CM
| |
Column Mid Cap Fund | CFMCXMutual Fund | |
| Column Mid Cap Fund | |
| Last update 2025-06-16 | 694 Stocks (49 new) |
| Value $915.00 Mil | Turnover 10 % |
Column Mid Cap Fund Top Holdings of 2025-02-28
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AME | AMETEK Inc | 57,662 | 10,915.4 | -1.30% | 1.190 | -0.02% | 0.020 | +13.31% | -0.62% | 41,214.2 | Industrial Products | |
COR | Cencora Inc | 42,460 | 10,765.3 | +25.45% | 1.180 | +0.24% | 0.020 | +2.33% | +30.90% | 56,765.1 | Medical Distribution | |
HLI | Houlihan Lokey Inc | 59,907 | 10,384.9 | -10.04% | 1.130 | -0.13% | 0.090 | +28.42% | +13.73% | 13,691.4 | Capital Markets | |
LPLA | LPL Financial Holdings Inc | 26,599 | 9,887.9 | -1.29% | 1.080 | -0.01% | 0.030 | +28.62% | +20.67% | 31,455.3 | Capital Markets | |
LII | Lennox International Inc | 15,630 | 9,394.4 | +3.61% | 1.030 | +0.04% | 0.040 | +10.07% | +0.47% | 21,625.5 | Construction | |
ROST | Ross Stores Inc | 65,983 | 9,258.7 | +8.39% | 1.010 | +0.08% | 0.020 | -6.67% | -13.58% | 42,499.5 | Retail - Cyclical | |
WAB |
Westinghouse Air Brake Technologies Corp
Westinghouse Air Brake Technologies Corp
| 49,711 | 9,214.4 | 0% | 1.010 | 0% | 0.030 | +24.13% | +12.06% | 36,263.4 | Transportation | |
MPWR | Monolithic Power Systems Inc | 14,221 | 8,689.2 | +18.42% | 0.950 | +0.15% | 0.030 | +38.81% | +23.16% | 34,724.5 | Semiconductors | |
BR | Broadridge Financial Solutions Inc | 32,341 | 7,801.3 | +0.24% | 0.850 | 0% | 0.030 | +1.75% | +6.56% | 28,086.7 | Software | |
EFX | Equifax Inc | 30,946 | 7,588.0 | +0.45% | 0.830 | 0% | 0.020 | +19.14% | +3.60% | 32,675.5 | Business Services |
Column Mid Cap Fund's Historical Top Holdings Breakdowns
Column Mid Cap Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-02-28 | Reduce Reduce | -0.59% | 246.3 ($256.47) 274.8 | $264.33 | 3.06% | Reduce -96.9% | 746 | -23,303 | |
HLNE | Hamilton Lane Inc | 2025-02-28 | Add Add | +0.32% | 138.05 ($159.51) 192.4 | $154.64 | -3.05% | Add 303.43% | 25,440 | 19,134 | |
PLTR | Palantir Technologies Inc | 2025-02-28 | New Buy New Buy | +0.28% | 64.98 ($83.63) 124.62 | $153.52 | 83.57% | New holding | 30,028 | 30,028 | |
URI | United Rentals Inc | 2025-02-28 | Sold Out Sold Out | -0.28% | 632 ($742.74) 869.02 | $808.05 | 8.79% | Sold Out | 0 | -3,159 | |
GWW | W.W. Grainger Inc | 2025-02-28 | Sold Out Sold Out | -0.27% | 998.02 ($1086.17) 1205.34 | $1,028.35 | -5.32% | Sold Out | 0 | -2,168 | |
WTFC | Wintrust Financial Corp | 2025-02-28 | Add Add | +0.26% | 122.72 ($129.68) 138.01 | $134.07 | 3.39% | Add 625.31% | 21,955 | 18,928 | |
EWBC | East West Bancorp Inc | 2025-02-28 | Add Add | +0.25% | 93.36 ($99.57) 109.68 | $108.95 | 9.42% | Add 163.31% | 39,502 | 24,500 | |
ZBRA | Zebra Technologies Corp | 2025-02-28 | Reduce Reduce | -0.24% | 309.55 ($381.02) 421.11 | $331.73 | -12.94% | Reduce -51.15% | 5,584 | -5,846 | |
MANH | Manhattan Associates Inc | 2025-02-28 | Reduce Reduce | -0.24% | 175.2 ($250.22) 309.78 | $202.05 | -19.25% | Reduce -82.44% | 1,732 | -8,132 | |
COR | Cencora Inc | 2025-02-28 | Add Add | +0.24% | 224.68 ($241.14) 258.46 | $292.87 | 21.45% | Add 25.45% | 42,460 | 8,615 |
Column Mid Cap Fund Total Holding History ($B)
Column Mid Cap Fund's Asset Allocation
Column Mid Cap Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Column Mid Cap Fund's Hypothetical Growth since 2025-02-28
Column Mid Cap Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Column Mid Cap Fund's Holdings Heat Map
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Column Mid Cap Fund's Holdings Bubble Chart
Column Mid Cap Fund News
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