CIMDX Mutual Fund

NAV$16.84

AUM$61M

TER0.95%

Holdings29

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CIMDX Mutual Fund

NAV$16.84

CLARKSTON FOUNDERS FUND Institutional Class

AUM$61M

TER0.95%

Holdings29

See how much of CIMDX 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 36 of 36 holdings · as of Jun 30, 2026

CIMDX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	POST	Post Holdings IncCons. Staples · Food Products	11.08%	11.1%	90,000	$7.94M	Cons. Staples	Food Products
2	—	Clarivate Analytics PlcInfo Tech · IT Services	10.70%	21.8%	3,550,000	$7.67M	Info Tech	IT Services
Sector and industry · Pro
3	AMG	Affiliated Managers Group Inc.	5.81%	27.6%	12,300	$4.16M
4	AVTR	Avantor Inc	5.25%	32.8%	380,000	$3.76M
5	CCCS	Ccc Intelligent Solutions Hold	4.97%	37.8%	690,000	$3.56M
6	LKQ	Lkq Corp.	3.75%	41.6%	102,000	$2.69M
7	WAY	Waystar Holding Corp	3.58%	45.1%	125,000	$2.57M
8	IQV	I Q V I A Holdings Inc.	3.50%	48.6%	13,000	$2.51M
9	MIDD	Middleby Corp	3.48%	52.1%	14,500	$2.49M
10	—	Ryan Specialty Group Holdings Inc	3.48%	55.6%	66,000	$2.49M
11	ROP	Roper Technologies Inc.	3.45%	59.0%	7,300	$2.47M
12	—	Gfl Environmental Inc	3.08%	62.1%	60,000	$2.21M
13	UVV	UNIVERSAL-ADR	3.06%	65.2%	210,000	$2.19M
14	NVST	Envista Holdings Corp Common Stock Usd	2.94%	68.1%	80,000	$2.11M
15	ABNB	Airbnb Inc	2.89%	71.0%	14,500	$2.07M
16	BDX	Becton Dickinson and Co.	2.74%	73.8%	13,000	$1.97M
17	HSIC	Henry Schein Inc	2.74%	76.5%	23,500	$1.96M
18	FTV	Fortive Corp.	2.73%	79.2%	32,000	$1.95M
19	LW	Lambwestonholdings Inc.	2.71%	81.9%	45,000	$1.94M
20	PRMB	Primo Brands Corp	2.22%	84.2%	65,000	$1.59M
21	—	Lpl Holdings	2.16%	86.3%	5,500	$1.55M
22	BRO	Brown & Brown Inc	2.06%	88.4%	23,000	$1.48M
23	FIS	Fidelity National Information Srvcs Inc	1.99%	90.4%	36,600	$1.42M
24	IT	Gartner Inc.	1.99%	92.4%	11,000	$1.43M
25	VEEV	Veeva Systems Inc	1.78%	94.1%	7,200	$1.28M
26	TYL	Tyler Technologies Inc	1.63%	95.8%	4,000	$1.17M
27	IFF	International Flavors & Fragrances Inc.	1.55%	97.3%	14,000	$1.11M
28	—	Us Bank Mmda	1.42%	98.7%	1,017,113	$1.02M
29	—	Schwab Strategic T	0.64%	99.4%	5,000	$461.4K
30	—	Cash	0.64%	100.0%	458,612	$458.6K
31	—	Align Technology Inc.	0.00%	100.0%	-	-
32	—	CH Robinson Worldwide	0.00%	100.0%	-	-
33	—	Copart Inc	0.00%	100.0%	-	-
34	—	I D E X Corp	0.00%	100.0%	-	-
35	—	Molson Coors Brewing Co. Class B	0.00%	100.0%	-	-
36	—	US Foods Holding Corp	0.00%	100.0%	-	-

Not reported for this fund: share changes.

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CIMDX Mutual Fund All Holdings

CIMDX holdings total 29 positions. The top 10 holdings account for 55.6% of the fund, led by Post Holdings Inc at 11.1%, Clarivate Analytics Plc at 10.7%, Affiliated Managers Group Inc. at 5.8%.

CIMDX portfolio concentration is relatively high, with the top 10 representing 55.6% of total assets. The largest sector exposure is Information Technology at 26.6%.

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