Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DFDPX vs DFDMX
Shared holdings
18
DFDPX covered by DFDMX
37.61%
DFDMX covered by DFDPX
37.61%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
DFDPX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| AMAZON.COM INC | 6.95% | |
| ALPHABET INC CL C | 6.51% | |
| VISA INC-CLASS A | 4.84% | |
| MASTERCARD INC CL A | 4.82% | |
| MICROSOFT CORP | 4.15% | |
| HEICO CORP CL A | 4.05% | |
| MONOLITHIC POWER SYS INC | 3.73% | |
| TRANSDIGM GROUP INC | 3.58% | |
| VULCAN MATERIALS CO | 3.30% | |
| MOTOROLA SOLUTIONS INC | 3.05% | |
| ASML Holding NV - NY Reg Shares | 2.85% | |
| DANAHER CORP | 2.83% | |
| CBRE GROUP INC - CL A | 2.78% | |
| UBER TECHNOLOGIES INC | 2.66% | |
| NETFLIX INC | 2.63% | |
| MOODYS CORP | 2.56% | |
| WASTE CONNECTIONS INC | 2.54% | |
| PROCORE TECHNOLOGIES INC | 2.51% | |
| APPLE INC | 2.50% | |
| GUIDEWIRE SOFTWARE INC | 2.50% | |
| VEEVA SYSTEMS-A | 2.49% | |
| CADENCE DESIGN SYSTEMS INC | 2.47% | |
| PERIMETER SOLUTIONS SA | 2.45% | |
| TYLER TECHNOLOGIES INC | 2.44% | |
| INTUITIVE SURGICAL INC | 2.29% | |
| BROADCOM INC | 2.28% | |
| SHERWIN WILLIAMS CO | 2.26% | |
| ECOLAB INC | 1.82% | |
| S&P GLOBAL INC | 1.72% | |
| MSCI INC | 1.72% | |
| KINSALE CAPITAL GROUP INC | 1.51% | |
| BIO-TECHNE CORP | 1.46% | |
| THERMO FISHER SCIENTIFIC INC | 1.12% | |
| COSTAR GROUP INC | 0.99% | |
| AMPHENOL CORPORATION CL A | 0.95% | |
| COPART INC | 0.50% | |
| SERVICENOW INC | 0.11% | |
| FIRST AM-TR OB-X | 0.09% |
DFDMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ECOLAB INC | 5.37% | |
| VULCAN MATERIALS CO | 5.15% | |
| KINSALE CAPITAL GROUP INC | 4.30% | |
| VERALTO CORP | 4.13% | |
| HEICO CORP CL A | 4.13% | |
| VEEVA SYSTEMS-A | 3.95% | |
| BIO-TECHNE CORP | 3.95% | |
| CBRE GROUP INC - CL A | 3.74% | |
| TRANSDIGM GROUP INC | 3.70% | |
| APPFOLIO INC - A | 3.65% | |
| OLD DOMINION FRT | 3.18% | |
| WEST PHARMACEUTICAL SVCS INC | 3.06% | |
| PTC INC | 3.05% | |
| WASTE CONNECTIONS INC | 3.04% | |
| COPART INC | 2.87% | |
| COSTAR GROUP INC | 2.81% | |
| TYLER TECHNOLOGIES INC | 2.66% | |
| MSCI INC | 2.60% | |
| METTLER-TOLEDO INTL INC | 2.58% | |
| GOOSEHEAD INSURANCE | 2.53% | |
| MOODYS CORP | 2.51% | |
| CADENCE DESIGN SYSTEMS INC | 2.31% | |
| MONOLITHIC POWER SYS INC | 2.18% | |
| FIRST AM-TR OB-X | 2.14% | |
| BROWN & BROWN | 1.94% | |
| REPLIGEN CORP | 1.89% | |
| SITEONE LANDSCAPE SUPPLY INC | 1.87% | |
| MICROCHIP TECHNOLOGY | 1.78% | |
| FLOOR & DECOR-A | 1.77% | |
| MARKEL GROUP INC | 1.74% | |
| ENTEGRIS INC | 1.70% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 1.65% | |
| MANHATTAN ASSOCIATES INC | 1.37% | |
| GUIDEWIRE SOFTWARE INC | 1.34% | |
| NOVANTA INC | 1.28% | |
| MORNINGSTAR INC | 1.16% | |
| ATLASSIAN CORP PLC CLS A | 0.91% |
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