Compare fund portfolios

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

vs

BDFFX vs PFSVX

Shared holdings
10
BDFFX covered by PFSVX
14.79%
PFSVX covered by BDFFX
14.79%

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.

BDFFX (March 31, 2026)

SecurityWeight
LIBERTY LIVE HOLDINGS INC C4.13%
ADV ENERGY INDS4.09%
DYNATRACE INC3.93%
LOAR HOLDINGS INC3.02%
GUIDEWIRE SOFTWARE INC2.96%
CAREDX INC2.74%
FORGENT POWER SOLUTIONS INC2.66%
SITEONE LANDSCAPE SUPPLY INC2.64%
WAYSTAR HOLDING CORP2.63%
ESTABLISHMENT LABS HOLDINGS INC2.58%
HEARTFLOW INC2.58%
WYNN RESORTS LTD2.35%
NOVANTA INC2.28%
TEXAS ROADHOUSE INC2.23%
REPLIGEN CORP2.13%
CASELLA WASTE SYS INC CL A2.12%
MONTROSE ENVIRONMENTAL GROUP INC2.05%
BIRKENSTOCK HOLDING LTD2.01%
PRIMO BRANDS CORP A1.96%
KARMAN HOLDINGS INC1.91%
TEMPUS AI INC-A1.91%
SITIME CORP1.91%
MERCURY SYSTEMS INC1.91%
PROCORE TECHNOLOGIES INC1.88%
STEPSTONE GROUP INC CLASS A1.81%
DRAFTKINGS INC1.78%
AAON INC1.72%
ALKAMI TECHNOLOGY INC1.71%
KINSALE CAPITAL GROUP INC1.69%
BADGER METER INC1.66%
SERVICETITAN INC-A1.65%
ENPRO INDUSTRIES INC1.58%
WINGSTOP INC1.53%
STEVANATO GROUP SPA1.53%
BILLIONTOONE INC1.49%
NOVA LTD1.44%
Brunello Cucinelli SpA1.44%
GCI LIBERTY INC. - CL C1.41%
FLOOR & DECOR-A1.27%
VARONIS SYSTEMS INC1.26%
SENTINELONE INC1.16%
TWFG INC (CLASS A)1.13%
INDIE SEMICONDUCTOR INC1.12%
ARCUTIS BIOTHERAPEUTICS INC1.10%
RBC BEARINGS INC1.08%
NETSKOPE INC-A1.06%
IRHYTHM TECHNOLOGIES INC1.01%
VERACYTE INC1.00%
ON HOLDING AG0.95%
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A0.95%

PFSVX (March 31, 2026)

SecurityWeight
PERIMETER SOLUTIONS SA4.26%
RBC BEARINGS INC3.58%
INGEVITY CORP2.82%
NOVANTA INC2.36%
MEDPACE HOLDINGS INC2.30%
LITTELFUSE INC2.28%
VALMONT INDUSTRIES INC2.28%
ONTO INNOVATION INC2.24%
HAYWARD HOLDINGS INC2.09%
Landbridge Company, LLC2.04%
REPLIGEN CORP1.97%
BADGER METER INC1.91%
CORE & MAIN IN-A1.85%
TEXAS CAPITAL BANCSHARES INC1.82%
EAGLE MATERIALS INC1.78%
TIMKEN CO1.72%
APPLIED INDU TEC1.68%
AZZ INC1.67%
BIO-TECHNE CORP1.66%
CSW INDUSTRI INC1.62%
COLUMBIA BANKING SYSTEMS INC1.60%
SOUTHSTATE BANK CORP1.58%
TEREX CORP1.56%
O-I GLASS INC1.54%
IPG PHOTONICS CORP1.53%
MANHATTAN ASSOCIATES INC1.53%
SAIA INC1.51%
CASELLA WASTE SYS INC CL A1.51%
FED SIGNAL CORP1.50%
HEICO CORP CL A1.50%
NATIONAL-CL A1.50%
KINSALE CAPITAL GROUP INC1.46%
CRESCENT ENERGY INC A1.45%
PROCORE TECHNOLOGIES INC1.41%
WESBANCO INC1.39%
GLACIER BANCORP INC1.39%
STAG INDUSTRIAL INC CL A1.39%
ELEMENT SOLUTIONS INC1.37%
BELDEN INC1.33%
APPFOLIO INC - A1.31%
SEACOAST BANKING CORP FLORIDA1.27%
CAPRI HOLDINGS LTD1.25%
ADAPTHEALTH CORP1.23%
VF CORP1.23%
MERCURY SYSTEMS INC1.22%
CELANESE CORP1.20%
DESCARTES SYS1.20%
QUANEX BUILDING PRODUCTS1.19%
SYNAPTICS INC1.19%
HAMILTON LANE INC - A1.17%

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