Each weekday, TheStreet.com Ratings compiles a list of the top five stocks in five categories -- fast-growth, all-around value, large-cap, mid-cap and small-cap -- and publishes these lists in the
Ratings section of our Web site . For investors who prefer the diversification offered by mutual funds to owning individual stocks, here are some of the biggest holders of the companies that were on our list as of Friday, Oct. 12. LSI Industries ( LYTS): ( FNSVX) Frontegra Netols Small Cap Value allocated 1.08% of its portfolio to the company as of March 31, according to Thomson Financial. This represented 0.04% of its the company's shares outstanding. LSI Industries constituted about 1.04% of ( DNSVX) Dunham Small Cap Value fund as of March 31. American Physicians Service Group ( AMPH): ( BPLSX) Robeco Boston Partners Long/Short Equity held 0.33% of shares outstanding as of March 31. This accounted for 0.35% of its total portfolio. ( DFSCX) DFA U.S. Micro Cap held 0.52% of shares outstanding on March 31, which was just 0.01% of its total portfolio. Axsys Technologies ( AXYS): ( PSLAX) Putnam Small Cap Value fund held 69,700 shares as of March 31. This accounted for 0.24% of its total portfolio. ( MSEIX) Managers Special Equity held 3.16% of shares outstanding as of March 31, accounting for 0.20% of the fund's total assets. Bio-Reference Laboratories ( BRLI): Bio-Reference Laboratories made up 4.60% of the ( TGFRX) Tanaka Growth fund's portfolio as of February 28. On March 31, ( TRESX) TrendStar Small Cap held 1.43% of shares outstanding. This represented 2.41% of its total portfolio.
Hallmark Financial Services ( HALL): ( PAGFX) Polynous Growth fund held 0.13% of shares outstanding on March 31, about 2.61% of its total portfolio. Hallmark accounted for 1.47% of the ( WPGTX) Robeco WPG Small Cap Value fund's total assets on Feb. 28, according to Thomson Financial. This represented 0.32% of the company's shares outstanding. For an explanation of the top five small-cap companies' ratings, click