# Portfolio overlap — JSJAX vs RSEGX

Comparing **Small Cap Dynamic Growth Fund** (2026-02-28) and **Victory RS Small Cap Growth Fund** (2026-03-31).

- Shared positions: 17
- Small Cap Dynamic Growth Fund covered by Victory RS Small Cap Growth Fund: 0.2305295748475128931589347212
- Victory RS Small Cap Growth Fund covered by Small Cap Dynamic Growth Fund: 0.2305295748475128931589347212

## Small Cap Dynamic Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CASEY'S GENERAL | 0.036753 |  |
| ENSIGN GROUP INC | 0.036448 |  |
| RBC BEARINGS INC | 0.035992 |  |
| VSE CORP | 0.033782 |  |
| SSC GOVERNMENT MM GVMXX   / | 0.032368 |  |
| ADV ENERGY INDS | 0.028951 |  |
| SPX TECHNOLOGIES INC | 0.028838 | ✓ |
| FABRINET | 0.028273 | ✓ |
| VIAVI SOLUTIONS INC | 0.025734 |  |
| Nova Measuring Instruments Ltd | 0.025634 |  |
| FIRSTCASH HOLDINGS INC | 0.025559 | ✓ |
| AAR CORP | 0.024816 |  |
| INTERDIGITAL INC | 0.024098 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.022990 |  |
| PLEXUS CORP | 0.022970 |  |
| LITTELFUSE INC | 0.022663 |  |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.021673 |  |
| NEXTRACKER INC CL A | 0.021176 | ✓ |
| BLOOM ENERGY CORP CL A | 0.021158 | ✓ |
| BRIDGEBIO PHARMA INC | 0.019719 | ✓ |
| STIFEL FINANCIAL CORP | 0.019637 |  |
| ARGAN INC | 0.019534 | ✓ |
| RAMBUS INC | 0.018808 |  |
| GUARDANT HEALTH INC | 0.018508 | ✓ |
| CRANE CO | 0.018149 |  |
| STERLING INFRASTRUCTURE INC | 0.017767 |  |
| FIRST FINL BANKSHARES INC | 0.017122 |  |
| MERCURY SYSTEMS INC | 0.016863 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.016300 |  |
| GARRETT MOTION INC | 0.016096 |  |
| PIPER SANDLER COS | 0.015721 |  |
| MIRION TECHNOLOGIES INC-A | 0.015465 |  |
| ICHOR HOLDINGS L | 0.015309 |  |
| OSI SYSTEMS INC | 0.014871 |  |
| HEALTHEQUITY INC | 0.014636 | ✓ |
| MOELIS & CO-CL A | 0.013437 |  |
| CASELLA WASTE SYS INC CL A | 0.012998 | ✓ |
| AXSOME THERAPEUTICS INC | 0.012765 |  |
| SENSIENT TECHNOLOGIES CORP | 0.012672 |  |
| VALLEY NATL BANCORP | 0.012669 |  |
| NPK INTERNATIONAL INC | 0.012339 |  |
| BOOT BARN HOLDINGS INC | 0.012101 |  |
| NOVANTA INC | 0.011764 | ✓ |
| PROTAGONIST THERAPEUTICS INC | 0.011221 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.011145 |  |
| RHYTHM PHARMACEUTICALS INC | 0.010554 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.009670 | ✓ |
| RADNET INC | 0.008880 | ✓ |
| INSMED INC | 0.008717 |  |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.007923 |  |

## Victory RS Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FABRINET | 0.028676 | ✓ |
| MERCURY SYSTEMS INC | 0.025138 | ✓ |
| SPX TECHNOLOGIES INC | 0.025055 | ✓ |
| NEXTRACKER INC CL A | 0.022397 | ✓ |
| GUARDANT HEALTH INC | 0.022032 | ✓ |
| BLOOM ENERGY CORP CL A | 0.021884 | ✓ |
| MODINE MFG CO | 0.021864 |  |
| BRIDGEBIO PHARMA INC | 0.020923 | ✓ |
| SEMTECH CORP | 0.020560 |  |
| PRIMORIS SVCS CORP | 0.019818 |  |
| APPLIED INDU TEC | 0.018061 |  |
| BADGER METER INC | 0.017482 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.016252 |  |
| REVOLUTION MEDICINES INC | 0.015921 |  |
| CASELLA WASTE SYS INC CL A | 0.014441 | ✓ |
| NOVANTA INC | 0.014250 | ✓ |
| PIPER SANDLER CO | 0.014120 |  |
| GLAUKOS CORP | 0.014114 |  |
| CREDO TECHNOLOGY | 0.014100 | ✓ |
| BALCHEM CORP | 0.013890 |  |
| FIRSTCASH HOLDINGS INC | 0.013751 | ✓ |
| SPYRE THERAPEUTICS INC | 0.013444 |  |
| WINTRUST FINL | 0.013395 |  |
| ESCO TECHNOLOGIES INC | 0.012223 |  |
| KRYSTAL BIOTECH INC | 0.012188 |  |
| ADAPTIVE BIOTECHNOLOGIES CORP | 0.011817 |  |
| OneSpaWorld Holdings Ltd. COM USD0.0001 | 0.011566 |  |
| ITRON INC | 0.011330 |  |
| UMB FINANCIAL CORP | 0.011229 |  |
| Ascendis Pharma A/S | 0.011192 |  |
| MUELLER WATER PRODUCTS INC A | 0.011029 |  |
| APOGEE THERAPEUTICS INC | 0.010917 |  |
| PALOMAR HOLDINGS | 0.010713 |  |
| FIVE BELOW INC | 0.010685 |  |
| AVIENT CORP | 0.010471 |  |
| ONTO INNOVATION INC | 0.010461 |  |
| TIDEWATER INC | 0.010438 |  |
| ACI WORLDWIDE INC | 0.010393 |  |
| ORIC PHARMACEUTICALS INC | 0.010287 |  |
| CUSTOMERS BANCORP INC | 0.010140 |  |
| MIRUM PHARMACEUTICALS INC | 0.009962 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.009884 |  |
| TOPGOLF CALLAWAY BRANDS CORP | 0.009761 |  |
| IDEAYA BIOSCIENCES | 0.009110 |  |
| HINGE HEALTH INC | 0.008420 |  |
| Q2 HOLDINGS INC | 0.008357 |  |
| DIGITALOCEAN HOLDINGS INC | 0.008296 |  |
| KORN FERRY | 0.008075 |  |
| KYMERA THERAPEUTICS INC | 0.008047 |  |
| RIOT PLATFORMS INC | 0.007939 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-184515` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1331971/000119312526184515/0001193125-26-184515-index.htm>
- N-PORT (fund B) — accession `0001004726-26-004276` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/802716/000100472626004276/0001004726-26-004276-index.htm>

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