Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

OTCIX vs HAGAX

Shared holdings
34
OTCIX covered by HAGAX
31.70%
HAGAX covered by OTCIX
31.70%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OTCIX (Feb. 28, 2026)

SecurityWeight
HOWMET AEROSPACE INC4.38%
MONOLITHIC POWER SYS INC3.19%
TAKE-TWO INTERACTV SOFTWR INC2.89%
QUANTA SVCS INC2.72%
LIVE NATION ENTERTAINMENT INC2.53%
TKO GROUP HOLDINGS INC2.32%
Ascendis Pharma A/S2.17%
NATERA INC2.14%
MASIMO CORP2.09%
VISTRA CORP2.04%
CHENIERE ENERGY INC1.99%
LPL FINL HLDGS INC1.95%
AXON ENTERPRISE INC1.88%
BURLINGTON STORES INC1.76%
CBRE GROUP INC - CL A1.72%
WINGSTOP INC1.71%
NASDAQ INC1.66%
VULCAN MATERIALS CO1.64%
ROBLOX CORP - A1.59%
VIKING HOLDINGS LTD1.51%
CAMECO CORP1.46%
HYATT HOTELS CORP CL A1.42%
CARLYLE GROUP INC (THE)1.38%
CARVANA CO CL A1.37%
O'REILLY AUTOMOTIVE INC1.35%
CLOUDFLARE INC-A1.29%
TAPESTRY INC1.25%
AGILENT TECHNOLOGIES INC1.24%
CURTISS WRIGHT CORPORATION1.24%
STERIS PLC1.21%
TRIMBLE INC1.16%
EMCOR GROUP INC1.15%
MFS Institutional Money Market Portfolio, Class A1.09%
BWX TECHNOLOGIES INC1.03%
COHERENT CORP1.01%
HEXCEL CORPORATION1.00%
CARNIVAL CORP1.00%
VERTIV HOLDINGS CO0.96%
ASM INTL NV0.96%
EXPAND ENERGY CORP0.95%
ROYAL CARIBBEAN CRUISES LTD0.94%
GUIDEWIRE SOFTWARE INC0.92%
CIENA CORP0.89%
HUBBELL INC0.89%
OKTA INC CL A0.87%
WATERS CORP0.87%
GFL ENVIRONM-SUB0.86%
DRAFTKINGS INC0.85%
CADENCE DESIGN SYSTEMS INC0.85%
COUPANG INC A0.85%

HAGAX (March 31, 2026)

SecurityWeight
VERTIV HOLDINGS CO3.71%
HILTON WORLDWIDE HOLDINGS INC2.86%
CENCORA INC2.72%
CASEY'S GENERAL2.66%
QUANTA SVCS INC2.57%
ROYAL CARIBBEAN CRUISES LTD2.38%
WESTINGHOUSE AIR BRAKE TECH CORP2.09%
ROSS STORES INC2.07%
RB GLOBAL INC1.95%
CLOUDFLARE INC-A1.87%
LPL FINL HLDGS INC1.83%
ALNYLAM PHARMACEUTICALS INC1.75%
MONOLITHIC POWER SYS INC1.72%
IDEXX LABS INC1.66%
DATADOG INC CL A1.58%
AXON ENTERPRISE INC1.58%
VIKING HOLDINGS LTD1.56%
CH ROBINSON WORLDWIDE INC1.55%
ITT INC1.53%
CARPENTER TECHNOLOGY CORP1.52%
NATERA INC1.48%
BURLINGTON STORES INC1.42%
TERADYNE INC1.42%
ARES MANAGEMENT CORP CL A1.39%
CARVANA CO CL A1.37%
INSMED INC1.34%
BAKER HUGHES CO1.33%
MARVELL TECHNOLOGY INC1.29%
ROBLOX CORP - A1.28%
QNITY ELECTRONICS INC1.25%
PERMIAN RESOURCES CORP CL A1.22%
CORPAY INC1.20%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC1.19%
HOULIHAN LOKEY I1.19%
TYLER TECHNOLOGIES INC1.17%
FERGUSON ENTERPRISES INC1.11%
ANTERO RESOURCES1.11%
COMFORT SYSTEMS USA INC1.06%
VISTRA CORP1.06%
WASTE CONNECTIONS INC1.05%
TKO GROUP HOLDINGS INC1.05%
TRIMBLE INC1.05%
WYNN RESORTS LTD1.03%
REDDIT INC-A0.98%
ENTEGRIS INC0.96%
PTC INC0.96%
ROBINHOOD MARKETS INC0.95%
DRAFTKINGS INC0.94%
DEXCOM INC0.91%
CAVA GROUP INC0.90%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.