# Portfolio overlap — HOORX vs FOSCX

Comparing **Hartford Schroders US Small Cap Opportunities Fund** (2026-01-31) and **TRIBUTARY SMALL COMPANY FUND** (2026-03-31).

- Shared positions: 12
- Hartford Schroders US Small Cap Opportunities Fund covered by TRIBUTARY SMALL COMPANY FUND: 0.1726569503455080143055776833
- TRIBUTARY SMALL COMPANY FUND covered by Hartford Schroders US Small Cap Opportunities Fund: 0.1726569503455080143055776834

## Hartford Schroders US Small Cap Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ICU MEDICAL INC | 0.028043 |  |
| VIAVI SOLUTIONS INC | 0.026561 | ✓ |
| MOOG INC-CLASS A | 0.022165 |  |
| FIRST BANCORP/NC | 0.021305 |  |
| HEXCEL CORPORATION | 0.020444 |  |
| NOVANTA INC | 0.018853 |  |
| MCGRATH RENTCORP | 0.018469 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.017486 |  |
| PERELLA WEINBERG PARTNERS | 0.017370 |  |
| SEACOAST BANKING CORP FLORIDA | 0.016707 | ✓ |
| BALCHEM CORP | 0.016535 | ✓ |
| PATRICK INDUSTRIES INC | 0.016373 | ✓ |
| ESCO TECHNOLOGIES INC | 0.016248 | ✓ |
| QCR HOLDINGS INC | 0.015913 |  |
| SEMTECH CORP | 0.015815 |  |
| MIRION TECHNOLOGIES INC-A | 0.015724 |  |
| HELIOS TECHNOLOGIES INC | 0.015655 |  |
| ENPRO INDUSTRIES INC | 0.015629 | ✓ |
| US PHYSICAL THERAPY INC | 0.015264 |  |
| MODINE MFG CO | 0.014930 |  |
| V2X INC | 0.014893 |  |
| MATERION CORP | 0.014770 |  |
| LIVERAMP HOLDINGS INC | 0.014743 | ✓ |
| CAVCO INDUSTRIES INC | 0.014036 |  |
| MSA SAFETY INC | 0.013900 |  |
| ESAB CORP | 0.013861 |  |
| CIENA CORP | 0.013692 |  |
| TERRENO REALTY CORP | 0.013649 |  |
| PRIMORIS SVCS CORP | 0.013607 |  |
| HAYWARD HOLDINGS INC | 0.013421 |  |
| CHURCHILL DOWNS INC | 0.013175 |  |
| ASGN INC | 0.013020 |  |
| SOUTHSTATE BANK CORP | 0.012748 |  |
| LUMENTUM HOLDINGS INC | 0.012671 |  |
| SIMPSON MFG | 0.012429 |  |
| CHEFS WAREHOUSE INC | 0.012428 |  |
| FB FINANCIAL CORP | 0.012367 | ✓ |
| REPLIGEN CORP | 0.012205 |  |
| NEOGENOMICS INC | 0.012166 |  |
| HOULIHAN LOKEY I | 0.012056 |  |
| AZENTA INC | 0.011864 |  |
| KIRBY CORP | 0.011862 |  |
| PERMIAN RESOURCES CORP CL A | 0.011657 |  |
| UL SOLUTIONS INC CL A | 0.010876 |  |
| AXIS CAPITAL HOLDINGS LTD | 0.010775 |  |
| UNITED COMMUNITY BANKS GA | 0.010750 |  |
| REINSURANCE GROUP OF AMERICA | 0.010702 |  |
| TRICO BANCSHARES | 0.010695 |  |
| BOX INC- CLASS A | 0.010357 |  |
| FIRST BANCORP PUERTO RICO | 0.010346 |  |

## TRIBUTARY SMALL COMPANY FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ESCO TECHNOLOGIES INC | 0.041552 | ✓ |
| ENPRO INDUSTRIES INC | 0.031466 | ✓ |
| VIAVI SOLUTIONS INC | 0.028579 | ✓ |
| MOELIS & CO-CL A | 0.027257 |  |
| ADV ENERGY INDS | 0.026920 |  |
| NORTHERN OIL AND GAS INC | 0.026368 |  |
| SEACOAST BANKING CORP FLORIDA | 0.025145 | ✓ |
| BENCHMARK ELECTRONICS INC | 0.023357 |  |
| DIODES INC | 0.023190 |  |
| ATLANTIC UNION B | 0.023021 |  |
| KAISER ALUMINUM | 0.022251 |  |
| IDACORP INC | 0.022199 | ✓ |
| COHU INC | 0.022048 |  |
| MARCUS & MILLICH | 0.021237 |  |
| BALCHEM CORP | 0.019790 | ✓ |
| SELECTIVE INSURANCE GROUP INC | 0.018901 |  |
| LITTELFUSE INC | 0.018494 |  |
| KORN FERRY | 0.018212 |  |
| ADDUS HOMECARE CORP | 0.017647 |  |
| MONARCH CASINO and RESORT INC | 0.017600 |  |
| ENERSYS INC | 0.017334 |  |
| ACUSHNET HOLDINGS CORP | 0.017092 |  |
| SUNSTONE HOTEL INVS INC | 0.016702 |  |
| STEWART INFO SVC | 0.016585 |  |
| EXLSERVICE HOLDINGS INC | 0.016441 |  |
| PATRICK INDUSTRIES INC | 0.016332 | ✓ |
| CHESAPEAKE UTILITIES CORP | 0.016195 | ✓ |
| PRESTIGE CONSUMER HEALTHCARE INC | 0.016177 |  |
| ALAMO GROUP INC | 0.015924 |  |
| POWER INTEGRATIONS INC | 0.015834 |  |
| CSW INDUSTRI INC | 0.015709 |  |
| ORIGIN BANCORP INC | 0.015513 |  |
| CONCENTRA GROUP HOLDINGS PARENT INC | 0.015325 |  |
| DORMAN PRODUCTS INC | 0.015202 |  |
| FB FINANCIAL CORP | 0.015071 | ✓ |
| BLKR-LIQ T-INS | 0.015019 |  |
| MARZETTI COMPANY/THE | 0.014555 |  |
| EPLUS INC | 0.014425 |  |
| LIVERAMP HOLDINGS INC | 0.014302 | ✓ |
| ICF INTERNATIONAL INC | 0.013725 |  |
| INTEGER HOLDINGS CORP | 0.013294 |  |
| FRANKLIN ELECTRIC CO. INC. | 0.013037 |  |
| BOOT BARN HOLDINGS INC | 0.012580 |  |
| GULFPORT ENERGY CORP | 0.012199 | ✓ |
| MERCANTILE BANK CORP | 0.011890 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.011695 |  |
| CASS INFORMATION SYSTEMS INC | 0.011486 |  |
| PREFORMED LINE PRODUCTS CO | 0.011183 |  |
| AMN HEALTHCARE SERVICES INC | 0.011102 |  |
| INTERPARFUMS INC | 0.010862 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030424` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/49905/000141036826030424/0001410368-26-030424-index.htm>
- N-PORT (fund B) — accession `0000932381-26-000097` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/932381/000093238126000097/0000932381-26-000097-index.htm>

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