Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DFSLX vs CCSMX
Shared holdings
14
DFSLX covered by CCSMX
29.92%
CCSMX covered by DFSLX
29.92%
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% |
CCSMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| RBC BEARINGS INC | 4.97% | |
| CASELLA WASTE SYS INC CL A | 4.55% | |
| ROLLINS INC | 4.23% | |
| BALCHEM CORP | 4.17% | |
| FIRSTSERVICE-WI | 4.03% | |
| CONSTRUCTION PARTNERS INC CL A | 3.66% | |
| DESCARTES SYS | 3.16% | |
| CSW INDUSTRI INC | 3.08% | |
| SPX TECHNOLOGIES INC | 3.07% | |
| NOVANTA INC | 3.05% | |
| GRACO INC | 3.02% | |
| WATSCO INC | 3.01% | |
| MERCURY SYSTEMS INC | 2.91% | |
| GUIDEWIRE SOFTWARE INC | 2.79% | |
| REPLIGEN CORP | 2.74% | |
| MERIT MEDICAL SYSTEMS INC | 2.70% | |
| EXPONENT INC | 2.69% | |
| TYLER TECHNOLOGIES INC | 2.65% | |
| JACK HENRY | 2.64% | |
| HEICO CORP CL A | 2.46% | |
| MSA SAFETY INC | 2.39% | |
| SITEONE LANDSCAPE SUPPLY INC | 2.35% | |
| SIMPSON MFG | 2.32% | |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 2.26% | |
| WEST PHARMACEUTICAL SVCS INC | 2.21% | |
| POOL CORP | 2.11% | |
| Q2 HOLDINGS INC | 1.88% | |
| LCI INDUSTRIES | 1.73% | |
| Stevanato Group S.p.A. ORD SHS | 1.67% | |
| BIO-TECHNE CORP | 1.65% | |
| JOHN BEAN TECHNOLOGIES CORP | 1.64% | |
| PROCORE TECHNOLOGIES INC | 1.59% | |
| AAON INC | 1.58% | |
| UL SOLUTIONS INC CL A | 1.41% | |
| EVI INDUSTRIES INC | 1.11% | |
| KADANT INC | 1.09% | |
| CACI INTL-A | 1.02% | |
| MSILF Government Portfolio - Class Advisory | 0.92% | |
| KARMAN HOLDINGS INC | 0.81% | |
| NCINO INC | 0.74% | |
| WORKIVA INC | 0.70% | |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.64% | |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.58% |
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