Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ACSMX vs GCSDX
Shared holdings
4
ACSMX covered by GCSDX
12.97%
GCSDX covered by ACSMX
12.97%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
ACSMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| RBC BEARINGS INC | 7.75% | |
| CASEY'S GENERAL | 7.65% | |
| GUIDEWIRE SOFTWARE INC | 5.28% | |
| COASTAL FINANCIAL CORP/WA | 4.65% | |
| PJT PARTNERS INC | 4.22% | |
| JONES LANG LASALLE INC | 4.21% | |
| VIRTU FINANCIAL INC- CL A | 4.01% | |
| EVERCORE INC A | 3.63% | |
| WATSCO INC | 3.57% | |
| TIMKEN CO | 3.43% | |
| OWENS CORNING INC | 3.22% | |
| TOLL BROTHERS INC | 2.95% | |
| QXO INC | 2.93% | |
| CASTLE BIOSCIENCES INC | 2.90% | |
| POOL CORP | 2.85% | |
| PROCORE TECHNOLOGIES INC | 2.83% | |
| ATRICURE INC | 2.63% | |
| ADVANCED DRAINAGE SYSTEMS INC | 2.55% | |
| MONEYMKT | 2.52% | |
| GXO LOGISTICS INC | 2.51% | |
| DONALDSON CO INC | 2.28% | |
| FIRSTSERVICE-WI | 2.18% | |
| MADISON SQUARE GARDEN SPORTS CORP | 2.00% | |
| ATLANTA BRAVES HOLDINGS INC | 1.99% | |
| SOLVENTUM CORP | 1.85% | |
| ALLEGION PLC | 1.84% | |
| SERVICETITAN INC-A | 1.83% | |
| APPFOLIO INC - A | 1.81% | |
| FIRST AMERICAN FINANCIAL CORP | 1.68% | |
| AVANTOR INC | 1.64% | |
| WINTRUST FINL | 1.58% | |
| Stevanato Group S.p.A. ORD SHS | 1.24% | |
| UTZ BRANDS INC A | 1.13% | |
| NCINO INC | 0.63% |
GCSDX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| RBC BEARINGS INC | 6.65% | |
| KEYSIGHT TECHNOLOGIES INC | 6.52% | |
| MONOLITHIC POWER SYS INC | 4.26% | |
| ROLLINS INC | 4.26% | |
| ADVANCED DRAINAGE SYSTEMS INC | 4.01% | |
| BALCHEM CORP | 3.97% | |
| AAON INC | 3.92% | |
| AXON ENTERPRISE INC | 3.75% | |
| BURLINGTON STORES INC | 3.71% | |
| EXPONENT INC | 3.67% | |
| FRST AM-GV OB-X | 3.42% | |
| EXLSERVICE HOLDINGS INC | 3.41% | |
| GLOBUS MEDICAL INC | 3.25% | |
| REPLIGEN CORP | 3.13% | |
| CHURCH & DWIGHT | 3.01% | |
| CONSTRUCTION PARTNERS INC CL A | 2.83% | |
| TYLER TECHNOLOGIES INC | 2.82% | |
| ONTO INNOVATION INC | 2.70% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 2.60% | |
| KINSALE CAPITAL GROUP INC | 2.59% | |
| BIO-TECHNE CORP | 2.37% | |
| NOVANTA INC | 2.20% | |
| FAIR ISAAC CORP | 2.17% | |
| COPART INC | 2.11% | |
| RYAN SPECIALTY HOLDINGS INC | 2.01% | |
| POOL CORP | 1.90% | |
| WATSCO INC | 1.88% | |
| DESCARTES SYS | 1.86% | |
| HEALTHEQUITY INC | 1.80% | |
| COSTAR GROUP INC | 1.75% | |
| EPAM SYSTEMS INC | 1.23% | |
| VERTEX INC - CLASS A | 1.22% | |
| MARKETAXESS HLDGS INC | 1.10% | |
| HUBSPOT INC | 1.01% | |
| CERTARA INC | 0.93% | |
| ABIOMED INC CVR RIGHTS (DEC 2022) | 0.00% |
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