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DFSLX vs PFSVX

Shared holdings
28
DFSLX covered by PFSVX
48.98%
PFSVX covered by DFSLX
48.98%

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)

SecurityWeight
PERIMETER SOLUTIONS SA6.59%
RBC BEARINGS INC4.05%
MEDPACE HOLDINGS INC3.67%
Landbridge Company, LLC3.57%
NOVANTA INC3.34%
HEICO CORP CL A3.26%
GUIDEWIRE SOFTWARE INC3.10%
HAYWARD HOLDINGS INC3.00%
REPLIGEN CORP2.97%
FIRST AM-TR OB-X2.86%
CASELLA WASTE SYS INC CL A2.72%
BIO-TECHNE CORP2.67%
CSW INDUSTRI INC2.62%
APPLIED INDU TEC2.44%
SAIA INC2.43%
CORE & MAIN IN-A2.41%
FED SIGNAL CORP2.36%
BADGER METER INC2.33%
MANHATTAN ASSOCIATES INC2.29%
ESCO TECHNOLOGIES INC2.21%
PROCORE TECHNOLOGIES INC2.19%
APPFOLIO INC - A2.12%
ONTO INNOVATION INC1.98%
LEMAITRE VASCULAR INC1.93%
FLOOR & DECOR-A1.88%
KINSALE CAPITAL GROUP INC1.82%
HAMILTON LANE INC - A1.69%
SITEONE LANDSCAPE SUPPLY INC1.66%
VSE CORP1.53%
GOOSEHEAD INSURANCE1.46%
KADANT INC1.46%
DESCARTES SYS1.44%
EAGLE MATERIALS INC1.44%
AGILYSYS INC1.42%
ALARM.COM HOLDINGS INC1.39%
ENSIGN GROUP INC1.38%
SIMPSON MFG1.26%
PDF SOLUTIONS INC1.24%
MURPHY USA INC1.21%
UTZ BRANDS INC A1.21%
WARBY PARKER INC1.20%
HEALTHEQUITY INC1.18%
DOUGLAS DYNAMICS INC1.10%
MORNINGSTAR INC0.96%
RAMBUS INC0.94%
EXPONENT INC0.80%
MARKETAXESS HLDGS INC0.73%
WINGSTOP INC0.48%

PFSVX (March 31, 2026)

SecurityWeight
PERIMETER SOLUTIONS SA4.26%
RBC BEARINGS INC3.58%
INGEVITY CORP2.82%
NOVANTA INC2.36%
MEDPACE HOLDINGS INC2.30%
LITTELFUSE INC2.28%
VALMONT INDUSTRIES INC2.28%
ONTO INNOVATION INC2.24%
HAYWARD HOLDINGS INC2.09%
Landbridge Company, LLC2.04%
REPLIGEN CORP1.97%
BADGER METER INC1.91%
CORE & MAIN IN-A1.85%
TEXAS CAPITAL BANCSHARES INC1.82%
EAGLE MATERIALS INC1.78%
TIMKEN CO1.72%
APPLIED INDU TEC1.68%
AZZ INC1.67%
BIO-TECHNE CORP1.66%
CSW INDUSTRI INC1.62%
COLUMBIA BANKING SYSTEMS INC1.60%
SOUTHSTATE BANK CORP1.58%
TEREX CORP1.56%
O-I GLASS INC1.54%
IPG PHOTONICS CORP1.53%
MANHATTAN ASSOCIATES INC1.53%
SAIA INC1.51%
CASELLA WASTE SYS INC CL A1.51%
FED SIGNAL CORP1.50%
HEICO CORP CL A1.50%
NATIONAL-CL A1.50%
KINSALE CAPITAL GROUP INC1.46%
CRESCENT ENERGY INC A1.45%
PROCORE TECHNOLOGIES INC1.41%
WESBANCO INC1.39%
GLACIER BANCORP INC1.39%
STAG INDUSTRIAL INC CL A1.39%
ELEMENT SOLUTIONS INC1.37%
BELDEN INC1.33%
APPFOLIO INC - A1.31%
SEACOAST BANKING CORP FLORIDA1.27%
CAPRI HOLDINGS LTD1.25%
ADAPTHEALTH CORP1.23%
VF CORP1.23%
MERCURY SYSTEMS INC1.22%
CELANESE CORP1.20%
DESCARTES SYS1.20%
QUANEX BUILDING PRODUCTS1.19%
SYNAPTICS INC1.19%
HAMILTON LANE INC - A1.17%

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