# Portfolio overlap — JSJIX vs WTSGX

Comparing **Small Cap Dynamic Growth Fund** (2026-02-28) and **SBH SMALL CAP GROWTH FUND** (2026-03-31).

- Shared positions: 16
- Small Cap Dynamic Growth Fund covered by SBH SMALL CAP GROWTH FUND: 0.2150322219863804187599631583
- SBH SMALL CAP GROWTH FUND covered by Small Cap Dynamic Growth Fund: 0.2150322219863804187599631583

## 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 |  |

## SBH SMALL CAP GROWTH FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STERLING INFRASTRUCTURE INC | 0.030018 | ✓ |
| STONEX GROUP INC | 0.023864 |  |
| ENSIGN GROUP INC | 0.022341 | ✓ |
| ONTO INNOVATION INC | 0.021711 |  |
| GUARDANT HEALTH INC | 0.021282 | ✓ |
| MATERION CORP | 0.020802 |  |
| MIRION TECHNOLOGIES INC-A | 0.020470 | ✓ |
| PROTAGONIST THERAPEUTICS INC | 0.019565 | ✓ |
| LATTICE SEMICONDUCTOR CORP | 0.019361 |  |
| MODINE MFG CO | 0.019300 |  |
| IES HOLDINGS INC | 0.018689 |  |
| CAVCO INDUSTRIES INC | 0.017469 |  |
| RANGE RESOURCES CORP | 0.017244 |  |
| HOULIHAN LOKEY I | 0.017087 |  |
| CASELLA WASTE SYS INC CL A | 0.016835 | ✓ |
| ESCO TECHNOLOGIES INC | 0.016796 |  |
| RADNET INC | 0.016723 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.016470 |  |
| MIRUM PHARMACEUTICALS INC | 0.016110 |  |
| SKYWARD SPECIALTY INSURANCE GROUP INC | 0.015703 |  |
| ALKERMES PLC | 0.015604 |  |
| VSE CORP | 0.015219 | ✓ |
| PRIMORIS SVCS CORP | 0.015119 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.014845 |  |
| HEALTHEQUITY INC | 0.014014 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.013922 |  |
| NEXTRACKER INC CL A | 0.013483 | ✓ |
| RAMBUS INC | 0.013422 | ✓ |
| HAWKINS INC | 0.013374 |  |
| TERRENO REALTY CORP | 0.013227 |  |
| GLAUKOS CORP | 0.013194 |  |
| INSTALLED BUILDING PRODUCTS INC | 0.013094 |  |
| LIMBACH HOLDINGS INC | 0.012974 |  |
| TECHNIPFMC PLC | 0.012946 |  |
| PROCORE TECHNOLOGIES INC | 0.012688 |  |
| OSI SYSTEMS INC | 0.012528 | ✓ |
| SAIA INC | 0.012168 |  |
| MOOG INC-CLASS A | 0.012155 |  |
| NOVANTA INC | 0.012096 | ✓ |
| TOPBUILD CORP | 0.012095 |  |
| STEPSTONE GROUP INC CLASS A | 0.012068 |  |
| CYTOKINETICS INC | 0.011738 |  |
| REVOLVE GROUP INC | 0.011443 |  |
| CSW INDUSTRI INC | 0.011304 |  |
| FTAI AVIATION LT | 0.011187 |  |
| PATRICK INDUSTRIES INC | 0.010747 |  |
| DESCARTES SYS | 0.010729 |  |
| BOOT BARN HOLDINGS INC | 0.010668 | ✓ |
| VAXCYTE INC | 0.010507 |  |
| HAMILTON LANE INC - A | 0.010448 |  |


## 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 `0000910472-26-008408` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/357204/000091047226008408/0000910472-26-008408-index.htm>

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