Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ACTS vs BOBP
Shared holdings
7
ACTS covered by BOBP
12.59%
BOBP covered by ACTS
12.59%
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% |
BOBP (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND | 9.62% | |
| CH ROBINSON WORLDWIDE INC | 3.23% | |
| LAM RESEARCH CORP | 2.86% | |
| SEAGATE TECHNOLO | 2.42% | |
| ALPHABET INC CL A | 2.34% | |
| GOLDMAN SACHS GROUP INC | 2.20% | |
| WESTERN DIGITAL CORP | 2.20% | |
| KLA CORP | 2.12% | |
| Common Stock | 2.05% | |
| ROCKWELL AUTOMATION INC | 2.03% | |
| TERADYNE INC | 2.00% | |
| BROADCOM INC | 1.97% | |
| MONOLITHIC POWER SYS INC | 1.95% | |
| ALBEMARLE CORP COMMON STOCK | 1.94% | |
| QUANTA SERVICES INC COMMON STOCK | 1.94% | |
| EXPEDIA INC | 1.93% | |
| FORD MOTOR CO | 1.91% | |
| INTEL CORP | 1.87% | |
| FRANKLIN RESOURCES INC | 1.87% | |
| CATERPILLAR INC | 1.87% | |
| MICRON TECHNOLOGY INC | 1.85% | |
| Common Stock | 1.82% | |
| DOLLAR GENERAL CORP | 1.81% | |
| HOWMET AEROSPACE INC | 1.80% | |
| INTERACTIVE BROKERS GROUP INC | 1.78% | |
| PALANTIR TECHNOLOGIES INC | 1.78% | |
| TE CONNECTIVITY | 1.76% | |
| NVIDIA CORP | 1.75% | |
| CARDINAL HEALTH INC | 1.73% | |
| JOHNSON CONTROLS | 1.70% | |
| 3M CO | 1.69% | |
| MORGAN STANLEY | 1.65% | |
| STEEL DYNAMICS INC | 1.64% | |
| CARVANA CO CL A | 1.64% | |
| INTL BUS MACH CORP | 1.63% | |
| TAKE-TWO INTERACTV SOFTWR INC | 1.61% | |
| GENERAL ELECTRIC CO | 1.59% | |
| CRH PLC | 1.59% | |
| NRG ENERGY INC | 1.59% | |
| COMFORT SYSTEMS USA INC | 1.55% | |
| CVS HEALTH CORP | 1.54% | |
| GENERAL MOTORS CO | 1.54% | |
| HASBRO INC | 1.52% | |
| MICROCHIP TECHNOLOGY | 1.51% | |
| IDEXX LABS INC | 1.41% | |
| UBER TECHNOLOGIES INC | 1.41% | |
| APPLOVIN CORP | 1.40% | |
| BOEING CO/THE COMMON STOCK | 1.39% | |
| FIRST SOLAR INC | 1.37% | |
| ROBINHOOD MARKETS INC | 1.37% |
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