Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
RYCKX vs PAMC
Shared holdings
45
RYCKX covered by PAMC
32.31%
PAMC covered by RYCKX
32.31%
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.
RYCKX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TECHNIPFMC PLC | 2.44% | |
| VALARIS LTD | 2.44% | |
| ARROWHEAD PHARMACEUTICALS INC | 2.16% | |
| WOODWARD INC | 2.12% | |
| MASTEC INC | 2.05% | |
| FIVE BELOW INC | 2.00% | |
| INTERDIGITAL INC | 2.00% | |
| CARPENTER TECHNOLOGY CORP | 1.98% | |
| HALOZYME THERAPEUTICS INC | 1.90% | |
| STERLING INFRASTRUCTURE INC | 1.84% | |
| UNITED THERAPEUTICS CORP DEL | 1.75% | |
| MEDPACE HOLDINGS INC | 1.74% | |
| FABRINET | 1.73% | |
| HECLA MINING CO | 1.72% | |
| CURTISS WRIGHT CORPORATION | 1.63% | |
| FIRSTCASH HOLDINGS INC | 1.56% | |
| ATI INC | 1.55% | |
| TALEN ENERGY CORP | 1.54% | |
| RAMBUS INC | 1.51% | |
| DYCOM INDUSTRIES INC | 1.49% | |
| CELSIUS HOLDINGS INC | 1.41% | |
| ENSIGN GROUP INC | 1.41% | |
| ROYAL GOLD INC | 1.39% | |
| TTM TECHNOLOGIES INC | 1.39% | |
| ADV ENERGY INDS | 1.36% | |
| AEROVIRONMENT INC | 1.32% | |
| VICOR CORPORATION | 1.29% | |
| EXELIXIS INC | 1.27% | |
| UL SOLUTIONS INC CL A | 1.24% | |
| BWX TECHNOLOGIES INC | 1.20% | |
| XPO LOGISTICS INC | 1.19% | |
| TWILIO INC CLASS A | 1.17% | |
| NEUROCRINE BIOSCIENCES INC | 1.15% | |
| PENUMBRA INC | 1.15% | |
| TENET HEALTHCARE CORP | 1.13% | |
| BOYD GAMING CORP | 1.12% | |
| GLOBUS MEDICAL INC | 1.11% | |
| SABRA HEALTHCARE REIT INC | 1.09% | |
| CHART INDUSTRIES INC | 1.06% | |
| CACI INTL-A | 1.05% | |
| KRATOS DEFENSE and SEC SOLTN INC | 1.04% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 1.04% | |
| NVENT ELECTRIC PLC | 1.02% | |
| OPTION CARE HEALTH INC | 1.02% | |
| ENERSYS INC | 0.99% | |
| ELANCO ANIMAL HEALTH INC | 0.95% | |
| SPX TECHNOLOGIES INC | 0.94% | |
| TEMPUR SEALY INTERNATIONAL INC | 0.94% | |
| API GROUP CORP | 0.93% | |
| FEDERATED HERMES INC | 0.93% |
PAMC (April 30, 2026)
| Security | Weight | |
|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 9.68% | |
| TD SYNNEX CORP | 1.92% | |
| CURTISS WRIGHT CORPORATION | 1.88% | |
| ALCOA CORP | 1.77% | |
| TECHNIPFMC PLC | 1.73% | |
| HF SINCLAIR CORP | 1.51% | |
| FABRINET | 1.38% | |
| RENAISSANCERE HLDGS LTD | 1.34% | |
| ATI INC | 1.27% | |
| TTM TECHNOLOGIES INC | 1.26% | |
| REINSURANCE GROUP OF AMERICA | 1.25% | |
| ARROW ELECTRONICS INC | 1.25% | |
| ROYAL GOLD INC | 1.25% | |
| WOODWARD INC | 1.24% | |
| FLEX LTD | 1.23% | |
| PERFORMANCE FOOD GROUP CO | 1.22% | |
| NVENT ELECTRIC PLC | 1.12% | |
| MASTEC INC | 1.09% | |
| NEXTRACKER INC CL A | 1.07% | |
| BWX TECHNOLOGIES INC | 1.07% | |
| STERLING INFRASTRUCTURE INC | 1.04% | |
| PERMIAN RESOURCES CORP CL A | 1.03% | |
| MUELLER INDUSTRIES INC | 1.02% | |
| API GROUP CORP | 0.98% | |
| TOLL BROTHERS INC | 0.95% | |
| OVINTIV INC | 0.94% | |
| HECLA MINING CO | 0.93% | |
| UNUM GROUP | 0.93% | |
| FLUOR CORP | 0.92% | |
| ROIVANT SCIENCES LTD | 0.92% | |
| MKS INSTRUMENTS INC | 0.92% | |
| LITHIA MOTORS INC CL A | 0.91% | |
| KRATOS DEFENSE and SEC SOLTN INC | 0.90% | |
| ADV ENERGY INDS | 0.88% | |
| AVNET INC | 0.87% | |
| RBC BEARINGS INC | 0.86% | |
| CARPENTER TECHNOLOGY CORP | 0.84% | |
| LEAR CORP NEW | 0.83% | |
| ARROWHEAD PHARMACEUTICALS INC | 0.79% | |
| WEBSTER FINL | 0.79% | |
| ALBERTSONS COS INC CL A | 0.78% | |
| WP CAREY INC | 0.77% | |
| DYCOM INDUSTRIES INC | 0.77% | |
| RB GLOBAL INC | 0.72% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.72% | |
| WESCO INTL | 0.70% | |
| FIVE BELOW INC | 0.66% | |
| MATADOR RESOURCES COMPANY | 0.66% | |
| SOUTHSTATE BANK CORP | 0.66% | |
| OSHKOSH CORP | 0.66% |
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