FTHMX holdings — FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND
FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND (FTHMX) held 90 positions with net assets of $165M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 30.6% of the fund, led by JBL, EME, FTI.
FTHMX top holdings
- JBL JABIL INC — 4.22% ($6.97M)
- EME EMCOR GROUP INC — 3.85% ($6.36M)
- FTI TECHNIPFMC PLC — 3.16% ($5.22M)
- FIX COMFORT SYSTEMS USA INC — 3.06% ($5.05M)
- NTAP NETAPP INC — 3.03% ($5.01M)
- CMI CUMMINS INC — 3.01% ($4.97M)
- ROST ROSS STORES INC — 2.91% ($4.81M)
- TT TRANE TECHNOLOGIES PLC — 2.87% ($4.75M)
- GWW W.W. GRAINGER INC — 2.24% ($3.69M)
- JBHT J.B. HUNT TRANSPORT SERVICES INC — 2.21% ($3.66M)
- N/A — 2.18% ($3.61M)
- ULTA ULTA BEAUTY INC — 2.02% ($3.34M)
- BWA BORGWARNER INC — 2.01% ($3.32M)
- KR KROGER COMPANY (THE) — 1.99% ($3.29M)
- IQV IQVIA HOLDINGS INC — 1.99% ($3.28M)
- BIIB BIOGEN INC — 1.97% ($3.26M)
- HIG HARTFORD INSURANCE GROUP INC (THE) — 1.90% ($3.14M)
- CF CF INDUSTRIES HOLDINGS INC — 1.85% ($3.06M)
- UTHR UNITED THERAPEUTICS CORP — 1.73% ($2.85M)
- ZBRA ZEBRA TECHNOLOGIES CORP — 1.70% ($2.81M)
- RL RALPH LAUREN CORP — 1.69% ($2.79M)
- NTRS NORTHERN TRUST CORP — 1.63% ($2.69M)
- EWBC EAST WEST BANCORP INC — 1.47% ($2.43M)
- CW CURTISS-WRIGHT CORP — 1.46% ($2.42M)
- CBRE CBRE GROUP INC — 1.44% ($2.38M)
What are FTHMX's top 10 holdings?
JBL (4.2%), EME (3.8%), FTI (3.2%), FIX (3.1%), NTAP (3.0%), CMI (3.0%), ROST (2.9%), TT (2.9%), GWW (2.2%), JBHT (2.2%).
How many stocks are in FTHMX?
FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND reported 90 holdings as of June 30, 2026.