# Portfolio overlap — CSMEX vs CFMCX

Comparing **Carillon Scout Mid Cap Fund** (2026-03-31) and **Column Mid Cap Fund** (2026-02-28).

- Shared positions: 93
- Carillon Scout Mid Cap Fund covered by Column Mid Cap Fund: 0.2060809000428002389254538054
- Column Mid Cap Fund covered by Carillon Scout Mid Cap Fund: 0.2060809000428002389254538052

## Carillon Scout Mid Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VIPER ENERGY INC A | 0.021751 | ✓ |
| CENOVUS ENERGY INC | 0.019346 |  |
| FTAI AVIATION LTD | 0.018805 |  |
| WEC ENERGY GROUP INC | 0.018017 | ✓ |
| ATI INC | 0.017645 | ✓ |
| CASEY'S GENERAL | 0.017503 | ✓ |
| QUANTA SVCS INC | 0.016890 | ✓ |
| CENTERPOINT ENERGY INC | 0.016536 | ✓ |
| ATMOS ENERGY CORP | 0.016243 | ✓ |
| AGREE REALTY CORP | 0.015983 | ✓ |
| MARATHON PETROLEUM CORP | 0.015435 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.015229 | ✓ |
| JBS NV, Class A | 0.014769 |  |
| EQT CORPORATION | 0.014323 | ✓ |
| MURPHY USA INC | 0.014220 | ✓ |
| CITIZENS FINANCIAL GROUP INC | 0.014210 | ✓ |
| HUNTINGTON BANCSHARES INC | 0.013879 | ✓ |
| STAG INDUSTRIAL INC CL A | 0.013618 |  |
| EVERGY INC | 0.012787 | ✓ |
| CLOUDFLARE INC-A | 0.012773 | ✓ |
| QNITY ELECTRONICS INC | 0.012404 | ✓ |
| BRUNSWICK CORP | 0.012324 |  |
| FIRST HORIZON CORP | 0.011782 | ✓ |
| HERSHEY CO/THE | 0.011441 | ✓ |
| CIENA CORP | 0.011369 | ✓ |
| TERADYNE INC | 0.011325 | ✓ |
| OSHKOSH CORP | 0.011128 | ✓ |
| COUPANG INC A | 0.010899 |  |
| ROSS STORES INC | 0.010543 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.010446 | ✓ |
| CBOE GLOBAL MARKETS INC | 0.010296 | ✓ |
| DELTA AIR LI | 0.010205 | ✓ |
| CENCORA INC | 0.010038 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.009678 | ✓ |
| TEXTRON INC | 0.009516 | ✓ |
| QUEST DIAGNOSTICS INC | 0.009435 | ✓ |
| MARTIN MAR MTLS | 0.009173 | ✓ |
| CUMMINS INC | 0.009042 | ✓ |
| CELESTICA INC SUB VTG | 0.009041 | ✓ |
| APTIV PLC | 0.008961 | ✓ |
| MOSAIC CO/THE | 0.008894 | ✓ |
| TKO GROUP HOLDINGS INC | 0.008862 | ✓ |
| FRESHPET INC | 0.008795 |  |
| ZIMMER BIOMET HO | 0.008792 | ✓ |
| HENRY SCHEIN INC | 0.008733 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.008720 | ✓ |
| ENCOMPASS HEALTH CORP | 0.008503 | ✓ |
| UNITED RENTALS INC | 0.008428 |  |
| LIVE NATION ENTERTAINMENT INC | 0.008168 | ✓ |
| WILLIS TOWERS WATSON PLC | 0.008138 | ✓ |

## Column Mid Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FRST AM-GV OB-X | 0.022346 |  |
| MONOLITHIC POWER SYS INC | 0.013983 | ✓ |
| AMETEK INC NEW | 0.013792 | ✓ |
| ROSS STORES INC | 0.013480 | ✓ |
| CENCORA INC | 0.010691 | ✓ |
| EMCOR GROUP INC | 0.009258 |  |
| LPL FINL HLDGS INC | 0.009212 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.009112 | ✓ |
| HOULIHAN LOKEY I | 0.009015 |  |
| VERTIV HOLDINGS CO | 0.008680 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.008625 |  |
| TELEDYNE TECHNOLOGIES INC | 0.008477 |  |
| LABCORP HOLDINGS INC | 0.008468 |  |
| OLD DOMINION FRT | 0.008236 |  |
| WOODWARD INC | 0.008195 |  |
| ULTA BEAUTY INC | 0.007766 |  |
| PACKAGING CORP OF AMERICA | 0.007199 |  |
| COMFORT SYSTEMS USA INC | 0.007155 |  |
| HOWMET AEROSPACE INC | 0.007099 | ✓ |
| CH ROBINSON WORLDWIDE INC | 0.007081 |  |
| CBRE GROUP INC - CL A | 0.006731 |  |
| TECHNIPFMC PLC | 0.006433 |  |
| REINSURANCE GROUP OF AMERICA | 0.006335 |  |
| TERADYNE INC | 0.006295 | ✓ |
| SYSCO CORP | 0.006117 |  |
| CUMMINS INC | 0.006041 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.005871 |  |
| MASCO CORPORATION | 0.005862 |  |
| DR HORTON INC | 0.005822 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.005818 |  |
| HEICO CORP CL A | 0.005793 |  |
| IQVIA HOLDINGS INC | 0.005673 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.005636 |  |
| COOPER COS INC | 0.005474 |  |
| VERISK ANALYTICS INC | 0.005410 |  |
| DOVER CORP | 0.005370 |  |
| BROADRIDGE FINL | 0.005305 |  |
| CSX CORP | 0.005291 |  |
| MSCI INC | 0.005216 |  |
| ALLEGION PLC | 0.005211 |  |
| QUANTA SVCS INC | 0.005175 | ✓ |
| FLEX LTD | 0.005171 |  |
| EQUIFAX INC | 0.005146 |  |
| RENAISSANCERE HLDGS LTD | 0.004936 |  |
| PENTAIR PLC | 0.004829 |  |
| LUMENTUM HOLDINGS INC | 0.004807 |  |
| BAKER HUGHES CO | 0.004789 |  |
| ENTEGRIS INC | 0.004761 | ✓ |
| ALIGN TECHNOLOGY INC | 0.004695 |  |
| HEXCEL CORPORATION | 0.004628 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-238828` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/897111/000119312526238828/0001193125-26-238828-index.htm>
- N-PORT (fund B) — accession `0000894189-26-012731` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1141819/000089418926012731/0000894189-26-012731-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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