CM

Column Mid Cap Select Fund | CFMSX

Mutual Fund
Column Mid Cap Select Fund
Last update 2025-06-16 198 Stocks (12 new)
Value $2.15 Bil Turnover 10 %
Countries:
Top Holdings: AME(2.36%)HLI(2.18%)ROST(2.06%)LPLA(1.96%)BR(1.60%)
Summary Stock Picks Current Portfolio
Column Mid Cap Select 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
268,277
50,784.8
+2.22%
2.360
+0.05%
0.120
+14.25%
+2.54%
42,525.6
Industrial Products
HLI
Houlihan Lokey Inc
269,876
46,783.0
-12.10%
2.180
-0.32%
0.390
+21.42%
+7.55%
12,947.4
Capital Markets
ROST
Ross Stores Inc
315,842
44,318.9
+12.95%
2.060
+0.24%
0.100
+0.55%
-12.51%
43,026.1
Retail - Cyclical
LPLA
LPL Financial Holdings Inc
113,151
42,062.8
+2.33%
1.960
+0.04%
0.140
+22.91%
+17.85%
30,719.5
Capital Markets
BR
Broadridge Financial Solutions Inc
142,746
34,433.2
+4.57%
1.600
+0.07%
0.120
+1.29%
+7.91%
28,441.4
Software
LII
Lennox International Inc
54,956
33,031.3
+2.98%
1.540
+0.04%
0.150
+10.99%
-0.39%
21,440.6
Construction
HEI.A
Heico Corp
154,436
32,919.6
+3.22%
1.530
+0.05%
0.110
+24.61%
+36.59%
39,214.3
Aerospace & Defense
TDY
Teledyne Technologies Inc
63,024
32,458.6
+5.26%
1.510
+0.08%
0.130
+9.83%
+11.60%
24,271.3
Hardware
EFX
Equifax Inc
131,040
32,131.0
+2.72%
1.490
+0.04%
0.110
+13.16%
+3.09%
32,516.6
Business Services
WAB
Westinghouse Air Brake Technologies Corp
Westinghouse Air Brake Technologies Corp
149,570
27,724.3
+3.21%
1.290
+0.04%
0.090
+23.65%
+13.36%
36,684.4
Transportation

Column Mid Cap Select Fund's Historical Top Holdings Breakdowns

Column Mid 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
AZPN Unlock Delisted
Aspen Technology Inc
2025-02-28
Sold Out
Sold Out
-1.18%
●
246.3 ($256.47) 274.8
$264.33
3.06%
Sold Out
0
-103,303
HLNE
Hamilton Lane Inc
2025-02-28
New Buy
New Buy
+0.64%
●
138.05 ($159.51) 192.4
$147.02
-7.83%
New holding
88,474
88,474
WTFC
Wintrust Financial Corp
2025-02-28
Add
Add
+0.57%
●
122.72 ($129.68) 138.01
$131.92
1.73%
Add 1504.27%
104,550
98,033
EWBC
East West Bancorp Inc
2025-02-28
Add
Add
+0.56%
●
93.36 ($99.57) 109.68
$108.87
9.34%
Add 273.23%
174,505
127,750
KEY
KeyCorp
2025-02-28
Sold Out
Sold Out
-0.51%
●
16.67 ($17.67) 19.48
$18.46
4.47%
Sold Out
0
-573,447
SYY
Sysco Corp
2025-02-28
Add
Add
+0.34%
●
70 ($75.01) 81.77
$77.18
2.89%
Add 74.55%
228,343
97,528
HLI
Houlihan Lokey Inc
2025-02-28
Reduce
Reduce
-0.32%
●
164.95 ($177.95) 189.09
$185.51
4.25%
Reduce -12.1%
269,876
-37,159
MPWR
Monolithic Power Systems Inc
2025-02-28
Add
Add
+0.31%
●
567.64 ($630.48) 720.25
$758.64
20.33%
Add 34.11%
42,095
10,706
OLED
Universal Display Corp
2025-02-28
Add
Add
+0.31%
●
142.04 ($151.26) 165.61
$160.11
5.85%
Add 59.79%
114,520
42,851
MPC
Marathon Petroleum Corp
2025-02-28
New Buy
New Buy
+0.30%
●
131.65 ($147.96) 159.03
$176.05
18.98%
New holding
42,951
42,951

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

To

Column Mid Cap Select Fund's Asset Allocation

To

Column Mid Cap Select Fund Past Portfolios

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

Top Ranked Articles

  • 1

Column Mid Cap Select Fund's Hypothetical Growth since 2025-02-28

Column Mid Cap Select Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Column Mid Cap Select Fund's Holdings Heat Map

Size field:

Column Mid Cap Select Fund's Holdings Bubble Chart

Column Mid Cap Select Fund News

  • 1

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