CIMDX Mutual Fund

NAV$18.23

AUM$60M

TER0.95%

Holdings29

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CIMDX Mutual Fund

NAV$18.23

CLARKSTON FOUNDERS FUND Institutional Class

AUM$60M

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 29 of 29 holdings · as of Mar 31, 2026

CIMDX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Share chg	Sector	Industry
1	—	Clarivate Analytics PlcInfo Tech · IT Services	12.50%	12.5%	8,100,000	$20.49M	-	Info Tech	IT Services
2	POST	Post Holdings IncCons. Staples · Food Products	9.35%	21.9%	155,000	$15.32M	-	Cons. Staples	Food Products
Share changes, sector and industry · Pro
3	AMG	Affiliated Managers Group Inc.	7.26%	29.1%	43,000	$11.90M
4	AVTR	Avantor Inc	5.50%	34.6%	1,150,000	$9.02M
5	CCCS	Ccc Intelligent Solutions Holdings Inc	5.49%	40.1%	1,500,000	$9.00M
6	IQV	Iqvia Holdings Inc	3.75%	43.9%	36,000	$6.14M
7	LKQ	Lkq Corp.	3.67%	47.5%	205,000	$6.02M
8	BDX	Becton Dickinson and Co.	3.64%	51.2%	38,000	$5.97M
9	MIDD	Middleby Corp	3.48%	54.6%	43,000	$5.70M
10	FIS	Fidelity National Information Srvcs Inc	3.43%	58.1%	120,000	$5.63M
11	LW	Lambwestonholdings Inc.	3.35%	61.4%	130,000	$5.49M
12	ABNB	Airbnb Inc	3.31%	64.7%	43,000	$5.43M
13	—	Gfl Environmental Inc-Sub Vt	2.88%	67.6%	113,000	$4.71M
14	FTV	Fortive Corp.	2.80%	70.4%	83,000	$4.59M
15	IT	Gartner Inc.	2.80%	73.2%	29,000	$4.59M
16	HSIC	Henry Schein Inc	2.70%	75.9%	60,000	$4.42M
17	ROP	Roper Technologies Inc.	2.59%	78.5%	12,000	$4.25M
18	PRMB	Primo Brands Corp_None_None	2.18%	80.7%	190,000	$3.58M
19	ALGN	Align Technology Inc.	2.09%	82.8%	20,000	$3.43M
20	BRO	Brown & Brown Inc	2.07%	84.8%	52,000	$3.39M
21	CPRT	Copart Inc	2.03%	86.9%	100,000	$3.32M
22	IFF	International Flavors & Fragrances Inc.	1.90%	88.8%	43,000	$3.12M
23	—	Lpl Holdings	1.84%	90.6%	10,000	$3.01M
24	UVV	UNIVERSAL-ADR	1.61%	92.2%	275,000	$2.64M
25	USFD	US Foods Holding Corp	1.41%	93.6%	25,000	$2.31M
26	IEX	I D E X Corp	1.16%	94.8%	10,000	$1.90M
27	CHRW	CH Robinson Worldwide	1.01%	95.8%	10,000	$1.66M
28	TAP	Molson Coors Beverage Company	0.79%	96.6%	30,000	$1.29M
29	—	Schwab Strategic T	0.34%	96.9%	6,000	$563.9K

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CIMDX Mutual Fund All Holdings

CIMDX holdings total 29 positions. The top 10 holdings account for 58.1% of the fund, led by Clarivate Analytics Plc at 12.5%, Post Holdings Inc at 9.3%, Affiliated Managers Group Inc. at 7.3%.

CIMDX portfolio concentration is relatively high, with the top 10 representing 58.1% of total assets. The largest sector exposure is Information Technology at 24.2%.

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