# Portfolio overlap — CFMSX vs CFMCX

Comparing **Column Mid Cap Select Fund** (2026-02-28) and **Column Mid Cap Fund** (2026-02-28).

- Shared positions: 201
- Column Mid Cap Select Fund covered by Column Mid Cap Fund: 0.6164544846896754805621127069
- Column Mid Cap Fund covered by Column Mid Cap Select Fund: 0.6164544846896754805621127069

## Column Mid Cap Select Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FRST AM-GV OB-X | 0.028391 | ✓ |
| ROSS STORES INC | 0.021940 | ✓ |
| AMETEK INC NEW | 0.021355 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.017535 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.017188 | ✓ |
| HOULIHAN LOKEY I | 0.016990 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.016736 | ✓ |
| EMCOR GROUP INC | 0.016236 | ✓ |
| MONOLITHIC POWER SYS INC | 0.015253 | ✓ |
| OLD DOMINION FRT | 0.015230 | ✓ |
| CH ROBINSON WORLDWIDE INC | 0.014582 | ✓ |
| WOODWARD INC | 0.013048 | ✓ |
| LPL FINL HLDGS INC | 0.012583 | ✓ |
| CENCORA INC | 0.011930 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.011507 | ✓ |
| HEICO CORP CL A | 0.011276 | ✓ |
| WEST PHARMACEUTICAL SVCS INC | 0.010896 | ✓ |
| ENTEGRIS INC | 0.010637 | ✓ |
| COOPER COS INC | 0.010587 | ✓ |
| ALLEGION PLC | 0.010374 | ✓ |
| MASCO CORPORATION | 0.010223 | ✓ |
| VERISK ANALYTICS INC | 0.010187 | ✓ |
| BROADRIDGE FINL | 0.010185 | ✓ |
| PENTAIR PLC | 0.010142 | ✓ |
| RENAISSANCERE HLDGS LTD | 0.009686 | ✓ |
| CUMMINS INC | 0.009529 | ✓ |
| EQUIFAX INC | 0.009412 | ✓ |
| IQVIA HOLDINGS INC | 0.009100 | ✓ |
| CBRE GROUP INC - CL A | 0.009096 | ✓ |
| DOVER CORP | 0.009085 | ✓ |
| ALIGN TECHNOLOGY INC | 0.009077 | ✓ |
| STIFEL FINANCIAL CORP | 0.009046 | ✓ |
| MSCI INC | 0.009026 | ✓ |
| DOMINOS PIZZA INC | 0.009001 | ✓ |
| HEXCEL CORPORATION | 0.008682 | ✓ |
| PACKAGING CORP OF AMERICA | 0.008594 | ✓ |
| EAST WEST BNCRP | 0.008499 | ✓ |
| DR HORTON INC | 0.008415 | ✓ |
| ALBEMARLE CORP | 0.008402 | ✓ |
| HAMILTON LANE INC - A | 0.008293 | ✓ |
| LABCORP HOLDINGS INC | 0.008175 | ✓ |
| ULTA BEAUTY INC | 0.008172 | ✓ |
| NORDSON CORP | 0.008063 | ✓ |
| DARDEN RESTAURANTS INC | 0.008053 | ✓ |
| QIAGEN NV | 0.007955 | ✓ |
| SYSCO CORP | 0.007874 | ✓ |
| REPUBLIC SVCS | 0.007873 | ✓ |
| LENNOX INTL INC | 0.007862 | ✓ |
| REINSURANCE GROUP OF AMERICA | 0.007723 | ✓ |
| ARROW ELECTRONICS INC | 0.007584 | ✓ |

## 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 `0000894189-26-012733` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1141819/000089418926012733/0000894189-26-012733-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>

---

_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/>_