# Portfolio overlap — FOSBX vs BOSOX

Comparing **TRIBUTARY SMALL COMPANY FUND** (2026-03-31) and **Boston Trust Walden Small Cap Fund** (2026-03-31).

- Shared positions: 10
- TRIBUTARY SMALL COMPANY FUND covered by Boston Trust Walden Small Cap Fund: 0.1378047135278451536999741093
- Boston Trust Walden Small Cap Fund covered by TRIBUTARY SMALL COMPANY FUND: 0.1378047135278451536999741092

## TRIBUTARY SMALL COMPANY FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ESCO TECHNOLOGIES INC | 0.041552 |  |
| ENPRO INDUSTRIES INC | 0.031466 |  |
| VIAVI SOLUTIONS INC | 0.028579 |  |
| MOELIS & CO-CL A | 0.027257 |  |
| ADV ENERGY INDS | 0.026920 |  |
| NORTHERN OIL AND GAS INC | 0.026368 |  |
| SEACOAST BANKING CORP FLORIDA | 0.025145 |  |
| BENCHMARK ELECTRONICS INC | 0.023357 |  |
| DIODES INC | 0.023190 |  |
| ATLANTIC UNION B | 0.023021 |  |
| KAISER ALUMINUM | 0.022251 |  |
| IDACORP INC | 0.022199 | ✓ |
| COHU INC | 0.022048 |  |
| MARCUS & MILLICH | 0.021237 |  |
| BALCHEM CORP | 0.019790 |  |
| SELECTIVE INSURANCE GROUP INC | 0.018901 | ✓ |
| LITTELFUSE INC | 0.018494 | ✓ |
| KORN FERRY | 0.018212 |  |
| ADDUS HOMECARE CORP | 0.017647 |  |
| MONARCH CASINO and RESORT INC | 0.017600 |  |
| ENERSYS INC | 0.017334 |  |
| ACUSHNET HOLDINGS CORP | 0.017092 |  |
| SUNSTONE HOTEL INVS INC | 0.016702 |  |
| STEWART INFO SVC | 0.016585 |  |
| EXLSERVICE HOLDINGS INC | 0.016441 | ✓ |
| PATRICK INDUSTRIES INC | 0.016332 |  |
| CHESAPEAKE UTILITIES CORP | 0.016195 | ✓ |
| PRESTIGE CONSUMER HEALTHCARE INC | 0.016177 | ✓ |
| ALAMO GROUP INC | 0.015924 |  |
| POWER INTEGRATIONS INC | 0.015834 | ✓ |
| CSW INDUSTRI INC | 0.015709 |  |
| ORIGIN BANCORP INC | 0.015513 |  |
| CONCENTRA GROUP HOLDINGS PARENT INC | 0.015325 |  |
| DORMAN PRODUCTS INC | 0.015202 |  |
| FB FINANCIAL CORP | 0.015071 |  |
| BLKR-LIQ T-INS | 0.015019 |  |
| MARZETTI COMPANY/THE | 0.014555 | ✓ |
| EPLUS INC | 0.014425 |  |
| LIVERAMP HOLDINGS INC | 0.014302 |  |
| ICF INTERNATIONAL INC | 0.013725 |  |
| INTEGER HOLDINGS CORP | 0.013294 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.013037 | ✓ |
| BOOT BARN HOLDINGS INC | 0.012580 |  |
| GULFPORT ENERGY CORP | 0.012199 |  |
| MERCANTILE BANK CORP | 0.011890 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.011695 |  |
| CASS INFORMATION SYSTEMS INC | 0.011486 |  |
| PREFORMED LINE PRODUCTS CO | 0.011183 |  |
| AMN HEALTHCARE SERVICES INC | 0.011102 |  |
| INTERPARFUMS INC | 0.010862 |  |

## Boston Trust Walden Small Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LITTELFUSE INC | 0.028929 | ✓ |
| CULLEN FROST BANKERS INC | 0.025233 |  |
| WATTS WATER TECH INC CL A | 0.023901 |  |
| PLEXUS CORP | 0.023423 |  |
| APPLIED INDU TEC | 0.022900 |  |
| APTARGROUP INC | 0.022253 |  |
| ONE GAS INC | 0.021842 |  |
| CACTUS INC CL A | 0.021169 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.020811 |  |
| STAG INDUSTRIAL INC CL A | 0.019628 |  |
| A10 NETWORKS INC | 0.019560 |  |
| COMMERCE BCSHS | 0.018419 |  |
| MSC INDUSTRIAL DIRECT CO CL A | 0.017559 |  |
| INTL BANCSHARES | 0.017447 |  |
| HALOZYME THERAPEUTICS INC | 0.017445 |  |
| DONALDSON CO INC | 0.017128 |  |
| GLOBUS MEDICAL INC | 0.016975 |  |
| LANDSTAR SYSTEM INC | 0.016771 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.016700 |  |
| UFP TECHNOLOGIES INC | 0.016621 |  |
| CHOICE HOTELS INTL INC | 0.016501 |  |
| CHESAPEAKE UTILITIES CORP | 0.016371 | ✓ |
| IDACORP INC | 0.016307 | ✓ |
| BADGER METER INC | 0.016300 |  |
| JAZZ PHARMACEUTI | 0.016211 |  |
| CAVCO INDUSTRIES INC | 0.015865 |  |
| CHEMED CORP | 0.015415 |  |
| SELECTIVE INSURANCE GROUP INC | 0.015172 | ✓ |
| PRESTIGE CONSUMER HEALTHCARE INC | 0.014966 | ✓ |
| FRANKLIN ELECTRIC CO. INC. | 0.014899 | ✓ |
| QUALYS INC | 0.014368 | ✓ |
| SILGAN HOLDINGS INC | 0.014219 |  |
| VALMONT INDUSTRIES INC | 0.013900 |  |
| AXCELIS TECHNOLOGIES INC | 0.013756 |  |
| COHEN & STEERS | 0.013652 |  |
| PRICESMART INC | 0.013419 |  |
| ACUITY INC | 0.013006 |  |
| TORO CO | 0.012862 |  |
| SPROUTS FMRS MKT INC | 0.012791 |  |
| OCEANEERING INTL | 0.012657 |  |
| MARZETTI COMPANY/THE | 0.012545 | ✓ |
| H&R BLOCK INC | 0.012219 |  |
| CASELLA WASTE SYS INC CL A | 0.012160 |  |
| POWER INTEGRATIONS INC | 0.012006 | ✓ |
| US PHYSICAL THERAPY INC | 0.011790 |  |
| SIMPLY GOOD FOODS CO | 0.011575 |  |
| FOUR CORNERS PRO | 0.011553 |  |
| HAEMONETICS CORP MASS | 0.011302 |  |
| SENSIENT TECHNOLOGIES CORP | 0.010887 |  |
| DOLBY LABORATORIES INC CL A | 0.010783 |  |


## Sources

- N-PORT (fund A) — accession `0000932381-26-000097` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/932381/000093238126000097/0000932381-26-000097-index.htm>
- N-PORT (fund B) — accession `0002066578-26-001402` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001402/0002066578-26-001402-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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