Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AIRR vs HVAC
Shared holdings
5
AIRR covered by HVAC
17.36%
HVAC covered by AIRR
17.36%
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.
AIRR (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ARGAN INC | 4.89% | |
| MASTEC INC | 4.64% | |
| COMFORT SYSTEMS USA INC | 4.18% | |
| STERLING INFRASTRUCTURE INC | 3.96% | |
| EMCOR GROUP INC | 3.54% | |
| PRIMORIS SVCS CORP | 3.34% | |
| SAIA INC | 3.17% | |
| BWX TECHNOLOGIES INC | 3.13% | |
| SPX TECHNOLOGIES INC | 3.13% | |
| DYCOM INDUSTRIES INC | 3.07% | |
| CH ROBINSON WORLDWIDE INC | 3.05% | |
| HUNTINGTON INGALLS INDUSTRIES INC | 3.01% | |
| CORE & MAIN IN-A | 2.80% | |
| OWENS CORNING INC | 2.77% | |
| CLEAN HARBORS INC | 2.46% | |
| RBC BEARINGS INC | 2.32% | |
| KARMAN HOLDINGS INC | 2.31% | |
| RYDER SYSTEM INC | 1.97% | |
| AAON INC | 1.96% | |
| OSHKOSH CORP | 1.94% | |
| KRATOS DEFENSE and SEC SOLTN INC | 1.90% | |
| KIRBY CORP | 1.90% | |
| FNB CORP PA | 1.88% | |
| GRANITE CONSTRUCTION INC | 1.86% | |
| POWELL INDUSTRIES INC | 1.83% | |
| APPLIED INDU TEC | 1.83% | |
| IES HOLDINGS INC | 1.83% | |
| WINTRUST FINL | 1.69% | |
| LANDSTAR SYSTEM INC | 1.60% | |
| OLD NATL BANCORP | 1.57% | |
| EVERUS CONSTRUCTION GROUP INC | 1.56% | |
| ADVANCED DRAINAGE SYSTEMS INC | 1.53% | |
| FED SIGNAL CORP | 1.37% | |
| ASSOCIATED BANC CORP | 1.36% | |
| MSC INDUSTRIAL DIRECT CO CL A | 1.30% | |
| CONSTRUCTION PARTNERS INC CL A | 1.27% | |
| CSW INDUSTRI INC | 1.06% | |
| HERC HOLDINGS INC | 1.00% | |
| FULTON FINANCIAL CORP | 0.95% | |
| MUELLER WATER PRODUCTS INC A | 0.91% | |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.90% | |
| MERCURY SYSTEMS INC | 0.83% | |
| TUTOR PERINI CORP | 0.81% | |
| LEONARDO DRS INC | 0.77% | |
| XOMETRY INC-A | 0.67% | |
| WERNER ENTERPRISES INC | 0.63% | |
| SCHNEIDER NATL-B | 0.60% | |
| ATKORE INC | 0.59% | |
| ARCOSA INC | 0.56% | |
| FIRST FIN BANCRP | 0.55% |
HVAC (March 31, 2026)
| Security | Weight | |
|---|---|---|
| COMFORT SYSTEMS USA INC | 5.76% | |
| BWX TECHNOLOGIES INC | 5.00% | |
| JABIL INC | 4.90% | |
| FLOWSERVE CORP | 4.74% | |
| GE VERNOVA LLC | 4.56% | |
| AMPHENOL CORPORATION CL A | 4.41% | |
| VERTIV HOLDINGS CO | 4.35% | |
| LEGENCE CORP-A | 4.23% | |
| FLUOR CORP | 4.11% | |
| STERLING INFRASTRUCTURE INC | 3.89% | |
| DREYFUS TRSRY SECURITIES | 3.81% | |
| AMETEK INC NEW | 3.78% | |
| PARKER HANNIFIN CORP | 3.74% | |
| WILLDAN GROUP IN | 3.73% | |
| CURTISS WRIGHT CORPORATION | 3.50% | |
| BELDEN INC | 3.48% | |
| DOVER CORP | 3.38% | |
| FORTIVE CORP | 3.33% | |
| MASTEC INC | 3.29% | |
| MODINE MFG CO | 3.21% | |
| HUBBELL INC | 3.10% | |
| DIGITAL REALTY TRUST INC | 3.01% | |
| TRANE TECHNOLOGIES PLC | 2.87% | |
| SPX TECHNOLOGIES INC | 2.86% | |
| ILLINOIS TOOL WORKS INC | 2.78% | |
| API GROUP CORP | 2.20% | |
| BLOOM ENERGY CORP CL A | 1.97% |
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