Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ACTS vs CMIDX
Shared holdings
6
ACTS covered by CMIDX
12.26%
CMIDX covered by ACTS
12.26%
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% |
CMIDX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| MONOLITHIC POWER SYS INC | 10.00% | |
| CASEY'S GENERAL | 8.59% | |
| NVENT ELECTRIC PLC | 7.97% | |
| CURTISS WRIGHT CORPORATION | 7.60% | |
| EMCOR GROUP INC | 6.49% | |
| PENUMBRA INC | 6.13% | |
| RAYMOND JAMES FINANCIAL INC. | 5.89% | |
| CRANE CO | 5.71% | |
| TAPESTRY INC | 5.62% | |
| QUANTA SVCS INC | 4.64% | |
| VIKING HOLDINGS LTD | 3.98% | |
| HALOZYME THERAPEUTICS INC | 2.56% | |
| CLOUDFLARE INC-A | 2.39% | |
| ENCOMPASS HEALTH CORP | 2.10% | |
| FASTENAL CO | 2.10% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 1.94% | |
| ADV ENERGY INDS | 1.89% | |
| HEICO CORP | 1.83% | |
| GLOBUS MEDICAL INC | 1.44% | |
| FLOWSERVE CORP | 1.36% | |
| WHEATON PRECIOUS METALS CORP | 1.29% | |
| API GROUP CORP | 0.95% | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.86% | |
| DATADOG INC CL A | 0.82% | |
| ROSS STORES INC | 0.64% | |
| TERADYNE INC | 0.57% | |
| QNITY ELECTRONICS INC | 0.56% | |
| CAVA GROUP INC | 0.53% | |
| DR HORTON INC | 0.50% | |
| IDEXX LABS INC | 0.49% | |
| FIRST AM-TR OB-X | 0.45% | |
| GUIDEWIRE SOFTWARE INC | 0.44% | |
| ALNYLAM PHARMACEUTICALS INC | 0.43% | |
| KARMAN HOLDINGS INC | 0.35% | |
| TKO GROUP HOLDINGS INC | 0.28% | |
| MONGODB INC CL A | 0.28% | |
| EXPEDIA INC | 0.26% | |
| TOAST INC-A | 0.05% |
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