Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ACTS vs BCUS
Shared holdings
5
ACTS covered by BCUS
15.82%
BCUS covered by ACTS
15.82%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
ACTS (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Tim S A SPONSORED ADR | 5.13% | |
| FIRSTCASH HOLDINGS INC | 4.84% | |
| VSE CORP | 4.82% | |
| CASEY'S GENERAL | 4.46% | |
| CARPENTER TECHNOLOGY CORP | 4.19% | |
| MONOLITHIC POWER SYS INC | 4.02% | |
| INTERACTIVE BROKERS GROUP INC | 4.00% | |
| AMKOR TECHNOLOGY INC | 3.99% | |
| API GROUP CORP | 3.94% | |
| INTERDIGITAL INC | 3.58% | |
| BLOOM ENERGY CORP CL A | 3.43% | |
| O'REILLY AUTOMOTIVE INC | 3.17% | |
| WINMARK CORP | 3.15% | |
| STRIDE INC | 3.14% | |
| IDEXX LABS INC | 2.99% | |
| COCA COLA CONSOLIDATED INC | 2.74% | |
| DOLLAR GENERAL CORP | 2.72% | |
| GULFPORT ENERGY CORP | 2.51% | |
| WEST PHARMACEUTICAL SVCS INC | 2.15% | |
| HOULIHAN LOKEY I | 2.11% | |
| ADV ENERGY INDS | 2.11% | |
| EXELIXIS INC | 2.09% | |
| CIENA CORP | 2.06% | |
| EQT CORPORATION | 2.03% | |
| CATERPILLAR INC | 2.03% | |
| BROADCOM INC | 2.02% | |
| ALLEGION PLC | 2.02% | |
| AGNICO EAGLE MINES LTD | 1.99% | |
| OPEN TEXT CORP | 1.97% | |
| COHERENT CORP | 1.95% | |
| UBIQUITI INC | 1.94% | |
| JACK HENRY | 1.94% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.93% | |
| KLA CORP | 1.81% | |
| FIRST AM-TR OB-X | 1.03% |
BCUS (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| INTERDIGITAL INC | 4.45% | |
| AMPHENOL CORPORATION CL A | 4.28% | |
| CARDINAL HEALTH INC | 4.23% | |
| CASEY'S GENERAL | 4.04% | |
| TRANE TECHNOLOGI | 3.99% | |
| PARKER HANNIFIN CORP | 3.97% | |
| TRANSDIGM GROUP INC | 3.92% | |
| BOSTON SCIENTIFIC CORP | 3.88% | |
| CRH PLC | 3.72% | |
| JPMORGAN CHASE and CO | 3.61% | |
| NETFLIX INC | 3.44% | |
| CARPENTER TECHNOLOGY CORP | 3.41% | |
| TECHNIPFMC PLC | 3.35% | |
| Spotify Technology SA | 3.34% | |
| TARGA RESOURCES CORP | 3.30% | |
| GRANITE CONSTRUCTION INC | 3.13% | |
| FLEX LTD | 3.07% | |
| SPROUTS FMRS MKT INC | 3.04% | |
| TJX COS INC | 3.00% | |
| BROADCOM INC | 2.96% | |
| MUELLER INDUSTRIES INC | 2.94% | |
| EMCOR GROUP INC | 2.93% | |
| RALPH LAUREN CORP | 2.92% | |
| WALMART INC | 2.86% | |
| BANK OF NEW YORK MELLON CORP | 2.81% | |
| INTERACTIVE BROKERS GROUP INC | 2.77% | |
| META PLATFORMS INC CL A | 2.77% | |
| LILLY ELI and CO | 2.72% | |
| ROYAL CARIBBEAN | 2.70% | |
| INTL BUS MACH CORP | 2.38% | |
| BBH SWEEP VEHICLE | 0.04% |
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