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TRUST FOR PROFESSIONAL MANAGERS

CIK: 0001141819 Equity
Report date: 2026-04-29
AUM $98M
Expense Ratio —
Category Equity
State DE
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-29

About this Fund

TRUST FOR PROFESSIONAL MANAGERS is a renowned mutual fund company that specializes in providing expert asset management services to a diverse range of investors, from individual investors to institutional clients, with a focus on delivering exceptional investment solutions tailored to meet their unique needs and goals. As a leading player in the asset management industry, the company offers a comprehensive suite of mutual funds across various asset classes, including equity, debt, hybrid, and money market funds, each carefully crafted to cater to distinct investor preferences and risk profiles. By leveraging the expertise of its experienced investment managers, TRUST FOR PROFESSIONAL MANAGERS strives to create and manage portfolios that not only generate attractive returns but also prioritize capital preservation, thereby fostering long-term wealth creation for its valued clients. With a steadfast commitment to transparency, accountability, and investor-centricity, the company has established itself as a trusted partner for those seeking to navigate the complexities of the investment landscape. TRUST FOR PROFESSIONAL MANAGERS recognizes the importance of systematic investment plans (SIPs) in helping investors achieve their financial objectives, and as such, offers flexible SIP options that enable investors to invest a fixed amount of money at regular intervals, thereby promoting disciplined investing and reducing the impact of market volatility. The company's investment approach is rooted in rigorous research, meticulous risk assessment, and a deep understanding of the markets, ensuring that its mutual funds are optimally positioned to capitalize on emerging opportunities while minimizing potential downsides. By combining cutting-edge investment strategies with a customer-focused approach, TRUST FOR PROFESSIONAL MANAGERS has earned the trust and loyalty of its investors, who appreciate the company's unwavering dedication to helping them build and preserve their wealth over time. As a specialist in wealth management, TRUST FOR PROFESSIONAL MANAGERS is well-equipped to address the intricate needs of its clients, providing personalized investment solutions that take into account their unique financial circumstances, risk tolerance, and investment horizons. The company's team of seasoned investment professionals works closely with clients to understand their objectives, develop customized portfolio strategies, and provide ongoing support and guidance to ensure that their investment goals are met. With its strong foundation in asset management, extensive range of mutual fund offerings, and unrelenting focus on investor satisfaction, TRUST FOR PROFESSIONAL MANAGERS has solidified its position as a trusted and respected name in the investment community, making it an ideal partner for investors seeking to create lasting wealth and achieve financial success. By choosing TRUST FOR PROFESSIONAL MANAGERS, investors can tap into the company's extensive expertise, benefit from its time-tested investment approaches, and gain confidence in their ability to navigate the ever-changing investment landscape, secure in the knowledge that their financial well-being is in the hands of a proven and reliable mutual fund company.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

29 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 BMI Badger Meter Inc Since 2026-05-10 056525108 Equity (Common)
1.47%
 $1.44 9,429
2 CECO CECO Environmental Corp Since 2026-05-10 125141101 Equity (Common)
1.76%
 $1.72 28,476
3 KFY Korn Ferry Since 2026-05-10 500643200 Equity (Common)
2.61%
 $2.55 40,759
4 LMAT LeMaitre Vascular Inc Since 2026-05-10 525558201 Equity (Common)
2.69%
 $2.63 24,348
5 CALX Calix Inc Since 2026-05-10 13100M509 Equity (Common)
2.74%
 $2.67 51,656
6 FCFS FirstCash Holdings Inc Since 2026-05-10 33768G107 Equity (Common)
1.77%
 $1.73 8,989
7 PGNY Progyny Inc Since 2026-05-10 74340E103 Equity (Common)
1.01%
 $0.98 55,701
8 QTWO Q2 Holdings Inc Since 2026-05-10 74736L109 Equity (Common)
1.15%
 $1.13 23,409
9 BJRI BJ's Restaurants Inc Since 2026-05-10 09180C106 Equity (Common)
2.07%
 $2.03 53,342
10 PLUS ePlus Inc Since 2026-05-10 294268107 Equity (Common)
1.83%
 $1.79 22,170
11 HLIO Helios Technologies Inc Since 2026-05-10 42328H109 Equity (Common)
3.68%
 $3.60 50,491
12 PI Impinj Inc Since 2026-05-10 453204109 Equity (Common)
1.15%
 $1.12 9,166
13 SLP Simulations Plus Inc Since 2026-05-10 829214105 Equity (Common)
1.10%
 $1.08 88,163
14 RDNT RadNet Inc Since 2026-05-10 750491102 Equity (Common)
1.97%
 $1.92 27,559
15 WGS GeneDx Holdings Corp Since 2026-05-10 81663L200 Equity (Common)
1.41%
 $1.38 17,296
16 WD Walker & Dunlop Inc Since 2026-05-10 93148P102 Equity (Common)
1.75%
 $1.71 37,088
17 MD Pediatrix Medical Group Inc Since 2026-05-10 58502B106 Equity (Common)
2.76%
 $2.70 136,137
18 MIR Mirion Technologies Inc Since 2026-05-10 60471A101 Equity (Common)
1.77%
 $1.73 80,181
19 NCNO nCino Inc Since 2026-05-10 63947X101 Equity (Common)
0.98%
 $0.96 59,408
20 AGYS Agilysys Inc Since 2026-05-10 00847J105 Equity (Common)
0.98%
 $0.96 13,286
21 DV DoubleVerify Holdings Inc Since 2026-05-10 25862V105 Equity (Common)
1.52%
 $1.49 141,337
22 LMB Limbach Holdings Inc Since 2026-05-10 53263P105 Equity (Common)
2.40%
 $2.34 25,629
23 OGS ONE Gas Inc Since 2026-05-10 68235P108 Equity (Common)
3.20%
 $3.13 35,795
24 LRN Stride Inc Since 2026-05-10 86333M108 Equity (Common)
2.49%
 $2.44 28,871
25 UFPT UFP Technologies Inc Since 2026-05-10 902673102 Equity (Common)
2.46%
 $2.40 11,418
26 BLFS BioLife Solutions Inc Since 2026-05-10 09062W204 Equity (Common)
2.79%
 $2.72 112,536
27 HURN Huron Consulting Group Inc Since 2026-05-10 447462102 Equity (Common)
2.82%
 $2.75 19,482
28 PWP Perella Weinberg Partners Since 2026-05-10 71367G102 Equity (Common)
2.47%
 $2.41 130,223
29 SNEX StoneX Group Inc Since 2026-05-10 861896108 Equity (Common)
4.28%
 $4.19 32,833
Frequently Asked Questions — TRUST FOR PROFESSIONAL MANAGERS
What type of mutual fund is TRUST FOR PROFESSIONAL MANAGERS?
TRUST FOR PROFESSIONAL MANAGERS is a SEC-registered Equity fund, with $98M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, TRUST FOR PROFESSIONAL MANAGERS holds 29 portfolio positions, all detailed in the holdings table on this page.
What are TRUST FOR PROFESSIONAL MANAGERS's assets under management (AUM)?
TRUST FOR PROFESSIONAL MANAGERS has $98M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are TRUST FOR PROFESSIONAL MANAGERS's top holdings?
According to TRUST FOR PROFESSIONAL MANAGERS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Badger Meter Inc, CECO Environmental Corp, Korn Ferry , among others. The complete list of all 29 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is TRUST FOR PROFESSIONAL MANAGERS's expense ratio?
Expense ratio data for TRUST FOR PROFESSIONAL MANAGERS is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find TRUST FOR PROFESSIONAL MANAGERS's SEC filings?
TRUST FOR PROFESSIONAL MANAGERS is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001141819. You can access all of TRUST FOR PROFESSIONAL MANAGERS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001141819). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is TRUST FOR PROFESSIONAL MANAGERS's holdings data on StockSifting?
Holdings data for TRUST FOR PROFESSIONAL MANAGERS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.