Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SCDV vs FSMCX
Shared holdings
7
SCDV covered by FSMCX
11.98%
FSMCX covered by SCDV
11.98%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SCDV (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ENSIGN GROUP INC | 8.24% | |
| CURTISS WRIGHT CORPORATION | 6.42% | |
| GILDAN ACTIVEWEAR INC | 5.30% | |
| FED SIGNAL CORP | 4.93% | |
| AMERICAN HEALTHCARE REIT INC | 4.67% | |
| LITTELFUSE INC | 4.53% | |
| ENPRO INDUSTRIES INC | 4.41% | |
| VICTORY CAPITAL HOLDINGS INC CL A | 4.16% | |
| MSA SAFETY INC | 3.99% | |
| TETRA TECH INC | 3.68% | |
| EVERCORE INC A | 3.66% | |
| BWX TECHNOLOGIES INC | 3.59% | |
| NEW YORK TIMES CO CL A | 3.47% | |
| CHEMED CORP | 3.40% | |
| TEXAS ROADHOUSE INC | 3.12% | |
| CHESAPEAKE UTILITIES CORP | 3.10% | |
| LEMAITRE VASCULAR INC | 3.07% | |
| BALCHEM CORP | 3.05% | |
| REINSURANCE GROUP OF AMERICA | 2.52% | |
| US PHYSICAL THERAPY INC | 2.43% | |
| DT MIDSTREAM INC | 2.33% | |
| APTARGROUP INC | 2.28% | |
| APPLIED INDU TEC | 1.99% | |
| INTERPARFUMS INC | 1.64% | |
| ENCOMPASS HEALTH CORP | 1.56% | |
| ARMSTRONG WORLD INDUSTRIES INC | 1.49% | |
| TERRENO REALTY CORP | 1.36% | |
| FIRST FIN BANCRP | 1.18% | |
| Silicon Motion Technology Corp. SPONSORED ADR | 1.02% | |
| AAON INC | 0.97% | |
| MARZETTI COMPANY/THE | 0.94% | |
| INSTALLED BUILDING PRODUCTS INC | 0.89% | |
| BADGER METER INC | 0.58% | |
| U.S. Treasury Bills | 0.02% |
FSMCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| BURLINGTON STORES INC | 3.16% | |
| IDACORP INC | 3.05% | |
| LITTELFUSE INC | 3.02% | |
| ONTO INNOVATION INC | 2.58% | |
| CACI INTL-A | 2.57% | |
| ENPRO INDUSTRIES INC | 2.47% | |
| PERMIAN RESOURCES CORP CL A | 2.43% | |
| DIODES INC | 2.34% | |
| STIFEL FINANCIAL CORP | 2.34% | |
| MARKEL GROUP INC | 2.31% | |
| SOUTHSTATE BANK CORP | 2.20% | |
| LAMAR ADVERTISING CO CL A | 2.18% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 2.16% | |
| MOELIS & CO-CL A | 2.16% | |
| CARLISLE COS INC | 1.98% | |
| PTC INC | 1.97% | |
| TETRA TECH INC | 1.97% | |
| ENERSYS INC | 1.96% | |
| CASEY'S GENERAL | 1.92% | |
| EXLSERVICE HOLDINGS INC | 1.87% | |
| LINCOLN ELECTRIC HLDGS INC | 1.81% | |
| POWER INTEGRATIONS INC | 1.74% | |
| SELECTIVE INSURANCE GROUP INC | 1.74% | |
| ATLANTIC UNION B | 1.74% | |
| JONES LANG LASALLE INC | 1.70% | |
| REVVITY INC | 1.68% | |
| NORTHERN OIL AND GAS INC | 1.66% | |
| RPM INTL INC | 1.64% | |
| AAON INC | 1.63% | |
| AGREE REALTY CORP | 1.60% | |
| BROADRIDGE FINL | 1.55% | |
| TRACTOR SUPPLY CO. | 1.55% | |
| WYNDHAM HOTELS and RESORTS INC | 1.49% | |
| INTEGER HOLDINGS CORP | 1.41% | |
| EASTGROUP PROP | 1.41% | |
| RELIANCE STEEL and ALUMINUM CO | 1.39% | |
| DORMAN PRODUCTS INC | 1.36% | |
| BALCHEM CORP | 1.36% | |
| DYNATRACE INC | 1.33% | |
| ICF INTERNATIONAL INC | 1.32% | |
| MANHATTAN ASSOCIATES INC | 1.32% | |
| ICON PLC | 1.30% | |
| CONCENTRA GROUP HOLDINGS PARENT INC | 1.30% | |
| CULLEN FROST BANKERS INC | 1.28% | |
| RYAN SPECIALTY HOLDINGS INC | 1.27% | |
| FRANKLIN ELECTRIC CO. INC. | 1.26% | |
| APTARGROUP INC | 1.25% | |
| MARZETTI COMPANY/THE | 1.24% | |
| SEACOAST BANKING CORP FLORIDA | 1.20% | |
| TOPBUILD CORP | 1.18% |
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