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
Semiconductors & Semiconductor Equipment
Professional & Commercial Services
Construction & Engineering
Software & IT Services
Insurance
Electronic Equipment & Parts
Automobiles & Auto Parts
Chemicals
Other
Holdings
2025Q3
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
0.95%
-87.98K
$102.37M
$102.37M
827.13K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-09-30
0.83%
-54.93K
$89.92M
$89.92M
640.25K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-09-30
0.83%
+34.84K
$89.46M
$89.46M
714.00K
Semiconductors & Semiconductor Equipment
2025-09-30
0.81%
+169.96K
$87.77M
$87.77M
785.51K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-09-30
0.71%
+1.63K
$76.71M
$76.71M
363.37K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-09-30
0.71%
-323.17K
$76.67M
$76.67M
903.58K
Investment Banking & Investment Services
2025-09-30
