# Portfolio overlap — CIPIX vs WAMFX

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

- Shared positions: 14
- Champlain MidCap Fund covered by Boston Trust Walden Midcap Fund: 0.1693207375954829549715298795
- Boston Trust Walden Midcap Fund covered by Champlain MidCap Fund: 0.1693207375954829549715298796

## 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 Walden Midcap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EVERSOURCE ENERGY | 0.022702 |  |
| ESSENTIAL UTILITIES INC | 0.021787 |  |
| PAYCHEX INC | 0.021308 |  |
| ROSS STORES INC | 0.021119 |  |
| TE CONNECTIVITY | 0.020705 |  |
| METTLER-TOLEDO INTL INC | 0.020466 | ✓ |
| SEI INVESTMENTS | 0.020054 |  |
| JONES LANG LASALLE INC | 0.019490 |  |
| HUBBELL INC | 0.019162 |  |
| APTARGROUP INC | 0.018909 |  |
| BJS WHSL CLUB HLDGS INC | 0.018664 |  |
| EOG RESOURCES INC | 0.018471 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.018280 |  |
| NORDSON CORP | 0.018164 | ✓ |
| AMERICAN FINL GROUP INC OHIO | 0.018005 |  |
| FORTINET INC | 0.018000 |  |
| MSCI INC | 0.017976 | ✓ |
| SYSCO CORP | 0.017844 |  |
| TERADYNE INC | 0.017231 |  |
| IDEX CORPORATION | 0.016769 | ✓ |
| ATMOS ENERGY CORP | 0.016341 |  |
| NEW YORK TIMES CO CL A | 0.015830 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.015825 | ✓ |
| CINCINNATI FINANCIAL CORP | 0.015647 |  |
| ONE GAS INC | 0.015550 |  |
| ALLEGION PLC | 0.015508 |  |
| AMETEK INC NEW | 0.015190 |  |
| VERISK ANALYTICS INC | 0.015055 |  |
| MEDPACE HOLDINGS INC | 0.014462 |  |
| SLB LTD | 0.014445 |  |
| RPM INTL INC | 0.014434 |  |
| STERIS PLC | 0.014148 | ✓ |
| CULLEN FROST BANKERS INC | 0.013926 | ✓ |
| AUTOZONE INC | 0.013146 |  |
| NETAPP INC | 0.012958 |  |
| BAKER HUGHES CO | 0.012853 |  |
| CHOICE HOTELS INTL INC | 0.012611 |  |
| FACTSET RESEARCH SYSTEMS INC | 0.012376 |  |
| EXPEDITORS INTL OF WASH INC | 0.012345 |  |
| DONALDSON CO INC | 0.011561 |  |
| ON SEMICONDUCTOR CORP | 0.011536 |  |
| JACK HENRY | 0.011452 |  |
| GENUINE PARTS CO | 0.011159 |  |
| CBOE GLOBAL MARKETS INC | 0.011119 |  |
| SNAP-ON INCORPORATED | 0.011067 |  |
| BROWN & BROWN | 0.010982 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.010955 | ✓ |
| BALL CORP | 0.010710 |  |
| DYNATRACE INC | 0.010455 |  |
| CHURCH & DWIGHT | 0.010439 |  |


## 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 `0002066578-26-001404` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001404/0002066578-26-001404-index.htm>

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