Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
KMID vs DFDMX
Shared holdings
6
KMID covered by DFDMX
17.00%
DFDMX covered by KMID
17.00%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
KMID (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| AMETEK INC NEW | 7.90% | |
| TELEDYNE TECHNOLOGIES INC | 5.78% | |
| MONOLITHIC POWER SYS INC | 5.33% | |
| ROLLINS INC | 4.68% | |
| DOMINOS PIZZA INC | 4.61% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 4.52% | |
| OLD DOMINION FRT | 4.47% | |
| HEICO CORP CL A | 4.28% | |
| ROSS STORES INC | 4.06% | |
| PENTAIR PLC | 3.96% | |
| MSCI INC | 3.91% | |
| VERISK ANALYTICS INC | 3.71% | |
| COOPER COS INC | 3.53% | |
| WEST PHARMACEUTICAL SVCS INC | 3.52% | |
| EMCOR GROUP INC | 3.51% | |
| ALIGN TECHNOLOGY INC | 3.51% | |
| LPL FINL HLDGS INC | 3.47% | |
| LENNOX INTL INC | 3.44% | |
| JACK HENRY | 3.05% | |
| POOL CORP | 3.01% | |
| BROADRIDGE FINL | 2.74% | |
| NORDSON CORP | 2.73% | |
| HOULIHAN LOKEY I | 2.28% | |
| EQUIFAX INC | 2.24% | |
| ALLEGION PLC | 1.95% | |
| BENTLEY SYSTEM-B | 1.93% | |
| BROWN & BROWN | 1.85% |
DFDMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ECOLAB INC | 5.37% | |
| VULCAN MATERIALS CO | 5.15% | |
| KINSALE CAPITAL GROUP INC | 4.30% | |
| VERALTO CORP | 4.13% | |
| HEICO CORP CL A | 4.13% | |
| VEEVA SYSTEMS-A | 3.95% | |
| BIO-TECHNE CORP | 3.95% | |
| CBRE GROUP INC - CL A | 3.74% | |
| TRANSDIGM GROUP INC | 3.70% | |
| APPFOLIO INC - A | 3.65% | |
| OLD DOMINION FRT | 3.18% | |
| WEST PHARMACEUTICAL SVCS INC | 3.06% | |
| PTC INC | 3.05% | |
| WASTE CONNECTIONS INC | 3.04% | |
| COPART INC | 2.87% | |
| COSTAR GROUP INC | 2.81% | |
| TYLER TECHNOLOGIES INC | 2.66% | |
| MSCI INC | 2.60% | |
| METTLER-TOLEDO INTL INC | 2.58% | |
| GOOSEHEAD INSURANCE | 2.53% | |
| MOODYS CORP | 2.51% | |
| CADENCE DESIGN SYSTEMS INC | 2.31% | |
| MONOLITHIC POWER SYS INC | 2.18% | |
| FIRST AM-TR OB-X | 2.14% | |
| BROWN & BROWN | 1.94% | |
| REPLIGEN CORP | 1.89% | |
| SITEONE LANDSCAPE SUPPLY INC | 1.87% | |
| MICROCHIP TECHNOLOGY | 1.78% | |
| FLOOR & DECOR-A | 1.77% | |
| MARKEL GROUP INC | 1.74% | |
| ENTEGRIS INC | 1.70% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 1.65% | |
| MANHATTAN ASSOCIATES INC | 1.37% | |
| GUIDEWIRE SOFTWARE INC | 1.34% | |
| NOVANTA INC | 1.28% | |
| MORNINGSTAR INC | 1.16% | |
| ATLASSIAN CORP PLC CLS A | 0.91% |
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