# Portfolio overlap — WAMFX vs TPLC

Comparing **Boston Trust Walden Midcap Fund** (2026-03-31) and **Timothy Plan US Large/Mid Cap Core ETF** (2026-03-31).

- Shared positions: 43
- Boston Trust Walden Midcap Fund covered by Timothy Plan US Large/Mid Cap Core ETF: 0.1744632746614548926446524460
- Timothy Plan US Large/Mid Cap Core ETF covered by Boston Trust Walden Midcap Fund: 0.1744632746614548926446524461

## 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 |  |

## Timothy Plan US Large/Mid Cap Core ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CENTERPOINT ENERGY INC | 0.007484 |  |
| EVERGY INC | 0.007147 |  |
| ATMOS ENERGY CORP | 0.006953 | ✓ |
| AMEREN CORP | 0.006907 |  |
| CMS ENERGY CORP | 0.006887 |  |
| CME GROUP INC CL A | 0.006782 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.006755 |  |
| DTE ENERGY CO | 0.006738 |  |
| WASTE MANAGEMENT INC | 0.006646 |  |
| WEC ENERGY GROUP INC | 0.006645 |  |
| ALLIANT ENERGY CORPORATION | 0.006642 |  |
| LINDE PLC | 0.006590 |  |
| ROSS STORES INC | 0.006505 | ✓ |
| SOUTHERN CO | 0.006463 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.006425 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.006304 | ✓ |
| CONSOLIDATED EDISON INC | 0.006246 |  |
| AMETEK INC NEW | 0.006185 | ✓ |
| ENTERGY CORP | 0.006079 |  |
| CBOE GLOBAL MARKETS INC | 0.006040 | ✓ |
| REPUBLIC SVCS | 0.005987 |  |
| US FOODS HOLDING CORP | 0.005936 |  |
| NISOURCE INC | 0.005904 |  |
| COTERRA ENERGY INC | 0.005862 |  |
| BUNGE GLOBAL SA | 0.005811 |  |
| CATERPILLAR INC | 0.005604 |  |
| GRACO INC | 0.005560 |  |
| COSTCO WHOLESALE CORP | 0.005502 |  |
| WESTERN DIGITAL CORP | 0.005501 |  |
| WW GRAINGER INC | 0.005482 |  |
| BALL CORP | 0.005477 | ✓ |
| KINDER MORGAN INC | 0.005458 |  |
| GENERAL DYNAMICS CORPORATION | 0.005397 |  |
| AVERY DENNISON CORP | 0.005364 | ✓ |
| WOODWARD INC | 0.005346 |  |
| QUEST DIAGNOSTICS INC | 0.005336 |  |
| DOVER CORP | 0.005328 |  |
| CSX CORP | 0.005320 |  |
| PUB SERV ENTERP | 0.005289 |  |
| TELEDYNE TECHNOLOGIES INC | 0.005284 |  |
| UNION PACIFIC CORP | 0.005281 |  |
| ILLINOIS TOOL WORKS INC | 0.005272 |  |
| EDWARDS LIFESCIENCES CORP | 0.005268 | ✓ |
| EXPEDITORS INTL OF WASH INC | 0.005243 | ✓ |
| ROLLINS INC | 0.005213 |  |
| AFLAC INC | 0.005196 |  |
| CASEY'S GENERAL | 0.005191 |  |
| TARGA RESOURCES CORP | 0.005124 |  |
| O'REILLY AUTOMOTIVE INC | 0.005082 |  |
| EOG RESOURCES INC | 0.005072 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002066578-26-001404` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/882748/000206657826001404/0002066578-26-001404-index.htm>
- N-PORT (fund B) — accession `0001004726-26-004048` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/916490/000100472626004048/0001004726-26-004048-index.htm>

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