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DF DENT MIDCAP GROWTH FUND (DFMLX) is an MF managed by Independent / Boutique. Its largest position is ECOLAB INC. (ECL), representing 5.38% of fund assets.

DF DENT MIDCAP GROWTH FUND Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
DFMLX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
Apr 21, 2026
Showing 37 out of 37 holdings
Holding Weight Market Value Shares
-
ECOLAB INC.
5.38% $14,115,021.20 53,060
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Vulcan Materials CO
5.16% $13,536,849.90 49,713
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Kinsale Capital Group, Inc.
4.31% $11,314,070.90 33,115
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Veralto Corp
4.14% $10,865,138.02 122,881
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HEINEKEN N.V.
4.14% $10,853,825.62 51,418
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VEEVA SYSTEMS INC
3.96% $10,385,194.86 59,121
-
BIO-TECHNE Corp
3.96% $10,384,950.42 198,717
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CBRE GROUP, INC.
3.75% $9,836,156.98 72,613
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TransDigm Group INC
3.70% $9,717,879.60 8,385
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APPFOLIO INC
3.65% $9,593,719.98 60,789
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OLD DOMINION FREIGHT LINE, INC.
3.18% $8,353,154.60 42,749
-
WEST PHARMACEUTICAL SERVICES INC
3.07% $8,047,549.12 32,108
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PTC INC.
3.05% $8,013,780.09 56,241
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Waste Connections, Inc.
3.05% $7,999,682.68 49,247
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COPART INC
2.88% $7,550,609.60 227,428
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COSTAR GROUP, INC.
2.81% $7,386,617.06 183,109
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TYLER TECHNOLOGIES INC
2.66% $6,980,785.82 20,389
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MSCI Inc.
2.61% $6,844,887.99 12,699
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METTLER TOLEDO INTERNATIONAL INC/
2.58% $6,782,733.60 5,378
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Goosehead Insurance, Inc.
2.54% $6,659,652.60 156,110
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MOODYS CORP /DE/
2.52% $6,603,952.50 15,138
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CADENCE DESIGN SYSTEMS INC
2.32% $6,082,852.17 21,891
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MONOLITHIC POWER SYSTEMS, INC.
2.19% $5,740,087.50 5,250
-
FIRST AMERICAN TREASURY OBLIGA
2.14% $5,629,597.12 5,629,597
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BROWN & BROWN, INC.
1.94% $5,099,682.84 78,204
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REPLIGEN CORP
1.89% $4,968,115.94 42,167
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SiteOne Landscape Supply, Inc.
1.88% $4,925,469.33 37,003
-
MICROCHIP TECHNOLOGY INC
1.78% $4,666,521.86 72,226
-
Floor & Decor Holdings, Inc.
1.77% $4,647,742.80 91,491
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MARKEL GROUP INC.
1.74% $4,561,228.81 2,383
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ENTEGRIS INC
1.70% $4,474,699.08 38,167
-
Booz Allen Hamilton Holding Corp
1.65% $4,340,886.93 55,631
-
MANHATTAN ASSOCIATES INC
1.37% $3,590,512.64 26,972
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Guidewire Software, Inc.
1.35% $3,530,962.04 23,609
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NOVANTA INC
1.28% $3,359,875.17 28,447
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Morningstar, Inc.
1.16% $3,055,747.80 18,076
-
Atlassian Corp
0.91% $2,390,524.50 35,026
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