FULLERTHALER BEHAVIORAL SMALL CAP EQUITY

Capitol Series Trust · Series S000051163 · 5 share classes

Equity fund · 99% stocks
One fund, 5 share classes:FTHNXFTHFXFTHSXFTYCXFTHAX
$12.66B NAV
121 positions · as of 2026-06-30 · filed 2026-08-27
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q1

The FullerThaler Behavioral Small-Cap Equity Fund (the ?Small-Cap Equity Fund? or the ?Fund?) seeks long-term capital appreciation.

Strategy · summarised

The fund invests in small-cap U.S. stocks selected through a behavioral finance framework that identifies investor mistakes—overreactions to bad news or underreactions to good news—and then applies fundamental analysis to confirm solid company fundamentals before buying. The fund may concentrate more than 25% of assets in a single sector when its behavioral strategy indicates this is appropriate, though it will not exceed 25% in any single industry. Because the fund's security selection depends on identifying and exploiting specific behavioral patterns and events, its holdings and performance may diverge materially from the Russell 2000 Index.

Expenses
0.64% 1.64%across 5 share classes
Share classExpense ratio
FTHNX1.05%
FTHFX0.64%
FTHSX0.76%
FTYCX1.64%
FTHAX1.07%

Portfolio turnover 28.00% · as of 2026 Q1

Allocation

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

99.47%
of net assets
Stocks98.87%
Cash & short-term0.60%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 9 new6 exited

Largest new: ZBRA, MYRG, VMI, CATY, LEA, FDS, RAL, DT

Exited: PRIM, CSG Systems International Inc., IBP, SMPL, BBT, HUBG

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+32.61%+70.81%+70.43%12.70%-15.53%
+33.16%+72.95%+73.93%12.69%-15.40%
+32.98%+72.29%+72.91%12.71%-15.44%
+17.24%+18.14%-8.06%12.64%-19.79%
-34.90%-79.74%-95.12%11.96%-80.28%

These classes hold the same portfolio, so the 169.04pp spread over 5 years is the cost difference between them — roughly 33.81pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are 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
EXELIXIS INCEXEL3.03%$383.13M
JAZZ PHARMACEUTICALS PLCJAZZ2.97%$376.29M
EMCOR GROUP INCEME2.70%$341.46M
MATCH GROUP INCMTCH2.42%$306.23M
APPLIED INDUSTRIAL TECHNOLOGIES INCAIT2.28%$288.59M
AFFILIATED MANAGERS GROUP INCAMG2.18%$276.06M
ACUITY INCAYI2.05%$259.49M
GARRETT MOTION INCGTX2.00%$253.41M
ENCOMPASS HEALTH CORPEHC1.87%$237.29M
BORGWARNER INCBWA1.84%$232.66M
Showing 10 of 121Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 23.34% of net assets, top 25 46.94%, across 121 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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