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
Banking Services
Investment Banking & Investment Services
Professional & Commercial Services
Semiconductors & Semiconductor Equipment
Software & IT Services
Construction & Engineering
Healthcare Equipment & Supplies
Electronic Equipment & Parts
Insurance
Automobiles & Auto Parts
Other
Holdings
2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
1.04%
-53.44K
$110.24M
$110.24M
1.23M
Investment Banking & Investment Services
2025-06-30
0.86%
+121.87K
$90.93M
$90.93M
915.11K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-06-30
0.79%
+18.21K
$83.60M
$83.60M
695.18K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-06-30
10
TMX Group Ord Shs (CA)
X
0.71%
0.00
$75.14M
--
1.77M
Investment Banking & Investment Services
2025-06-30
