Dividend-paying stocks make up a solid portion of Uniting Wealth Partners' portfolio. Uniting Wealth Partners, LLC, disclosed a new stake in the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY +0.16%). It bought 200,141 shares, valued at $7.61 million at the end of Q3.What happenedUniting Wealth Partners opened a position in First Trust SMID Cap Rising Dividend Achievers ETF during the third quarter, according to a Nov. 7 Securities and Exchange Commission (SEC) filing. The fund reported ownership ...

Core Insights - The commentary discusses the performance of the London Company SMID Cap relative to the Russell 2500 index for Q3 2025, highlighting the impact of sector exposures on investment performance [2] Sector Influence - The company employs a bottom-up stock picking strategy, but acknowledges that sector exposures have influenced relative performance [3] - The company has an overweight position in certain sectors that contributed positively to performance [3]

Group 1 - The core viewpoint of the article highlights the performance of Armstrong World Industries, Inc. (AWI), which outperformed in the quarter [3] Group 2 - The commentary is part of a broader analysis comparing the performance of SMID Cap stocks against the Russell 2500 index for Q3 2025 [2]

Investment Rating - The report identifies 25 SMID Cap stocks with a "Buy" rating, focusing on high-quality and high-growth characteristics [2][10][12]. Core Insights - The report emphasizes the importance of operational quality and growth sustainability in selecting SMID Cap stocks, particularly in a challenging macroeconomic environment [3][12]. - SMID Caps have underperformed large caps by 750 basis points year-to-date, but historically, smaller caps tend to outperform larger caps by approximately 2% over the long term [3][12]. - The report combines insights from HOLT's screening criteria and UBS analysts' fundamental research to highlight underappreciated businesses in the SMID Cap segment [3][12]. Summary by Sections Investment Opportunities - The report lists 25 high-quality and high-growth SMID Cap stocks, categorized by sectors such as Industrials, Healthcare, Consumer, Financials, TMT, and Materials [10][11]. - Notable stocks include Alight Inc (ALIT) with a market cap of $2.9 billion and a price target upside of 81%, and Bio-Techne Corp (TECH) with a market cap of $7.6 billion and a price target upside of 45% [6][11]. Market Context - The report discusses the current underperformance of SMID Caps relative to the S&P 500, attributing it to higher exposure to interest rates and economic sensitivity compared to large caps [3][12]. - It highlights the need for careful stock selection and strong fundamentals in the current uncertain economic climate [3][12]. HOLT Methodology - The HOLT High Quality and Growth screen identifies companies with high and stable operational quality and strong growth characteristics, using metrics such as CFROI [16][19]. - The report indicates that the HOLT methodology provides a consistent approach to evaluating corporate profitability across a wide range of companies [17][19].