Column Mid Cap Select Fund

Trust for Professional Managers · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:CFMSX
$3.07B NAV
197 positions · as of 2026-05-31 · filed 2026-07-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

Column Mid Cap Select Fund is an actively managed U.S. equity fund. 12% of CFMSX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 94% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q4

The investment objective of the Column Mid Cap Select Fund (the Mid Cap Select Fund or the Fund) is long-term capital appreciation.

Strategy · summarised

The fund invests at least 80% of assets in mid-capitalization stocks selected by three sub-advisers using distinct bottom-up approaches: one screens for attractive valuation and improving momentum, another emphasizes high-quality businesses with limited downside risk, and the third builds a focused portfolio of companies with durable competitive advantages. The adviser allocates assets among the sub-advisers and may concentrate a significant portion in a single sector or smaller number of issuers than more diversified funds. Because the fund may hold a concentrated group of stocks and sector weightings can shift materially over time, performance may diverge substantially from broader mid-cap benchmarks.

Expenses
0.52%one share class
Share classGrossNet
CFMSX0.82%0.52%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 26.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.95%
of net assets
Stocks95.62%
Cash & short-term4.33%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Industrials30.2%
Financials15.1%
Information Technology14.3%
Consumer Discretionary9.4%
9 smaller31.1%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
12%of stock holdings in top-quartile growers
covering 94% of the fund’s equity
Earnings growth
22%of stock holdings in top-quartile growers
covering 88% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 10 new14 exited

Largest new: ROL, DVN, MRVL, SEIC, EXPE, GMED, NXP Semiconductors NV, ARES

Largest exited: DPZ, Coterra Energy Inc, OLED, LKQ, BLDR, Check Point Software Technolog, CPRT, CG

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+22.31%
3-year
29 of 36 months
5-year
29 of 60 months
Volatility
12.59%
Worst 3-yr fall
Cumulative return· Dec 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
First American Government Obli4.33%$132.89M
Ross Stores IncROST2.50%$76.73M
AMETEK IncAME2.06%$63.17M
EMCOR Group IncEME1.87%$57.47M
Monolithic Power Systems IncMPWR1.82%$55.96M
Old Dominion Freight Line IncODFL1.71%$52.52M
Westinghouse Air Brake TechnolWAB1.68%$51.48M
Houlihan Lokey IncHLI1.66%$50.97M
Teledyne Technologies IncTDY1.65%$50.66M
Keysight Technologies IncKEYS1.51%$46.21M
Showing 10 of 197Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 20.80% of net assets, top 25 37.47%, across 197 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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