Carillon Scout Mid Cap Fund Q1 2026 Portfolio Review
The Carillon Scout Mid Cap Fund's Q1 2026 portfolio review highlights strong performance driven by investments in technology and infrastructure sectors, particularly companies benefiting from AI and cloud growth. Holdings in firms like Ciena Corporation and Teradyne reflected strategic exposure to hyperscalers and expanding data center demand. The fund also maintained positions in consumer and industrial names, balancing growth and value-oriented mid-cap equities.
- ▪Hyperscalers led market trends in Q1 2026, with growing demand from AI-focused cloud data center operators.
- ▪Ciena Corporation (CIEN) and Teradyne (TER) were key contributors to the fund's performance.
- ▪The portfolio included significant holdings in MongoDB (MDB), ServiceTitan (TTAN), and Coupang (CPNG).
- ▪Marathon Petroleum (MPC) and Casey's General Stores (CASY) represented notable energy and retail exposures.
- ▪Agilent Technologies (A), Robinhood Markets (HOOD), and ATI Inc. (ATI) were among the other major positions.
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