.45 $1.96M - $2.31M
112K $8.59M
MASI
Masimo Corp

Healthcare
16.8K
+ 335040.0%
$136.77 - $171.34 $2.29M - $2.87M
16.8K $2.47M
TSLA
Tesla, Inc.

Consumer Cyclical
1.12K
+ 7.85%
$293.94 - $444.72 $329K - $497K
15.4K $6.83M
KMB
Kimberly Clark Corp

Consumer Defensive
20K
+ 31.35%
$121.72 - $136.77 $2.44M - $2.74M
83.9K $10.4M
WM
Waste Management Inc

Industrials
14.3K
+ 11.3%
$213.88 - $237.1 $3.06M - $3.39M
141K $31.1M
HPQ
Hp Inc

Technology
47.5K
+ 24.33%
$24.45 - $29.35 $1.16M - $1.4M
243K $6.62M
WMT
Walmart Inc.

Consumer Defensive
10.3K
+ 8.23%
$94.4 - $104.27 $975K - $1.08M
136K $14M
VLO
Valero Energy Corp

Energy
6.59K
+ 46.09%
$131.77 - $175.63 $868K - $1.16M
20.9K $3.56M
LAMR
Lamar Advertising CO

Real Estate
9.74K
+ 2.65%
$114.98 - $128.82 $1.12M - $1.25M
378K $46.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.06K
+ 4.07%
$87.29 - $93.61 $703K - $754K
206K $19.2M
MCD
Mcdonalds Corp

Consumer Cyclical
3.58K
+ 10.71%
$291.67 - $316.99 $1.04M - $1.13M
37K $11.2M
FAST
Fastenal CO

Industrials
12.3K
+ 10.86%
$42.47 - $50.39 $524K - $622K
126K $6.18M
TXN
Texas Instruments Inc

Technology
7.08K
+ 22.85%
N/A
38.1K $7.41M
DHI
Horton D R Inc

Consumer Cyclical
516
+ 1.66%
$129.82 - $184.04 $67K - $95K
31.6K $5.36M
STLD
Steel Dynamics Inc

Basic Materials
13.5K
+ 675800.0%
N/A
13.5K $1.33M
Activity Summary
Buys All Purchases 271 New Holdings 24 Increased Positions 247 Sells All Sells 406 Reductions 398 Sold out 8 Options Calls 0 Puts 0
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