S&P 400 mid-caps.
We resolve 99% of IJH’s reported NAV to covered tickers; the remaining ~1% is cash, non-equity, foreign lines and names we don’t cover — the honest tail of a CUSIP-based resolution, not a data gap you should read as holdings we hid.
Covered positions by weight, as of 2026-03-31. Each links to its stock page and our full verdict.
| # | Holding | Our call | % of NAV | Value |
|---|---|---|---|---|
| 1 | FTI | Buy | 0.87% | $926M |
| 2 | CASY | Hold | 0.84% | $893M |
| 3 | UTHR | Buy | 0.80% | $845M |
| 4 | CW | Hold | 0.78% | $831M |
| 5 | FLEX | Sell | 0.75% | $797M |
| 6 | XPO | Sell | 0.71% | $755M |
| 7 | WWD | Hold | 0.67% | $706M |
| 8 | RGLD | Buy | 0.64% | $683M |
| 9 | USFD | Hold | 0.63% | $673M |
| 10 | BURL | Buy | 0.63% | $670M |
| 11 | ATI | Hold | 0.62% | $654M |
| 12 | MTZ | Hold | 0.62% | $653M |
| 13 | CRS | Hold | 0.61% | $650M |
| 14 | NVT | Hold | 0.60% | $632M |
| 15 | TWLO | Hold | 0.60% | $632M |
| 16 | ILMN | Hold | 0.59% | $624M |
| 17 | BWXT | Hold | 0.58% | $619M |
| 18 | FN | Hold | 0.58% | $619M |
| 19 | NXT | Buy | 0.56% | $593M |
| 20 | ENTG | Sell | 0.56% | $590M |
| 21 | RBA | Hold | 0.56% | $589M |
| 22 | AA | Buy | 0.54% | $569M |
| 23 | RBC | Hold | 0.54% | $569M |
| 24 | THC | Buy | 0.52% | $549M |
| 25 | OVV | Hold | 0.51% | $546M |
| 26 | ITT | Hold | 0.51% | $543M |
| 27 | RS | Hold | 0.50% | $526M |
| 28 | PR | Buy | 0.49% | $523M |
| 29 | APG | Buy | 0.49% | $515M |
| 30 | SGI | Hold | 0.48% | $514M |
| 31 | MKSI | Sell | 0.48% | $511M |
| 32 | NLY | Hold | 0.47% | $503M |
| 33 | WPC | Buy | 0.46% | $493M |
| 34 | EWBC | Buy | 0.46% | $486M |
| 35 | TLN | Hold | 0.46% | $483M |
| 36 | CLH | Hold | 0.45% | $477M |
| 37 | JLL | Buy | 0.45% | $476M |
| 38 | MTSI | Hold | 0.45% | $473M |
| 39 | GGG | Buy | 0.44% | $465M |
| 40 | LECO | Buy | 0.43% | $454M |
| 41 | DTM | Buy | 0.43% | $453M |
| 42 | CSL | Buy | 0.42% | $451M |
| 43 | NYT | Buy | 0.42% | $448M |
| 44 | PFGC | Hold | 0.42% | $446M |
| 45 | RGA | Buy | 0.42% | $444M |
| 46 | OKTA | Hold | 0.42% | $441M |
| 47 | TRU | Buy | 0.42% | $441M |
| 48 | NBIX | Buy | 0.41% | $437M |
| 49 | DKS | Hold | 0.41% | $436M |
| 50 | KTOS | Sell | 0.41% | $431M |
| 51 | WCC | Hold | 0.41% | $430M |
| 52 | PNFP | Hold | 0.40% | $429M |
| 53 | OHI | Hold | 0.40% | $429M |
| 54 | TOL | Buy | 0.40% | $428M |
| 55 | RNR | Buy | 0.40% | $428M |
| 56 | PEN | Hold | 0.40% | $426M |
| 57 | BJ | Buy | 0.40% | $426M |
| 58 | RPM | Buy | 0.40% | $421M |
| 59 | GWRE | Hold | 0.40% | $421M |
| 60 | WSO | Hold | 0.40% | $421M |
| 61 | LSCC | Sell | 0.40% | $420M |
| 62 | SNX | Hold | 0.39% | $419M |
| 63 | FIVE | Buy | 0.39% | $417M |
| 64 | GLPI | Buy | 0.39% | $416M |
| 65 | CG | Hold | 0.39% | $416M |
| 66 | STRL | Hold | 0.39% | $414M |
| 67 | ROIV | Hold | 0.39% | $414M |
| 68 | HL | Hold | 0.39% | $413M |
| 69 | AR | Hold | 0.39% | $412M |
| 70 | RRX | Hold | 0.39% | $412M |
| 71 | MLI | Buy | 0.38% | $407M |
| 72 | AEIS | Hold | 0.38% | $403M |
| 73 | ELS | Hold | 0.38% | $401M |
| 74 | SOLS | Hold | 0.38% | $400M |
| 75 | CACI | Buy | 0.37% | $398M |
| 76 | ELAN | Hold | 0.37% | $394M |
| 77 | FNF | Hold | 0.37% | $391M |
| 78 | ENSG | Buy | 0.36% | $385M |
| 79 | EVR | Buy | 0.36% | $382M |
| 80 | JAZZ | Hold | 0.36% | $380M |
| 81 | SCI | Buy | 0.36% | $380M |
| 82 | WTRG | Hold | 0.36% | $377M |
| 83 | SF | Buy | 0.35% | $373M |
| 84 | CCK | Buy | 0.35% | $372M |
| 85 | BWA | Hold | 0.35% | $372M |
| 86 | WBS | Buy | 0.35% | $371M |
| 87 | EXEL | Buy | 0.35% | $369M |
| 88 | UNM | Buy | 0.35% | $369M |
| 89 | FHN | Buy | 0.34% | $365M |
| 90 | DT | Hold | 0.34% | $365M |
| 91 | ALLY | Hold | 0.34% | $365M |
| 92 | LAMR | Hold | 0.34% | $364M |
| 93 | ACM | Buy | 0.34% | $363M |
| 94 | TXRH | Hold | 0.34% | $362M |
| 95 | BMRN | Buy | 0.34% | $359M |
| 96 | COKE | Hold | 0.34% | $359M |
| 97 | MEDP | Buy | 0.34% | $356M |
| 98 | PINS | Buy | 0.34% | $355M |
| 99 | RRC | Hold | 0.33% | $354M |
| 100 | ARMK | Hold | 0.33% | $353M |
| 101 | NTNX | Buy | 0.32% | $340M |
| 102 | ONTO | Sell | 0.32% | $337M |
| 103 | DY | Buy | 0.32% | $336M |
| 104 | TTMI | Hold | 0.31% | $333M |
| 105 | SPXC | Hold | 0.31% | $330M |
| 106 | AIT | Hold | 0.31% | $328M |
| 107 | EGP | Buy | 0.31% | $326M |
| 108 | OGE | Hold | 0.31% | $326M |
| 109 | WMS | Hold | 0.31% | $325M |
| 110 | BLD | Hold | 0.31% | $325M |
| 111 | DCI | Hold | 0.31% | $324M |
| 112 | DAR | Hold | 0.31% | $324M |
| 113 | DINO | Hold | 0.30% | $323M |
| 114 | CNH | Hold | 0.30% | $322M |
| 115 | EHC | Buy | 0.30% | $322M |
| 116 | GMED | Buy | 0.30% | $318M |
| 117 | GME | Hold | 0.30% | $314M |
| 118 | DOCU | Hold | 0.30% | $314M |
| 119 | BAH | Buy | 0.29% | $312M |
| 120 | SAIA | Hold | 0.29% | $310M |
| 121 | KNX | Hold | 0.29% | $309M |
| 122 | FLS | Hold | 0.29% | $309M |
| 123 | CNM | Buy | 0.29% | $309M |
| 124 | OSK | Buy | 0.29% | $308M |
| 125 | WTFC | Buy | 0.29% | $308M |
| 126 | GTLS | Hold | 0.29% | $308M |
| 127 | RMBS | Hold | 0.29% | $307M |
| 128 | SSB | Buy | 0.29% | $304M |
| 129 | TTC | Hold | 0.28% | $302M |
| 130 | AMH | Hold | 0.28% | $301M |
| 131 | ORI | Buy | 0.28% | $301M |
| 132 | ADC | Hold | 0.28% | $299M |
| 133 | NFG | Hold | 0.28% | $296M |
| 134 | OC | Hold | 0.28% | $294M |
| 135 | AFG | Buy | 0.28% | $293M |
| 136 | BRX | Hold | 0.28% | $292M |
| 137 | EQH | Hold | 0.28% | $292M |
| 138 | ARWR | Hold | 0.27% | $291M |
| 139 | VNOM | Hold | 0.27% | $289M |
| 140 | CFR | Buy | 0.27% | $287M |
| 141 | AYI | Buy | 0.27% | $283M |
| 142 | ZION | Buy | 0.27% | $281M |
| 143 | LFUS | Buy | 0.26% | $280M |
| 144 | CR | Buy | 0.26% | $277M |
| 145 | AHR | Hold | 0.26% | $277M |
| 146 | CUBE | Hold | 0.26% | $277M |
| 147 | MUSA | Hold | 0.26% | $276M |
| 148 | CTRE | Buy | 0.26% | $271M |
| 149 | MASI | — | 0.25% | $269M |
| 150 | CGNX | Hold | 0.25% | $269M |
| 151 | ATR | Buy | 0.25% | $269M |
| 152 | COLB | Hold | 0.25% | $268M |
| 153 | CHRD | Hold | 0.25% | $268M |
| 154 | R | Hold | 0.25% | $267M |
| 155 | CAVA | Hold | 0.25% | $267M |
| 156 | CYTK | Avoid | 0.25% | $267M |
| 157 | UMBF | Buy | 0.25% | $267M |
| 158 | PRI | Buy | 0.25% | $265M |
| 159 | NNN | Hold | 0.25% | $264M |
| 160 | MANH | Hold | 0.25% | $264M |
| 161 | WTS | Hold | 0.25% | $264M |
| 162 | VMI | Hold | 0.25% | $261M |
| 163 | TTEK | Hold | 0.25% | $260M |
| 164 | UGI | Buy | 0.24% | $259M |
| 165 | HLI | Buy | 0.24% | $258M |
| 166 | AMG | Buy | 0.24% | $258M |
| 167 | IDCC | Buy | 0.24% | $257M |
| 168 | IDA | Hold | 0.24% | $256M |
| 169 | FR | Hold | 0.24% | $254M |
| 170 | ONB | Hold | 0.24% | $254M |
| 171 | SITM | Hold | 0.24% | $253M |
| 172 | HALO | Buy | 0.24% | $252M |
| 173 | AM | Hold | 0.24% | $250M |
| 174 | KNSL | Buy | 0.24% | $250M |
| 175 | REXR | Hold | 0.24% | $249M |
| 176 | FLR | Hold | 0.23% | $249M |
| 177 | SFM | Buy | 0.23% | $249M |
| 178 | MTDR | Buy | 0.23% | $244M |
| 179 | CRUS | Buy | 0.23% | $244M |
| 180 | ARW | Hold | 0.23% | $243M |
| 181 | SEIC | Buy | 0.23% | $241M |
| 182 | FCFS | Buy | 0.23% | $241M |
| 183 | WAL | Buy | 0.23% | $241M |
| 184 | ALV | Buy | 0.23% | $239M |
| 185 | KEX | Buy | 0.22% | $238M |
| 186 | HQY | Buy | 0.22% | $236M |
| 187 | SSD | Buy | 0.22% | $236M |
| 188 | INGR | Buy | 0.22% | $235M |
| 189 | AAL | Sell | 0.22% | $235M |
| 190 | AGCO | Hold | 0.22% | $231M |
| 191 | STAG | Hold | 0.22% | $228M |
| 192 | CART | Buy | 0.21% | $228M |
| 193 | SLAB | Hold | 0.21% | $227M |
| 194 | JEF | Hold | 0.21% | $226M |
| 195 | CMC | Hold | 0.21% | $226M |
| 196 | ORA | Sell | 0.21% | $225M |
| 197 | PB | Buy | 0.21% | $225M |
| 198 | WFRD | Hold | 0.21% | $225M |
| 199 | NOV | Hold | 0.21% | $224M |
| 200 | CBSH | Buy | 0.21% | $223M |
| 201 | TEX | Hold | 0.21% | $222M |
| 202 | ULS | Hold | 0.21% | $219M |
| 203 | MP | Hold | 0.20% | $215M |
| 204 | CHWY | Hold | 0.20% | $213M |
| 205 | BROS | Hold | 0.20% | $213M |
| 206 | VOYA | Buy | 0.20% | $213M |
| 207 | ENS | Buy | 0.20% | $212M |
| 208 | TKR | Hold | 0.20% | $211M |
| 209 | JHG | Buy | 0.20% | $210M |
| 210 | VAL | Buy | 0.20% | $209M |
| 211 | ACI | Hold | 0.20% | $209M |
| 212 | RGEN | Hold | 0.19% | $206M |
| 213 | PLNT | — | 0.19% | $204M |
| 214 | MIDD | Hold | 0.19% | $203M |
| 215 | FAF | Buy | 0.19% | $203M |
| 216 | LEA | Hold | 0.19% | $203M |
| 217 | HXL | Hold | 0.19% | $203M |
| 218 | WH | Hold | 0.19% | $203M |
| 219 | THG | Buy | 0.19% | $203M |
| 220 | GATX | Buy | 0.19% | $202M |
| 221 | LAD | Buy | 0.19% | $201M |
| 222 | STWD | Hold | 0.19% | $198M |
| 223 | MSA | Buy | 0.19% | $198M |
| 224 | FNB | Buy | 0.19% | $198M |
| 225 | EXP | Buy | 0.19% | $197M |
| 226 | CHDN | Buy | 0.19% | $197M |
| 227 | H | Hold | 0.19% | $197M |
| 228 | GXO | Buy | 0.19% | $197M |
| 229 | POR | Hold | 0.19% | $197M |
| 230 | HR | Hold | 0.19% | $196M |
| 231 | AXTA | Hold | 0.18% | $196M |
| 232 | G | Buy | 0.18% | $195M |
| 233 | VLY | Hold | 0.18% | $195M |
| 234 | AVAV | Hold | 0.18% | $193M |
| 235 | UBSI | Buy | 0.18% | $191M |
| 236 | MTG | Buy | 0.18% | $191M |
| 237 | GBCI | Hold | 0.18% | $190M |
| 238 | RYN | Buy | 0.18% | $190M |
| 239 | TXNM | Buy | 0.18% | $190M |
| 240 | TMHC | Buy | 0.18% | $188M |
| 241 | CELH | Hold | 0.18% | $188M |
| 242 | OLLI | — | 0.18% | $187M |
| 243 | AAON | Sell | 0.17% | $185M |
| 244 | VFC | Hold | 0.17% | $185M |
| 245 | SWX | Buy | 0.17% | $185M |
| 246 | ESNT | Buy | 0.17% | $185M |
| 247 | NJR | Buy | 0.17% | $183M |
| 248 | MUR | Hold | 0.17% | $183M |
| 249 | ESAB | Hold | 0.17% | $183M |
| 250 | GAP | Buy | 0.17% | $182M |
| 251 | CNX | Hold | 0.17% | $182M |
| 252 | FND | Hold | 0.17% | $181M |
| 253 | LSTR | Hold | 0.17% | $181M |
| 254 | UFPI | Hold | 0.17% | $178M |
| 255 | CHE | Hold | 0.17% | $177M |
| 256 | SR | Hold | 0.17% | $177M |
| 257 | FCN | Hold | 0.17% | $177M |
| 258 | AVTR | Hold | 0.17% | $177M |
| 259 | SON | Buy | 0.17% | $177M |
| 260 | KRG | Hold | 0.17% | $176M |
| 261 | WEX | Buy | 0.16% | $174M |
| 262 | BKH | Hold | 0.16% | $173M |
| 263 | RLI | Buy | 0.16% | $173M |
| 264 | HWC | Buy | 0.16% | $173M |
| 265 | BSY | Buy | 0.16% | $173M |
| 266 | OGS | Hold | 0.16% | $171M |
| 267 | NXST | Hold | 0.16% | $171M |
| 268 | ST | Hold | 0.16% | $170M |
| 269 | AMKR | Hold | 0.16% | $170M |
| 270 | AN | Hold | 0.16% | $168M |
| 271 | BIO | Hold | 0.16% | $168M |
| 272 | AVT | Hold | 0.16% | $167M |
| 273 | LNTH | Hold | 0.16% | $167M |
| 274 | VNT | — | 0.16% | $166M |
| 275 | NEU | Hold | 0.16% | $165M |
| 276 | HOMB | Buy | 0.15% | $163M |
| 277 | SARO | Buy | 0.15% | $162M |
| 278 | CLF | Sell | 0.15% | $160M |
| 279 | SBRA | Buy | 0.15% | $160M |
| 280 | M | Hold | 0.15% | $159M |
| 281 | EXLS | — | 0.15% | $158M |
| 282 | GNTX | Buy | 0.15% | $158M |
| 283 | PATH | Buy | 0.15% | $157M |
| 284 | BYD | Hold | 0.15% | $157M |
| 285 | OZK | — | 0.15% | $157M |
| 286 | BC | Hold | 0.15% | $157M |
| 287 | PCTY | Buy | 0.15% | $156M |
| 288 | LOPE | — | 0.15% | $156M |
| 289 | FBIN | Hold | 0.15% | $155M |
| 290 | KBR | — | 0.15% | $155M |
| 291 | KNF | — | 0.14% | $153M |
| 292 | LPX | Hold | 0.14% | $153M |
| 293 | MTN | Hold | 0.14% | $152M |
| 294 | SIGI | Buy | 0.14% | $150M |
| 295 | MAT | — | 0.14% | $150M |
| 296 | BDC | — | 0.14% | $149M |
| 297 | TNL | — | 0.14% | $147M |
| 298 | HIMS | Hold | 0.14% | $143M |
| 299 | WING | — | 0.13% | $143M |
| 300 | BCO | — | 0.13% | $143M |
| 301 | VVV | Buy | 0.13% | $142M |
| 302 | SAIC | Hold | 0.13% | $142M |
| 303 | OPCH | — | 0.13% | $141M |
| 304 | SLM | Buy | 0.13% | $141M |
| 305 | ASB | Buy | 0.13% | $140M |
| 306 | NOVT | Hold | 0.13% | $140M |
| 307 | MSM | Hold | 0.13% | $140M |
| 308 | THO | — | 0.13% | $140M |
| 309 | ALK | Hold | 0.13% | $140M |
| 310 | TCBI | — | 0.13% | $139M |
| 311 | FHI | — | 0.13% | $139M |
| 312 | ANF | — | 0.13% | $139M |
| 313 | POST | — | 0.13% | $138M |
| 314 | CROX | Buy | 0.13% | $138M |
| 315 | VNO | Hold | 0.13% | $138M |
| 316 | NVST | — | 0.13% | $138M |
| 317 | HLNE | — | 0.13% | $134M |
| 318 | OLED | — | 0.13% | $134M |
| 319 | NWE | — | 0.13% | $134M |
| 320 | HRB | Buy | 0.13% | $133M |
| 321 | BRKR | Hold | 0.13% | $133M |
| 322 | DBX | Hold | 0.12% | $131M |
| 323 | PBF | Hold | 0.12% | $131M |
| 324 | FLG | Hold | 0.12% | $131M |
| 325 | DUOL | Buy | 0.12% | $131M |
| 326 | CBT | — | 0.12% | $130M |
| 327 | ALGM | Hold | 0.12% | $130M |
| 328 | TREX | Hold | 0.12% | $129M |
| 329 | WLK | Hold | 0.12% | $129M |
| 330 | PEGA | Buy | 0.12% | $129M |
| 331 | MORN | Buy | 0.12% | $128M |
| 332 | CNO | Buy | 0.12% | $128M |
| 333 | RYAN | — | 0.12% | $128M |
| 334 | APPF | Buy | 0.12% | $127M |
| 335 | FFIN | Hold | 0.12% | $127M |
| 336 | BBWI | — | 0.12% | $127M |
| 337 | EPR | — | 0.12% | $126M |
| 338 | CUZ | Buy | 0.12% | $126M |
| 339 | WMG | Hold | 0.12% | $124M |
| 340 | VICR | Hold | 0.11% | $121M |
| 341 | DLB | Buy | 0.11% | $121M |
| 342 | IBOC | Buy | 0.11% | $120M |
| 343 | GHC | Hold | 0.11% | $119M |
| 344 | ELF | — | 0.11% | $119M |
| 345 | IRT | — | 0.11% | $117M |
| 346 | MMS | — | 0.11% | $116M |
| 347 | LIVN | — | 0.11% | $115M |
| 348 | CDP | — | 0.11% | $114M |
| 349 | WHR | — | 0.11% | $113M |
| 350 | CVLT | Buy | 0.11% | $113M |
| 351 | BHF | — | 0.11% | $113M |
| 352 | SLGN | Hold | 0.11% | $113M |
| 353 | OLN | — | 0.11% | $112M |
| 354 | BILL | — | 0.11% | $112M |
| 355 | SHC | Hold | 0.10% | $111M |
| 356 | AVNT | — | 0.10% | $110M |
| 357 | KBH | — | 0.10% | $108M |
| 358 | EXPO | — | 0.10% | $108M |
| 359 | PVH | — | 0.10% | $106M |
| 360 | QLYS | Buy | 0.10% | $104M |
| 361 | DOCS | — | 0.10% | $103M |
| 362 | KRC | — | 0.10% | $102M |
| 363 | KD | — | 0.09% | $99.3M |
| 364 | FOUR | Hold | 0.09% | $97.8M |
| 365 | GPK | — | 0.09% | $97.1M |
| 366 | PII | — | 0.09% | $96.4M |
| 367 | IPGP | — | 0.09% | $95.9M |
| 368 | PSN | Hold | 0.09% | $94.9M |
| 369 | YETI | — | 0.09% | $94.3M |
| 370 | MZTI | — | 0.09% | $92.9M |
| 371 | PAG | Hold | 0.09% | $91.3M |
| 372 | SMG | — | 0.09% | $90.2M |
| 373 | SYNA | Hold | 0.08% | $89.8M |
| 374 | NSA | Hold | 0.08% | $88.4M |
| 375 | HAE | — | 0.08% | $86.7M |
| 376 | EEFT | — | 0.08% | $85.9M |
| 377 | ASH | — | 0.08% | $84.3M |
| 378 | VC | — | 0.08% | $82.3M |
| 379 | CAR | Avoid | 0.08% | $82.1M |
| 380 | HOG | — | 0.07% | $79.4M |
| 381 | HGV | — | 0.07% | $77.6M |
| 382 | XRAY | — | 0.07% | $76.6M |
| 383 | RH | — | 0.07% | $71.7M |
| 384 | CHH | Buy | 0.07% | $70.8M |
| 385 | PK | — | 0.07% | $69.7M |
| 386 | CPRI | — | 0.07% | $69.5M |
| 387 | CXT | — | 0.06% | $66.4M |
| 388 | GT | — | 0.06% | $62.8M |
| 389 | BRBR | — | 0.06% | $62.5M |
| 390 | SAM | — | 0.06% | $58.7M |
| 391 | FLO | — | 0.05% | $57.0M |
| 392 | GEF | — | 0.05% | $55.0M |
| 393 | PPC | Buy | 0.05% | $53.8M |
| 394 | COLM | — | 0.04% | $46.3M |
| 395 | BLKB | — | 0.04% | $45.8M |
| 396 | CNXC | — | 0.04% | $39.6M |
| 397 | COTY | — | 0.02% | $24.6M |
| 398 | CRBG | Hold | -0.01% | -$11.6M |
Source: SEC Form N-PORT-P (the fund’s latest public fiscal-quarter-end report, filed ~2 months after the period). Weights and values are as reported in the filing — a delayed snapshot, not a live book. Positions are resolved to tickers via the filing’s identifiers and CUSIP mapping; unresolved lines are excluded. “Our call” is TENK/calls’s independent SEC-grounded verdict, not the fund’s view. No market-price data is used on this page.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.