# Portfolio overlap — CIPIX vs TMFM

Comparing **Champlain MidCap Fund** (2026-03-31) and **Motley Fool Mid-Cap Growth ETF** (2026-02-28).

- Shared positions: 13
- Champlain MidCap Fund covered by Motley Fool Mid-Cap Growth ETF: 0.1718855358529437386090659284
- Motley Fool Mid-Cap Growth ETF covered by Champlain MidCap Fund: 0.1718855358529437386090659284

## 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 |  |

## Motley Fool Mid-Cap Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STONEX GROUP INC | 0.061117 |  |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.061116 |  |
| QXO INC | 0.056530 |  |
| GXO LOGISTICS INC | 0.051854 |  |
| DEXCOM INC | 0.046273 |  |
| BROADRIDGE FINL | 0.042281 |  |
| PENUMBRA INC | 0.039986 | ✓ |
| SBA COMMUNICATIONS CORP | 0.039877 |  |
| HEALTHEQUITY INC | 0.038745 |  |
| BROWN & BROWN | 0.038219 | ✓ |
| TOAST INC-A | 0.035387 | ✓ |
| WINGSTOP INC | 0.033661 | ✓ |
| WEST PHARMACEUTICAL SVCS INC | 0.033488 | ✓ |
| SITEONE LANDSCAPE SUPPLY INC | 0.033340 |  |
| GUIDEWIRE SOFTWARE INC | 0.032158 |  |
| ALPHATEC HOLDINGS INC | 0.032086 |  |
| TRACTOR SUPPLY CO. | 0.030734 | ✓ |
| TYLER TECHNOLOGIES INC | 0.029218 |  |
| WATERS CORP | 0.028772 | ✓ |
| AXON ENTERPRISE INC | 0.028444 | ✓ |
| DATADOG INC CL A | 0.028084 | ✓ |
| MONGODB INC CL A | 0.025056 | ✓ |
| FASTENAL CO | 0.022191 | ✓ |
| HUBSPOT INC | 0.021234 |  |
| PERFORMANCE FOOD GROUP CO | 0.020312 |  |
| COOPER COS INC | 0.018923 | ✓ |
| ALARM.COM HOLDINGS INC | 0.018837 |  |
| WATSCO INC | 0.016428 |  |
| MORNINGSTAR INC | 0.013009 |  |
| MONDAY.COM LTD | 0.011199 |  |
| U.S. Bank Money Market Deposit Account | 0.010483 |  |
| CARLISLE COS INC | 0.000695 | ✓ |
| GOOSEHEAD INSURANCE | 0.000260 |  |


## 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 `0001193125-26-185509` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/831114/000119312526185509/0001193125-26-185509-index.htm>

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