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Clarkston Fund (CILGX) is an MF managed by Independent / Boutique. Its largest position is Post Holdings, Inc. (POST), representing 9.99% of fund assets.

Clarkston Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
CILGX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 29, 2026
Showing 27 out of 27 holdings
Holding Weight Market Value Shares
-
Post Holdings, Inc.
9.99% $9,787,140.00 99,000
-
AFFILIATED MANAGERS GROUP, INC.
7.91% $7,747,600.00 28,000
-
CLARIVATE PLC
7.09% $6,944,850.00 2,745,000
-
IQVIA HOLDINGS INC.
5.05% $4,945,660.00 29,000
-
Avantor, Inc.
5.00% $4,900,000.00 625,000
-
BECTON DICKINSON & CO
4.98% $4,874,130.00 31,000
-
Fidelity National Information Services, Inc.
4.55% $4,456,450.00 95,000
-
Fortive Corp
4.51% $4,422,400.00 80,000
-
Airbnb, Inc.
3.87% $3,788,400.00 30,000
-
Lamb Weston Holdings, Inc.
3.67% $3,592,100.00 85,000
-
ROPER TECHNOLOGIES INC
3.61% $3,538,600.00 10,000
-
GARTNER INC
3.56% $3,483,480.00 22,000
-
INTERNATIONAL FLAVORS & FRAGRANCES INC
3.11% $3,047,100.00 42,000
-
BROWN & BROWN, INC.
2.80% $2,738,820.00 42,000
-
CAPITAL ONE FINANCIAL CORP
2.79% $2,736,450.00 15,000
-
ALIGN TECHNOLOGY INC
2.62% $2,571,450.00 15,000
-
MOLSON COORS BEVERAGE CO
2.20% $2,153,000.00 50,000
-
US Foods Holding Corp.
2.16% $2,120,830.00 23,000
-
LPL Financial Holdings Inc.
2.15% $2,105,810.00 7,000
-
SCHWAB CHARLES CORP
1.92% $1,879,600.00 20,000
-
DANAHER CORP /DE/
1.80% $1,763,280.00 9,300
-
IDEX CORP /DE/
1.74% $1,705,950.00 9,000
-
C. H. ROBINSON WORLDWIDE, INC.
1.53% $1,494,630.00 9,000
-
COPART INC
1.42% $1,394,400.00 42,000
-
Anheuser-Busch InBev SA/NV
1.42% $1,387,400.00 20,000
-
Walt Disney Co
1.38% $1,349,320.00 14,000
-
FEDEX CORP
0.73% $712,360.00 2,000
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