# Portfolio overlap — CAMZX vs BOSOX

Comparing **Cambiar Small Cap Fund** (2026-01-31) and **Boston Trust Walden Small Cap Fund** (2026-03-31).

- Shared positions: 6
- Cambiar Small Cap Fund covered by Boston Trust Walden Small Cap Fund: 0.08859213280395644720882236874
- Boston Trust Walden Small Cap Fund covered by Cambiar Small Cap Fund: 0.08859213280395644720882236874

## Cambiar Small Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ICHOR HOLDINGS L | 0.031127 |  |
| RAMBUS INC | 0.029865 |  |
| Tower Semiconductor Ltd (Tel Aviv) | 0.027767 |  |
| NETSTREIT CORP | 0.027677 |  |
| REINSURANCE GROUP OF AMERICA | 0.027240 |  |
| UNITED BANKSHS | 0.027075 |  |
| LAZARD INC CL A | 0.026981 |  |
| LATTICE SEMICONDUCTOR CORP | 0.026726 |  |
| FIRST AM-TR OB-X | 0.025662 |  |
| PROSPERITY BNCSH | 0.025503 |  |
| UNITED COMMUNITY BANKS GA | 0.025492 |  |
| BOK FINL CORP | 0.025486 |  |
| GLOBUS MEDICAL INC | 0.024886 | ✓ |
| ALIGN TECHNOLOGY INC COMMON STOCK | 0.024720 |  |
| TEXAS CAPITAL BANCSHARES INC | 0.024643 |  |
| ALAMO GROUP INC COMMON STOCK | 0.024222 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.023553 | ✓ |
| NOV INC | 0.023532 |  |
| TXNM ENERGY INC | 0.023526 |  |
| FIRST AMERICAN FINANCIAL CORP | 0.023430 |  |
| IDACORP INC | 0.023420 | ✓ |
| HUB GROUP INC CL A | 0.023172 |  |
| DIODES INC | 0.023138 |  |
| US PHYSICAL THERAPY INC | 0.022011 | ✓ |
| MONARCH CASINO and RESORT INC | 0.021860 |  |
| UNIVERSAL DISPLAY CORP | 0.021767 |  |
| HEALTHSTREAM INC | 0.021489 |  |
| INGREDION INC | 0.021382 |  |
| GENTEX CORP | 0.021177 |  |
| RENAISSANCERE | 0.021059 |  |
| ADDUS HOMECARE CORP COMMON STOCK | 0.020874 |  |
| BORGWARNER INC COMMON STOCK | 0.020743 |  |
| PHREESIA INC | 0.020710 |  |
| HALOZYME THERAPEUTICS INC | 0.020556 | ✓ |
| TERRENO REALTY CORP | 0.020426 | ✓ |
| Sportradar Group AG CLASS A ORD SHS | 0.020360 |  |
| WEX INC | 0.020317 |  |
| Americold Realty Trust Inc | 0.020183 |  |
| TIMKENSTEEL CORP | 0.020166 |  |
| HEALTHCARE SERVS | 0.019531 |  |
| BANNER CORPORATI | 0.019126 |  |
| ACV AUCTIONS INC CL A | 0.018971 |  |
| EAGLE MATERIALS INC | 0.018450 |  |

## Boston Trust Walden Small Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LITTELFUSE INC | 0.028929 |  |
| CULLEN FROST BANKERS INC | 0.025233 |  |
| WATTS WATER TECH INC CL A | 0.023901 |  |
| PLEXUS CORP | 0.023423 |  |
| APPLIED INDU TEC | 0.022900 |  |
| APTARGROUP INC | 0.022253 |  |
| ONE GAS INC | 0.021842 |  |
| CACTUS INC CL A | 0.021169 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.020811 |  |
| STAG INDUSTRIAL INC CL A | 0.019628 |  |
| A10 NETWORKS INC | 0.019560 |  |
| COMMERCE BCSHS | 0.018419 |  |
| MSC INDUSTRIAL DIRECT CO CL A | 0.017559 |  |
| INTL BANCSHARES | 0.017447 |  |
| HALOZYME THERAPEUTICS INC | 0.017445 | ✓ |
| DONALDSON CO INC | 0.017128 |  |
| GLOBUS MEDICAL INC | 0.016975 | ✓ |
| LANDSTAR SYSTEM INC | 0.016771 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.016700 | ✓ |
| UFP TECHNOLOGIES INC | 0.016621 |  |
| CHOICE HOTELS INTL INC | 0.016501 |  |
| CHESAPEAKE UTILITIES CORP | 0.016371 |  |
| IDACORP INC | 0.016307 | ✓ |
| BADGER METER INC | 0.016300 |  |
| JAZZ PHARMACEUTI | 0.016211 |  |
| CAVCO INDUSTRIES INC | 0.015865 |  |
| CHEMED CORP | 0.015415 |  |
| SELECTIVE INSURANCE GROUP INC | 0.015172 |  |
| PRESTIGE CONSUMER HEALTHCARE INC | 0.014966 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.014899 |  |
| QUALYS INC | 0.014368 |  |
| SILGAN HOLDINGS INC | 0.014219 |  |
| VALMONT INDUSTRIES INC | 0.013900 |  |
| AXCELIS TECHNOLOGIES INC | 0.013756 |  |
| COHEN & STEERS | 0.013652 |  |
| PRICESMART INC | 0.013419 |  |
| ACUITY INC | 0.013006 |  |
| TORO CO | 0.012862 |  |
| SPROUTS FMRS MKT INC | 0.012791 |  |
| OCEANEERING INTL | 0.012657 |  |
| MARZETTI COMPANY/THE | 0.012545 |  |
| H&R BLOCK INC | 0.012219 |  |
| CASELLA WASTE SYS INC CL A | 0.012160 |  |
| POWER INTEGRATIONS INC | 0.012006 |  |
| US PHYSICAL THERAPY INC | 0.011790 | ✓ |
| SIMPLY GOOD FOODS CO | 0.011575 |  |
| FOUR CORNERS PRO | 0.011553 |  |
| HAEMONETICS CORP MASS | 0.011302 |  |
| SENSIENT TECHNOLOGIES CORP | 0.010887 |  |
| DOLBY LABORATORIES INC CL A | 0.010783 |  |


## Sources

- N-PORT (fund A) — accession `0002048251-26-002465` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/878719/000204825126002465/0002048251-26-002465-index.htm>
- N-PORT (fund B) — accession `0002066578-26-001402` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001402/0002066578-26-001402-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_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._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_