Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ACTS vs MCGAX
Shared holdings
4
ACTS covered by MCGAX
12.28%
MCGAX covered by ACTS
12.28%
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% |
MCGAX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| HILTON WORLDWIDE HOLDINGS INC | 6.95% | |
| HOWMET AEROSPACE INC | 6.56% | |
| MONOLITHIC POWER SYS INC | 5.50% | |
| TARGA RESOURCES CORP | 4.98% | |
| CLEAN HARBORS INC | 4.42% | |
| FLEX LTD | 3.96% | |
| DATADOG INC CL A | 3.65% | |
| NRG ENERGY INC | 3.44% | |
| IDEXX LABS INC | 3.43% | |
| INTERACTIVE BROKERS GROUP INC | 3.32% | |
| TRADEWEB MARKETS INC A | 3.11% | |
| UNITED THERAPEUTICS CORP DEL | 2.92% | |
| VIKING HOLDINGS LTD | 2.77% | |
| KKR & CO INC | 2.77% | |
| CH ROBINSON WORLDWIDE INC | 2.77% | |
| COHERENT CORP | 2.73% | |
| AXON ENTERPRISE INC | 2.72% | |
| TRIMBLE INC | 2.71% | |
| TAKE-TWO INTERACTV SOFTWR INC | 2.70% | |
| DEXCOM INC | 2.63% | |
| BLOCK INC CL A | 2.57% | |
| NATERA INC | 2.55% | |
| VEEVA SYSTEMS-A | 2.43% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 2.15% | |
| FTAI AVIATION LTD | 2.05% | |
| James Hardie Industries Public Limited Company | 1.75% | |
| DOORDASH INC-A | 1.74% | |
| UNITY SOFTWARE INC | 1.57% | |
| REDDIT INC-A | 1.49% | |
| HUBSPOT INC | 1.46% | |
| CHEWY INC- CL A | 1.43% | |
| VERTIV HOLDINGS CO | 1.39% | |
| WINGSTOP INC | 1.32% | |
| WIX.COM LTD | 0.94% | |
| ELF BEAUTY INC | 0.91% | |
| FIXED INC CLEARING CORP.REPO | 0.21% |
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