# Portfolio overlap — CFSSX vs SWSSX Comparing **Column Small Cap Select Fund** (2026-02-28) and **Schwab Small-Cap Index Fund** (2026-01-31). - Shared positions: 243 - Column Small Cap Select Fund covered by Schwab Small-Cap Index Fund: 0.2429233123221411787201414180 - Schwab Small-Cap Index Fund covered by Column Small Cap Select Fund: 0.2429233123221411787201414179 ## Column Small Cap Select Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | FRST AM-GV OB-X | 0.037912 | | | BKV CORPORATION | 0.012773 | ✓ | | TERADATA CORP | 0.012647 | | | NATIONAL VISION HOLDINGS INC | 0.011285 | ✓ | | ULTRA CLEAN HOLDINGS INC | 0.011061 | ✓ | | VIASAT INC | 0.009513 | ✓ | | TRI POINTE HOMES INC | 0.009339 | ✓ | | iShares Trust RUSSELL 2000 VALUE ETF | 0.009324 | | | PTC THERAPEUTICS INC | 0.009279 | ✓ | | LITTELFUSE INC | 0.008764 | | | Silicon Motion Technology Corp. SPONSORED ADR | 0.008667 | | | INNOVIVA INC | 0.008017 | ✓ | | BROADSTONE NET LEASE INC | 0.007689 | ✓ | | ELEMENT SOLUTIONS INC | 0.007465 | | | BGC GROUP INC-A | 0.007156 | ✓ | | STAR BULK CARRIERS CORP | 0.007144 | | | ONTO INNOVATION INC | 0.006889 | | | RESIDEO TECHNOLOGIES INC | 0.006618 | ✓ | | FIRST BANCORP PUERTO RICO | 0.006499 | ✓ | | ORMAT TECHNOLOGIES INC | 0.006382 | ✓ | | CLEAN HARBORS INC | 0.006357 | | | CAREDX INC | 0.006316 | ✓ | | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.006270 | | | IAC INC | 0.006170 | | | REGAL REXNORD CORP | 0.006134 | | | HUNTSMAN CORP | 0.005809 | | | RAMBUS INC | 0.005694 | ✓ | | VALMONT INDUSTRIES INC | 0.005684 | | | AMERICAN INTEGRITY INSURANCE GROUP INC | 0.005586 | ✓ | | SCORPIO TANKERS INC | 0.005585 | ✓ | | TUTOR PERINI CORP | 0.005473 | ✓ | | VALVOLINE INC | 0.005363 | | | SLIDE INSURANCE HOLDINGS INC | 0.005298 | ✓ | | AERCAP HOLDINGS NV | 0.005265 | | | JOHN BEAN TECHNOLOGIES CORP | 0.005262 | ✓ | | COCA COLA CONSOLIDATED INC | 0.005173 | | | PERELLA WEINBERG PARTNERS | 0.005152 | ✓ | | LIBERTY ENERGY INC CL A | 0.005132 | ✓ | | COHERENT CORP | 0.005122 | | | Icon Public Limited Company | 0.005102 | | | NCR VOYIX CORP | 0.005083 | ✓ | | BLOOM ENERGY CORP CL A | 0.005049 | ✓ | | MYR GROUP INC/DELAWARE | 0.005021 | ✓ | | AMN HEALTHCARE SERVICES INC | 0.005003 | ✓ | | HOLLEY INC | 0.004791 | ✓ | | OSI SYSTEMS INC | 0.004770 | ✓ | | HARSCO CORP | 0.004671 | ✓ | | THYSSENKRUPP AG | 0.004609 | | | SEMTECH CORP | 0.004558 | ✓ | | CYTEK BIOSCIENCES INC | 0.004514 | ✓ | ## 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 `0000894189-26-012732` (as of 2026-02-28) - N-PORT (fund B) — accession `0001410368-26-030064` (as of 2026-01-31) --- _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 _