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
Construction & Engineering
Software & IT Services
Investment Banking & Investment Services
Healthcare Equipment & Supplies
Automobiles & Auto Parts
Insurance
Chemicals
Other
Holdings
2026Q2
2026Q2
2026Q1
2025Q1
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
0.94%
-142.10K
$116.34M
$116.24M
261.57K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2026-06-30
4
JBT Marel Ord Shs (US) (US)
477839104
0.92%
-1.89K
$114.28M
--
788.17K
--
2026-06-30
0.91%
+207.56K
$112.46M
$112.46M
824.22K
Automobiles & Auto Parts
2026-06-30
0.87%
-31.02K
$108.27M
$108.27M
286.09K
Semiconductors & Semiconductor Equipment
2026-06-30
0.78%
+41.13K
$96.66M
$95.97M
864.09K
Personal & Household Products & Services
2026-06-30
0.77%
-93.00K
$95.04M
$95.04M
666.50K
Semiconductors & Semiconductor Equipment
2026-06-30
