# Portfolio overlap — CIPIX vs BTMFX

Comparing **Champlain MidCap Fund** (2026-03-31) and **Boston Trust Midcap Fund** (2026-03-31).

- Shared positions: 14
- Champlain MidCap Fund covered by Boston Trust Midcap Fund: 0.1703849243969184864244260671
- Boston Trust Midcap Fund covered by Champlain MidCap Fund: 0.1703849243969184864244260671

## Champlain MidCap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TRADEWEB MARKETS INC A | 0.029091 |  |
| SYNOPSYS INC | 0.026972 |  |
| EOG RESOURCES INC | 0.026520 | ✓ |
| FASTENAL CO | 0.022531 |  |
| VEEVA SYSTEMS-A | 0.022293 | ✓ |
| AKAMAI TECHNOLOGIES INC | 0.021553 |  |
| ARCH CAPITAL GRP | 0.020896 |  |
| TEXAS PACIFIC LAND CORP | 0.020483 |  |
| IDEX CORPORATION | 0.020187 | ✓ |
| COOPER COS INC | 0.019624 | ✓ |
| NUTANIX INC CL A | 0.018457 |  |
| PENUMBRA INC | 0.018256 |  |
| WW GRAINGER INC | 0.017912 |  |
| CARLISLE COS INC | 0.017844 |  |
| OKTA INC CL A | 0.017762 |  |
| HOULIHAN LOKEY I | 0.017721 |  |
| DOMINOS PIZZA INC | 0.017506 |  |
| AAON INC COMMON STOCK | 0.015995 |  |
| AMETEK INC COMMON STOCK | 0.015789 |  |
| WASTE CONNECTIONS INC | 0.015471 |  |
| TRACTOR SUPPLY CO. | 0.015302 |  |
| FLOOR & DECOR-A | 0.015230 |  |
| METTLER-TOLEDO INTL INC | 0.015089 | ✓ |
| DATADOG INC CL A | 0.014732 |  |
| CULLEN FROST BANKERS INC | 0.014599 | ✓ |
| XYLEM INC | 0.014577 |  |
| COMMERCE BCSHS | 0.014450 | ✓ |
| AUTODESK INC COMMON STOCK | 0.014420 |  |
| ESAB CORP | 0.014376 |  |
| PURE STORAGE INC CL A | 0.014360 |  |
| EDWARDS LIFESCIENCES CORP COMMON STOCK | 0.014314 |  |
| WATERS CORP | 0.014251 |  |
| TOAST INC-A | 0.014229 |  |
| PROCORE TECHNOLOGIES INC | 0.014173 |  |
| CAVA GROUP INC | 0.014081 |  |
| MSCI INC | 0.014035 | ✓ |
| WYNDHAM HOTELS and RESORTS INC | 0.014025 |  |
| AXON ENTERPRISE INC | 0.013748 |  |
| HAMILTON LANE INC - A | 0.013571 |  |
| Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund | 0.013234 |  |
| RYAN SPECIALTY HOLDINGS INC | 0.013139 |  |
| BIO-TECHNE CORP | 0.012774 |  |
| KINSALE CAPITAL GROUP INC | 0.012503 |  |
| NORDSON CORP | 0.012483 | ✓ |
| CHEWY INC- CL A | 0.012224 |  |
| AGILENT TECHNOLOGIES INC | 0.012032 | ✓ |
| MSA SAFETY INC | 0.011841 |  |
| SPROUTS FMRS MKT INC | 0.011357 | ✓ |
| ZSCALER INC | 0.011025 |  |
| GRACO INC | 0.011001 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0002048251-26-004475` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/890540/000204825126004475/0002048251-26-004475-index.htm>
- N-PORT (fund B) — accession `0002066578-26-001397` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001397/0002066578-26-001397-index.htm>

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