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VMACX vs PHSKX

Shared holdings
7
VMACX covered by PHSKX
21.53%
PHSKX covered by VMACX
21.53%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

VMACX (March 31, 2026)

SecurityWeight
AMETEK INC NEW6.39%
WESTINGHOUSE AIR BRAKE TECH CORP5.81%
TELEDYNE TECHNOLOGIES INC5.80%
MONOLITHIC POWER SYS INC5.37%
HOULIHAN LOKEY I4.53%
ROSS STORES INC4.36%
WEST PHARMACEUTICAL SVCS INC3.95%
EMCOR GROUP INC3.77%
OLD DOMINION FRT3.75%
HEICO CORP CL A3.64%
VERISK ANALYTICS INC3.44%
ADVANCED DRAINAGE SYSTEMS INC3.34%
COOPER COS INC3.30%
PENTAIR PLC3.24%
MSCI INC3.12%
EQUIFAX INC2.98%
HAMILTON LANE INC - A2.92%
ALIGN TECHNOLOGY INC2.90%
LPL FINL HLDGS INC2.84%
NORDSON CORP2.66%
CH ROBINSON WORLDWIDE INC2.58%
ROLLINS INC2.55%
JACK HENRY2.45%
LENNOX INTL INC2.36%
POOL CORP2.21%
ALLEGION PLC2.18%
EXPONENT INC2.12%
BROADRIDGE FINL2.10%
UNIVERSAL DISPLAY CORP1.70%
BROWN & BROWN1.65%

PHSKX (March 31, 2026)

SecurityWeight
CLOUDFLARE INC-A8.66%
AMPHENOL CORPORATION CL A7.25%
COMFORT SYSTEMS USA INC6.23%
MERCADOLIBRE INC4.39%
MONOLITHIC POWER SYS INC4.38%
WEST PHARMACEUTICAL SVCS INC3.69%
IDEXX LABS INC3.50%
TOAST INC-A3.32%
NEW YORK TIMES CO CL A3.08%
HOULIHAN LOKEY I3.02%
INSULET CORP2.90%
CELSIUS HOLDINGS INC2.89%
TOPBUILD CORP2.87%
FAIR ISAAC CORP2.85%
WESTINGHOUSE AIR BRAKE TECH CORP2.84%
EQUIFAX INC2.82%
ON HOLDING AG2.76%
HEALTHEQUITY INC2.73%
TRIMBLE INC2.71%
ROLLINS INC2.60%
DATADOG INC CL A2.55%
MEDLINE INC-A2.50%
PTC INC2.28%
OLD DOMINION FRT2.23%
COPART INC2.20%
DOMINOS PIZZA INC2.18%
PURE STORAGE INC CL A2.09%
GOOSEHEAD INSURANCE1.96%
GLOBAL-E ONLINE LTD1.90%
REDDIT INC-A1.77%
FRESHPET INC1.46%
VERTEX INC - CLASS A1.39%

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