# Portfolio overlap — AVUAX vs CFMCX

Comparing **Mid Cap Value Fund** (2026-03-31) and **Column Mid Cap Fund** (2026-02-28).

- Shared positions: 104
- Mid Cap Value Fund covered by Column Mid Cap Fund: 0.2420183991255417391485326358
- Column Mid Cap Fund covered by Mid Cap Value Fund: 0.2420183991255417391485326355

## Mid Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ZIMMER BIOMET HO | 0.024470 | ✓ |
| BAKER HUGHES CO | 0.021895 | ✓ |
| HENRY SCHEIN INC | 0.019750 | ✓ |
| COMMERCE BCSHS | 0.018782 | ✓ |
| EVERGY INC | 0.018697 | ✓ |
| MARSH & MCLENNAN | 0.017735 | ✓ |
| XCEL ENERGY INC | 0.017297 | ✓ |
| LABCORP HOLDINGS INC | 0.017278 | ✓ |
| PACKAGING CORP OF AMERICA | 0.016734 | ✓ |
| REINSURANCE GROUP OF AMERICA | 0.016674 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.016526 | ✓ |
| Bunzl Public Limited Company | 0.016074 | ✓ |
| CSX CORP | 0.015163 | ✓ |
| ONE GAS INC | 0.015161 | ✓ |
| BECTON DICKINSON and CO | 0.014694 | ✓ |
| Enterprise Products Partners LP | 0.014656 | ✓ |
| REALTY INCOME CORP REIT | 0.014164 | ✓ |
| NORTHERN TRUST CORP | 0.013995 | ✓ |
| WILLIS TOWERS WA | 0.013989 |  |
| MSC INDUSTRIAL DIRECT CO CL A | 0.013875 | ✓ |
| EQUITY RESIDENTIAL REIT | 0.013833 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.013747 | ✓ |
| PROSPERITY BNCSH | 0.013534 | ✓ |
| DIAMONDBACK ENERGY INC | 0.012422 | ✓ |
| KENVUE INC | 0.012341 | ✓ |
| KIMBERLY CLARK CORP | 0.012063 | ✓ |
| US BANCORP DEL | 0.012019 | ✓ |
| TRUIST FINL CORP | 0.011817 | ✓ |
| F5 INC | 0.011452 | ✓ |
| TERADYNE INC | 0.011448 | ✓ |
| PHILLIPS 66 | 0.010689 | ✓ |
| KONINKLIJKE AHOL | 0.010572 | ✓ |
| EVERSOURCE ENERGY | 0.010286 | ✓ |
| ALLSTATE CORPORATION | 0.010271 | ✓ |
| INFINEON TECH | 0.010011 | ✓ |
| MEDTRONIC PLC | 0.009965 |  |
| UNIVERSAL HLTH-B | 0.009958 | ✓ |
| NORFOLK SOUTHERN CORP | 0.009945 | ✓ |
| NORTHWESTERN ENERGY GROUP INC | 0.009905 | ✓ |
| QUEST DIAGNOSTICS INC | 0.009902 | ✓ |
| DUKE ENERGY CORP NEW | 0.009809 | ✓ |
| CFD_EQS GOLDUS33 2256908 | 0.009267 |  |
| PULTEGROUP INC | 0.008949 | ✓ |
| COGNIZANT TECH SOLUTIONS CL A | 0.008747 | ✓ |
| SMITH (AO) CORP | 0.008715 | ✓ |
| SPIRE INC | 0.008593 | ✓ |
| AMERICAN TOWER CORP | 0.008468 | ✓ |
| PPL CORPORATION | 0.008356 | ✓ |
| AKAMAI TECHNOLOGIES INC | 0.008301 | ✓ |
| IQVIA HOLDINGS INC | 0.008261 | ✓ |

## Column Mid Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FRST AM-GV OB-X | 0.022346 |  |
| MONOLITHIC POWER SYS INC | 0.013983 |  |
| AMETEK INC NEW | 0.013792 |  |
| ROSS STORES INC | 0.013480 |  |
| CENCORA INC | 0.010691 | ✓ |
| EMCOR GROUP INC | 0.009258 |  |
| LPL FINL HLDGS INC | 0.009212 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.009112 |  |
| HOULIHAN LOKEY I | 0.009015 |  |
| VERTIV HOLDINGS CO | 0.008680 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.008625 |  |
| TELEDYNE TECHNOLOGIES INC | 0.008477 |  |
| LABCORP HOLDINGS INC | 0.008468 | ✓ |
| OLD DOMINION FRT | 0.008236 |  |
| WOODWARD INC | 0.008195 |  |
| ULTA BEAUTY INC | 0.007766 |  |
| PACKAGING CORP OF AMERICA | 0.007199 | ✓ |
| COMFORT SYSTEMS USA INC | 0.007155 |  |
| HOWMET AEROSPACE INC | 0.007099 |  |
| CH ROBINSON WORLDWIDE INC | 0.007081 |  |
| CBRE GROUP INC - CL A | 0.006731 |  |
| TECHNIPFMC PLC | 0.006433 |  |
| REINSURANCE GROUP OF AMERICA | 0.006335 | ✓ |
| TERADYNE INC | 0.006295 | ✓ |
| SYSCO CORP | 0.006117 | ✓ |
| CUMMINS INC | 0.006041 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.005871 |  |
| MASCO CORPORATION | 0.005862 | ✓ |
| DR HORTON INC | 0.005822 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.005818 |  |
| HEICO CORP CL A | 0.005793 |  |
| IQVIA HOLDINGS INC | 0.005673 | ✓ |
| WEST PHARMACEUTICAL SVCS INC | 0.005636 |  |
| COOPER COS INC | 0.005474 |  |
| VERISK ANALYTICS INC | 0.005410 |  |
| DOVER CORP | 0.005370 | ✓ |
| BROADRIDGE FINL | 0.005305 |  |
| CSX CORP | 0.005291 | ✓ |
| MSCI INC | 0.005216 |  |
| ALLEGION PLC | 0.005211 |  |
| QUANTA SVCS INC | 0.005175 |  |
| FLEX LTD | 0.005171 |  |
| EQUIFAX INC | 0.005146 |  |
| RENAISSANCERE HLDGS LTD | 0.004936 |  |
| PENTAIR PLC | 0.004829 |  |
| LUMENTUM HOLDINGS INC | 0.004807 |  |
| BAKER HUGHES CO | 0.004789 | ✓ |
| ENTEGRIS INC | 0.004761 |  |
| ALIGN TECHNOLOGY INC | 0.004695 |  |
| HEXCEL CORPORATION | 0.004628 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-248831` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/908186/000119312526248831/0001193125-26-248831-index.htm>
- N-PORT (fund B) — accession `0000894189-26-012731` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1141819/000089418926012731/0000894189-26-012731-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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