Chuck Royce
Royce Investment Partners
Charles M. Royce is known as one of the pioneers of small-cap investing. He has been the portfolio manager for Royce Pennsylvania Mutual Fund since 1972. Royce holds a bachelor's degree from Brown University and a Master of Business Administration from Columbia University.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Machinery, Tools, Heavy Vehicles, Trains & Ships
Semiconductors & Semiconductor Equipment
Professional & Commercial Services
Banking Services
Investment Banking & Investment Services
Construction & Engineering
Insurance
Automobiles & Auto Parts
Software & IT Services
Chemicals
Metals & Mining
Other
Holdings
2026Q1
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
0.91%
+121.47K
$100.95M
$96.00M
750.78K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-03-31
0.87%
-20.72K
$96.20M
$89.41M
317.75K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-03-31
0.84%
-212.94K
$92.77M
$65.00M
282.83K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-03-31
0.71%
-84.42K
$78.56M
$80.94M
837.35K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-03-31
0.70%
+90.12K
$78.19M
$68.42M
871.88K
Investment Banking & Investment Services
2026-03-31
0.70%
+73.78K
$78.13M
$77.16M
3.19M
Insurance
2026-03-31
