KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$37.3B
Holdings
1,017
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,017 positions)
| Stock | Value |
|---|---|
DFHDREAM FINDERS HOMES | $75.7M |
ORLYOREILLY AUTOMOTIVE I | $74.9M |
FIZZNATL BEVERAGE CORP | $73.8M |
AAPLAPPLE INC | $69.1M |
SHOPSHOPIFY INC | $63.0M |
ROFKFORCE INC | $61.2M |
MSFTMICROSOFT CORP | $59.9M |
IWRISHARES | $58.6M |
CELHCELSIUS HOLDINGS INC | $58.4M |
RVLVREVOLVE GROUP INC | $55.2M |
AVGOBROADCOM INC | $55.1M |
HQYHEALTHEQUITY INC | $53.1M |
SNOWSNOWFLAKE INC | $52.3M |
MARMARRIOTT INTL INC | $51.9M |
PNCPNC FINL SVCS GRP | $50.5M |
NRCNATIONAL RESEARCH CR | $49.9M |
NFLXNETFLIX INC | $49.9M |
BMIBADGER METER INC | $48.9M |
UBERUBER TECHNOLOGIES | $48.8M |
CDNSCADENCE DESIGN SYS | $47.6M |
LAMRLAMAR ADVERTISING | $47.5M |
PGRPROGRESSIVE CORP | $43.5M |
QQQMINVESCO | $43.2M |
CSGPCOSTAR GROUP INC | $42.7M |
FTSFORTIS INC | $42.0M |
TTDTHE TRADE DESK | $41.5M |
TRUTRANSUNION | $41.3M |
AINALBANY INTL CORP | $40.9M |
MORNMORNINGSTAR INC | $40.8M |
DHRDANAHER CORP | $40.8M |
MDLNMEDLINE INC | $39.7M |
IBMINTL BUSINESS MCHN | $39.4M |
TOSTTOAST INC | $39.2M |
DYNFBLACKROCK ETF TRUST | $39.0M |
BKBANK OF NEW YORK MEL | $38.8M |
PODDINSULET CORP | $38.3M |
NOWSERVICENOW INC | $37.7M |
TTTRANE TECHNOLOGI PLC | $36.4M |
ONONON HOLDING AG | $33.9M |
ORCLORACLE CORP | $33.4M |
IWFISHARES | $33.1M |
TJXTJX COMPANIES INC | $33.0M |
GLBEGLOBAL E ONLINE LTD | $32.8M |
IRMDIRADIMED CORP | $32.4M |
PSMTPRICESMART INC | $31.8M |
EFAISHARES | $31.8M |
WMWASTE MANAGEMENT INC | $31.3M |
IWDISHARES | $31.1M |
WDAYWORKDAY INC | $31.1M |
BLDTOPBUILD CORP | $31.0M |
LINLINDE PLC | $30.5M |
CSMPROSHARES TR | $30.3M |
ECLECOLAB INC | $30.1M |
MRSHMARSH & MCLENNAN COS | $30.0M |
TRVTRAVELERS CO(THE) | $29.7M |
IUSGISHARES TR | $29.4M |
ABBVABBVIE INC | $27.9M |
DDOGDATADOG INC | $26.2M |
RDDTREDDIT INC | $26.1M |
ETNEATON CORPORATION | $26.0M |
CPRTCOPART INC | $25.6M |
HDHOME DEPOT INC | $25.6M |
PTCPTC INC | $25.1M |
SDHCSMITH DOUGLAS HOMES | $24.6M |
TTETOTALENERGIES SE | $24.6M |
STESTERIS PLC | $23.6M |
IWPISHARES | $23.2M |
PSTGPURE STORAGE INC | $22.7M |
ADIANALOG DEVICES INC | $22.4M |
VMCVULCAN MATERIALS CO | $22.1M |
TBBBBBB FOODS INC | $21.6M |
TYLTYLER TECHN INC | $20.7M |
SHWSHERWIN WILLIAMS CO | $20.6M |
VERXVERTEX INC | $20.1M |
LMATLEMAITRE VASCULAR | $20.0M |
NKENIKE INC | $19.7M |
OFLXOMEGA FLEX | $19.4M |
DSGDESCARTES SYS GROUP | $19.2M |
IGSBISHARES TR | $18.8M |
USFRWISDOMTREE TRUST | $18.6M |
CSCOCISCO SYSTEMS INC | $18.6M |
GDGENERAL DYNAMICS | $17.8M |
BACVERIZON COMMUNICATIO | $17.4M |
HLNHALEON PLC | $16.4M |
PAYCPAYCOM SOFTWARE | $16.3M |
AMATAPPLIED MATERIALS | $16.3M |
PGPROCTER AND GAMBLE | $16.3M |
IWBISHARES | $16.2M |
IUSVISHARES TR | $15.4M |
WMTWALMART INC | $15.3M |
SOSOUTHERN CO | $14.9M |
RSPINVESCO EXCHANGETRAD | $14.6M |
MUSAMURPHY USA INC | $14.5M |
GNTXGENTEX CORP | $14.3M |
SYKSTRYKER CORP | $14.0M |
MDTMEDTRONIC PLC | $13.6M |
FRPTFRESHPET INC | $13.3M |
CGIECAPITAL GRP INTERNAT | $13.2M |
ESABESAB CORPORATION | $12.8M |
JNJJOHNSON & JOHNSON | $12.7M |