# Portfolio overlap — FSMBX vs BOSOX

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

- Shared positions: 11
- TRIBUTARY SMALL/MID CAP FUND covered by Boston Trust Walden Small Cap Fund: 0.1535785452485029150170634969
- Boston Trust Walden Small Cap Fund covered by TRIBUTARY SMALL/MID CAP FUND: 0.1535785452485029150170634968

## TRIBUTARY SMALL/MID CAP FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BURLINGTON STORES INC | 0.031597 |  |
| IDACORP INC | 0.030516 | ✓ |
| LITTELFUSE INC | 0.030166 | ✓ |
| ONTO INNOVATION INC | 0.025850 |  |
| CACI INTL-A | 0.025666 |  |
| ENPRO INDUSTRIES INC | 0.024673 |  |
| PERMIAN RESOURCES CORP CL A | 0.024279 |  |
| DIODES INC | 0.023413 |  |
| STIFEL FINANCIAL CORP | 0.023387 |  |
| MARKEL GROUP INC | 0.023083 |  |
| SOUTHSTATE BANK CORP | 0.021976 |  |
| LAMAR ADVERTISING CO CL A | 0.021819 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.021634 |  |
| MOELIS & CO-CL A | 0.021583 |  |
| CARLISLE COS INC | 0.019767 |  |
| PTC INC | 0.019749 |  |
| TETRA TECH INC | 0.019739 |  |
| ENERSYS INC | 0.019627 |  |
| CASEY'S GENERAL | 0.019210 |  |
| EXLSERVICE HOLDINGS INC | 0.018702 | ✓ |
| LINCOLN ELECTRIC HLDGS INC | 0.018136 |  |
| POWER INTEGRATIONS INC | 0.017434 | ✓ |
| SELECTIVE INSURANCE GROUP INC | 0.017377 | ✓ |
| ATLANTIC UNION B | 0.017375 |  |
| JONES LANG LASALLE INC | 0.016967 |  |
| REVVITY INC | 0.016807 |  |
| NORTHERN OIL AND GAS INC | 0.016631 |  |
| RPM INTL INC | 0.016425 |  |
| AAON INC | 0.016291 |  |
| AGREE REALTY CORP | 0.016050 |  |
| BROADRIDGE FINL | 0.015506 |  |
| TRACTOR SUPPLY CO. | 0.015493 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.014890 |  |
| INTEGER HOLDINGS CORP | 0.014141 |  |
| EASTGROUP PROP | 0.014131 |  |
| RELIANCE STEEL and ALUMINUM CO | 0.013885 |  |
| DORMAN PRODUCTS INC | 0.013625 |  |
| BALCHEM CORP | 0.013620 |  |
| DYNATRACE INC | 0.013278 |  |
| ICF INTERNATIONAL INC | 0.013246 |  |
| MANHATTAN ASSOCIATES INC | 0.013169 |  |
| ICON PLC | 0.013005 |  |
| CONCENTRA GROUP HOLDINGS PARENT INC | 0.012981 |  |
| CULLEN FROST BANKERS INC | 0.012804 | ✓ |
| RYAN SPECIALTY HOLDINGS INC | 0.012674 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.012591 | ✓ |
| APTARGROUP INC | 0.012502 | ✓ |
| MARZETTI COMPANY/THE | 0.012437 | ✓ |
| SEACOAST BANKING CORP FLORIDA | 0.011956 |  |
| TOPBUILD CORP | 0.011826 |  |

## 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 `0000932381-26-000098` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/932381/000093238126000098/0000932381-26-000098-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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