Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ACTS vs TMDIX
Shared holdings
6
ACTS covered by TMDIX
13.87%
TMDIX covered by ACTS
13.87%
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% |
TMDIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| EMCOR GROUP INC | 3.68% | |
| MONOLITHIC POWER SYS INC | 3.61% | |
| CENCORA INC | 3.15% | |
| CURTISS WRIGHT CORPORATION | 2.68% | |
| CARPENTER TECHNOLOGY CORP | 2.68% | |
| CHENIERE ENERGY INC | 2.57% | |
| COMFORT SYSTEMS USA INC | 2.46% | |
| INTERACTIVE BROKERS GROUP INC | 2.32% | |
| INSMED INC | 2.29% | |
| IDEXX LABS INC | 2.20% | |
| ROSS STORES INC | 2.20% | |
| LATTICE SEMICONDUCTOR CORP | 2.10% | |
| AXON ENTERPRISE INC | 2.10% | |
| TARGA RESOURCES CORP | 2.07% | |
| O'REILLY AUTOMOTIVE INC | 1.99% | |
| PALO ALTO NETWORKS INC | 1.95% | |
| KARMAN HOLDINGS INC | 1.94% | |
| NRG ENERGY INC | 1.83% | |
| JFROG LTD | 1.75% | |
| VEEVA SYSTEMS-A | 1.66% | |
| PERFORMANCE FOOD GROUP CO | 1.63% | |
| MKS INSTRUMENTS INC | 1.62% | |
| TRACTOR SUPPLY CO. | 1.56% | |
| VERISK ANALYTICS INC | 1.51% | |
| CBRE GROUP INC - CL A | 1.50% | |
| ARGENX SE SPONSORED ADR | 1.45% | |
| TAKE-TWO INTERACTV SOFTWR INC | 1.45% | |
| CINTAS CORP | 1.44% | |
| TimesSquare Quality Mid Cap Growth ETF | 1.43% | |
| REGAL REXNORD CORP | 1.41% | |
| VERTIV HOLDINGS CO | 1.36% | |
| DOORDASH INC-A | 1.32% | |
| Dreyfus Instl Resv PFD GOVT INSTL | 1.27% | |
| EVERCORE INC A | 1.19% | |
| GFL ENVIRONM-SUB | 1.16% | |
| TPG INC | 1.16% | |
| DYNATRACE INC | 1.11% | |
| AMETEK INC NEW | 1.10% | |
| TRIMBLE INC | 1.08% | |
| CASEY'S GENERAL | 1.07% | |
| FAIR ISAAC CORP | 1.04% | |
| ESAB CORP | 1.02% | |
| CAMECO CORP | 1.02% | |
| MARTIN MAR MTLS | 1.00% | |
| SAMSARA INC-CL A | 0.97% | |
| BJS WHSL CLUB HLDGS INC | 0.96% | |
| TYLER TECHNOLOGIES INC | 0.90% | |
| LIVE NATION ENTERTAINMENT INC | 0.88% | |
| MARVELL TECHNOLOGY INC | 0.87% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.87% |
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