Compare fund portfolios

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

vs

BAFSX vs MERDX

Shared holdings
15
BAFSX covered by MERDX
15.49%
MERDX covered by BAFSX
15.49%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BAFSX (March 31, 2026)

SecurityWeight
OCEANEERING INTL4.38%
WASTE CONNECTIONS INC3.67%
HEALTHEQUITY INC3.33%
PROSPERITY BNCSH3.10%
DYNATRACE INC2.90%
CCC INTELLIGENT SOLUTIONS HOLD CL A2.90%
ESTABLISHMENT LABS HOLDINGS INC2.73%
BIO-TECHNE CORP2.42%
STANDARDAERO INC2.37%
FRST AM-GV OB-Z2.32%
CURTISS WRIGHT CORPORATION2.15%
ENTEGRIS INC2.12%
ANDERSEN GROUP-A2.04%
LATTICE SEMICONDUCTOR CORP1.98%
MISTER CAR WASH INC1.96%
ENPRO INDUSTRIES INC1.92%
VALMONT INDUSTRIES INC1.87%
BRUKER CORP1.87%
ENCOMPASS HEALTH CORP1.77%
AAON INC1.73%
MSA SAFETY INC1.73%
HB FULLER CO1.69%
OPENLANE INC1.67%
APPLIED INDU TEC1.66%
NOVANTA INC1.65%
SIMPSON MFG1.63%
UNIVERSAL DISPLAY CORP1.63%
CASELLA WASTE SYS INC CL A1.62%
GUIDEWIRE SOFTWARE INC1.61%
BRIGHT HORIZONS FAMILY SOLUTIONS INC1.54%
KADANT INC1.51%
FIRSTSERVICE-WI1.51%
EAGLE MATERIALS INC1.48%
CASEY'S GENERAL1.46%
SITIME CORP1.36%
EASTGROUP PROP1.34%
BRIGHTSPRING HEALTH SERVICES INC1.32%
PARSONS CORP1.23%
SITEONE LANDSCAPE SUPPLY INC1.22%
SPX TECHNOLOGIES INC1.20%
KESTRA MEDICAL TECHNOLOGIES INC1.02%
CYTOKINETICS INC1.01%
POWER INTEGRATIONS INC1.01%
DIGITALBRIDGE GROUP INC0.99%
ORTHOPEDIATRICS CORP0.99%
ZURN ELKAY WATER SOLUTIONS CORP0.99%
FTI CONSULTING INC0.98%
IDEX CORPORATION0.89%
Imperative Care, Inc. Convertible Promissory Note0.89%
VAXCYTE INC0.85%

MERDX (March 31, 2026)

SecurityWeight
CURTISS WRIGHT CORPORATION2.61%
TURNING POINT BRANDS INC2.51%
RB GLOBAL INC2.42%
CHURCHILL DOWNS INC2.37%
TRIMBLE INC2.36%
FED SIGNAL CORP2.34%
COOPER COS INC2.21%
AXOGEN INC2.13%
KIRBY CORP2.13%
Evolve Vacation Rental Network Inc Series 9 Preferred Stock2.08%
TANDEM DIABETES CARE INC2.01%
STANDARDAERO INC2.00%
WAYSTAR HOLDING CORP1.92%
HINGE HEALTH INC1.92%
GLOBUS MEDICAL INC1.91%
GLOBALFOUNDRIES INC1.79%
VIPER ENERGY INC A1.78%
STERIS PLC1.75%
APPLIED INDU TEC1.75%
SENSATA TECHNOLOGIES HOLDING PLC1.75%
HALOZYME THERAPEUTICS INC1.73%
CIMPRESS PLC1.73%
DYNATRACE INC1.70%
Apartment List Inc. Series D Preferred Stock1.61%
GENERAC HOLDINGS INC1.60%
ON SEMICONDUCTOR CORP1.59%
CARGURUS INC CL A1.58%
Skyryse, Inc. Series B Preferred Stock1.52%
MADRIGAL PHARMACEUTICALS INC1.49%
VERACYTE INC1.43%
LATTICE SEMICONDUCTOR CORP1.43%
SPX TECHNOLOGIES INC1.42%
KLAVIYO INC-A1.39%
JOHN BEAN TECHNOLOGIES CORP1.38%
EURONET WORLDWIDE INC1.34%
STERLING INFRASTRUCTURE INC1.29%
PRAXIS PRECISION MEDICINES INC1.28%
ALKAMI TECHNOLOGY INC1.19%
DRAFTKINGS INC1.18%
WISDOMTREE INVESTMENTS INC1.15%
TEMPUR SEALY INTERNATIONAL INC1.10%
ENTEGRIS INC1.04%
DEFINIUM THERAPEUTICS INC1.04%
STIT GOVT AND AGENCY INST1.04%
FIRST AMERICAN FINANCIAL CORP1.02%
LEGENCE CORP-A0.97%
CERTARA INC0.94%
AAON INC0.93%
US LIME & MINERA0.87%
DECKERS OUTDOOR CORP0.86%

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