CS

Column Small Cap Fund | CFSLX

Mutual Fund
Column Small Cap Fund
Last update 2025-06-16 982 Stocks (88 new)
Value $412.00 Mil Turnover 12 %
Countries:
Top Holdings: MORN(1.15%)GSHD(1.02%)SFBS(0.92%)ATDRY(0.90%)EPAC(0.84%)
Summary Stock Picks Current Portfolio
Column Small 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
MORN
Morningstar Inc
15,117
4,742.5
0%
1.150
0%
0.040
+18.99%
-9.53%
12,834.9
Capital Markets
GSHD
Goosehead Insurance Inc
34,270
4,222.4
-5.83%
1.020
-0.06%
0.140
-4.40%
-2.12%
2,489.0
Insurance
SFBS
Servisfirst Bancshares Inc
41,554
3,798.0
0%
0.920
0%
0.080
+20.15%
-2.13%
4,473.8
Banks
ATDRY
Auto Trader Group PLC
1,558,573
3,709.4
0%
0.900
0%
0.040
+18.57%
+11.80%
9,512.6
Interactive Media
EPAC
Enerpac Tool Group Corp
74,641
3,453.6
+1.32%
0.840
+0.01%
0.140
+1.20%
-7.71%
2,045.3
Industrial Products
RYAN
Ryan Specialty Holdings Inc
48,107
3,367.0
-4.51%
0.820
-0.04%
0.040
-1.44%
+3.21%
8,357.2
Insurance
NCNO
Ncino Inc
101,694
3,184.0
0%
0.770
0%
0.090
+33.97%
-12.03%
3,424.9
Software
THG
The Hanover Insurance Group Inc
17,893
3,051.3
+18.22%
0.740
+0.11%
0.050
+7.24%
+6.45%
5,850.0
Insurance
IWN
iShares Russell 2000 Value ETF
18,685
3,010.2
+2.38%
0.730
+0.02%
0.030
+24.88%
+0.61%
11,317.6
 
RTMVY
Rightmove PLC
178,561
2,987.3
0%
0.720
0%
0.050
+30.08%
+32.58%
8,187.3
Interactive Media

Column Small Cap Fund's Historical Top Holdings Breakdowns

Column Small 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
AAON
AAON Inc
2025-02-28
Reduce
Reduce
-0.56%
●
76.8 ($120.11) 137.25
$75.34
-37.27%
Reduce -36.3%
32,891
-18,743
HEES Unlock Delisted
H&E Equipment Services Inc
2025-02-28
Reduce
Reduce
-0.31%
●
43.93 ($72.62) 100.57
$94.64
30.32%
Reduce -86.26%
3,759
-23,594
DAVA
Endava PLC
2025-02-28
Add
Add
+0.28%
●
23.92 ($30.65) 34.49
$15.15
-50.57%
Add 97.26%
97,351
48,000
AXTA
Axalta Coating Systems Ltd
2025-02-28
Sold Out
Sold Out
-0.28%
●
33.56 ($36.64) 40.59
$30.60
-16.48%
Sold Out
0
-32,280
SUM Unlock Delisted
Summit Materials Inc
2025-02-28
Sold Out
Sold Out
-0.28%
●
50.35 ($51.44) 52.49
$52.49
2.04%
Sold Out
0
-25,026
FDS
FactSet Research Systems Inc
2025-02-28
Reduce
Reduce
-0.27%
●
453.02 ($471.33) 491.61
$444.57
-5.68%
Reduce -63.79%
1,414
-2,491
GXO
GXO Logistics Inc
2025-02-28
Add
Add
+0.27%
●
36.31 ($44.88) 60.83
$50.24
11.94%
Add 242.83%
39,974
28,314
APPF
AppFolio Inc
2025-02-28
Add
Add
+0.26%
●
211.22 ($243.09) 269.26
$243.03
-0.02%
Add 66.78%
12,372
4,954
KNSL
Kinsale Capital Group Inc
2025-02-28
Add
Add
+0.26%
●
416.48 ($460.5) 524.22
$485.19
5.36%
Add 174.88%
3,917
2,492
UBSI
United Bankshares Inc
2025-02-28
Sold Out
Sold Out
-0.25%
●
35.37 ($38.45) 42.27
$38.21
-0.62%
Sold Out
0
-27,270

Column Small Cap Fund Total Holding History ($B)

To

Column Small Cap Fund's Asset Allocation

To

Column Small Cap Fund Past Portfolios

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

Top Ranked Articles

  • 1

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

Column Small Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Column Small Cap Fund's Holdings Heat Map

Size field:

Column Small Cap Fund's Holdings Bubble Chart

Column Small Cap Fund News

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