Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DFSLX vs BDFFX
Shared holdings
11
DFSLX covered by BDFFX
19.21%
BDFFX covered by DFSLX
19.21%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
DFSLX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| PERIMETER SOLUTIONS SA | 6.59% | |
| RBC BEARINGS INC | 4.05% | |
| MEDPACE HOLDINGS INC | 3.67% | |
| Landbridge Company, LLC | 3.57% | |
| NOVANTA INC | 3.34% | |
| HEICO CORP CL A | 3.26% | |
| GUIDEWIRE SOFTWARE INC | 3.10% | |
| HAYWARD HOLDINGS INC | 3.00% | |
| REPLIGEN CORP | 2.97% | |
| FIRST AM-TR OB-X | 2.86% | |
| CASELLA WASTE SYS INC CL A | 2.72% | |
| BIO-TECHNE CORP | 2.67% | |
| CSW INDUSTRI INC | 2.62% | |
| APPLIED INDU TEC | 2.44% | |
| SAIA INC | 2.43% | |
| CORE & MAIN IN-A | 2.41% | |
| FED SIGNAL CORP | 2.36% | |
| BADGER METER INC | 2.33% | |
| MANHATTAN ASSOCIATES INC | 2.29% | |
| ESCO TECHNOLOGIES INC | 2.21% | |
| PROCORE TECHNOLOGIES INC | 2.19% | |
| APPFOLIO INC - A | 2.12% | |
| ONTO INNOVATION INC | 1.98% | |
| LEMAITRE VASCULAR INC | 1.93% | |
| FLOOR & DECOR-A | 1.88% | |
| KINSALE CAPITAL GROUP INC | 1.82% | |
| HAMILTON LANE INC - A | 1.69% | |
| SITEONE LANDSCAPE SUPPLY INC | 1.66% | |
| VSE CORP | 1.53% | |
| GOOSEHEAD INSURANCE | 1.46% | |
| KADANT INC | 1.46% | |
| DESCARTES SYS | 1.44% | |
| EAGLE MATERIALS INC | 1.44% | |
| AGILYSYS INC | 1.42% | |
| ALARM.COM HOLDINGS INC | 1.39% | |
| ENSIGN GROUP INC | 1.38% | |
| SIMPSON MFG | 1.26% | |
| PDF SOLUTIONS INC | 1.24% | |
| MURPHY USA INC | 1.21% | |
| UTZ BRANDS INC A | 1.21% | |
| WARBY PARKER INC | 1.20% | |
| HEALTHEQUITY INC | 1.18% | |
| DOUGLAS DYNAMICS INC | 1.10% | |
| MORNINGSTAR INC | 0.96% | |
| RAMBUS INC | 0.94% | |
| EXPONENT INC | 0.80% | |
| MARKETAXESS HLDGS INC | 0.73% | |
| WINGSTOP INC | 0.48% |
BDFFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| LIBERTY LIVE HOLDINGS INC C | 4.13% | |
| ADV ENERGY INDS | 4.09% | |
| DYNATRACE INC | 3.93% | |
| LOAR HOLDINGS INC | 3.02% | |
| GUIDEWIRE SOFTWARE INC | 2.96% | |
| CAREDX INC | 2.74% | |
| FORGENT POWER SOLUTIONS INC | 2.66% | |
| SITEONE LANDSCAPE SUPPLY INC | 2.64% | |
| WAYSTAR HOLDING CORP | 2.63% | |
| ESTABLISHMENT LABS HOLDINGS INC | 2.58% | |
| HEARTFLOW INC | 2.58% | |
| WYNN RESORTS LTD | 2.35% | |
| NOVANTA INC | 2.28% | |
| TEXAS ROADHOUSE INC | 2.23% | |
| REPLIGEN CORP | 2.13% | |
| CASELLA WASTE SYS INC CL A | 2.12% | |
| MONTROSE ENVIRONMENTAL GROUP INC | 2.05% | |
| BIRKENSTOCK HOLDING LTD | 2.01% | |
| PRIMO BRANDS CORP A | 1.96% | |
| KARMAN HOLDINGS INC | 1.91% | |
| TEMPUS AI INC-A | 1.91% | |
| SITIME CORP | 1.91% | |
| MERCURY SYSTEMS INC | 1.91% | |
| PROCORE TECHNOLOGIES INC | 1.88% | |
| STEPSTONE GROUP INC CLASS A | 1.81% | |
| DRAFTKINGS INC | 1.78% | |
| AAON INC | 1.72% | |
| ALKAMI TECHNOLOGY INC | 1.71% | |
| KINSALE CAPITAL GROUP INC | 1.69% | |
| BADGER METER INC | 1.66% | |
| SERVICETITAN INC-A | 1.65% | |
| ENPRO INDUSTRIES INC | 1.58% | |
| WINGSTOP INC | 1.53% | |
| STEVANATO GROUP SPA | 1.53% | |
| BILLIONTOONE INC | 1.49% | |
| NOVA LTD | 1.44% | |
| Brunello Cucinelli SpA | 1.44% | |
| GCI LIBERTY INC. - CL C | 1.41% | |
| FLOOR & DECOR-A | 1.27% | |
| VARONIS SYSTEMS INC | 1.26% | |
| SENTINELONE INC | 1.16% | |
| TWFG INC (CLASS A) | 1.13% | |
| INDIE SEMICONDUCTOR INC | 1.12% | |
| ARCUTIS BIOTHERAPEUTICS INC | 1.10% | |
| RBC BEARINGS INC | 1.08% | |
| NETSKOPE INC-A | 1.06% | |
| IRHYTHM TECHNOLOGIES INC | 1.01% | |
| VERACYTE INC | 1.00% | |
| ON HOLDING AG | 0.95% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A | 0.95% |
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