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SCDV vs GMBVX

Shared holdings
7
SCDV covered by GMBVX
11.91%
GMBVX covered by SCDV
11.91%

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)

SecurityWeight
ENSIGN GROUP INC8.24%
CURTISS WRIGHT CORPORATION6.42%
GILDAN ACTIVEWEAR INC5.30%
FED SIGNAL CORP4.93%
AMERICAN HEALTHCARE REIT INC4.67%
LITTELFUSE INC4.53%
ENPRO INDUSTRIES INC4.41%
VICTORY CAPITAL HOLDINGS INC CL A4.16%
MSA SAFETY INC3.99%
TETRA TECH INC3.68%
EVERCORE INC A3.66%
BWX TECHNOLOGIES INC3.59%
NEW YORK TIMES CO CL A3.47%
CHEMED CORP3.40%
TEXAS ROADHOUSE INC3.12%
CHESAPEAKE UTILITIES CORP3.10%
LEMAITRE VASCULAR INC3.07%
BALCHEM CORP3.05%
REINSURANCE GROUP OF AMERICA2.52%
US PHYSICAL THERAPY INC2.43%
DT MIDSTREAM INC2.33%
APTARGROUP INC2.28%
APPLIED INDU TEC1.99%
INTERPARFUMS INC1.64%
ENCOMPASS HEALTH CORP1.56%
ARMSTRONG WORLD INDUSTRIES INC1.49%
TERRENO REALTY CORP1.36%
FIRST FIN BANCRP1.18%
Silicon Motion Technology Corp. SPONSORED ADR1.02%
AAON INC0.97%
MARZETTI COMPANY/THE0.94%
INSTALLED BUILDING PRODUCTS INC0.89%
BADGER METER INC0.58%
U.S. Treasury Bills0.02%

GMBVX (Feb. 28, 2026)

SecurityWeight
PRICESMART INC4.24%
NEW YORK TIMES CO CL A4.22%
BALCHEM CORP4.10%
GLOBUS MEDICAL INC4.08%
ARAMARK3.72%
AAON INC3.68%
RBC BEARINGS INC3.66%
APTARGROUP INC3.56%
CLEAN HARBORS INC3.54%
JACK HENRY3.28%
OLLIES BARGAIN OUTLET HOLDINGS INC3.27%
CIRRUS LOGIC INC3.23%
ALLEGION PLC3.16%
MARZETTI COMPANY/THE3.05%
FTI CONSULTING INC3.02%
DOLBY LABORATORIES INC CL A2.85%
KADANT INC2.82%
GMO US Treasury Fund2.80%
BADGER METER INC2.57%
ENTEGRIS INC2.57%
AXCELIS TECHNOLOGIES INC2.49%
TREX CO INC2.47%
FABRINET2.35%
WOODWARD INC2.26%
COCA COLA CONSOLIDATED INC2.13%
BOOZ ALLEN HAMILTON HLDG CL A2.13%
ACUSHNET HOLDINGS CORP2.06%
COHEN & STEERS2.05%
CACTUS INC CL A1.88%
HOULIHAN LOKEY I1.75%
UNIVERSAL DISPLAY CORP1.72%
STEPSTONE GROUP INC CLASS A1.64%
BRUKER CORP1.20%
LANDSTAR SYSTEM INC1.02%
EPAM SYSTEMS INC1.00%
PREFORMED LINE PRODUCTS CO1.00%
XPEL INC0.90%
MALIBU BOATS INC CL A0.85%
INSTALLED BUILDING PRODUCTS INC0.61%
BROWN FORMAN CORP NON VTG CL B0.48%
CORVEL CORP0.36%
ACV AUCTIONS INC CL A0.20%
State Street Institutional Treasury Money Market Fund0.04%

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