Compare fund portfolios

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

vs

DFMLX vs BCSIX

Shared holdings
8
DFMLX covered by BCSIX
20.51%
BCSIX covered by DFMLX
20.51%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 37 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DFMLX (March 31, 2026)

SecurityWeight
ECOLAB INC5.37%
VULCAN MATERIALS CO5.15%
KINSALE CAPITAL GROUP INC4.30%
VERALTO CORP4.13%
HEICO CORP CL A4.13%
VEEVA SYSTEMS-A3.95%
BIO-TECHNE CORP3.95%
CBRE GROUP INC - CL A3.74%
TRANSDIGM GROUP INC3.70%
APPFOLIO INC - A3.65%
OLD DOMINION FRT3.18%
WEST PHARMACEUTICAL SVCS INC3.06%
PTC INC3.05%
WASTE CONNECTIONS INC3.04%
COPART INC2.87%
COSTAR GROUP INC2.81%
TYLER TECHNOLOGIES INC2.66%
MSCI INC2.60%
METTLER-TOLEDO INTL INC2.58%
GOOSEHEAD INSURANCE2.53%
MOODYS CORP2.51%
CADENCE DESIGN SYSTEMS INC2.31%
MONOLITHIC POWER SYS INC2.18%
FIRST AM-TR OB-X2.14%
BROWN & BROWN1.94%
REPLIGEN CORP1.89%
SITEONE LANDSCAPE SUPPLY INC1.87%
MICROCHIP TECHNOLOGY1.78%
FLOOR & DECOR-A1.77%
MARKEL GROUP INC1.74%
ENTEGRIS INC1.70%
BOOZ ALLEN HAMILTON HLDG CL A1.65%
MANHATTAN ASSOCIATES INC1.37%
GUIDEWIRE SOFTWARE INC1.34%
NOVANTA INC1.28%
MORNINGSTAR INC1.16%
ATLASSIAN CORP PLC CLS A0.91%

BCSIX (March 31, 2026)

SecurityWeight
GLAUKOS CORP5.51%
DATADOG INC CL A4.65%
COGNEX CORP4.50%
REPLIGEN CORP4.46%
VEEVA SYSTEMS-A4.45%
GUIDEWIRE SOFTWARE INC4.29%
VERICEL CORP4.24%
TYLER TECHNOLOGIES INC3.97%
MANHATTAN ASSOCIATES INC3.96%
XOMETRY INC-A3.85%
APPFOLIO INC - A3.79%
BIO-TECHNE CORP3.51%
ALARM.COM HOLDINGS INC3.44%
FIRST AM-TR OB-X2.99%
PAYCOM SOFTWARE INC2.77%
Q2 HOLDINGS INC2.64%
UFP TECHNOLOGIES INC2.53%
BADGER METER INC2.45%
AGILYSYS INC2.37%
CLEARWATER ANALYTICS HOLDINGS INC2.24%
TRANSMEDICS GROUP INC2.21%
AXOGEN INC2.05%
WORKIVA INC2.02%
NCINO INC1.73%
CYTEK BIOSCIENCES INC1.45%
CRYOPORT INC1.43%
ENERGY RECOVERY INC1.32%
MAMA'S CREATIONS INC1.31%
DOUBLEVERIFY HOLDINGS INC1.24%
ORTHOPEDIATRICS CORP1.14%
VERTEX INC - CLASS A1.13%
RED VIOLET INC1.03%
LOAR HOLDINGS INC0.97%
INSPIRE MEDICAL SYSTEMS INC0.92%
CORCEPT THERAPEUTICS INC0.90%
SPS COMMERCE INC0.88%
DUOLINGO INC0.79%
VERACYTE INC0.78%
PDF SOLUTIONS INC0.78%
INTAPP INC0.67%
KRYSTAL BIOTECH INC0.54%
AVEPOINT INC0.52%
XPEL INC0.52%
SITIME CORP0.37%
RXSIGHT INC0.35%
CREDO TECHNOLOGY0.34%

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