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VRMCX vs DFDMX

Shared holdings
6
VRMCX covered by DFDMX
16.32%
DFDMX covered by VRMCX
16.32%

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.

VRMCX (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%

DFDMX (March 31, 2026)

SecurityWeight
ECOLAB INC5.37%
VULCAN MATERIALS CO5.15%
KINSALE CAPITAL GROUP INC4.30%
VERALTO CORP4.13%
HEICO CORP CL A4.13%
VEEVA SYSTEMS-A3.95%
BIO-TECHNE CORP3.95%
CBRE GROUP INC - CL A3.74%
TRANSDIGM GROUP INC3.70%
APPFOLIO INC - A3.65%
OLD DOMINION FRT3.18%
WEST PHARMACEUTICAL SVCS INC3.06%
PTC INC3.05%
WASTE CONNECTIONS INC3.04%
COPART INC2.87%
COSTAR GROUP INC2.81%
TYLER TECHNOLOGIES INC2.66%
MSCI INC2.60%
METTLER-TOLEDO INTL INC2.58%
GOOSEHEAD INSURANCE2.53%
MOODYS CORP2.51%
CADENCE DESIGN SYSTEMS INC2.31%
MONOLITHIC POWER SYS INC2.18%
FIRST AM-TR OB-X2.14%
BROWN & BROWN1.94%
REPLIGEN CORP1.89%
SITEONE LANDSCAPE SUPPLY INC1.87%
MICROCHIP TECHNOLOGY1.78%
FLOOR & DECOR-A1.77%
MARKEL GROUP INC1.74%
ENTEGRIS INC1.70%
BOOZ ALLEN HAMILTON HLDG CL A1.65%
MANHATTAN ASSOCIATES INC1.37%
GUIDEWIRE SOFTWARE INC1.34%
NOVANTA INC1.28%
MORNINGSTAR INC1.16%
ATLASSIAN CORP PLC CLS A0.91%

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