Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DFSLX vs WALSX
Shared holdings
13
DFSLX covered by WALSX
27.96%
WALSX covered by DFSLX
27.96%
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% |
WALSX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| HEALTHEQUITY INC | 4.31% | |
| RBC BEARINGS INC | 3.88% | |
| ENSIGN GROUP INC | 3.66% | |
| KADANT INC | 3.56% | |
| UL SOLUTIONS INC CL A | 3.42% | |
| BANK OZK | 3.25% | |
| MEDPACE HOLDINGS INC | 3.18% | |
| FABRINET | 3.00% | |
| EVERUS CONSTRUCTION GROUP INC | 2.92% | |
| MONOLITHIC POWER SYS INC | 2.90% | |
| CASELLA WASTE SYS INC CL A | 2.68% | |
| MOELIS & CO-CL A | 2.63% | |
| GUIDEWIRE SOFTWARE INC | 2.62% | |
| SAIA INC | 2.56% | |
| ALLISON TRANSMISSION HLDGS INC | 2.44% | |
| NOVANTA INC | 2.41% | |
| VALVOLINE INC | 2.33% | |
| SKYLINE CHAMPION CORP | 2.29% | |
| HAMILTON LANE INC - A | 2.19% | |
| PROCORE TECHNOLOGIES INC | 2.15% | |
| ALAMO GROUP INC | 2.12% | |
| ADDUS HOMECARE CORP | 2.11% | |
| UFP TECHNOLOGIES INC | 2.07% | |
| ICF INTERNATIONAL INC | 2.02% | |
| PENNANT GROUP-WI | 1.84% | |
| SILGAN HOLDINGS INC | 1.82% | |
| TD SYNNEX CORP | 1.77% | |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 1.77% | |
| SHIFT4 PAYMENTS INC | 1.72% | |
| FLOOR & DECOR-A | 1.70% | |
| PEDIATRIX MEDICAL GROUP INC | 1.67% | |
| LOAR HOLDINGS INC | 1.65% | |
| EURONET WORLDWIDE INC | 1.63% | |
| FRESHPET INC | 1.62% | |
| XPEL INC | 1.52% | |
| FIVE BELOW INC | 1.46% | |
| SALLY BEAUTY HOL | 1.42% | |
| C4 THERAPEUTICS INC | 1.42% | |
| ESPERION THERAPEUTICS INC NEW | 1.39% | |
| OSHKOSH CORP | 1.36% | |
| EZCORP INC CL A NON VTG | 1.27% | |
| PDF SOLUTIONS INC | 1.20% | |
| INSPIRE MEDICAL SYSTEMS INC | 0.94% | |
| SCANSOURCE INC | 0.87% | |
| AXIS CAPITAL HOLDINGS LTD | 0.84% | |
| COPA HOLDINGS SA CL A | 0.62% | |
| MACROGENICS INC | 0.61% | |
| PHATHOM PHARMACEUTICALS INC | 0.49% | |
| VIKING THERAPEUTICS INC | 0.40% | |
| NKARTA INC | 0.27% |
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