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PSGAX vs CSMDX

Shared holdings
6
PSGAX covered by CSMDX
8.43%
CSMDX covered by PSGAX
8.43%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PSGAX (March 31, 2026)

SecurityWeight
SERVISFIRST BANCSHARES INC6.85%
TRIUMPH FINANCIAL INC6.55%
TORO CO6.29%
ENERPAC TOOL GROUP CORP CL A5.95%
US PHYSICAL THERAPY INC5.38%
ALLIANCE LAUNDRY HOLDINGS INC5.27%
KINSALE CAPITAL GROUP INC5.17%
RYAN SPECIALTY HOLDINGS INC4.99%
AAON INC4.97%
GOOSEHEAD INSURANCE4.92%
APPFOLIO INC - A4.28%
OLLIES BARGAIN OUTLET HOLDINGS INC3.90%
DREAM FINDERS HOMES INC3.72%
GIGACLOUD TECHNOLOGY INC A3.70%
NATL RESEARCH CO3.70%
NCINO INC3.64%
INSTALLED BUILDING PRODUCTS INC3.49%
FTI CONSULTING INC3.47%
BBB Foods, Inc., Class A2.47%
REVOLVE GROUP INC2.44%
PRICESMART INC2.33%
MORNINGSTAR INC1.85%
IRADIMED CORP1.71%
SMITH DOUGLAS HOMES CORP1.26%
OMEGA FLEX INC1.19%
NVE CORP0.52%
DREYFUS GOVT CASH MGMT FUND0.01%
DREY-GVT CSH-I0.00%

CSMDX (Feb. 28, 2026)

SecurityWeight
CLEAR SECURE INC2.44%
WESCO INTL2.41%
ENSIGN GROUP INC2.17%
VALMONT INDUSTRIES INC2.05%
TRAVEL+LEISURE CO1.95%
PRICESMART INC1.94%
AAON INC1.87%
LITTELFUSE INC1.86%
HEXCEL CORPORATION1.78%
MATADOR RESOURCES COMPANY1.77%
NEW YORK TIMES CO CL A1.76%
DT MIDSTREAM INC1.76%
LEMAITRE VASCULAR INC1.74%
NORDSON CORP1.73%
NVENT ELECTRIC1.73%
CASEY'S GENERAL1.72%
CARETRUST REIT INC1.69%
COGNEX CORP1.68%
ENCOMPASS HEALTH CORP1.68%
ROYAL GOLD INC1.65%
QUEST DIAGNOSTICS INC1.64%
KULICKE and SOFFA INDUSTRIES INC1.63%
STERIS PLC1.61%
WINGSTOP INC1.59%
RELIANCE STEEL and ALUMINUM CO1.55%
CARLISLE COS INC1.53%
TERRENO REALTY CORP1.52%
BRUNSWICK CORP1.51%
NEXSTAR MEDIA GROUP INC1.50%
AZZ INC1.50%
CHESAPEAKE UTILITIES CORP1.50%
NAPCO SECURITY TECHNOLOGIES INC1.49%
STANDEX INTL CORP1.45%
HOME BANCSHARES INC1.45%
BROOKFIELD INFRA1.44%
UNIVERSAL DISPLAY CORP1.44%
TRANSUNION1.44%
RYMAN HOSPITALITY PPTYS INC1.43%
DICKS SPORTING GOODS INC1.40%
POWER INTEGRATIONS INC1.39%
LANDSTAR SYSTEM INC1.37%
GFL ENVIRONM-SUB1.35%
FIRSTSERVICE-WI1.35%
JACK HENRY1.34%
PROSPERITY BNCSH1.33%
PERDOCEO EDUCATION CORP1.33%
BENTLEY SYSTEM-B1.31%
US PHYSICAL THERAPY INC1.31%
UNIFIRST CORP/MA1.29%
DOMINOS PIZZA INC1.24%

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