Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

ACTS vs FTZIX

Shared holdings
5
ACTS covered by FTZIX
12.52%
FTZIX covered by ACTS
12.52%

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)

SecurityWeight
Tim S A SPONSORED ADR5.13%
FIRSTCASH HOLDINGS INC4.84%
VSE CORP4.82%
CASEY'S GENERAL4.46%
CARPENTER TECHNOLOGY CORP4.19%
MONOLITHIC POWER SYS INC4.02%
INTERACTIVE BROKERS GROUP INC4.00%
AMKOR TECHNOLOGY INC3.99%
API GROUP CORP3.94%
INTERDIGITAL INC3.58%
BLOOM ENERGY CORP CL A3.43%
O'REILLY AUTOMOTIVE INC3.17%
WINMARK CORP3.15%
STRIDE INC3.14%
IDEXX LABS INC2.99%
COCA COLA CONSOLIDATED INC2.74%
DOLLAR GENERAL CORP2.72%
GULFPORT ENERGY CORP2.51%
WEST PHARMACEUTICAL SVCS INC2.15%
HOULIHAN LOKEY I2.11%
ADV ENERGY INDS2.11%
EXELIXIS INC2.09%
CIENA CORP2.06%
EQT CORPORATION2.03%
CATERPILLAR INC2.03%
BROADCOM INC2.02%
ALLEGION PLC2.02%
AGNICO EAGLE MINES LTD1.99%
OPEN TEXT CORP1.97%
COHERENT CORP1.95%
UBIQUITI INC1.94%
JACK HENRY1.94%
TAIWAN SEMIC MFG CO LTD SP ADR1.93%
KLA CORP1.81%
FIRST AM-TR OB-X1.03%

FTZIX (March 31, 2026)

SecurityWeight
COCA COLA CONSOLIDATED INC4.92%
NEW YORK TIMES CO CL A4.83%
ROSS STORES INC4.67%
EBAY INC4.61%
WATERS CORP4.58%
EXPEDIA INC4.58%
LAM RESEARCH CORP4.57%
EXELIXIS INC4.55%
ALLISON TRANSMISSION HLDGS INC4.52%
SYNCHRONY FINANCIAL4.50%
GENTEX CORP4.47%
O'REILLY AUTOMOTIVE INC4.45%
FIRST CITIZENS BANCSHARES INC CL A4.38%
UNION PACIFIC CORP4.38%
TERADYNE INC4.29%
ZEBRA TECHNOLOGIES CORP CL A4.25%
CINTAS CORP4.17%
ECOLAB INC3.93%
MASCO CORPORATION3.93%
PARKER HANNIFIN CORP3.90%
APPLIED MATERIALS INC3.76%
DOLLAR GENERAL CORP3.69%
KLA CORP3.58%
US ULTRA BOND CBT Sep250.48%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.