Titelia

Holdings of Column Mid Cap Select Fund

Trust for Professional Managers · 200 declared positions · as of Feb 28, 2026

Original filing · Net assets 3B $ · Ten largest lines: 17.8 % of the equity sleeve

Sector breakdown

  • Technology 7.0 %
  • Consumer discretionary 4.5 %
  • Industrials 3.8 %
  • Health care 1.8 %
  • Financials 1.4 %
  • Energy 1.3 %
  • Utilities 0.6 %
  • Real estate 0.5 %
  • Unattributed 79.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 97.5 %
  • BM 1.2 %
  • GB 0.7 %
  • CA 0.2 %
  • SG 0.2 %
  • IL 0.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US1932.8B $97.53 %
BM235.1M $1.20 %
GB221.4M $0.73 %
CA16.4M $0.22 %
SG15.9M $0.20 %
IL13.5M $0.12 %

Positions

CompanySharesValue (USD)Weight
Ross Stores Inc 320,55965.9M $2.19 %
AMETEK Inc 268,21464.2M $2.13 %
Teledyne Technologies Inc 77,35352.7M $1.75 %
Keysight Technologies Inc 168,03851.6M $1.72 %
Houlihan Lokey Inc 311,71151M $1.70 %
Westinghouse Air Brake Technologies Corp 190,50350.3M $1.67 %
EMCOR Group Inc 67,32248.8M $1.62 %
Monolithic Power Systems Inc 40,10545.8M $1.52 %
Old Dominion Freight Line Inc 225,35745.8M $1.52 %
CH Robinson Worldwide Inc 236,51343.8M $1.46 %
Woodward Inc 101,36439.2M $1.30 %
LPL Financial Holdings Inc 125,86037.8M $1.26 %
Cencora Inc 96,31935.8M $1.19 %
Advanced Drainage Systems Inc 201,77834.6M $1.15 %
HEICO Corp 141,10133.9M $1.13 %
West Pharmaceutical Services Inc 128,71732.7M $1.09 %
Entegris Inc 241,29632M $1.06 %
Cooper Cos Inc/The 380,18131.8M $1.06 %
Allegion plc 193,41931.2M $1.04 %
Masco Corp 428,86330.7M $1.02 %
Verisk Analytics Inc 147,46030.6M $1.02 %
Broadridge Financial Solutions Inc 164,64430.6M $1.02 %
Pentair PLC 307,20730.5M $1.01 %
RenaissanceRe Holdings Ltd 96,22029.1M $0.97 %
Cummins Inc 49,03428.6M $0.95 %
Equifax Inc 135,33428.3M $0.94 %
IQVIA Holdings Inc 152,90727.3M $0.91 %
CBRE Group Inc 185,09127.3M $0.91 %
Dover Corp 121,05227.3M $0.91 %
Align Technology Inc 143,46827.3M $0.91 %
Stifel Financial Corp 367,03827.2M $0.90 %
MSCI Inc 47,42827.1M $0.90 %
Domino's Pizza Inc 67,19127M $0.90 %
Hexcel Corp 281,41526.1M $0.87 %
Packaging Corp of America 111,23725.8M $0.86 %
East West Bancorp Inc 233,30425.5M $0.85 %
DR Horton Inc 157,64625.3M $0.84 %
Albemarle Corp 141,28925.2M $0.84 %
Hamilton Lane Inc 237,45224.9M $0.83 %
Labcorp Holdings Inc 84,95724.6M $0.82 %
Ulta Beauty Inc 35,85524.6M $0.82 %
Nordson Corp 82,56024.2M $0.81 %
Darden Restaurants Inc 113,14424.2M $0.80 %
QIAGEN NV 479,95823.9M $0.79 %
Sysco Corp 259,52323.7M $0.79 %
Republic Services Inc 103,30223.7M $0.79 %
Lennox International Inc 41,44823.6M $0.79 %
Reinsurance Group of America Inc 107,56623.2M $0.77 %
Arrow Electronics Inc 149,75022.8M $0.76 %
Snap-on Inc 55,81821.5M $0.72 %
Applied Materials Inc 54,46120.3M $0.67 %
Jack Henry & Associates Inc 123,35120M $0.67 %
Pool Corp 87,82820M $0.66 %
Vertiv Holdings Co 76,94319.6M $0.65 %
Centene Corp 433,77619.5M $0.65 %
Scotts Miracle-Gro Co/The 277,15219.4M $0.65 %
WEC Energy Group Inc 164,93419.3M $0.64 %
Raymond James Financial Inc 125,39619.2M $0.64 %
Exponent Inc 261,29019M $0.63 %
CSX Corp 445,18719M $0.63 %
Intercontinental Exchange Inc 111,05418.2M $0.61 %
Wintrust Financial Corp 125,00918M $0.60 %
Twilio Inc 147,87917.9M $0.59 %
Synopsys Inc 42,63817.7M $0.59 %
GATX Corp 94,19217.3M $0.58 %
Akamai Technologies Inc 171,52416.9M $0.56 %
General Dynamics Corp 46,12716.5M $0.55 %
Coterra Energy Inc 534,53516.4M $0.54 %
BXP Inc 282,00916.2M $0.54 %
TJX Cos Inc/The 99,23216M $0.53 %
TechnipFMC PLC 237,93515.8M $0.52 %
Universal Display Corp 147,24515.7M $0.52 %
US Foods Holding Corp 162,09015.7M $0.52 %
Ameriprise Financial Inc 33,02615.5M $0.52 %
Brown & Brown Inc 211,32915.2M $0.50 %
AutoZone Inc 3,91914.7M $0.49 %
Agilent Technologies Inc 117,83814.3M $0.48 %
Sensata Technologies Holding PLC 376,77114.1M $0.47 %
Simon Property Group Inc 65,96813.4M $0.45 %
Skyworks Solutions Inc 224,82213.4M $0.45 %
Bio-Rad Laboratories Inc 42,83211.9M $0.40 %
Marathon Petroleum Corp 59,64811.8M $0.39 %
Textron Inc 118,04311.6M $0.39 %
Coca-Cola Consolidated Inc 57,46811.6M $0.39 %
Tenet Healthcare Corp 47,63311.4M $0.38 %
SBA Communications Corp 55,43011.2M $0.37 %
SLB Ltd 215,32511.1M $0.37 %
eBay Inc 119,31810.8M $0.36 %
Markel Group Inc 5,12610.6M $0.35 %
Eastman Chemical Co 139,93210.6M $0.35 %
Progressive Corp/The 48,64610.4M $0.35 %
Global Payments Inc 135,28110.3M $0.34 %
DTE Energy Co 69,07210.2M $0.34 %
Microchip Technology Inc 136,10410.2M $0.34 %
Expeditors International of Washington Inc 69,96710.1M $0.34 %
Generac Holdings Inc 44,17610M $0.33 %
Huntington Bancshares Inc/OH 585,0459.8M $0.33 %
Somnigroup International Inc 108,8669.7M $0.32 %
NVR Inc 1,2889.7M $0.32 %
CF Industries Holdings Inc 97,1089.7M $0.32 %
Reliance Inc 30,4449.6M $0.32 %
TopBuild Corp 21,3409.6M $0.32 %
Permian Resources Corp 509,0529.3M $0.31 %
Howmet Aerospace Inc 35,2139.2M $0.31 %
CACI International Inc 14,5348.9M $0.29 %
Range Resources Corp 212,3488.8M $0.29 %
Ball Corp 129,1748.7M $0.29 %
Affiliated Managers Group Inc 27,9078.5M $0.28 %
Americold Realty Trust Inc 637,4498.5M $0.28 %
Lamar Advertising Co 61,9598.5M $0.28 %
InterDigital Inc 23,0078.4M $0.28 %
Solventum Corp 112,3808.3M $0.28 %
Helmerich & Payne Inc 230,4438.1M $0.27 %
Frontdoor Inc 118,3498.1M $0.27 %
L3Harris Technologies Inc 21,7687.9M $0.26 %
McKesson Corp 8,0167.9M $0.26 %
Cigna Group/The 26,9487.8M $0.26 %
Diamondback Energy Inc 44,0087.7M $0.25 %
OGE Energy Corp 155,4797.6M $0.25 %
EQT Corp 122,0377.5M $0.25 %
Regency Centers Corp 94,7707.5M $0.25 %
Quest Diagnostics Inc 35,3297.5M $0.25 %
Williams-Sonoma Inc 35,3017.3M $0.24 %
Watts Water Technologies Inc 21,7007.1M $0.24 %
Allison Transmission Holdings Inc 56,4557.1M $0.24 %
Ralph Lauren Corp 19,3387M $0.23 %
NetApp Inc 70,4727M $0.23 %
Xcel Energy Inc 83,4307M $0.23 %
CDW Corp/DE 56,0896.9M $0.23 %
Lincoln Electric Holdings Inc 22,8226.6M $0.22 %
Zebra Technologies Corp 29,1986.5M $0.22 %
GE HealthCare Technologies Inc 76,9666.5M $0.22 %
First American Financial Corp 92,1306.5M $0.21 %
Boyd Gaming Corp 77,5476.5M $0.21 %
McCormick & Co Inc/MD 90,8366.5M $0.21 %
EastGroup Properties Inc 32,5326.4M $0.21 %
Murphy Oil Corp 191,6806.4M $0.21 %
RB Global Inc 62,9226.4M $0.21 %
STERIS PLC 24,8156.3M $0.21 %
Phillips 66 40,3396.2M $0.21 %
Biogen Inc 32,0196.1M $0.20 %
Yum! Brands Inc 36,2626.1M $0.20 %
Fifth Third Bancorp 123,1076.1M $0.20 %
Commercial Metals Co 82,3556M $0.20 %
Arch Capital Group Ltd 60,1436M $0.20 %
Valvoline Inc 157,8876M $0.20 %
Entergy Corp 55,6906M $0.20 %
3M Co 35,9745.9M $0.20 %
Flex Ltd 93,1925.9M $0.20 %
Travelers Cos Inc/The 19,0135.9M $0.20 %
LKQ Corp 173,6805.8M $0.19 %
Coca-Cola Europacific Partners PLC 50,7445.6M $0.19 %
FirstEnergy Corp 107,2165.5M $0.18 %
Equity LifeStyle Properties Inc 78,3035.3M $0.17 %
UFP Industries Inc 50,0715.2M $0.17 %
Rocket Cos Inc 266,7024.9M $0.16 %
Builders FirstSource Inc 45,1634.7M $0.16 %
Credit Acceptance Corp 9,8084.6M $0.15 %
Landstar System Inc 28,1664.6M $0.15 %
Corpay Inc 13,9934.5M $0.15 %
Synchrony Financial 65,5524.5M $0.15 %
Parker-Hannifin Corp 4,4824.5M $0.15 %
MSC Industrial Direct Co Inc 47,6704.5M $0.15 %
Essex Property Trust Inc 17,4924.5M $0.15 %
Evercore Inc 14,2404.4M $0.15 %
WEX Inc 29,3714.4M $0.15 %
Resideo Technologies Inc 112,7704.4M $0.15 %
Jabil Inc 16,4404.4M $0.14 %
Qnity Electronics Inc 33,9554.3M $0.14 %
Equity Residential 65,7184.2M $0.14 %
Wyndham Hotels & Resorts Inc 50,4684.1M $0.14 %
Gen Digital Inc 182,8984.1M $0.14 %
Extra Space Storage Inc 27,3284.1M $0.14 %
CenterPoint Energy Inc 93,8894.1M $0.14 %
Cavco Industries Inc 7,0254.1M $0.13 %
EPAM Systems Inc 28,5874M $0.13 %
Leidos Holdings Inc 22,8774M $0.13 %
Voya Financial Inc 59,1924M $0.13 %
ITT Inc 18,8133.8M $0.13 %
Carlisle Cos Inc 9,6043.8M $0.13 %
Gentex Corp 159,4843.7M $0.12 %
VICI Properties Inc 121,3693.7M $0.12 %
Marriott International Inc/MD 10,7143.7M $0.12 %
Vontier Corp 87,4373.6M $0.12 %
Check Point Software Technologies Ltd 23,1013.5M $0.12 %
Copart Inc 92,1033.5M $0.12 %
Murphy USA Inc 8,8733.5M $0.12 %
Churchill Downs Inc 33,9073.1M $0.10 %
Halozyme Therapeutics Inc 44,0523.1M $0.10 %
Cal-Maine Foods Inc 34,9073M $0.10 %
Carlyle Group Inc/The 54,7042.8M $0.09 %
NewMarket Corp 4,2262.6M $0.09 %
NRG Energy Inc 14,7522.6M $0.09 %
Louisiana-Pacific Corp 30,3262.6M $0.09 %
TE Connectivity PLC 10,9282.5M $0.08 %
Seagate Technology Holdings PLC 5,6572.3M $0.08 %
Masterbrand Inc 185,8811.9M $0.06 %
Equitable Holdings Inc 15,148609.3K $0.02 %
DNOW Inc 44,161520.2K $0.02 %
TriNet Group Inc 4,475170.4K $0.01 %