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
Professional & Commercial Services
Investment Banking & Investment Services
Semiconductors & Semiconductor Equipment
Construction & Engineering
Software & IT Services
Insurance
Electronic Equipment & Parts
Automobiles & Auto Parts
Metals & Mining
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
Watchlist
0.93%
+28.34K
$100.74M
$93.90M
668.59K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-12-31
0.92%
+112.50K
$100.33M
$100.34M
898.01K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-12-31
0.91%
-210.52K
$98.53M
$76.32M
616.61K
Machinery, Tools, Heavy Vehicles, Trains & Ships
2025-12-31
0.73%
-45.66K
$79.20M
$83.74M
668.33K
Semiconductors & Semiconductor Equipment
2025-12-31
0.73%
-22.43K
$79.06M
$73.11M
3.15M
Insurance
2025-12-31
0.68%
+2.76K
$74.34M
$76.90M
906.34K
Investment Banking & Investment Services
2025-12-31
