Elite Manager Tracking

The Top 150 BSDs

Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

Home Letters Funds Account

Eric Mintz — Institutional Investor Profile | Buyside Digest

Eric Mintz

Institutional Investor • Carillon Eagle Mid Cap Growth Fund

Value

$0M

Stocks

49 Stocks

Turnover

0.0%

CIK

0000790502EDGAR ↗

Website ↗

Top Holdings

MSFT(4.30%) AVGO(3.60%) JPM(2.93%) COR(2.89%) RBA(2.73%)

About Investor

The portfolio management team is led by Eric Mintz, CFA, Managing Director and Portfolio Manager with 30 years of industry experience, working alongside Christopher Sassouni, D.M.D., Portfolio Co-Manager with 35 years of experience who has overseen the fund since January 3, 2006, and David Cavanaugh as the third portfolio manager. The team operates within Eagle Asset Management, Inc., headquartered at 880 Carillon Parkway, St. Petersburg, Florida, which manages $60.7 billion in total assets across 79,272 client relationships. Eagle Asset Management was established in the 1970s-1980s as a wholly-owned subsidiary of Carillon Tower Advisers, Inc., part of Raymond James Investment Management. The organization benefits from notable expertise including Bert L. Boksen, CFA, a Senior Vice President and Managing Director with 44 years at Raymond James specializing in small-cap stocks before retirement. Born March 27, 1948, in New York City, Boksen relocated to Florida in 1979 and brought decades of growth equity expertise. Eagle Asset Management combines exceptional individual investment team insight with full-service platform stability and strength. The management team has delivered consistent outperformance of the fund's benchmark since 2006, demonstrating long-term investment discipline and effective risk management.

Investor Philosophy

Investment philosophy details pending verification.

Eric Mintz Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
MSFT	None	Microsoft Corporation	Information Technology	$372.9M	4.3%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$311.9M	3.6%	No Change
JPM	None	JPMorgan Chase & Company	Financials	$254.2M	2.9%	No Change
COR	None	Cencora, Inc.	Health Care	$250.8M	2.9%	No Change
RBA	None	RB Global	Industrials	$237.1M	2.7%	No Change
BKR	None	Baker Hughes	Energy	$236.0M	2.7%	No Change
ARES	None	Ares Management	Financials	$229.1M	2.6%	No Change
GS	None	Goldman Sachs Group Inc	Financials	$228.3M	2.6%	No Change
WAB	None	Westinghouse Air Brake Technologies Corp.	Industrials	$226.9M	2.6%	No Change
AAXN	None	Axon Enterprise Inc	General	$218.7M	2.5%	-99.9%

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
AAXNAxon Enterprise Inc	$218.7M	-99.9%	2.5%	Decreased
AXONAxon Enterprises	$218.7M	-100.0%	0.0%	Sold Out
MDTMedtronic	$138.2M	-100.0%	0.0%	Sold Out
CORPPIMCO ETF TR	$130.8M	-100.0%	0.0%	Sold Out
HPEHewlett Packard	$127.6M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology20.9%

Industrials20.7%

Financials14.3%

Consumer Discretionary12.8%

Health Care8.2%

Sector	Stocks	Value	Exposure
Information Technology	10	$1810.0M	20.9%
Industrials	10	$1793.4M	20.7%
Financials	6	$1237.8M	14.3%
Consumer Discretionary	7	$1110.6M	12.8%
Health Care	4	$707.6M	8.2%
Energy	3	$584.9M	6.7%
General	3	$527.8M	6.1%
Communication Services	3	$460.9M	5.3%
Utilities	1	$156.0M	1.8%
Materials	1	$145.2M	1.7%
Consumer Staples	1	$138.6M	1.6%