Trillium ESG Small/Mid Cap Fund
Professionally Managed Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2023 → Sep 30, 2023

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
MYR GROUP INC/DELAWARE 0 5,436 5,436 1.85% $732.56K
DOMINOS PIZZA INC 0 857 857 0.82% $324.62K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
QUANTA SVCS INC 8,276 0 -8,276 0.00% -$1.63M
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
Invesco Government & Agency Portfolio, Institutional Class 867,564 939,284 71,720 2.37% $71.72K
QUEST DIAGNOSTICS INC 3,534 5,825 2,291 1.79% $213.10K
EAST WEST BNCRP 10,866 13,370 2,504 1.78% $131.12K
VALMONT INDUSTRIES INC 2,100 2,859 759 1.73% $75.56K
REINSURANCE GROUP OF AMERICA 2,937 3,847 910 1.41% $151.21K
WOLFSPEED INC 10,717 13,132 2,415 1.26% -$95.43K
SENSIENT TECHNOLOGIES CORP 4,957 8,369 3,412 1.23% $136.83K
SOLAREDGE TECHNOLOGIES INC 2,235 2,974 739 0.97% -$216.16K
Security Shares Jun 2023 Shares Sep 2023 Δ shares End % Δ value
LPL FINL HLDGS INC 4,816 4,795 -21 2.87% $92.39K
DECKERS OUTDOOR CORP 2,052 2,043 -9 2.65% -$32.47K
BJS WHSL CLUB HLDGS INC 14,526 14,375 -151 2.59% $110.66K
LINCOLN ELECTRIC HLDGS INC 5,495 5,470 -25 2.51% -$97.08K
LAMB WESTON HOLDINGS INC 10,370 10,322 -48 2.41% -$237.66K
MSA SAFETY INC 5,876 5,849 -27 2.33% -$100.09K
CYBER-ARK SOFTWARE LTD 5,644 5,619 -25 2.32% $37.90K
WESTINGHOUSE AIR BRAKE TECH CORP 8,573 8,535 -38 2.29% -$33.19K
MERIT MEDICAL SYSTEMS INC 12,331 12,275 -56 2.14% -$184.14K
TRACTOR SUPPLY CO. 4,180 4,144 -36 2.12% -$82.76K
MIDDLEBY CORP 6,041 6,014 -27 1.94% -$123.25K
IPG PHOTONICS CORP 7,225 7,192 -33 1.84% -$251.02K
NEW YORK TIMES CO CL A 17,528 17,448 -80 1.81% $28.60K
TETRA TECH INC 4,734 4,713 -21 1.81% -$58.63K
HUNT J B TRANSPORT SERVICES IN 5,628 3,732 -1,896 1.77% -$315.28K
ALLEGRO MICROSYSTEMS INC 21,989 21,888 -101 1.76% -$293.48K
JONES LANG LASALLE INC 4,907 4,885 -22 1.74% -$74.85K
WEBSTER FINL 17,139 17,061 -78 1.73% $40.73K
InterContinental Hotels Group PLC SPON ADS EACH REP 1 ORD SHS 8,971 8,930 -41 1.68% $35.51K
HEXCEL CORPORATION 10,286 10,240 -46 1.68% -$114.91K
TRIMBLE INC 12,397 12,340 -57 1.68% $8.34K
Icon Public Limited Company 2,648 2,636 -12 1.64% -$13.41K
EASTGROUP PROP 3,898 3,880 -18 1.63% -$30.56K
PAYLOCITY HOLDING CORP 3,508 3,493 -15 1.60% -$12.65K
HANOVER INSURANCE GROUP INC 5,553 5,527 -26 1.55% -$14.27K
BURLINGTON STORES INC 4,528 4,482 -46 1.53% -$106.25K
JACK HENRY 3,989 3,971 -18 1.51% -$67.30K
OMNICELL INC 16,137 13,181 -2,956 1.50% -$595.14K
BRIGHT HORIZONS FAMILY SOLUTIONS INC 7,299 7,266 -33 1.49% -$82.90K
BALL CORP 11,644 11,591 -53 1.45% -$100.80K
APTARGROUP INC 4,601 4,581 -20 1.44% $39.74K
ETSY INC 8,598 8,560 -38 1.39% -$174.67K
ORMAT TECHNOLOGIES INC 7,870 7,835 -35 1.38% -$85.40K
CAMDEN PROP TR 5,661 5,634 -27 1.34% -$83.45K
ROGERS CORP 3,940 3,921 -19 1.30% -$122.51K
CHURCH & DWIGHT 5,280 5,256 -24 1.21% -$47.61K
STIFEL FINANCIAL CORP 7,846 7,810 -36 1.21% $11.68K
FIRST SOLAR INC 2,682 2,669 -13 1.09% -$78.54K
SMITH (AO) CORP 6,504 6,475 -29 1.08% -$45.17K
DARLING INGREDIENTS INC 8,168 8,131 -37 1.07% -$96.60K
AMN HEALTHCARE SERVICES INC 4,949 4,926 -23 1.06% -$120.44K
COLUMBIA BANKING SYSTEMS INC 20,201 20,110 -91 1.03% -$1.44K
PENUMBRA INC 1,671 1,665 -6 1.02% -$172.14K
SONOCO PRODUCTS CO 7,208 7,175 -33 0.98% -$35.45K
LTC PROPERTIES INC REIT 12,124 12,069 -55 0.98% -$12.56K
LKQ CORP 7,547 7,513 -34 0.94% -$67.80K
MANPOWERGROUP INC 4,991 4,968 -23 0.92% -$32.03K
INGEVITY CORP 7,564 7,530 -34 0.90% -$81.42K
FRESHPET INC 5,379 5,355 -24 0.89% -$1.20K
HORACE MANN EDUCATORS CORP 11,925 11,871 -54 0.88% -$4.93K
MERITAGE HOMES CORP 2,756 2,743 -13 0.85% -$56.38K
AVANGRID INC 9,451 9,408 -43 0.72% -$72.27K
LEVI STRAUSS and COMPANY CL A 19,307 19,219 -88 0.66% -$17.61K
AZENTA INC 5,131 5,108 -23 0.65% $16.86K
ESSENTIAL UTILITIES INC 7,299 7,266 -33 0.63% -$41.86K
TREX CO INC 3,725 3,707 -18 0.58% -$15.75K
LIVE OAK BANCSHARES INC 7,134 7,101 -33 0.52% $17.88K
FED REALTY INVS 2,267 2,258 -9 0.52% -$14.74K

No positions in this category.

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