CFSMX Mutual Fund

NAV$14.64

AUM$12M

TER0.85%

Holdings27

See how much of CFSMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

CFSMX Mutual Fund

NAV$14.64

CLARKSTON PARTNERS FUND. FOUNDERS CLASS

AUM$12M

TER0.85%

Holdings27

See how much of CFSMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 27 of 27 holdings · as of Mar 31, 2026

CFSMX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Share chg	Sector	Industry
1	—	Clarivate Analytics PlcInfo Tech · IT Services	11.15%	11.2%	13,800,000	$34.91M	-	Info Tech	IT Services
2	POST	Post Holdings IncCons. Staples · Food Products	9.48%	20.6%	300,000	$29.66M	-	Cons. Staples	Food Products
Share changes, sector and industry · Pro
3	AMG	Affiliated Managers Group Inc.	7.78%	28.4%	88,000	$24.35M
4	CCCS	Ccc Intelligent Solutions Holdings Inc	5.94%	34.4%	3,100,000	$18.60M
5	AVTR	Avantor Inc	5.89%	40.2%	2,350,000	$18.42M
6	WLY	John Wiley & Sons Inc	4.69%	44.9%	385,000	$14.67M
7	LKQ	Lkq Corp.	3.94%	48.9%	420,000	$12.34M
8	NVST	Envista Holdings Corp Common Stock Usd	3.85%	52.7%	475,000	$12.05M
9	MIDD	Middleby Corp	3.52%	56.2%	83,000	$11.00M
10	WAY	Waystar Holding Corp	3.50%	59.7%	455,000	$10.97M
11	ENR	Energizer Holdings Inc	3.38%	63.1%	645,000	$10.59M
12	LW	Lambwestonholdings Inc.	3.24%	66.4%	240,000	$10.14M
13	—	Gfl Environmental Inc-Sub Vt	3.13%	69.5%	235,000	$9.80M
14	NEOG	Neogen Corp	2.97%	72.5%	1,000,000	$9.29M
15	HSIC	Henry Schein Inc	2.83%	75.3%	120,000	$8.84M
16	LSTR	Landstar System Inc	2.82%	78.1%	55,000	$8.82M
17	PRMB	Primo Brands Corp_None_None	2.65%	80.8%	440,000	$8.29M
18	BRO	Brown & Brown Inc	2.60%	83.4%	125,000	$8.15M
19	IT	Gartner Inc.	2.53%	85.9%	50,000	$7.92M
20	RAL	Ralliant Corp	2.39%	88.3%	180,000	$7.49M
21	ROP	Roper Technologies	2.37%	90.6%	21,000	$7.43M
22	USFD	US Foods Holding Corp	1.62%	92.3%	55,000	$5.07M
23	TAP	Molson Coors Beverage Company	1.58%	93.8%	115,000	$4.95M
24	—	Lpl Holdings	1.54%	95.4%	16,000	$4.81M
25	—	Ryan Specialty Group Holdings Inc	1.29%	96.7%	120,000	$4.05M
26	BRBR	Bellring Brands Inc	1.18%	97.9%	230,000	$3.70M
27	CHRW	CH Robinson Worldwide	0.69%	98.6%	13,000	$2.16M

FundXLS Pro

See every sector, industry and share-change value

X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.

Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

CFSMX Mutual Fund All Holdings

CFSMX holdings total 27 positions. The top 10 holdings account for 59.7% of the fund, led by Clarivate Analytics Plc at 11.2%, Post Holdings Inc at 9.5%, Affiliated Managers Group Inc. at 7.8%.

CFSMX portfolio concentration is relatively high, with the top 10 representing 59.7% of total assets. The largest sector exposure is Consumer Staples at 23.1%.

CFSMX sectors provide a detailed breakdown. CFSMX overlap shows how holdings compare to other funds in your portfolio.