0002000324-26-001617.txt : 20260424 0002000324-26-001617.hdr.sgml : 20260424 20260424164436 ACCESSION NUMBER: 0002000324-26-001617 CONFORMED SUBMISSION TYPE: NPORT-P PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260228 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 PERIOD START: 20260531 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 360 Funds CENTRAL INDEX KEY: 0001319067 ORGANIZATION NAME: EIN: 000000000 FILING VALUES: FORM TYPE: NPORT-P SEC ACT: 1940 Act SEC FILE NUMBER: 811-21726 FILM NUMBER: 26895136 BUSINESS ADDRESS: STREET 1: 4300 SHAWNEE MISSION PARKWAY, SUITE 100 CITY: FAIRWAY STATE: KS ZIP: 66205 BUSINESS PHONE: 877-244-6235 MAIL ADDRESS: STREET 1: 4300 SHAWNEE MISSION PARKWAY, SUITE 100 CITY: FAIRWAY STATE: KS ZIP: 66205 FORMER COMPANY: FORMER CONFORMED NAME: Parr Family of Funds DATE OF NAME CHANGE: 20070905 FORMER COMPANY: FORMER CONFORMED NAME: PARR FINANCIAL GROUP, LLC DATE OF NAME CHANGE: 20070829 FORMER COMPANY: FORMER CONFORMED NAME: POPE FAMILY OF FUNDS DATE OF NAME CHANGE: 20050225 0001319067 S000080760 M3Sixty Small Cap Growth Fund C000243293 Institutional Class Shares MCSCX NPORT-P 1 primary_doc.xml NPORT-P false 0001319067 XXXXXXXX S000080760 C000243293 360 Funds 811-21726 0001319067 549300VZWK4R225PCM36 4300 Shawnee Mission Parkway Suite 100 Fairway 66205 (877) 244-6235 M3Sixty Small Cap Growth Fund S000080760 5493000INTY98YN5KP93 2026-05-31 2026-02-28 N 9940176.19 19115.88 9921060.31 0 0 0 0 0 0 0 0 0 0 0 0 0 382265.95 USD N Hawkins Inc 549300VL3IJ23OWX1Y34 COMMON STOCK 420261109 568 NS USD 84688.8 0.8536 Long EC CORP US N 1 N N N Quaker Chemical Corp N/A COMMON STOCK 747316107 577 NS USD 84836.31 0.8551 Long EC CORP US N 1 N N N ePlus Inc 529900FFY8AAFJ21NE91 COMMON STOCK 294268107 1450 NS USD 116957 1.1789 Long EC CORP US N 1 N N N HealthStream Inc 529900OJ88H8635JNH64 COMMON STOCK 42222N103 1465 NS USD 31101.95 0.3135 Long EC CORP US N 1 N N N A10 Networks Inc 549300UQD4IWUML81Q35 COMMON STOCK 002121101 8067 NS USD 155370.42 1.5661 Long EC CORP US N 1 N N N Credo Technology Group Holding Ltd N/A COMMON STOCK N/A 943 NS USD 105870.61 1.0671 Long EC CORP US N 1 N N N Dorman Products Inc 2549000O0BBUX740XR59 COMMON STOCK 258278100 1017 NS USD 119863.62 1.2082 Long EC CORP US N 1 N N N Gentherm Inc HKM6YX1U5JS60TCUB219 COMMON STOCK 37253A103 1906 NS USD 62459.62 0.6296 Long EC CORP US N 1 N N N SiteOne Landscape Supply Inc 5299008LX7SBD4HIAU03 COMMON STOCK 82982L103 862 NS USD 123171.18 1.2415 Long EC CORP US N 1 N N N Century Communities Inc 5299002QMB2O7ZL1CA26 COMMON STOCK 156504300 2134 NS USD 143468.82 1.4461 Long EC CORP US N 1 N N N YETI Holdings Inc 549300DSQICIGNT5GO63 COMMON STOCK 98585X104 2262 NS USD 98872.02 0.9966 Long EC CORP US N 1 N N N La-Z-Boy Inc 549300WNO1WMN9ZG2519 COMMON STOCK 505336107 2117 NS USD 75619.24 0.7622 Long EC CORP US N 1 N N N Lithia Motors Inc SE8N1EZEHPZQBCBVKD53 COMMON STOCK 536797103 435 NS USD 121617.3 1.2258 Long EC CORP US N 1 N N N Ollie's Bargain Outlet Holdings Inc 529900YO5DSQCPEFDZ05 COMMON STOCK 681116109 995 NS USD 106564.5 1.0741 Long EC CORP US N 1 N N N Shake Shack Inc 529900J74GJAHYP80N79 COMMON STOCK 819047101 475 NS USD 45604.75 0.4597 Long EC CORP US N 1 N N N Texas Roadhouse Inc 5299002Y1CNRPDGXTQ75 COMMON STOCK 882681109 490 NS USD 89606.3 0.9032 Long EC CORP US N 1 N N N Krystal Biotech Inc 549300YONUY68210OE41 COMMON STOCK 501147102 392 NS USD 108050.88 1.0891 Long EC CORP US N 1 N N N TG Therapeutics Inc 529900X21UKABN9NJ529 COMMON STOCK 88322Q108 2938 NS USD 88404.42 0.8911 Long EC CORP US N 1 N N N Barrett Business Services Inc 529900HXB6TMG0SR9Y34 COMMON STOCK 068463108 2329 NS USD 64676.33 0.6519 Long EC CORP US N 1 N N N CBIZ Inc 529900D5X8CFM8O1N813 COMMON STOCK 124805102 2130 NS USD 61003.2 0.6149 Long EC CORP US N 1 N N N CRA International Inc N/A COMMON STOCK 12618T105 643 NS USD 111020.38 1.119 Long EC CORP US N 1 N N N EVERTEC Inc N/A COMMON STOCK 30040P103 2331 NS USD 65990.61 0.6652 Long EC CORP PR N 1 N N N Grand Canyon Education Inc 529900XFER799IYOSW74 COMMON STOCK 38526M106 559 NS USD 88920.13 0.8963 Long EC CORP US N 1 N N N Healthcare Services Group Inc 529900GVZ1D2FBYMS719 COMMON STOCK 421906108 4653 NS USD 101295.81 1.021 Long EC CORP US N 1 N N N J & J Snack Foods Corp 894500IGP1Y2ZQFQMJ83 COMMON STOCK 466032109 989 NS USD 86102.34 0.8679 Long EC CORP US N 1 N N N CONMED Corp Z6C0YCECH9DCU5ZIQW84 COMMON STOCK 207410101 1647 NS USD 75762 0.7636 Long EC CORP US N 1 N N N Globus Medical Inc 5299003M2P4CIK0RF205 COMMON STOCK 379577208 1432 NS USD 136698.72 1.3779 Long EC CORP US N 1 N N N iRadimed Corp 549300YVHWP0YJ1YW816 COMMON STOCK 46266A109 1366 NS USD 141421.98 1.4255 Long EC CORP US N 1 N N N LeMaitre Vascular Inc 549300FZUBUB7MHY8R17 COMMON STOCK 525558201 1443 NS USD 156103.74 1.5735 Long EC CORP US N 1 N N N Omnicell Inc 5493008RH0GTKHHPZI77 COMMON STOCK 68213N109 1832 NS USD 75295.2 0.7589 Long EC CORP US N 1 N N N UFP Technologies Inc 549300RJ8LY41HS70C91 COMMON STOCK 902673102 549 NS USD 115608.42 1.1653 Long EC CORP US N 1 N N N Addus HomeCare Corp 52990090ZT33AKPDBX62 COMMON STOCK 006739106 1526 NS USD 157986.78 1.5924 Long EC CORP US N 1 N N N Ensign Group Inc/The 5493003K4HEEA8Q0BC72 COMMON STOCK 29358P101 1342 NS USD 287416.14 2.897 Long EC CORP US N 1 N N N National HealthCare Corp 254900PTS11LS1JS2752 COMMON STOCK 635906100 527 NS USD 86164.5 0.8685 Long EC CORP US N 1 N N N Pediatrix Medical Group Inc N/A COMMON STOCK 58502B106 4857 NS USD 96411.45 0.9718 Long EC CORP US N 1 N N N Pennant Group Inc/The 5493007H2OYR6BYLDA64 COMMON STOCK 70805E109 1665 NS USD 56127.15 0.5657 Long EC CORP US N 1 N N N US Physical Therapy Inc 529900KL1UXQYFIOMY96 COMMON STOCK 90337L108 1528 NS USD 126762.88 1.2777 Long EC CORP US N 1 N N N WD-40 Co 549300UZHTN0CNKBOB19 COMMON STOCK 929236107 264 NS USD 62884.8 0.6339 Long EC CORP US N 1 N N N Amphastar Pharmaceuticals Inc 54930055TH0ZLSAQMJ38 COMMON STOCK 03209R103 5397 NS USD 109181.31 1.1005 Long EC CORP US N 1 N N N Catalyst Pharmaceuticals Inc 5299004O0R5XXLA5H544 COMMON STOCK 14888U101 5047 NS USD 116484.76 1.1741 Long EC CORP US N 1 N N N Corcept Therapeutics Inc 529900EO9LUTFMZ7FF90 COMMON STOCK 218352102 1749 NS USD 62439.3 0.6294 Long EC CORP US N 1 N N N Pacira BioSciences Inc N/A COMMON STOCK 695127100 7992 NS USD 175104.72 1.765 Long EC CORP US N 1 N N N Supernus Pharmaceuticals Inc 549300GRM36VBKISYJ58 COMMON STOCK 868459108 1803 NS USD 98678.19 0.9946 Long EC CORP US N 1 N N N Innovex International Inc 5299007REICYIJNMW197 COMMON STOCK 457651107 4778 NS USD 125900.3 1.269 Long EC CORP US N 1 N N N RPC Inc N/A COMMON STOCK 749660106 7631 NS USD 44336.11 0.4469 Long EC CORP US N 1 N N N Select Water Solutions Inc 54930094OK8LA3QDW486 COMMON STOCK 81617J301 9069 NS USD 123973.23 1.2496 Long EC CORP US N 1 N N N First Financial Bankshares Inc 549300XN3GTGOENGNV49 COMMON STOCK 32020R109 3195 NS USD 98821.35 0.9961 Long EC CORP US N 1 N N N Glacier Bancorp Inc 549300SMJAUKZB5D7V74 COMMON STOCK 37637Q105 3550 NS USD 161489.5 1.6277 Long EC CORP US N 1 N N N Hope Bancorp Inc 549300UTF4QGMBHIZ219 COMMON STOCK 43940T109 5337 NS USD 60094.62 0.6057 Long EC CORP US N 1 N N N Lakeland Financial Corp N/A COMMON STOCK 511656100 997 NS USD 57915.73 0.5838 Long EC CORP US N 1 N N N WesBanco Inc N/A COMMON STOCK 950810101 2686 NS USD 93660.82 0.9441 Long EC CORP US N 1 N N N Evercore Inc 529900P6KLPT95DW3W58 COMMON STOCK 29977A105 352 NS USD 108711.68 1.0958 Long EC CORP US N 1 N N N PJT Partners Inc 549300W3WBEQUBKYTN87 COMMON STOCK 69343T107 280 NS USD 41350.4 0.4168 Long EC CORP US N 1 N N N Getty Realty Corp 2549000P1W5SFJWCNP90 COMMON STOCK 374297109 2288 NS USD 75092.16 0.7569 Long EC CORP US N 1 N N N LTC Properties Inc 549300NRZP8IJG2KY677 COMMON STOCK 502175102 1200 NS USD 47616 0.4799 Long EC CORP US N 1 N N N Boise Cascade Co 549300Z8B8LSRHC7XA55 COMMON STOCK 09739D100 580 NS USD 47989.2 0.4837 Long EC CORP US N 1 N N N Modine Manufacturing Co Z35SZFYJR8GZZRSIUU09 COMMON STOCK 607828100 735 NS USD 167028.75 1.6836 Long EC CORP US N 1 N N N UFP Industries Inc 5493007KB485C9OV5572 COMMON STOCK 90278Q108 1154 NS USD 118758.14 1.197 Long EC CORP US N 1 N N N Insteel Industries Inc 52990026LKY4MOX3L174 COMMON STOCK 45774W108 2625 NS USD 97860 0.9864 Long EC CORP US N 1 N N N Badger Meter Inc 5493002JENE20OGTUG20 COMMON STOCK 056525108 850 NS USD 129565.5 1.306 Long EC CORP US N 1 N N N Napco Security Technologies Inc 529900KV21J4YY9YST76 COMMON STOCK 630402105 1661 NS USD 77419.21 0.7804 Long EC CORP US N 1 N N N NVE Corp 5299003C1ATTWX8X0112 COMMON STOCK 629445206 1111 NS USD 76481.24 0.7709 Long EC CORP US N 1 N N N OSI Systems Inc DDX3MPX1Y8YD30050X33 COMMON STOCK 671044105 490 NS USD 139748 1.4086 Long EC CORP US N 1 N N N Plexus Corp 549300W7HCBI5YT25I79 COMMON STOCK 729132100 337 NS USD 65421.81 0.6594 Long EC CORP US N 1 N N N Exponent Inc 529900NY3F5Q2NWPUZ42 COMMON STOCK 30214U102 1339 NS USD 97452.42 0.9823 Long EC CORP US N 1 N N N MYR Group Inc 529900G1IMMZHOQ17I54 COMMON STOCK 55405W104 232 NS USD 62630.72 0.6313 Long EC CORP US N 1 N N N Sterling Infrastructure Inc 549300RZIK6K1215XU51 COMMON STOCK 859241101 601 NS USD 257306.13 2.5935 Long EC CORP US N 1 N N N Franklin Electric Co Inc RR6AURIKMXUE4Q24G284 COMMON STOCK 353514102 879 NS USD 87565.98 0.8826 Long EC CORP US N 1 N N N Albany International Corp L73WCPNCZIRSQGZTW097 COMMON STOCK 012348108 2171 NS USD 125158.15 1.2615 Long EC CORP US N 1 N N N Cactus Inc 549300J3T8C9F8QFKV08 COMMON STOCK 127203107 2218 NS USD 119772 1.2072 Long EC CORP US N 1 N N N Cognex Corp 549300JQTYZCLC43S226 COMMON STOCK 192422103 1648 NS USD 89651.2 0.9036 Long EC CORP US N 1 N N N RBC Bearings Inc N/A COMMON STOCK 75524B104 395 NS USD 227488.4 2.293 Long EC CORP US N 1 N N N Fabrinet 5493004TETZ6IYF7CV44 COMMON STOCK N/A 218 NS USD 118947.34 1.1989 Long EC CORP TH N 1 N N N Landstar System Inc 254900CUQXQRL09MEI52 COMMON STOCK 515098101 907 NS USD 147795.65 1.4897 Long EC CORP US N 1 N N N EPAM Systems Inc 549300XCR4R530HJP604 COMMON STOCK 29414B104 698 NS USD 98418 0.992 Long EC CORP US N 1 N N N ExlService Holdings Inc 81E3DTNF6OSH489ZOV15 COMMON STOCK 302081104 3378 NS USD 105562.5 1.064 Long EC CORP US N 1 N N N Maximus Inc 549300DQCDS8HJ7QF202 COMMON STOCK 577933104 967 NS USD 73114.87 0.737 Long EC CORP US N 1 N N N Qualys Inc 549300EMBXYOW9W1XA17 COMMON STOCK 74758T303 580 NS USD 53632.6 0.5406 Long EC CORP US N 1 N N N Diodes Inc 549300XP2X1ARVH3BX23 COMMON STOCK 254543101 2674 NS USD 182447.02 1.839 Long EC CORP US N 1 N N N Kulicke & Soffa Industries Inc 529900H6BEIRBF429744 COMMON STOCK 501242101 2116 NS USD 147527.52 1.487 Long EC CORP SG N 1 N N N MACOM Technology Solutions Holdings Inc N/A COMMON STOCK 55405Y100 626 NS USD 155323.12 1.5656 Long EC CORP US N 1 N N N Onto Innovation Inc 254900RXZVN73CHOO062 COMMON STOCK 683344105 988 NS USD 213299.32 2.15 Long EC CORP US N 1 N N N Ultra Clean Holdings Inc 5493007L6LS7QX18PE75 COMMON STOCK 90385V107 2278 NS USD 138229.04 1.3933 Long EC CORP US N 1 N N N Vishay Precision Group Inc N/A COMMON STOCK 92835K103 1486 NS USD 68460.02 0.69 Long EC CORP US N 1 N N N ACI Worldwide Inc 5493003BPVMZUJ6F5C02 COMMON STOCK 004498101 2989 NS USD 118603.52 1.1955 Long EC CORP US N 1 N N N BlackLine Inc 529900P9N7PK9LV5EK56 COMMON STOCK 09239B109 1001 NS USD 35285.25 0.3557 Long EC CORP US N 1 N N N Consensus Cloud Solutions Inc N/A COMMON STOCK 20848V105 2138 NS USD 64311.04 0.6482 Long EC CORP US N 1 N N N Donnelley Financial Solutions Inc 549300O1NPY4J56QCU04 COMMON STOCK 25787G100 1850 NS USD 92056 0.9279 Long EC CORP US N 1 N N N LiveRamp Holdings Inc 254900GXS75LG1X7RF88 COMMON STOCK 53815P108 3182 NS USD 86454.94 0.8714 Long EC CORP US N 1 N N N PDF Solutions Inc 549300GMSP6MROFBI160 COMMON STOCK 693282105 2890 NS USD 97624.2 0.984 Long EC CORP US N 1 N N N California Water Service Group 529900QABDOBU6UVRQ36 COMMON STOCK 130788102 1262 NS USD 56890.96 0.5734 Long EC CORP US N 1 N N N 2026-04-24 360 Funds /s/ Larry E. Beaver, Jr. Larry E. Beaver, Jr. Treasurer and Principal Financial Officer XXXX NPORT-EX 2 mcscx-nportex_022826.htm SCHEDULE OF INVESTMENTS

 

M3SIXTY SMALL CAP GROWTH FUND
SCHEDULE OF INVESTMENTS
February 28, 2026 (Unaudited)

 

COMMON STOCK - 96.34%  Shares  Value
       
 Auto Parts & Equipment - 1.84%          
Dorman Products, Inc.(a)   1,017   $119,864 
Gentherm, Inc.(a)   1,906    62,460 
         182,324 
 Banks - 4.76%          
First Financial Bankshares, Inc.   3,195    98,821 
Glacier Bancorp, Inc.   3,550    161,490 
Hope Bancorp, Inc.   5,337    60,095 
Lakeland Financial Corp.   997    57,916 
WesBanco, Inc.   2,686    93,661 
         471,983 
 Biotechnology - 1.98%          
Krystal Biotech, Inc.(a)   392    108,051 
TG Therapeutics, Inc.(a)   2,938    88,404 
         196,455 
 Building Materials - 3.36%          
Boise Cascade Co.   580    47,989 
Modine Manufacturing Co.(a)   735    167,029 
UFP Industries, Inc.   1,154    118,758 
         333,776 
 Chemicals - 1.71%          
Hawkins, Inc.   568    84,689 
Quaker Chemical Corp.   577    84,836 
         169,525 
 Commercial Services - 4.97%          
Barrett Business Services, Inc.   2,329    64,676 
CBIZ, Inc.(a)   2,130    61,003 
CRA International, Inc.   643    111,020 
EVERTEC, Inc. - Puerto Rico   2,331    65,991 
Grand Canyon Education, Inc.(a)   559    88,920 
Healthcare Services Group, Inc.(a)   4,653    101,296 
         492,906 
 Computers - 3.33%          
EPAM Systems, Inc.(a)   698    98,418 
ExlService Holdings, Inc.(a)   3,378    105,563 
Maximus, Inc.   967    73,115 
Qualys, Inc.(a)   580    53,633 
         330,729 
 Distribution & Wholesale - 1.24%          
SiteOne Landscape Supply, Inc.(a)   862    123,171 
           
 Diversified Financial Services - 1.51%          
Evercore, Inc.   352    108,712 
PJT Partners, Inc. - Class A   280    41,350 
         150,062 
 Electrical Components & Equipment - 0.99%          
Insteel Industries, Inc.   2,625    97,860 

 

 

  

 

 

COMMON STOCK - 96.34% (continued)  Shares  Value
       
Electronics - 4.93%      
Badger Meter, Inc.   850   $129,566 
Napco Security Technologies, Inc.   1,661    77,419 
NVE Corp.   1,111    76,481 
OSI Systems, Inc.(a)   490    139,748 
Plexus Corp. (a)   337    65,422 
         488,636 
 Engineering & Construction - 4.21%          
Exponent, Inc.   1,339    97,452 
MYR Group, Inc.(a)   232    62,631 
Sterling Infrastructure, Inc.(a)   601    257,306 
         417,389 
 Food - 0.87%          
J & J Snack Foods Corp.   989    86,102 
           
 Hand & Machine Tools - 0.88%          
Franklin Electric Co., Inc.   879    87,566 
           
 Healthcare - Products - 7.06%          
CONMED Corp.   1,647    75,762 
Globus Medical, Inc.(a)   1,432    136,699 
iRadimed Corp.   1,366    141,422 
LeMaitre Vascular, Inc.   1,443    156,104 
Omnicell, Inc.(a)   1,832    75,295 
UFP Technologies, Inc.(a)   549    115,608 
         700,890 
 Healthcare - Services - 8.17%          
Addus HomeCare Corp.(a)   1,526    157,987 
Ensign Group, Inc.   1,342    287,416 
National HealthCare Corp.   527    86,165 
Pediatrix Medical Group, Inc.(a)   4,857    96,411 
Pennant Group, Inc.(a)   1,665    56,127 
U.S. Physical Therapy, Inc.   1,528    126,763 
         810,869 
 Home Builders - 1.45%          
Century Communities, Inc.   2,134    143,469 
           
 Household Products & Wares - 0.63%          
WD-40 Co.   264    62,885 
           
 Internet - 1.49%          
ePlus, Inc.   1,450    116,957 
HealthStream, Inc.   1,465    31,102 
         148,059 

 

  

 

 

COMMON STOCK - 96.34% (continued)  Shares  Value
       
 Leisure Time - 1.00%          
YETI Holdings, Inc.(a)   2,262   $98,872 
           
 Machinery - Diversified - 3.37%          
Albany International Corp.   2,171    125,158 
Cactus, Inc. - Class A   2,218    119,772 
Cognex Corp.   1,648    89,651 
         334,581 
 Metal Fabricate & Hardware - 2.29%          
RBC Bearings, Inc.(a)   395    227,488 
           
 Miscellaneous Manufacturing - 1.20%          
Fabrinet - Thailand(a)   218    118,947 
           
 Oil & Gas Services - 2.97%          
Innovex International, Inc.(a)   4,778    125,900 
RPC, Inc.   7,631    44,336 
Select Water Solutions, Inc.   9,069    123,973 
         294,209 
 Pharmaceuticals - 5.66%          
Amphastar Pharmaceuticals, Inc.(a)   5,397    109,181 
Catalyst Pharmaceuticals, Inc.(a)   5,047    116,485 
Corcept Therapeutics, Inc.(a)   1,749    62,439 
Pacira BioSciences, Inc.(a)   7,992    175,105 
Supernus Pharmaceuticals, Inc.(a)   1,803    98,678 
         561,888 
 REITS - 1.24%          
Getty Realty Corp.   2,288    75,092 
LTC Properties, Inc.   1,200    47,616 
         122,708 
 Retail - 4.43%          
La-Z-Boy, Inc.   2,117    75,619 
Lithia Motors, Inc.   435    121,617 
Ollie's Bargain Outlet Holdings, Inc.(a)   995    106,565 
Shake Shack, Inc. - Class A(a)   475    45,605 
Texas Roadhouse, Inc.   490    89,606 
         439,012 
 Semiconductors - 9.13%          
Diodes, Inc.(a)   2,674    182,447 
Kulicke & Soffa Industries, Inc. - Singapore   2,116    147,528 
MACOM Technology Solutions Holdings, Inc.(a)   626    155,323 
Onto Innovation, Inc.(a)   988    213,299 
Ultra Clean Holdings, Inc.(a)   2,278    138,229 
Vishay Precision Group, Inc.(a)   1,486    68,460 
         905,286 

 

  

 

 

COMMON STOCK - 96.34% (continued)  Shares  Value
       
Software - 4.98%      
ACI Worldwide, Inc.(a)   2,989   $118,604 
BlackLine, Inc.(a)   1,001    35,285 
Consensus Cloud Solutions, Inc.(a)   2,138    64,311 
Donnelley Financial Solutions, Inc.(a)   1,850    92,056 
LiveRamp Holdings, Inc.(a)   3,182    86,455 
PDF Solutions, Inc.(a)   2,890    97,624 
         494,335 
 Telecommunications - 2.63%          
A10 Networks, Inc.   8,067    155,370 
Credo Technology Group Holding Ltd.(a)   943    105,871 
         261,241 
 Transportation - 1.49%          
Landstar System, Inc.   907    147,796 
           
 Water - 0.57%          
California Water Service Group   1,262    56,891 
           
TOTAL COMMON STOCK (Cost $8,326,006)        9,557,910 
           
INVESTMENTS AT VALUE (Cost $8,326,006) - 96.34%       $9,557,910 
           
OTHER ASSETS IN EXCESS OF LIABILITIES, NET - 3.66%        363,150 
           
NET ASSETS - 100.00%       $9,921,060 

 

Percentages are stated as a percent of net assets. 
                       
(a) Non-income producing security.
                       
The following abbreviations are used in this portfolio:
Ltd. - Limited
REITS - Real Estate Investment Trusts
                       
The accompanying notes are an integral part of these financial statements.

 

  

 

 

M3Sixty Small Cap Growth Fund

NOTES TO THE SCHEDULE OF INVESTMENTS

February 28, 2026 (Unaudited)

 

The following is a summary of significant accounting policies consistently followed by the M3Sixty Small Cap Growth Fund (the “Fund”). The policies are in conformity with accounting principles generally accepted in the United States of America (“GAAP”). The Fund is an investment company that follows the accounting and reporting guidance of Accounting Standards Codification Topic 946 applicable to investment companies.

 

Processes and Structure

 

The Fund’s Board of Trustees (the “Board”) has adopted guidelines for valuing securities including in circumstances in which market quotes are not readily available and has delegated authority to M3Sixty Capital, LLC (the “Adviser”), as the Fund’s Valuation Designee, to apply those guidelines in determining fair value prices, subject to review by the Board.

 

Hierarchy of Fair Value Inputs

 

The Fund utilizes various methods to measure the fair value of its investments on a recurring basis. GAAP establishes a hierarchy that prioritizes inputs to valuation techniques used to measure fair value. The three levels of inputs are as follows:

 

Level 1 – Unadjusted quoted prices in active markets for identical assets or liabilities that the Fund has the ability to access.
Level 2 – Observable inputs other than quoted prices included in level 1 that are observable for the asset or liability either directly or indirectly. These inputs may include quoted prices for the identical instrument on an inactive market, prices for similar instruments, interest rates, prepayment speeds, credit risk, yield curves, default rates, and similar data.
Level 3 – Unobservable inputs for the asset or liability to the extent that relevant observable inputs are not available, representing the Fund’s own assumptions about the assumptions that a market participant would use in valuing the asset or liability, and that would be based on the best information available.

 

The availability of observable inputs can vary from security to security and is affected by a wide variety of factors, including, for example, the type of security, whether the security is new and not yet established in the marketplace, the liquidity of markets, and other characteristics particular to the security. To the extent that valuation is based on models or inputs that are less observable or unobservable in the market, the determination of fair value requires more judgment. Accordingly, the degree of judgment exercised in determining fair value is greatest for instruments categorized in Level 3.

 

The inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, for disclosure purposes, the level in the fair value hierarchy within which the fair value measurement falls in its entirety is determined based on the lowest level input that is significant to the fair value measurement in its entirety.

 

Fair Value Measurements

 

A description of the valuation techniques applied to the Fund’s major categories of assets and liabilities measured at fair value on a recurring basis follows.

 

Equity securities (common stock and REITs) – Securities traded on a national securities exchange (or reported on the NASDAQ national market) are stated at the last reported sales price on the day of valuation. To the extent these securities are actively traded, and valuation adjustments are not applied, they are categorized in Level 1 of the fair value hierarchy. Certain foreign securities may be fair valued using a pricing service that considers the correlation of the trading patterns of the foreign security to the intraday trading in the U.S. markets for investments and the movement of the certain indexes of securities based on a statistical analysis of the historical relationship and that are categorized in Level 2. Preferred stock and other equities traded on inactive markets or valued by reference to similar instruments are also categorized in Level 2.

 

Money market funds – Money market funds are valued at their net asset value of $1.00 per share and are categorized as Level 1.

 

Pursuant to Rule 2a-5, securities for which market quotations are not readily available will have a fair value determined by the Valuation Designee (as defined by Rule 2a-5) in accordance with the fair value policies and procedures adopted by the Board and the Adviser. The Board will oversee the Valuation Designee’s fair value determinations and has assigned the Adviser as the Fund’s Valuation Designee.

 

  

 

 

 

M3Sixty Small Cap Growth Fund

NOTES TO THE SCHEDULE OF INVESTMENTS

February 28, 2026 (Unaudited)

 

Fair Value Measurements (continued)

 

The Fund’s policies regarding fair value pricing are intended to result in a calculation of a Fund’s net asset value that fairly reflects portfolio security values as of the time of pricing. A portfolio security’s fair value price may differ from the price next available for that portfolio security using a Fund’s normal pricing procedures and may differ substantially from the price at which the portfolio security may ultimately be traded or sold. If such fair value price differs from the price that would have been determined using a Fund’s normal pricing procedures, a shareholder may receive more or less proceeds or shares from redemptions or purchases of Fund shares, respectively, than a shareholder would have otherwise received if the portfolio security was priced using a Fund’s normal pricing procedures. The performance of a Fund may also be affected if a portfolio security’s fair value price were to differ from the security’s price using a Fund’s normal pricing procedures.

 

Pursuant to policies adopted by the Board, the Valuation Designee reports all fair valued securities to the Board at least quarterly. The Board monitors and evaluates the Fund’s use of fair value pricing. These securities will be categorized as Level 3 securities.

 

The following table summarizes the inputs used to value the Fund’s assets and liabilities measured at fair value as of February 28, 2026.


M3Sixty Small Cap Growth Fund         
Financial Instruments - Assets     Level 2   
   Level 1  (Other Significant   
Security Classification(1)  (Quoted Prices)  Observable Inputs)  Totals
Common Stock(2)  $9,557,910   $—     $9,557,910 
Totals  $9,557,910   $—     $9,557,910 
                

(1)       As of and for the nine months ended February 28, 2026, the Fund held no securities that were considered to be “Level 3” securities (those valued using significant unobservable inputs). Therefore, a reconciliation of assets in which significant unobservable inputs (Level 3) were used in determining fair value is not applicable.

 

(2)       All common stock held in the Fund are Level 1 securities. For a detailed break-out of common stock by industry, please refer to the Schedule of Investments.

 

During the nine months ended February 28, 2026, no securities were valued using alternative procedures approved by the Board of Trustees.

 

Small Capitalization Company Risk

 

The Fund is subject to the risk that securities of small capitalization companies may underperform other segments of the equity market or the equity market as a whole. Investing in the securities of small capitalization companies involves greater risk and the possibility of greater price volatility than investing in larger capitalization and more established companies. Because smaller companies may have inexperienced management and limited operating history, product lines, market diversification and financial resources, the securities of these companies may be more speculative, volatile and less liquid than securities of larger companies, and they can be particularly sensitive to unexpected changes in interest rates, borrowing costs and earnings or other adverse developments.

 

Growth Company Risk

 

Securities of growth companies can be more sensitive to the company’s earnings and more volatile than the market in general. Growth stocks may also fall out of favor and may underperform relative to the overall equity market at times.

 

 

  

 

 

M3Sixty Small Cap Growth Fund

NOTES TO THE SCHEDULE OF INVESTMENTS

February 28, 2026 (Unaudited)

 

For U.S. Federal income tax purposes, the cost of securities owned, gross appreciation, gross depreciation, and net unrealized appreciation/(depreciation) of investments at February 28, 2026 were as follows:

 

Cost 

Gross Appreciation

  Gross Depreciation  Net Appreciation
$8,393,625   $1,939,399   $(775,114)  $1,164,285 

 

The difference between book basis unrealized appreciation and tax-basis unrealized appreciation for the Fund is attributable primarily to the tax deferral of losses on wash sales.