Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TSME vs LACAX
Shared holdings
9
TSME covered by LACAX
12.77%
LACAX covered by TSME
12.77%
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.
TSME (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MODINE MFG CO | 3.54% | |
| BEL FUSE INC NV CL B | 3.38% | |
| COHERENT CORP | 2.79% | |
| LIMBACH HOLDINGS INC | 2.66% | |
| TURNING POINT BRANDS INC | 2.64% | |
| ELEMENT SOLUTIONS INC | 2.61% | |
| CECO ENVIRONMNTL | 2.43% | |
| FTAI AVIATION LTD | 2.41% | |
| LITTELFUSE INC | 2.39% | |
| SHARKNINJA INC | 2.37% | |
| CELESTICA INC SUB VTG | 2.18% | |
| CASEY'S GENERAL | 2.13% | |
| LSI INDUSTRIES INC | 2.10% | |
| ENOVA INTL INC | 2.09% | |
| UNIVERSAL TECHNI | 2.01% | |
| NPK INTERNATIONAL INC | 1.99% | |
| NVENT ELECTRIC PLC | 1.97% | |
| PATRICK INDUSTRIES INC | 1.89% | |
| VIKING HOLDINGS LTD | 1.88% | |
| ONEMAIN HOLDINGS INC | 1.86% | |
| INTERDIGITAL INC | 1.79% | |
| RYDER SYSTEM INC | 1.79% | |
| FED SIGNAL CORP | 1.72% | |
| CORE & MAIN IN-A | 1.69% | |
| IES HOLDINGS INC | 1.69% | |
| GPGI INC | 1.65% | |
| AVANOS MEDICAL INC | 1.55% | |
| DAKTRONICS INC | 1.53% | |
| INSTALLED BUILDING PRODUCTS INC | 1.51% | |
| STANDEX INTL CORP | 1.45% | |
| STEEL DYNAMICS INC | 1.43% | |
| NISOURCE INC | 1.42% | |
| ROYALTY PHARMA PLC | 1.40% | |
| QUANTA SVCS INC | 1.38% | |
| STERIS PLC | 1.35% | |
| AUTOZONE INC | 1.29% | |
| LABCORP HOLDINGS INC | 1.26% | |
| CLIMB GLOBAL SOLUTIONS INC | 1.23% | |
| FEDERAL AGRI MTG NON VTG CL C | 1.23% | |
| I3 VERTICALS INC CL A | 1.21% | |
| TOPBUILD CORP | 1.21% | |
| BURLINGTON STORES INC | 1.20% | |
| OLD REPUBLIC INTL CORP | 1.18% | |
| REGAL REXNORD CORP | 1.17% | |
| BIO-TECHNE CORP | 1.11% | |
| SAIA INC | 1.10% | |
| RAYMOND JAMES FINANCIAL INC. | 1.09% | |
| TALEN ENERGY CORP | 1.09% | |
| ADVANCED DRAINAGE SYSTEMS INC | 1.08% | |
| TEMPUR SEALY INTERNATIONAL INC | 1.07% |
LACAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SPX TECHNOLOGIES INC | 2.49% | |
| INSMED INC | 2.45% | |
| CELESTICA INC SUB VTG | 2.16% | |
| CHURCHILL DOWNS INC | 2.15% | |
| CARLYLE GROUP INC (THE) | 2.05% | |
| CURTISS WRIGHT CORPORATION | 1.99% | |
| VIAVI SOLUTIONS INC | 1.97% | |
| STERLING INFRASTRUCTURE INC | 1.95% | |
| GCM GROSVENOR INC - CLASS A | 1.93% | |
| INTERDIGITAL INC | 1.89% | |
| MASTEC INC | 1.88% | |
| VSE CORP | 1.84% | |
| COHERENT CORP | 1.83% | |
| MODINE MFG CO | 1.83% | |
| CAVCO INDUSTRIES INC | 1.79% | |
| BLOOM ENERGY CORP CL A | 1.74% | |
| WINGSTOP INC | 1.67% | |
| ESAB CORP | 1.60% | |
| DORMAN PRODUCTS INC | 1.60% | |
| ST STR SPDR S P BIOTECH E | 1.58% | |
| HEALTHEQUITY INC | 1.57% | |
| BJS WHSL CLUB HLDGS INC | 1.53% | |
| GLAUKOS CORP | 1.49% | |
| STONEX GROUP INC | 1.48% | |
| TOPBUILD CORP | 1.44% | |
| SEMTECH CORP | 1.44% | |
| WD-40 CO | 1.33% | |
| WESTERN ALLIANCE BANCORP | 1.32% | |
| MARVELL TECHNOLOGY INC | 1.31% | |
| ALIGNMENT HEALTHCARE INC | 1.27% | |
| AEROVIRONMENT INC | 1.25% | |
| GUARDANT HEALTH INC | 1.25% | |
| ELF BEAUTY INC | 1.20% | |
| FTAI AVIATION LTD | 1.20% | |
| PARSONS CORP | 1.17% | |
| AXON ENTERPRISE INC | 1.16% | |
| DYNATRACE INC | 1.14% | |
| SHARKNINJA INC | 1.12% | |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 1.12% | |
| BRIDGEBIO PHARMA INC | 1.04% | |
| ASTRONICS CORP | 1.01% | |
| APPLIED INDU TEC | 1.00% | |
| ENCOMPASS HEALTH CORP | 0.99% | |
| RYAN SPECIALTY HOLDINGS INC | 0.97% | |
| PENNANT GROUP-WI | 0.95% | |
| DEVON ENERGY CORP | 0.94% | |
| IRHYTHM TECHNOLOGIES INC | 0.89% | |
| COLUMBIA SHORT TERM CASH FUND | 0.89% | |
| EQT CORPORATION | 0.88% | |
| SPROUTS FMRS MKT INC | 0.85% |
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