# Portfolio overlap — BTMFX vs TPLE

Comparing **Boston Trust Midcap Fund** (2026-03-31) and **Timothy Plan US Large/Mid Cap Core Enhanced ETF** (2025-09-30).

- Shared positions: 42
- Boston Trust Midcap Fund covered by Timothy Plan US Large/Mid Cap Core Enhanced ETF: 0.1599738831928357946257467040
- Timothy Plan US Large/Mid Cap Core Enhanced ETF covered by Boston Trust Midcap Fund: 0.1599738831928357946257467040

## Boston Trust Midcap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| PAYCHEX INC | 0.021372 | ✓ |
| ROSS STORES INC | 0.021072 | ✓ |
| TE CONNECTIVITY | 0.020650 |  |
| METTLER-TOLEDO INTL INC | 0.020554 | ✓ |
| SEI INVESTMENTS | 0.020381 |  |
| ESSENTIAL UTILITIES INC | 0.019901 |  |
| HUBBELL INC | 0.019233 | ✓ |
| EOG RESOURCES INC | 0.019076 | ✓ |
| APTARGROUP INC | 0.018958 |  |
| BJS WHSL CLUB HLDGS INC | 0.018650 | ✓ |
| NORDSON CORP | 0.018268 |  |
| EDWARDS LIFESCIENCES CORP | 0.018256 | ✓ |
| AMERICAN FINL GROUP INC OHIO | 0.018107 |  |
| MSCI INC | 0.018029 | ✓ |
| SYSCO CORP | 0.017967 | ✓ |
| EVERSOURCE ENERGY | 0.017552 | ✓ |
| TERADYNE INC | 0.017195 | ✓ |
| WEC ENERGY GROUP INC | 0.016971 | ✓ |
| IDEX CORPORATION | 0.016808 | ✓ |
| MAGNOLIA OIL and GAS CORPO CL A | 0.016414 |  |
| ATMOS ENERGY CORP | 0.016414 | ✓ |
| JONES LANG LASALLE INC | 0.016261 |  |
| NEW YORK TIMES CO CL A | 0.015932 |  |
| CINCINNATI FINANCIAL CORP | 0.015857 | ✓ |
| ALLEGION PLC | 0.015647 |  |
| AMETEK INC NEW | 0.015234 | ✓ |
| RPM INTL INC | 0.014523 | ✓ |
| MEDPACE HOLDINGS INC | 0.014484 |  |
| STERIS PLC | 0.014167 | ✓ |
| CULLEN FROST BANKERS INC | 0.014063 |  |
| FORTINET INC | 0.013796 | ✓ |
| SLB LTD | 0.013658 | ✓ |
| NETAPP INC | 0.013024 | ✓ |
| VERISK ANALYTICS INC | 0.013023 | ✓ |
| CHOICE HOTELS INTL INC | 0.012750 |  |
| CBOE GLOBAL MARKETS INC | 0.012743 | ✓ |
| FACTSET RESEARCH SYSTEMS INC | 0.012452 |  |
| EXPEDITORS INTL OF WASH INC | 0.012371 | ✓ |
| ON SEMICONDUCTOR CORP | 0.011611 | ✓ |
| DONALDSON CO INC | 0.011546 |  |
| JACK HENRY | 0.011501 | ✓ |
| ONE GAS INC | 0.011466 |  |
| SNAP-ON INCORPORATED | 0.011140 | ✓ |
| GENUINE PARTS CO | 0.011131 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.011090 | ✓ |
| BROWN & BROWN | 0.010962 | ✓ |
| AUTOZONE INC | 0.010703 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.010627 | ✓ |
| CHURCH & DWIGHT | 0.010511 |  |
| DYNATRACE INC | 0.010489 | ✓ |

## Timothy Plan US Large/Mid Cap Core Enhanced ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SEAGATE TECHNOLO | 0.009132 |  |
| WESTERN DIGITAL CORP | 0.007238 |  |
| EVERGY INC | 0.006921 |  |
| LINDE PLC | 0.006470 |  |
| ATMOS ENERGY CORP | 0.006243 | ✓ |
| NISOURCE INC | 0.005878 |  |
| DTE ENERGY CO | 0.005700 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.005699 |  |
| CMS ENERGY CORP | 0.005586 |  |
| WEC ENERGY GROUP INC | 0.005540 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.005520 |  |
| CME GROUP INC CL A | 0.005415 |  |
| TELEDYNE TECHNOLOGIES INC | 0.005365 |  |
| O'REILLY AUTOMOTIVE INC | 0.005362 |  |
| ILLINOIS TOOL WORKS INC | 0.005313 |  |
| NASDAQ INC | 0.005258 |  |
| AMEREN CORP | 0.005174 |  |
| GENERAL DYNAMICS CORPORATION | 0.005159 |  |
| PTC INC | 0.005134 |  |
| STERIS PLC | 0.005125 | ✓ |
| AECOM | 0.005098 |  |
| XYLEM INC | 0.005097 |  |
| CATERPILLAR INC | 0.005061 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.005012 |  |
| SOUTHERN CO | 0.004999 |  |
| SYSCO CORP | 0.004996 | ✓ |
| REPUBLIC SVCS | 0.004881 |  |
| US FOODS HOLDING CORP | 0.004867 |  |
| EXPEDITORS INTL OF WASH INC | 0.004866 | ✓ |
| IDEXX LABS INC | 0.004850 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.004850 |  |
| EVERSOURCE ENERGY | 0.004833 | ✓ |
| GRACO INC | 0.004766 |  |
| SS&C TECHNOLOGIE | 0.004757 |  |
| QUEST DIAGNOSTICS INC | 0.004756 |  |
| TEXTRON INC | 0.004693 |  |
| STRYKER CORP | 0.004684 |  |
| CINCINNATI FINANCIAL CORP | 0.004616 | ✓ |
| PACKAGING CORP OF AMERICA | 0.004599 |  |
| TD SYNNEX CORP | 0.004571 |  |
| CSX CORP | 0.004561 |  |
| AFLAC INC | 0.004546 |  |
| AMPHENOL CORPORATION CL A | 0.004546 |  |
| AMETEK INC NEW | 0.004523 | ✓ |
| CBOE GLOBAL MARKETS INC | 0.004518 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.004516 |  |
| UNION PACIFIC CORP | 0.004513 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.004490 |  |
| APTIV PLC | 0.004481 |  |
| MARTIN MAR MTLS | 0.004468 |  |


## Sources

- N-PORT (fund A) — accession `0002066578-26-001397` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001397/0002066578-26-001397-index.htm>
- N-PORT (fund B) — accession `0001004726-25-002316` (as of 2025-09-30)
  <https://www.sec.gov/Archives/edgar/data/916490/000100472625002316/0001004726-25-002316-index.htm>

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