CS

Column Small Cap Select Fund | CFSSX

Mutual Fund
Column Small Cap Select Fund
Last update 2026-07-29 380 Stocks (52 new)
Value $1.82 Bil Turnover 20 %
Countries:
Top Holdings: UCTT(1.70%)ICLR(1.37%)TDC(1.33%)SIMO(1.14%)BKV(1.13%)
Summary Stock Picks Current Portfolio News
Column Small Cap Select Fund Top Holdings of 2026-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UCTT
Ultra Clean Holdings Inc
362,262
30,998.8
+14.86%
1.700
+0.22%
0.810
-1.68%
+235.29%
3,845.4
Semiconductors
ICLR
Icon PLC
183,216
24,930.2
+124.47%
1.370
+0.76%
0.240
+39.34%
-10.47%
12,587.7
Medical Diagnostics & Research
TDC
Teradata Corp
710,493
24,192.3
+2.25%
1.330
+0.03%
0.760
-17.27%
-9.07%
2,574.2
Software
SIMO
Silicon Motion Technology Corp
75,373
20,868.5
-35.04%
1.140
-0.32%
0.220
+2.12%
+192.36%
9,117.5
Semiconductors
BKV
BKV Corp
776,705
20,613.8
+10.11%
1.130
+0.10%
0.710
-6.51%
-1.55%
2,925.3
Oil & Gas
PTCT
PTC Therapeutics Inc
268,652
19,840.0
+14.10%
1.090
+0.13%
0.320
-1.36%
-5.57%
5,986.6
Biotechnology
LFUS
Littelfuse Inc
42,410
19,800.0
-1.42%
1.090
-0.01%
0.170
-0.34%
+81.64%
11,623.5
Hardware
RRX
Regal Rexnord Corp
94,489
19,064.1
+96.73%
1.050
+0.52%
0.140
-15.24%
+25.51%
11,686.2
Industrial Products
RXO
RXO Inc
677,808
17,338.3
+48.21%
0.950
+0.31%
0.410
+34.32%
+86.08%
3,879.1
Transportation
VSAT
Viasat Inc
197,551
15,926.6
-45.05%
0.870
-0.45%
0.140
+11.53%
+140.48%
11,415.8
Hardware

Column Small Cap Select Fund's Historical Top Holdings Breakdowns

Column Small Cap Select 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
TPH Unlock Delisted
Tri Pointe Homes Inc
2026-05-31
Sold Out
Sold Out
-0.97%
●
46.3 ($46.71) 46.97
$46.95
0.51%
Sold Out
0
-349,004
CE
Celanese Corp
2026-05-31
New Buy
New Buy
+0.78%
●
49.32 ($60.17) 69.24
$45.66
-24.12%
New holding
266,246
266,246
ICLR
Icon PLC
2026-05-31
Add
Add
+0.76%
●
97.14 ($111.28) 136.8
$163.15
46.61%
Add 124.47%
183,216
101,593
CRDO
Credo Technology Group Holding Ltd
2026-05-31
New Buy
New Buy
+0.60%
●
87.81 ($150.43) 236.03
$259.90
72.77%
New holding
46,358
46,358
SLDE
Slide Insurance Holdings Inc
2026-05-31
Sold Out
Sold Out
-0.55%
●
16.37 ($18.28) 19.63
$21.93
19.97%
Sold Out
0
-482,421
RRX
Regal Rexnord Corp
2026-05-31
Add
Add
+0.52%
●
175.4 ($199.89) 231.37
$175.49
-12.21%
Add 96.73%
94,489
46,460
YSWY
Yesway Inc
2026-05-31
New Buy
New Buy
+0.52%
●
21.23 ($24.52) 28.16
$25.17
2.65%
New holding
417,308
417,308
VICR
Vicor Corp
2026-05-31
Add
Add
+0.48%
●
142.22 ($224.44) 345.84
$234.72
4.58%
Add 242.65%
37,078
26,257
GTX
Garrett Motion Inc
2026-05-31
Add
Add
+0.47%
●
16.96 ($22.64) 33.9
$29.01
28.14%
Add 374.63%
332,031
262,075
IBP
Installed Building Products Inc
2026-05-31
Sold Out
Sold Out
-0.46%
●
202.65 ($266.12) 327.97
$240.23
-9.73%
Sold Out
0
-23,457

Column Small Cap Select Fund Total Holding History ($B)

To

Column Small Cap Select Fund's Asset Allocation

To

Column Small Cap Select Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Column Small Cap Select Fund's Hypothetical Growth since 2026-05-31

Column Small Cap Select Fund's Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

Column Small Cap Select Fund's Holdings Heat Map

Size field:

Column Small Cap Select Fund's Holdings Bubble Chart

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