# Portfolio overlap — PHSKX vs PSTAX

Comparing **Virtus KAR Mid-Cap Growth Fund** (2026-03-31) and **Virtus KAR Capital Growth Fund** (2026-03-31).

- Shared positions: 10
- Virtus KAR Mid-Cap Growth Fund covered by Virtus KAR Capital Growth Fund: 0.2850032483318456037066685380
- Virtus KAR Capital Growth Fund covered by Virtus KAR Mid-Cap Growth Fund: 0.2850032483318456037066685381

## 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 |  |

## Virtus KAR Capital Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.092897 |  |
| AMPHENOL CORPORATION CL A | 0.078189 | ✓ |
| VISA INC-CLASS A | 0.065598 |  |
| AMAZON.COM INC | 0.063619 |  |
| ALPHABET INC CL A | 0.058948 |  |
| META PLATFORMS INC CL A | 0.041102 |  |
| CLOUDFLARE INC-A | 0.033783 | ✓ |
| SHOPIFY INC CL A | 0.033204 |  |
| SNOWFLAKE INC CL A | 0.032550 |  |
| LILLY ELI and CO | 0.031609 |  |
| MARRIOTT INTL-A | 0.029717 |  |
| FAIR ISAAC CORP | 0.028787 | ✓ |
| MONOLITHIC POWER SYS INC | 0.027406 | ✓ |
| PROGRESSIVE CORP OHIO | 0.027162 |  |
| NETFLIX INC | 0.026935 |  |
| COMFORT SYSTEMS USA INC | 0.026174 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.024938 |  |
| S&P GLOBAL INC | 0.023209 |  |
| KLA CORP | 0.021995 |  |
| KARMAN HOLDINGS INC | 0.021207 |  |
| IDEXX LABS INC | 0.020842 | ✓ |
| REDDIT INC-A | 0.020490 | ✓ |
| UBER TECHNOLOGIES INC | 0.020448 |  |
| INTUITIVE SURGICAL INC | 0.020096 |  |
| ARM HOLDINGS LTD | 0.019581 |  |
| MERCADOLIBRE INC | 0.019555 | ✓ |
| DATADOG INC CL A | 0.019412 | ✓ |
| MEDLINE INC-A | 0.019083 | ✓ |
| SERVICENOW INC | 0.018539 |  |
| Hermes International Unsponsored ADR | 0.017221 |  |
| DANAHER CORP | 0.015704 |  |


## 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 `0000940400-26-020678` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026020678/0000940400-26-020678-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_