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Cindy Starke, Liane Rosenberg, Mitchell Appel — Institutional Investor Profile | Buyside Digest

Cindy Starke, Liane Rosenberg, Mitchell Appel

Institutional Investor • Value Line Capital Appreciation Fund

Value

$507M

Stocks

50 Stocks (1 new)

Turnover

0.5%

CIK

0001540826EDGAR ↗

Website ↗

Top Holdings

WWD(5.22%) CDNS(3.97%) HEI(3.88%) ROLL(3.80%) TDY(3.64%)

About Investor

Cindy Starke serves as Senior Portfolio Manager at EULAV Asset Management since May 2014, with over 25 years of mid and large-cap growth investment experience. She manages the Value Line Capital Appreciation Fund and other equity-focused strategies. Ms. Starke began her investment career at U.S. Trust Company and has held senior portfolio management roles at Victory Capital Management, Barrett Associates, NewBridge Partners, and Spears Abacus Advisors. She received a B.S. in Business Administration and an M.B.A. with a concentration in Finance from Fordham University. Liane Rosenberg serves as Senior Portfolio Manager since 2011, focusing on fixed income securities within the fund and bringing over 25 years of investment experience. Mitchell Appel serves as President of Value Line Funds and Chief Executive Officer of EULAV Asset Management, added to the fund management team in 2024, leading the organization's strategic direction.

Investor Philosophy

Investment philosophy details pending verification.

Cindy Starke, Liane Rosenberg, Mitchell Appel Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
WWD	None	Woodward Inc	Industrials	$120.4M	5.2%	No Change
CDNS	None	Cadence Design Systems, Inc.	Information Technology	$91.7M	4.0%	No Change
HEI	None	HEICO Corporation	Industrials	$89.7M	3.9%	No Change
ROLL	None	RBC Bearings Incorporated	General	$87.8M	3.8%	+100.0%
TDY	None	Teledyne	Information Technology	$84.0M	3.6%	No Change
CACI	None	CACI International	Information Technology	$81.6M	3.5%	No Change
AMD	None	Advanced Micro Devices Inc.	Information Technology	$77.6M	3.4%	No Change
CASY	None	Casey's General Stores	Consumer Discretionary	$73.0M	3.2%	No Change
LII	None	Lennox International	Industrials	$71.8M	3.1%	No Change
WRB	None	W.R. Berkley	Financials	$63.9M	2.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
ROLLRBC Bearings Incorporated	$87.8M	+100.0%	3.8%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
APPLAppLovin	$27824.0M	-100.0%	0.0%	Sold Out
RBCRBC Bearings Incorporated	$87.8M	-100.0%	0.0%	Sold Out
GOOGLAlphabet Inc.	$44.0M	-100.0%	0.0%	Sold Out
RUSHBRUSH ENTERPRISES INC	$27.8M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Industrials34.4%

Information Technology32.9%

General8.7%

Consumer Discretionary8.1%

Financials6.1%

Sector	Stocks	Value	Exposure
Industrials	16	$793.0M	34.4%
Information Technology	15	$759.6M	32.9%
General	4	$201.0M	8.7%
Consumer Discretionary	4	$186.8M	8.1%
Financials	4	$141.5M	6.1%
Communication Services	3	$108.1M	4.7%
Health Care	2	$66.9M	2.9%
Healthcare	1	$25.9M	1.1%
Consumer Staples	1	$24.8M	1.1%