Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CSMD vs EMCAX
Shared holdings
7
CSMD covered by EMCAX
14.17%
EMCAX covered by CSMD
14.17%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CSMD (April 30, 2026)
| Security | Weight | |
|---|---|---|
| NVENT ELECTRIC PLC | 4.74% | |
| STERLING INFRASTRUCTURE INC | 4.64% | |
| COMFORT SYSTEMS USA INC | 4.41% | |
| CURTISS WRIGHT CORPORATION | 4.37% | |
| VALMONT INDUSTRIES INC | 3.80% | |
| RAMBUS INC | 3.57% | |
| CARPENTER TECHNOLOGY CORP | 2.99% | |
| BJS WHSL CLUB HLDGS INC | 2.79% | |
| PENUMBRA INC | 2.78% | |
| RUBRIK INC-A | 2.56% | |
| ENTEGRIS INC | 2.53% | |
| RANGE RESOURCES CORP | 2.40% | |
| NOVANTA INC | 2.38% | |
| BOOT BARN HOLDINGS INC | 2.37% | |
| HAWKINS INC | 2.31% | |
| HALOZYME THERAPEUTICS INC | 2.30% | |
| STERIS PLC | 2.26% | |
| LINCOLN ELECTRIC HLDGS INC | 2.26% | |
| PRESTIGE CONSUMER HEALTHCARE INC | 2.21% | |
| TRANSMEDICS GROUP INC | 2.19% | |
| KARMAN HOLDINGS INC | 2.14% | |
| MEDPACE HOLDINGS INC | 2.09% | |
| UFP TECHNOLOGIES INC | 2.05% | |
| PTC INC | 1.99% | |
| REPLIGEN CORP | 1.91% | |
| MIRION TECHNOLOGIES INC-A | 1.89% | |
| PJT PARTNERS INC | 1.85% | |
| TRACTOR SUPPLY CO. | 1.75% | |
| FLOOR & DECOR-A | 1.71% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 1.69% | |
| DUTCH BROS INC-A | 1.68% | |
| AFFIRM HOLDINGS INC | 1.66% | |
| TERRENO REALTY CORP | 1.63% | |
| ELF BEAUTY INC | 1.63% | |
| CELSIUS HOLDINGS INC | 1.63% | |
| INSULET CORP | 1.51% | |
| EXLSERVICE HOLDINGS INC | 1.46% | |
| CDW CORPORATION | 1.40% | |
| FIRST AM-TR OB-X | 1.39% | |
| AVERY DENNISON CORP | 1.37% | |
| COOPER COS INC | 1.25% | |
| COMMVAULT SYSTEMS INC | 1.14% | |
| KINSALE CAPITAL GROUP INC | 1.13% | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 1.10% | |
| BADGER METER INC | 1.09% |
EMCAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| COCA COLA CONSOLIDATED INC | 10.54% | |
| QUANTA SVCS INC | 6.69% | |
| CASEY'S GENERAL | 5.94% | |
| US BANK MMDA - USBGFS 9 | 5.55% | |
| TERADYNE INC | 4.57% | |
| UNITED RENTALS INC | 4.45% | |
| EMCOR GROUP INC | 3.78% | |
| LINCOLN ELECTRIC HLDGS INC | 3.68% | |
| LPL FINL HLDGS INC | 3.47% | |
| MASTERCARD INC CL A | 3.41% | |
| FAIR ISAAC CORP | 3.35% | |
| MEDPACE HOLDINGS INC | 3.09% | |
| AGILYSYS INC | 2.95% | |
| BJS WHSL CLUB HLDGS INC | 2.85% | |
| GLOBUS MEDICAL INC | 2.36% | |
| O'REILLY AUTOMOTIVE INC | 2.36% | |
| MONOLITHIC POWER SYS INC | 2.33% | |
| STERLING INFRASTRUCTURE INC | 2.26% | |
| HALOZYME THERAPEUTICS INC | 2.25% | |
| COMMVAULT SYSTEMS INC | 2.15% | |
| AUTOZONE INC | 2.02% | |
| DONALDSON CO INC | 1.99% | |
| FORTINET INC | 1.97% | |
| BRINK'S CO/THE | 1.86% | |
| WILLIAMS-SONOMA INC | 1.51% | |
| LANDSTAR SYSTEM INC | 1.48% | |
| AVERY DENNISON CORP | 1.46% | |
| AUTOMATIC DATA PROCESSING INC | 1.41% | |
| MURPHY USA INC | 1.35% | |
| DOMINOS PIZZA INC | 1.32% | |
| NU Holdings Ltd/Cayman Islands | 1.16% | |
| DOXIMITY INC-A | 1.13% | |
| CALIX NETWORKS INC | 1.08% | |
| GENERAC HOLDINGS INC | 0.78% | |
| CHEMED CORP | 0.70% | |
| SMITH (AO) CORP | 0.41% | |
| ASSURANT INC | 0.35% |
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