# Portfolio overlap — CFSLX vs SWSSX

Comparing **Column Small Cap Fund** (2026-02-28) and **Schwab Small-Cap Index Fund** (2026-01-31).

- Shared positions: 701
- Column Small Cap Fund covered by Schwab Small-Cap Index Fund: 0.3367588317640965172148408946
- Schwab Small-Cap Index Fund covered by Column Small Cap Fund: 0.3367588317640965172148408945

## Column Small Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FRST AM-GV OB-X | 0.033553 |  |
| SERVISFIRST BANCSHARES INC | 0.008137 | ✓ |
| REGAL REXNORD CORP | 0.007846 |  |
| COMMERCIAL METALS CO | 0.007586 | ✓ |
| ENERPAC TOOL GROUP CORP CL A | 0.007493 | ✓ |
| iShares Trust RUSSELL 2000 VALUE ETF | 0.007477 |  |
| ELEMENT SOLUTIONS INC | 0.007476 |  |
| TORO CO | 0.007441 |  |
| VALMONT INDUSTRIES INC | 0.007040 |  |
| AAON INC | 0.006862 |  |
| VIASAT INC | 0.006728 | ✓ |
| US PHYSICAL THERAPY INC | 0.006693 | ✓ |
| SOUTHSTATE BANK CORP | 0.006480 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.006373 | ✓ |
| COLUMBIA BANKING SYSTEMS INC | 0.006359 |  |
| TRIUMPH FINANCIAL INC | 0.006091 | ✓ |
| ALLIANCE LAUNDRY HOLDINGS INC | 0.005902 | ✓ |
| RYAN SPECIALTY HOLDINGS INC | 0.005896 |  |
| KINSALE CAPITAL GROUP INC | 0.005857 |  |
| CNO FINANCIAL GROUP INC | 0.005623 | ✓ |
| MKS INSTRUMENTS INC | 0.005544 |  |
| FTI CONSULTING INC | 0.005397 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.005372 |  |
| APPFOLIO INC - A | 0.005267 |  |
| ATI INC | 0.005226 |  |
| GATX CORP | 0.005039 | ✓ |
| PROSPERITY BNCSH | 0.004907 |  |
| GOOSEHEAD INSURANCE | 0.004812 | ✓ |
| CLEAN HARBORS INC | 0.004670 |  |
| ARCHROCK INC | 0.004588 | ✓ |
| PRICESMART INC | 0.004498 | ✓ |
| GATES INDUSTRIAL CORP PLC | 0.004442 |  |
| NCINO INC | 0.004430 |  |
| RESIDEO TECHNOLOGIES INC | 0.004357 | ✓ |
| LITTELFUSE INC | 0.004339 |  |
| HEXCEL CORPORATION | 0.004227 |  |
| ASHLAND INC | 0.004205 |  |
| DREAM FINDERS HOMES INC | 0.004192 | ✓ |
| ONTO INNOVATION INC | 0.004176 |  |
| COCA COLA CONSOLIDATED INC | 0.004148 |  |
| ENVISTA HOLDINGS CORP | 0.004137 |  |
| VALVOLINE INC | 0.004128 |  |
| SPIRE INC | 0.004044 | ✓ |
| SANMINA CORP | 0.004036 | ✓ |
| ACI WORLDWIDE INC | 0.004005 | ✓ |
| WSFS FINANCIAL CORP | 0.003974 | ✓ |
| OPENLANE INC | 0.003948 | ✓ |
| PLEXUS CORP | 0.003932 | ✓ |
| AVIENT CORP | 0.003678 | ✓ |
| HANOVER INSURANCE GROUP INC | 0.003619 |  |

## Schwab Small-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| State Street Navigator Securities Lending Portfolio II | 0.010813 |  |
| BLOOM ENERGY CORP CL A | 0.010710 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.006220 | ✓ |
| FABRINET | 0.005723 | ✓ |
| KRATOS DEFENSE and SEC SOLTN INC | 0.005559 |  |
| NEXTRACKER INC CL A | 0.005529 |  |
| ECHOSTAR CORP CL A | 0.004969 |  |
| HECLA MINING CO | 0.004633 |  |
| GUARDANT HEALTH INC | 0.004483 |  |
| IONQ INC | 0.004378 |  |
| COEUR MINING INC | 0.004236 | ✓ |
| RAMBUS INC | 0.003975 | ✓ |
| BRIDGEBIO PHARMA INC | 0.003967 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.003456 | ✓ |
| AEROVIRONMENT INC | 0.003408 |  |
| DYCOM INDUSTRIES INC | 0.003306 |  |
| TTM TECHNOLOGIES INC | 0.003253 | ✓ |
| SPX TECHNOLOGIES INC | 0.003253 | ✓ |
| MODINE MFG CO | 0.003132 |  |
| ENSIGN GROUP INC | 0.003120 | ✓ |
| ADV ENERGY INDS | 0.003116 | ✓ |
| CHART INDUSTRIES INC | 0.003035 |  |
| UMB FINANCIAL CORP | 0.002990 | ✓ |
| ARROWHEAD PHARMACEUTICALS INC | 0.002976 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.002944 | ✓ |
| OKLO INC | 0.002801 | ✓ |
| MOOG INC-CLASS A | 0.002781 |  |
| COMMERCIAL METALS CO | 0.002770 | ✓ |
| OLD NATL BANCORP | 0.002769 | ✓ |
| INTERDIGITAL INC | 0.002737 |  |
| LUMEN TECHNOLOGIES INC | 0.002723 | ✓ |
| AVIDITY BIOSCIENCES | 0.002717 |  |
| CARETRUST REIT INC | 0.002717 |  |
| JACKSON FINANCIAL INC | 0.002666 | ✓ |
| URANIUM ENERGY CORP | 0.002663 |  |
| WATTS WATER TECH INC CL A | 0.002661 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.002660 | ✓ |
| APPLIED DIGITAL CORP | 0.002606 |  |
| COMPASS INC - A | 0.002602 |  |
| PRIMORIS SVCS CORP | 0.002597 | ✓ |
| AMERICAN HEALTHCARE REIT INC | 0.002568 | ✓ |
| CADENCE BANK | 0.002545 |  |
| SITIME CORP | 0.002533 | ✓ |
| PRAXIS PRECISION MEDICINES INC | 0.002497 | ✓ |
| ORMAT TECHNOLOGIES INC | 0.002471 | ✓ |
| AXSOME THERAPEUTICS INC | 0.002447 |  |
| FLUOR CORP | 0.002409 |  |
| SANMINA CORP | 0.002396 | ✓ |
| CYTOKINETICS INC | 0.002388 | ✓ |
| HEALTHEQUITY INC | 0.002367 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000894189-26-012734` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1141819/000089418926012734/0000894189-26-012734-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030064` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030064/0001410368-26-030064-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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