Trillium ESG Small/Mid Cap Fund

Trillium ESG Small/Mid Cap Fund is a registered fund series of Perpetual Americas Funds Trust (series S000081439). Net assets $29.8M as of 2026-03-31.

Profile

Advisers

Top holdings (73 reported)

Showing 15 of 73 holdings by value.

HoldingTickerValue% of fund
Northern Institutional Funds$1.1M373.69%
East West Bancorp Inc$919K307.95%
The New York Times Company$879K294.50%
MYR Grp Inc$754K252.74%
Lincoln Electric Holdings Inc.$753K252.29%
Sitime Corporation$703K235.67%
Burlington Stores Inc.$701K235.02%
Trimble Inc$669K224.34%
J. B. Hunt Transport Services, Inc.$648K217.12%
Webster Financial Corp.$609K204.17%
MSA Safety Inc.$561K188.15%
Ingevity Corporation$553K185.48%
Palo Alto Networks Inc$538K180.39%
Ulta Beauty Inc$513K171.87%
Merit Medical Systems Inc.$509K170.55%

Net asset history

Report dateNet assets
2026-03-31$29.8M
2025-12-31$30.7M
2025-09-30$34.4M
2025-06-30$34.0M
2025-03-31$31.9M
2024-12-31$35.8M
2024-09-30$39.0M
2024-06-28$40.3M

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