# Portfolio overlap — PHSKX vs IAMOX

Comparing **Virtus KAR Mid-Cap Growth Fund** (2026-03-31) and **VOYA MIDCAP OPPORTUNITIES PORTFOLIO** (2026-03-31).

- Shared positions: 11
- Virtus KAR Mid-Cap Growth Fund covered by VOYA MIDCAP OPPORTUNITIES PORTFOLIO: 0.1752158273762848757368345968
- VOYA MIDCAP OPPORTUNITIES PORTFOLIO covered by Virtus KAR Mid-Cap Growth Fund: 0.1752158273762848757368345969

## Virtus KAR Mid-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLOUDFLARE INC-A | 0.086593 | ✓ |
| AMPHENOL CORPORATION CL A | 0.072462 |  |
| COMFORT SYSTEMS USA INC | 0.062302 | ✓ |
| MERCADOLIBRE INC | 0.043923 |  |
| MONOLITHIC POWER SYS INC | 0.043804 | ✓ |
| WEST PHARMACEUTICAL SVCS INC | 0.036917 |  |
| IDEXX LABS INC | 0.034959 | ✓ |
| TOAST INC-A | 0.033215 | ✓ |
| NEW YORK TIMES CO CL A | 0.030809 |  |
| HOULIHAN LOKEY I | 0.030241 |  |
| INSULET CORP | 0.028988 |  |
| CELSIUS HOLDINGS INC | 0.028897 | ✓ |
| TOPBUILD CORP | 0.028733 |  |
| FAIR ISAAC CORP | 0.028549 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.028379 |  |
| EQUIFAX INC | 0.028200 |  |
| ON HOLDING AG | 0.027586 | ✓ |
| HEALTHEQUITY INC | 0.027302 |  |
| TRIMBLE INC | 0.027099 |  |
| ROLLINS INC | 0.025973 |  |
| DATADOG INC CL A | 0.025497 | ✓ |
| MEDLINE INC-A | 0.025012 |  |
| PTC INC | 0.022836 |  |
| OLD DOMINION FRT | 0.022297 |  |
| COPART INC | 0.021971 |  |
| DOMINOS PIZZA INC | 0.021764 | ✓ |
| PURE STORAGE INC CL A | 0.020936 |  |
| GOOSEHEAD INSURANCE | 0.019584 |  |
| GLOBAL-E ONLINE LTD | 0.018968 |  |
| REDDIT INC-A | 0.017736 | ✓ |
| FRESHPET INC | 0.014568 |  |
| VERTEX INC - CLASS A | 0.013903 |  |

## VOYA MIDCAP OPPORTUNITIES PORTFOLIO — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERTIV HOLDINGS CO | 0.044324 |  |
| HOWMET AEROSPACE INC | 0.041693 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.040283 |  |
| CENCORA INC | 0.037945 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.036620 |  |
| CLOUDFLARE INC-A | 0.034157 | ✓ |
| MONOLITHIC POWER SYS INC | 0.031838 | ✓ |
| COMFORT SYSTEMS USA INC | 0.029648 | ✓ |
| VISTRA CORP | 0.026187 |  |
| IDEXX LABS INC | 0.025352 | ✓ |
| WW GRAINGER INC | 0.022319 |  |
| TRACTOR SUPPLY CO. | 0.020359 |  |
| ROBLOX CORP - A | 0.018928 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.017612 |  |
| AXON ENTERPRISE INC | 0.017008 |  |
| HEICO CORP | 0.016774 |  |
| LPL FINL HLDGS INC | 0.016206 |  |
| TAPESTRY INC | 0.016181 |  |
| TARGA RESOURCES CORP | 0.016089 |  |
| BURLINGTON STORES INC | 0.015738 |  |
| WELLTOWER INC | 0.015573 |  |
| ASSURANT INC | 0.014716 |  |
| SHARKNINJA INC | 0.014468 |  |
| APPLIED INDU TEC | 0.014322 |  |
| DATADOG INC CL A | 0.014314 | ✓ |
| DUTCH BROS INC-A | 0.014042 |  |
| LEONARDO DRS INC | 0.012986 |  |
| WATERS CORP | 0.012548 |  |
| TECHNIPFMC PLC | 0.012366 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.012307 |  |
| VULCAN MATERIALS CO | 0.012298 |  |
| EXPAND ENERGY CORP | 0.012129 |  |
| ONTO INNOVATION INC | 0.011784 |  |
| DOLLAR TREE INC | 0.011259 |  |
| SNOWFLAKE INC CL A | 0.010826 |  |
| SYNCHRONY FINANCIAL | 0.010399 |  |
| SAMSARA INC-CL A | 0.010181 |  |
| ALIGN TECHNOLOGY INC | 0.010039 |  |
| WILLIAMS-SONOMA INC | 0.009507 |  |
| QUEST DIAGNOSTICS INC | 0.009355 |  |
| MSILF-GOVT-INS | 0.009192 |  |
| ON HOLDING AG | 0.008942 | ✓ |
| STIFEL FINANCIAL CORP | 0.008314 |  |
| DYCOM INDUSTRIES INC | 0.007993 |  |
| CELSIUS HOLDINGS INC | 0.007927 | ✓ |
| CARVANA CO CL A | 0.007893 |  |
| ROBINHOOD MARKETS INC | 0.007747 |  |
| CROWDSTRIKE HOLDINGS INC | 0.007571 |  |
| TEXAS ROADHOUSE INC | 0.007520 |  |
| LAZARD INC CL A | 0.007496 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022773` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026022773/0000940400-26-022773-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022581` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/916403/000094040026022581/0000940400-26-022581-index.htm>

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