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Carillon Eagle Small Cap Growth Fund Q1 2026 Portfolio Review
2026-05-07 · via All Articles on Seeking Alpha

Summary

  • Applied Optoelectronics reported a healthy quarter and discussed winning major new orders from large hyperscale customers.
  • Powell Industries secured several large data center wins, complementing a steady stream of utility-related awards in recent periods.
  • Vital Farms faces a temporary supply glut in the egg market after last year's avian influenza outbreak quickly subsided.
  • AppFolio has been gaining share against legacy suppliers while delivering strong margins and cash flow.
Investment portfolio management and rebalancing. Diversified strategy using stocks, bonds, and commodities.

tadamichi/iStock via Getty Images

The following segment was excerpted from Carillon Eagle Small Cap Growth Fund Q1 2026 Commentary.

Details

Top holdings

Top Holdings Average Weight (%) Contribution to Return (%) - Gross
Applied Optoelectronics (AAOI) 0.97 0.88

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