Latest Juniper Investment Company, LLC Stock Portfolio
Juniper Investment Company, LLC Performance:
2025 Q4: 7.64%YTD: 20.46%2024: 39.39%
Performance for 2025 Q4 is 7.64%, and YTD is 20.46%, and 2024 is 39.39%.
About Juniper Investment Company, LLC and 13F Hedge Fund Stock Holdings
Juniper Investment Company, LLC is a hedge fund based in New York, NY. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Juniper Investment Company, LLC reported an equity portfolio of $290.9 Millions as of 31 Dec, 2025.
The top stock holdings of Juniper Investment Company, LLC are LINC, AORT, OFIX. The fund has invested 19.6% of it's portfolio in LINCOLN EDL SVCS CORP and 18.6% of portfolio in ARTIVION INC.
The fund managers got completely rid off PRECISION OPTICS CORP INC MA (PEYE) stocks. They significantly reduced their stock positions in ARTIVION INC (AORT). The fund showed a lot of confidence in some stocks as they added substantially to LSI INDS INC OHIO (LYTS) and ORTHOFIX MED INC (OFIX).
The top stock holdings of Juniper Investment Company, LLC are LINC, AORT, OFIX. The fund has invested 19.6% of it's portfolio in LINCOLN EDL SVCS CORP and 18.6% of portfolio in ARTIVION INC.
The fund managers got completely rid off PRECISION OPTICS CORP INC MA (PEYE) stocks. They significantly reduced their stock positions in ARTIVION INC (AORT). The fund showed a lot of confidence in some stocks as they added substantially to LSI INDS INC OHIO (LYTS) and ORTHOFIX MED INC (OFIX).
Juniper Investment Company, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Juniper Investment Company, LLC made a return of 7.64% in the last quarter. In trailing 12 months, it's portfolio return was 20.46%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| lsi inds inc ohio | 210 |
| orthofix med inc | 23.3 |
Additions to existing portfolio by Juniper Investment Company, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| artivion inc | -10.84 |
Juniper Investment Company, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| precision optics corp inc ma | -67,434 |
Juniper Investment Company, LLC got rid off the above stocks
Sector Distribution
Juniper Investment Company, LLC has about 54.7% of it's holdings in Healthcare sector.
- Healthcare
- Consumer Defensive
- Others
- Industrials
- Technology
| Sector | % |
|---|---|
| Healthcare | 54.7 |
| Consumer Defensive | 19.6 |
| Others | 16.1 |
| Industrials | 5.9 |
| Technology | 3.7 |
Market Cap. Distribution
Juniper Investment Company, LLC has about 16.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- SMALL-CAP
- LARGE-CAP
- MICRO-CAP
| Category | % |
|---|---|
| SMALL-CAP | 76.5 |
| LARGE-CAP | 16.1 |
| MICRO-CAP | 7.5 |
Stocks belong to which Index?
About 58.7% of the stocks held by Juniper Investment Company, LLC either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 58.7 |
| Others | 41.3 |
Juniper Investment Company, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Juniper Investment Company, LLC
Juniper Investment Company, LLC has 8 stocks in it's portfolio. LYTS proved to be the most loss making stock for the portfolio. AMOT was the most profitable stock for Juniper Investment Company, LLC last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ALOT | astronova inc | 1.59 | 535,203 | 4,629,510 | unchanged | 0.00 | ||
| AMOT | allient inc | 16.06 | 869,149 | 46,716,800 | unchanged | 0.00 | ||
| AORT | artivion inc | 18.65 | 1,189,140 | 54,236,500 | reduced | -10.84 | ||
| BVS | bioventus inc | 17.75 | 6,939,360 | 51,628,800 | unchanged | 0.00 | ||
| LINC | lincoln edl svcs corp | 19.62 | 2,363,310 | 57,074,000 | unchanged | 0.00 | ||
| LYTS | lsi inds inc ohio | 2.15 | 341,504 | 6,256,350 | added | 210 | ||
| OFIX | orthofix med inc | 18.30 | 3,510,330 | 53,216,600 | added | 23.3 | ||
| PEYE | precision optics corp inc ma | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TWIN | twin disc inc | 5.88 | 1,024,950 | 17,096,200 | unchanged | 0.00 | ||