Trillium ESG Small/Mid Cap Fund
Perpetual Americas Funds Trust

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.

Dec 31, 2025 → Mar 31, 2026

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

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PALO ALTO NETWORKS INC 0 3,357 3,357 1.81% $538.19K
QCR HOLDINGS INC 0 3,424 3,424 0.98% $292.58K
KEYCORP 0 14,130 14,130 0.95% $283.31K
IRHYTHM TECHNOLOGIES INC 0 1,566 1,566 0.62% $184.82K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.01 1,522 0 -1,522 0.00% -$678.90K
ICON PLC 2,559 0 -2,559 0.00% -$466.30K
EXACT SCIENCES CORP 3,650 0 -3,650 0.00% -$370.69K
DARLING INGREDIENTS INC 4,875 0 -4,875 0.00% -$175.50K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NT-INST TRSR-PRM 461,205 1,114,921 653,716 3.74% $653.72K
EAST WEST BNCRP 8,579 8,606 27 3.09% -$45.42K
NEW YORK TIMES CO CL A 10,461 10,494 33 2.95% $152.46K
MYR GROUP INC/DELAWARE 2,662 2,671 9 2.53% $172.43K
LINCOLN ELECTRIC HLDGS INC 3,013 3,022 9 2.53% $30.68K
SITIME CORP 2,030 2,036 6 2.36% -$13.84K
BURLINGTON STORES INC 2,149 2,155 6 2.35% $80.46K
TRIMBLE INC 7,400 10,261 2,861 2.25% $89.54K
HUNT J B TRANSPORT SERVICES IN 3,048 3,057 9 2.18% $55.43K
MSA SAFETY INC 2,781 3,424 643 1.89% $116.02K
INGEVITY CORP 7,746 7,769 23 1.86% $94.98K
ULTA BEAUTY INC 692 981 289 1.72% $94.11K
MERIT MEDICAL SYSTEMS INC 7,360 7,382 22 1.71% -$139.87K
HEXCEL CORPORATION 6,139 6,159 20 1.67% $44.78K
DECKERS OUTDOOR CORP 4,950 4,964 14 1.67% -$16.32K
TETRA TECH INC 9,508 16,182 6,674 1.64% $168.50K
PENUMBRA INC 1,452 1,457 5 1.61% $26.99K
ENCOMPASS HEALTH CORP 4,816 4,831 15 1.57% -$43.87K
NVENT ELECTRIC 3,902 3,914 12 1.55% $65.06K
HANOVER INSURANCE GROUP INC 2,608 2,616 8 1.52% -$23.18K
InterContinental Hotels Group PLC SPON ADS EACH REP 1 ORD SHS 3,369 3,379 10 1.51% -$23.49K
FIRST SOLAR INC 2,272 2,279 7 1.51% -$143.96K
DOMINOS PIZZA INC 1,241 1,244 3 1.50% -$70.94K
ALLEGION PLC 2,074 3,017 943 1.47% $108.12K
DYNATRACE INC 11,747 11,782 35 1.46% -$73.42K
WESTINGHOUSE AIR BRAKE TECH CORP 1,733 1,739 6 1.46% $64.68K
EASTGROUP PROP 2,327 2,334 7 1.45% $17.47K
STIFEL FINANCIAL CORP 3,601 5,418 1,817 1.34% -$50.42K
NEXTRACKER INC CL A 3,295 3,305 10 1.34% $111.39K
LPL FINL HLDGS INC 1,313 1,318 5 1.33% -$72.47K
JACK HENRY 2,396 2,403 7 1.28% -$57.45K
QUEST DIAGNOSTICS INC 1,882 1,888 6 1.24% $43.43K
ALLEGRO MICROSYSTEMS INC 11,692 11,727 35 1.24% $61.32K
BRIGHT HORIZONS FAMILY SOLUTIONS INC 4,356 4,370 14 1.21% -$82.79K
APTARGROUP INC 2,747 2,755 8 1.17% $12.16K
TRANSMEDICS GROUP INC 2,411 3,488 1,077 1.16% $53.44K
ALLY FINANCIAL INC 8,723 8,750 27 1.15% -$51.80K
CMS ENERGY CORP 4,401 4,415 14 1.15% $34.75K
MCCORMICK-N/V 6,713 6,733 20 1.14% -$117.61K
PAYLOCITY HOLDING CORP 3,067 3,077 10 1.12% -$135.28K
BADGER METER INC 1,318 2,140 822 1.09% $96.16K
OMNICELL INC 9,722 9,751 29 1.09% -$114.92K
FED REALTY INVS 2,657 2,666 9 0.95% $15.33K
STEPSTONE GROUP INC CLASS A 5,794 5,812 18 0.93% -$94.45K
AVERY DENNISON CORP 1,600 1,605 5 0.93% -$13.86K
CAVA GROUP INC 3,384 3,394 10 0.92% $75.97K
WATERS CORP 885 887 2 0.89% -$72.00K
LAMB WESTON HOLDINGS INC 6,189 6,208 19 0.88% $3.09K
ETSY INC 5,132 5,148 16 0.86% -$27.22K
SENSIENT TECHNOLOGIES CORP 2,925 2,933 8 0.85% -$21.28K
ROGERS CORP 2,351 2,358 7 0.85% $37.80K
PALOMAR HOLDINGS 2,089 2,096 7 0.84% -$31.04K
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 2,910 2,918 8 0.83% -$38.58K
TREX CO INC 6,516 6,535 19 0.80% $9.42K
LAMAR ADVERTISING CO CL A 1,798 1,803 5 0.77% $777
CUBESMART 6,199 6,218 19 0.77% $4.42K
MIDDLEBY CORP 1,689 1,694 5 0.75% -$26.51K
PTC INC 1,477 1,481 4 0.71% -$46.28K
CAMDEN PROP TR 1,971 1,977 6 0.65% -$23.89K
FRESHPET INC 3,211 3,220 9 0.64% -$5.80K
ELF BEAUTY INC 2,979 2,988 9 0.61% -$45.42K
VARONIS SYSTEMS INC 6,831 6,852 21 0.49% -$76.94K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
WEBSTER FINL 12,927 8,775 -4,152 2.05% -$204.46K
VALMONT INDUSTRIES INC 1,715 1,239 -476 1.66% -$194.91K
JONES LANG LASALLE INC 2,060 1,427 -633 1.46% -$258.86K
BJS WHSL CLUB HLDGS INC 5,282 3,295 -1,987 1.09% -$151.24K
FIFTH THIRD BANCORP 8,798 5,985 -2,813 0.93% -$133.77K
ORMAT TECHNOLOGIES INC 3,749 2,433 -1,316 0.91% -$141.85K
REINSURANCE GROUP OF AMERICA 2,307 1,169 -1,138 0.80% -$230.72K

No positions in this category.

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