# Portfolio overlap — JSVTX vs SCSAX

Comparing **Janus Henderson Small-Mid Cap Value Fund** (2026-03-31) and **Allspring Common Stock Fund** (2026-03-31).

- Shared positions: 8
- Janus Henderson Small-Mid Cap Value Fund covered by Allspring Common Stock Fund: 0.1203871382540961013370339195
- Allspring Common Stock Fund covered by Janus Henderson Small-Mid Cap Value Fund: 0.1203871382540961013370339195

## Janus Henderson Small-Mid Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LITTELFUSE INC | 0.035071 | ✓ |
| MAGNOLIA OIL and GAS CORPO CL A | 0.033826 |  |
| ALLIANT ENERGY CORPORATION | 0.032613 |  |
| BUSINESS FIRST BANCSHARES INC | 0.028503 |  |
| US ULTRA BOND CBT Sep25 | 0.027909 |  |
| HELIOS TECHNOLOGIES INC | 0.027605 |  |
| AXIS CAPITAL | 0.027417 |  |
| LAMAR ADVERTISING CO CL A | 0.027255 |  |
| AGREE REALTY CORP | 0.026021 |  |
| SELECTIVE INSURANCE GROUP INC | 0.025717 |  |
| WINTRUST FINL | 0.025492 | ✓ |
| FOX CORPORATION B | 0.024606 |  |
| QUAKER HOUGHTON | 0.024256 |  |
| VONTIER CORP W/I | 0.023969 |  |
| SOLSTICE ADV MAT | 0.022425 |  |
| ICU MEDICAL INC | 0.021888 |  |
| HARTFORD INSURANCE GROUP INC/THE | 0.021839 |  |
| CASEY'S GENERAL | 0.021838 |  |
| LKQ CORP | 0.021376 |  |
| QNITY ELECTRONICS INC | 0.021277 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.021182 |  |
| COMMERCIAL METALS CO | 0.021110 | ✓ |
| GULFPORT ENERGY CORP | 0.021104 |  |
| LivaNova PLC ORD GBP1.00 (DI) | 0.020992 |  |
| FULTON FINANCIAL CORP | 0.020708 |  |
| BURLINGTON STORES INC | 0.020346 | ✓ |
| OFG BANCORP | 0.020248 |  |
| BALL CORP | 0.019610 |  |
| WISDOMTREE INVESTMENTS INC | 0.019026 |  |
| THOR INDUSTRIES INC | 0.018962 |  |
| SAIA INC | 0.018412 |  |
| KIRBY CORP | 0.018302 | ✓ |
| LANDSTAR SYSTEM INC | 0.017753 |  |
| TOLL BROTHERS INC | 0.017488 | ✓ |
| ALLY FINANCIAL INC | 0.017189 |  |
| CARLISLE COS INC | 0.016895 | ✓ |
| BOYD GROUP SERVI | 0.016877 |  |
| REGAL REXNORD CORP | 0.016755 | ✓ |
| CUSHMAN & WAKEFI | 0.015162 |  |
| LAZARD INC CL A | 0.014859 |  |
| TITAN MACHINERY INC | 0.014815 |  |
| FABRINET | 0.012816 |  |
| TERADYNE INC | 0.012337 |  |
| NCINO INC | 0.011077 |  |
| TOPBUILD CORP | 0.010594 |  |
| CDW CORPORATION | 0.010413 |  |
| TRANSUNION | 0.010010 |  |
| CARLSMED INC | 0.007085 |  |
| ACADEMY SPORTS and OUTDOORS INC | 0.006836 |  |
| JANUS INTERNATIONAL GROUP INC | 0.006428 |  |

## Allspring Common Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ON SEMICONDUCTOR CORP | 0.022451 |  |
| KIRBY CORP | 0.019634 | ✓ |
| MARVELL TECHNOLOGY INC | 0.018377 |  |
| QXO INC | 0.017741 |  |
| WESCO INTL | 0.016632 |  |
| DYNATRACE INC | 0.016498 |  |
| API GROUP CORP | 0.016365 |  |
| HEALTHEQUITY INC | 0.016300 |  |
| AMERIS BANCORP | 0.016250 |  |
| LITTELFUSE INC | 0.016249 | ✓ |
| REGAL REXNORD CORP | 0.016160 | ✓ |
| ALLIENT INC | 0.016152 |  |
| WINTRUST FINL | 0.016151 | ✓ |
| BWX TECHNOLOGIES INC | 0.015775 |  |
| TERRENO REALTY CORP | 0.015757 |  |
| APPLIED INDU TEC | 0.015569 |  |
| WESTLAKE CORP | 0.015553 |  |
| SUN COMMUNITIES INC - REIT | 0.015027 |  |
| REINSURANCE GROUP OF AMERICA | 0.014925 |  |
| ROKU INC CLASS A | 0.014490 |  |
| BRUKER CORP | 0.014381 |  |
| TOLL BROTHERS INC | 0.014311 | ✓ |
| LIVANOVA PLC | 0.014216 |  |
| BURLINGTON STORES INC | 0.013824 | ✓ |
| COMMERCIAL METALS CO | 0.013812 | ✓ |
| TEXAS CAPITAL BANCSHARES INC | 0.013785 |  |
| TALEN ENERGY CORP | 0.013663 |  |
| AZENTA INC | 0.013500 |  |
| LOUISIANA PACIFIC CORP | 0.013457 |  |
| OKTA INC CL A | 0.013330 |  |
| ASHLAND INC | 0.013050 |  |
| TELEDYNE TECHNOLOGIES INC | 0.013012 |  |
| V2X INC | 0.012888 |  |
| NATIONAL VISION HOLDINGS INC | 0.012652 |  |
| PLANET FITNESS INC CL A | 0.012647 |  |
| MIRION TECHNOLOGIES INC-A | 0.012642 |  |
| REVOLVE GROUP INC | 0.012593 |  |
| ALLEGRO MICROSYSTEMS INC | 0.012587 |  |
| BIO RAD LABS CL A | 0.012571 |  |
| HERC HOLDINGS INC | 0.012528 |  |
| AZZ INC | 0.012486 |  |
| RALLIANT CORP | 0.012455 |  |
| ALASKA AIR GROUP INC | 0.012232 |  |
| ESAB CORP | 0.011973 |  |
| AXOS FINANCIAL INC | 0.011895 |  |
| Icon Public Limited Company | 0.011846 |  |
| MELROSE INDUSTRI | 0.011620 |  |
| CARLISLE COS INC | 0.011578 | ✓ |
| COTERRA ENERGY INC | 0.011386 |  |
| MONTROSE ENVIRONMENTAL GROUP INC | 0.011203 |  |


## Sources

- N-PORT (fund A) — accession `0000277751-26-000161` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/277751/000027775126000161/0000277751-26-000161-index.htm>
- N-PORT (fund B) — accession `0001410368-26-052350` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1081400/000141036826052350/0001410368-26-052350-index.htm>

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