Keeley-Teton Advisors, LLC

data from 31/03/2025

Capitalization

$ 824.779 M

-4.28%

Performance

$ 316.362 M

59.45%

Average holding period

16 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Keeley-Teton Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/03/31 IVV ISHARES CORE S&P 500 ETF 5.30% 43.690 M $ 77754 2017/03/31 -2.086 M $ -4.55 %
2025/03/31 VTI VANGUARD TOTAL STOCK MKT ETF 1.94% 16.020 M $ 58289 2017/03/31 -814.981 K $ -5.17 %
2025/03/31 PRGO PERRIGO CO PLC 1.28% 10.534 M $ 375680 2021/06/30 867.524 K $ 9.06 %
2025/03/31 ENSG ENSIGN GROUP INC/THE 1.17% 9.637 M $ 74475 2017/03/31 -264.458 K $ -2.60 %
2025/03/31 KLG WK KELLOGG CO 1.14% 9.389 M $ 471096 2023/12/31 881.431 K $ 10.78 %
2025/03/31 COLB COLUMBIA BANKING SYSTEM INC 1.11% 9.168 M $ 367599 2017/03/31 -739.536 K $ -7.66 %
2025/03/31 SSB SOUTHSTATE CORP 1.10% 9.032 M $ 97310 2020/06/30 -636.496 K $ -6.69 %
2025/03/31 SPY SPDR S&P 500 ETF 1.07% 8.826 M $ 15778 2017/03/31 -421.595 K $ -4.55 %
2025/03/31 CXT CRANE NXT CO 1.05% 8.657 M $ 168419 2022/06/30 -1.108 M $ -11.71 %
2025/03/31 AL AIR LEASE CORP 1.05% 8.622 M $ 178469 2017/03/31 15.862 K $ 0.21 %
2025/03/31 FTI TECHNIPFMC PLC 1.01% 8.362 M $ 263855 2021/03/31 1.040 M $ 9.50 %
2025/03/31 CTRE CARETRUST REIT INC 1.01% 8.357 M $ 292401 2017/03/31 440.240 K $ 5.66 %
2025/03/31 MDU MDU RESOURCES GROUP INC 1.00% 8.243 M $ 487449 2017/03/31 -467.022 K $ -6.16 %
2025/03/31 WTFC WINTRUST FINANCIAL CORP 0.91% 7.529 M $ 66945 2017/03/31 -843.375 K $ -9.82 %
2025/03/31 SWX SOUTHWEST GAS HOLDINGS INC 0.90% 7.438 M $ 103593 2023/06/30 117.621 K $ 1.54 %
2025/03/31 SNV SYNOVUS FINANCIAL CORP 0.90% 7.409 M $ 158508 2017/03/31 -725.027 K $ -8.76 %
2025/03/31 SPB SPECTRUM BRANDS HOLDINGS INC 0.89% 7.313 M $ 102213 2018/09/30 -1.436 M $ -15.32 %
2025/03/31 VIRT VIRTU FINANCIAL INC-CLASS A 0.89% 7.309 M $ 191736 2017/03/31 478.037 K $ 6.84 %
2025/03/31 VFH VANGUARD FINANCIALS ETF 0.85% 7.008 M $ 58659 2017/03/31 82.758 K $ 1.19 %
2025/03/31 ABM ABM INDUSTRIES INC 0.85% 6.988 M $ 147560 2021/03/31 -559.981 K $ -7.46 %
2025/03/31 STAG STAG INDUSTRIAL INC 0.81% 6.704 M $ 185614 2017/03/31 459.017 K $ 6.80 %
2025/03/31 MRP MILLROSE PROPERTIES 0.80% 6.633 M $ 250225 2025/03/31 0.000 $ 0.00 %
2025/03/31 VCTR VICTORY CAPITAL HOLDING - A 0.77% 6.364 M $ 109970 2021/09/30 -918.731 K $ -11.59 %
2025/03/31 NXST NEXSTAR MEDIA GROUP INC 0.74% 6.127 M $ 34185 2017/03/31 739.861 K $ 13.45 %
2025/03/31 BKH BLACK HILLS CORP 0.73% 6.058 M $ 99891 2017/03/31 215.990 K $ 3.64 %
2025/03/31 KTB KONTOOR BRANDS INC 0.71% 5.829 M $ 90899 2019/06/30 -1.991 M $ -24.92 %
2025/03/31 PRIM PRIMORIS SERVICES CORP 0.69% 5.689 M $ 99094 2017/03/31 -1.936 M $ -24.86 %
2025/03/31 OR OSISKO GOLD ROYALTIES LTD 0.67% 5.545 M $ 262552 2024/06/30 656.276 K $ 16.69 %
2025/03/31 ECG EVERUS CONSTRUCTION GROUP 0.67% 5.517 M $ 148734 2024/12/31 -2.393 M $ -43.59 %
2025/03/31 TAP MOLSON COORS BEVERAGE CO - B 0.67% 5.490 M $ 90192 2020/12/31 319.176 K $ 6.19 %
2025/03/31 UHAL-B U-HAUL HOLDING CO-NON VOTING 0.64% 5.269 M $ 89028 2024/09/30 -471.552 K $ -7.60 %
2025/03/31 EVTC EVERTEC INC 0.64% 5.239 M $ 142474 2023/03/31 328.348 K $ 6.49 %
2025/03/31 KBH KB HOME 0.63% 5.225 M $ 89906 2019/09/30 -694.640 K $ -11.56 %
2025/03/31 CADE CADENCE BANK 0.62% 5.118 M $ 168569 2021/12/31 -705.762 K $ -11.87 %
2025/03/31 HLIO HELIOS TECHNOLOGIES INC 0.62% 5.113 M $ 159336 2024/03/31 -1.914 M $ -28.11 %
2025/03/31 SPFI SOUTH PLAINS FINANCIAL INC 0.62% 5.086 M $ 153577 2021/06/30 -257.525 K $ -4.69 %
2025/03/31 OUT OUTFRONT MEDIA INC 0.61% 5.048 M $ 312778 2025/03/31 0.000 $ 0.00 %
2025/03/31 AMBP ARDAGH METAL PACKAGING SA 0.59% 4.832 M $ 1599919 2022/06/30 16.097 K $ 0.33 %
2025/03/31 AQN ALGONQUIN POWER & UTILITIES 0.58% 4.785 M $ 930945 2024/09/30 645.460 K $ 15.51 %
2025/03/31 REZ ISHARS RES AND MULTI REALES 0.58% 4.784 M $ 55359 2017/03/31 304.398 K $ 6.67 %
2025/03/31 PINE ALPINE INCOME PROPERTY TRUST 0.58% 4.774 M $ 285551 2019/12/31 -19.992 K $ -0.42 %
2025/03/31 DLB DOLBY LABORATORIES INC-CL A 0.57% 4.661 M $ 58036 2017/03/31 130.381 K $ 2.83 %
2025/03/31 HTH HILLTOP HOLDINGS INC 0.56% 4.623 M $ 151813 2023/06/30 276.299 K $ 6.36 %
2025/03/31 FHI FEDERATED HERMES INC 0.55% 4.513 M $ 110694 2024/03/31 -38.724 K $ -0.83 %
2025/03/31 KALU KAISER ALUMINUM CORP 0.54% 4.460 M $ 73569 2017/03/31 -713.347 K $ -13.73 %
2025/03/31 CHE CHEMED CORP 0.54% 4.437 M $ 7211 2017/03/31 618.395 K $ 16.14 %
2025/03/31 PRMB PRIMO BRANDS CORP 0.54% 4.436 M $ 124990 2024/12/31 606.845 K $ 15.34 %
2025/03/31 FBNC FIRST BANCORP/NC 0.53% 4.362 M $ 108663 2020/03/31 -428.079 K $ -8.71 %
2025/03/31 FLS FLOWSERVE CORP 0.51% 4.234 M $ 86684 2022/03/31 -671.259 K $ -15.09 %
2025/03/31 ALRS ALERUS FINANCIAL CORP 0.51% 4.199 M $ 227455 2024/06/30 -132.146 K $ -4.05 %
2025/03/31 CON CONCENTRA GROUP HOLDINGS PAR 0.51% 4.182 M $ 192716 2024/12/31 180.946 K $ 9.71 %
2025/03/31 TSBK TIMBERLAND BANCORP INC 0.50% 4.160 M $ 137969 2021/06/30 -48.728 K $ -1.18 %
2025/03/31 GMRE GLOBAL MEDICAL REIT INC 0.50% 4.129 M $ 471921 2023/03/31 486.078 K $ 13.34 %
2025/03/31 EQH EQUITABLE HOLDINGS INC 0.50% 4.125 M $ 79187 2020/03/31 399.479 K $ 10.43 %
2025/03/31 EMBC EMBECTA CORP 0.49% 4.048 M $ 317477 2022/06/30 -2.463 M $ -38.26 %
2025/03/31 NRG NRG ENERGY INC 0.48% 3.996 M $ 41859 2017/03/31 220.609 K $ 5.81 %
2025/03/31 VB VANGUARD SML-CAP ETF 0.48% 3.970 M $ 17902 2019/09/30 -331.724 K $ -7.71 %
2025/03/31 NPO ENPRO INC 0.48% 3.947 M $ 24393 2021/03/31 -328.594 K $ -6.18 %
2025/03/31 SILA SILA REALTY TRUST INC 0.47% 3.913 M $ 146492 2024/09/30 350.115 K $ 9.83 %
2025/03/31 NATL NCR ATLEOS CORP 0.47% 3.837 M $ 145438 2023/12/31 -1.231 M $ -22.23 %
2025/03/31 ACT ENACT HOLDINGS INC 0.46% 3.818 M $ 109866 2021/09/30 287.969 K $ 7.32 %
2025/03/31 ONB OLD NATIONAL BANCORP 0.45% 3.698 M $ 174501 2022/03/31 -84.649 K $ -2.40 %
2025/03/31 MERC MERCER INTERNATIONAL INC 0.45% 3.688 M $ 599601 2017/03/31 -209.860 K $ -5.38 %
2025/03/31 AESI ATLAS ENERGY SOLUTIONS INC 0.44% 3.641 M $ 204091 2023/12/31 -911.256 K $ -19.57 %
2025/03/31 BERY BERRY GLOBAL GROUP INC 0.44% 3.608 M $ 51679 2024/09/30 343.125 K $ 7.95 %
2025/03/31 JPST JPMORGAN ULTRA-SHORT INCOME 0.43% 3.586 M $ 70820 2024/12/31 11.031 K $ 0.52 %
2025/03/31 PRGS PROGRESS SOFTWARE CORP 0.43% 3.574 M $ 69393 2021/06/30 -1.102 M $ -20.94 %
2025/03/31 UGI UGI CORP 0.43% 3.573 M $ 108031 2020/03/31 517.366 K $ 17.14 %
2025/03/31 MDY SPDR S&P MIDCAP 400 ETF TRST 0.43% 3.550 M $ 6655 2017/03/31 -221.509 K $ -6.34 %
2025/03/31 SAMG SILVERCREST ASSET MANAGEME-A 0.42% 3.490 M $ 213341 2017/03/31 -463.767 K $ -11.04 %
2025/03/31 CASS CASS INFORMATION SYSTEMS INC 0.42% 3.487 M $ 80632 2022/12/31 188.678 K $ 5.72 %
2025/03/31 OSK OSHKOSH CORP 0.42% 3.476 M $ 36950 2017/03/31 -25.985 K $ -1.04 %
2025/03/31 GEN GEN DIGITAL INC 0.42% 3.458 M $ 130292 2020/12/31 -108.273 K $ -3.07 %
2025/03/31 JBL JABIL INC 0.42% 3.456 M $ 25398 2021/03/31 -198.365 K $ -5.44 %
2025/03/31 HRI HERC HOLDINGS INC 0.42% 3.450 M $ 25697 2024/09/30 -1.659 M $ -29.08 %
2025/03/31 PLOW DOUGLAS DYNAMICS INC 0.42% 3.448 M $ 148415 2024/12/31 -38.140 K $ -1.69 %
2025/03/31 ESAB ESAB CORP 0.42% 3.437 M $ 29500 2022/06/30 -135.398 K $ -2.87 %
2025/03/31 HTLD HEARTLAND EXPRESS INC 0.41% 3.369 M $ 365421 2022/03/31 -730.842 K $ -17.83 %
2025/03/31 INSW INTERNATIONAL SEAWAYS INC 0.41% 3.363 M $ 101303 2021/09/30 -185.917 K $ -7.62 %
2025/03/31 URI UNITED RENTALS INC 0.40% 3.327 M $ 5309 2024/09/30 -428.269 K $ -11.04 %
2025/03/31 CHRD CHORD ENERGY CORP 0.40% 3.324 M $ 29487 2021/03/31 -127.293 K $ -3.59 %
2025/03/31 WHD CACTUS INC - A 0.40% 3.306 M $ 72135 2020/12/31 -817.407 K $ -21.47 %
2025/03/31 TTMI TTM TECHNOLOGIES 0.40% 3.299 M $ 160832 2021/03/31 -724.310 K $ -17.13 %
2025/03/31 NSA NATIONAL STORAGE AFFILIATES 0.40% 3.281 M $ 83270 2017/03/31 135.516 K $ 3.93 %
2025/03/31 IJH ISHARES CORE S&P MIDCAP ETF 0.39% 3.255 M $ 55789 2022/12/31 -131.800 K $ -6.36 %
2025/03/31 PPBI PACIFIC PREMIER BANCORP INC 0.39% 3.252 M $ 152524 2020/06/30 -564.987 K $ -14.45 %
2025/03/31 QQQ INVESCO QQQ TRUST SERIES 1 0.38% 3.164 M $ 6747 2018/06/30 -291.812 K $ -8.28 %
2025/03/31 LAMR LAMAR ADVERTISING CO-A 0.38% 3.122 M $ 27442 2017/03/31 -218.247 K $ -6.54 %
2025/03/31 FNV FRANCO-NEVADA CORP 0.38% 3.118 M $ 19788 2019/03/31 782.892 K $ 33.99 %
2025/03/31 EXE EXPAND ENERGY CORP 0.38% 3.095 M $ 27805 2021/06/30 326.735 K $ 11.82 %
2025/03/31 ALE ALLETE INC 0.37% 3.089 M $ 47020 2017/03/31 56.907 K $ 1.39 %
2025/03/31 BC BRUNSWICK CORP 0.37% 3.014 M $ 55969 2017/06/30 -478.859 K $ -16.74 %
2025/03/31 EVRG EVERGY INC 0.36% 3.009 M $ 43642 2018/06/30 345.017 K $ 12.02 %
2025/03/31 NFG NATIONAL FUEL GAS CO 0.36% 2.978 M $ 37610 2024/09/30 689.312 K $ 30.50 %
2025/03/31 MDYG SPDR S&P 400 MID CAPGROWTH E 0.36% 2.950 M $ 37123 2017/03/31 -278.194 K $ -8.55 %
2025/03/31 STC STEWART INFORMATION SERVICES 0.36% 2.942 M $ 41235 2022/12/31 138.786 K $ 5.72 %
2025/03/31 OLN OLIN CORP 0.35% 2.914 M $ 120210 2019/06/30 -1.185 M $ -28.28 %
2025/03/31 EGY VAALCO ENERGY INC 0.35% 2.910 M $ 773982 2024/09/30 -522.108 K $ -13.96 %
2025/03/31 JACK JACK IN THE BOX INC 0.35% 2.850 M $ 104815 2019/09/30 -1.515 M $ -34.70 %
2025/03/31 CR CRANE CO 0.34% 2.841 M $ 18549 2023/03/31 30.264 K $ 0.94 %