CS
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Champlain Strategic Focus Fund | CIPRXMutual Fund | |
| Champlain Strategic Focus Fund | |
| Last update 2025-06-26 | 26 Stocks (1 new) |
| Value $3.00 Mil | Turnover 21 % |
Champlain Strategic Focus Fund... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSTG | Pure Storage Inc | 4,900 | 216.9 | +18.21% | 6.570 | +1.01% | 0.000 | +39.36% | -7.33% | 18,606.5 | Hardware | |
VEEV | Veeva Systems Inc | 925 | 214.3 | +18.59% | 6.490 | +1.02% | 0.000 | +28.35% | +35.22% | 46,456.5 | Healthcare Providers & Services | |
OKTA | Okta Inc | 1,895 | 199.4 | +18.07% | 6.040 | +0.92% | 0.000 | -1.16% | +25.77% | 17,351.5 | Software | |
MTD | Mettler-Toledo International Inc | 145 | 171.2 | +16.00% | 5.180 | +0.71% | 0.000 | +10.39% | -1.19% | 25,128.1 | Medical Diagnostics & Research | |
FTV | Fortive Corp | 2,080 | 152.2 | -18.27% | 4.610 | -1.13% | 0.000 | +4.29% | -5.84% | 18,030.8 | Hardware | |
ZS | Zscaler Inc | 760 | 150.8 | +18.75% | 4.570 | +0.72% | 0.000 | +63.76% | +74.47% | 49,008.3 | Software | |
WAT | Waters Corp | 390 | 143.7 | +18.18% | 4.350 | +0.67% | 0.000 | +1.48% | -5.60% | 20,841.3 | Medical Diagnostics & Research | |
FAST | Fastenal Co | 3,700 | 143.5 | New Holding | 4.340 | +4.34% | 0.000 | +11.17% | +21.30% | 49,480.5 | Industrial Distribution | |
SNPS | Synopsys Inc | 325 | 139.4 | +18.18% | 4.220 | +0.65% | 0.000 | +31.35% | +13.06% | 85,143.0 | Software | |
WDAY | Workday Inc | 580 | 135.4 | -12.78% | 4.100 | -0.71% | 0.000 | +5.88% | -6.31% | 64,452.3 | Software |
Champlain Strategic Focus Fund's Historical Top Holdings Breakdowns
Champlain Strategic Focus Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAST | Fastenal Co | 2025-03-31 | New Buy New Buy | +4.34% | 35.56 ($37.48) 39.99 | $43.13 | 15.07% | New holding | 3,700 | 1,850 | |
EG | Everest Group Ltd | 2025-03-31 | Sold Out Sold Out | -4.12% | 331.58 ($353.38) 373 | $337.48 | -4.50% | Sold Out | 0 | -350 | |
VLTO | Veralto Corp | 2025-03-31 | Add Add | +2.09% | 95.43 ($99.82) 104.05 | $103.75 | 3.94% | Add 117.36% | 1,315 | 710 | |
MSCI | MSCI Inc | 2025-03-31 | Add Add | +1.71% | 541.46 ($581.29) 628.34 | $587.74 | 1.11% | Add 181.82% | 155 | 100 | |
ELF | e.l.f. Beauty Inc | 2025-03-31 | Add Add | +1.14% | 62.41 ($87.09) 133.91 | $130.98 | 50.40% | Add 58.25% | 1,630 | 600 | |
FTV | Fortive Corp | 2025-03-31 | Reduce Reduce | -1.13% | 71.82 ($77.92) 82.98 | $53.05 | -31.92% | Reduce -18.27% | 2,080 | -465 | |
VEEV | Veeva Systems Inc | 2025-03-31 | Add Add | +1.02% | 210.58 ($228.51) 246.8 | $284.29 | 24.41% | Add 18.59% | 925 | 145 | |
PSTG | Pure Storage Inc | 2025-03-31 | Add Add | +1.01% | 44.27 ($60.32) 72.37 | $56.93 | -5.62% | Add 18.21% | 4,900 | 755 | |
NTNX | Nutanix Inc | 2025-03-31 | Add Add | +0.98% | 61.28 ($69.19) 77.44 | $76.80 | 11.00% | Add 94.9% | 955 | 465 | |
OKTA | Okta Inc | 2025-03-31 | Add Add | +0.92% | 78.83 ($97.68) 116.72 | $99.11 | 1.46% | Add 18.07% | 1,895 | 290 |
Champlain Strategic Focus Fund Total Holding History ($B)
Champlain Strategic Focus Fund's Asset Allocation
Champlain Strategic Focus Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Champlain Strategic Focus Fund's Hypothetical Growth since 2025-03-31
Champlain Strategic Focus Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Champlain Strategic Focus Fund's Holdings Heat Map
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Champlain Strategic Focus Fund's Holdings Bubble Chart
Champlain Strategic Focus Fund News
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