# Portfolio overlap — JCCAX vs BOSOX

Comparing **Small Cap Core Fund** (2026-01-31) and **Boston Trust Walden Small Cap Fund** (2026-03-31).

- Shared positions: 11
- Small Cap Core Fund covered by Boston Trust Walden Small Cap Fund: 0.1202023912883001840995128706
- Boston Trust Walden Small Cap Fund covered by Small Cap Core Fund: 0.1202023912883001840995128706

## Small Cap Core Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SOUTHSTATE BANK CORP | 0.022677 |  |
| CULLEN FROST BANKERS INC | 0.019578 | ✓ |
| TIMKEN CO | 0.019350 |  |
| BANNER CORPORATI | 0.018818 |  |
| KULICKE and SOFFA INDUSTRIES INC | 0.018764 |  |
| MASTEC INC | 0.018374 |  |
| MKS INSTRUMENTS INC | 0.018249 |  |
| REGAL REXNORD CORP | 0.018058 |  |
| EVERCORE INC A | 0.017454 |  |
| ALKAMI TECHNOLOGY INC | 0.016828 |  |
| CRANE CO | 0.016769 |  |
| LIFE TIME GROUP HOLDINGS INC | 0.016696 |  |
| AVIENT CORP | 0.016594 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.016464 | ✓ |
| OLD NATL BANCORP | 0.016427 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.016396 |  |
| JH COLLATERAL | 0.016128 |  |
| PROGRESS SOFTWARE CORP | 0.015667 | ✓ |
| EASTGROUP PROP | 0.015480 |  |
| ADEIA INC | 0.015460 |  |
| FIRST INDUSTRIAL REALTY TRUST | 0.015438 |  |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 0.015161 |  |
| MISTER CAR WASH INC | 0.014942 |  |
| UNIVEST FINANCIAL CORP | 0.014905 |  |
| MOELIS & CO-CL A | 0.014870 |  |
| Q2 HOLDINGS INC | 0.014859 |  |
| INTEGER HOLDINGS CORP | 0.014508 |  |
| SMITH (AO) CORP | 0.014266 |  |
| TENABLE HOLDINGS INC | 0.014227 |  |
| LITHIA MOTORS INC CL A | 0.014101 |  |
| CENTRAL GARDEN and PET CO CL A | 0.013933 |  |
| FIRST WATCH RESTAURANT GROUP INC | 0.013755 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.013543 |  |
| AMBARELLA INC | 0.013512 |  |
| VEECO INSTRUMENT | 0.013415 |  |
| OPTION CARE HEALTH INC | 0.013369 |  |
| Genius Sports Ltd. COM NPV | 0.013336 |  |
| CONCENTRA GROUP HOLDINGS PARENT INC | 0.013231 |  |
| ARCOSA INC | 0.013131 |  |
| SYNAPTICS INC | 0.012843 |  |
| PRESTIGE CONSUMER HEALTHCARE INC | 0.012754 | ✓ |
| BRAZE INC-A | 0.012571 |  |
| GENERAC HOLDINGS INC | 0.012538 |  |
| BELLRING BRANDS INC | 0.012483 |  |
| BIO RAD LABS CL A | 0.012406 | ✓ |
| GREEN BRICK PARTNERS INC | 0.012325 |  |
| SIMPSON MFG | 0.012156 |  |
| TORO CO | 0.012143 | ✓ |
| ADV ENERGY INDS | 0.012083 |  |
| VICOR CORPORATION | 0.011853 |  |

## 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 `0000022370-26-000058` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/22370/000002237026000058/0000022370-26-000058-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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