Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CAMUX vs TSMDX
Shared holdings
6
CAMUX covered by TSMDX
9.54%
TSMDX covered by CAMUX
9.54%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CAMUX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRST AM-TR OB-X | 3.08% | |
| LITTELFUSE INC | 3.03% | |
| CF INDUSTRIES HOLDINGS INC | 2.97% | |
| Tower Semiconductor Ltd (Tel Aviv) | 2.80% | |
| COOPER COS INC | 2.76% | |
| LINCOLN ELECTRIC HLDGS INC | 2.74% | |
| HF SINCLAIR CORP | 2.74% | |
| LATTICE SEMICONDUCTOR CORP | 2.74% | |
| LAZARD INC CL A | 2.73% | |
| PINNACLE WEST CAPITAL CORP | 2.71% | |
| ATMOS ENERGY CORP COMMON STOCK | 2.62% | |
| CFD_EQS GOLDUS33 2256908 | 2.61% | |
| PACKAGING CORP OF AMERICA | 2.60% | |
| DOLBY LABORATORIES INC CL A | 2.58% | |
| NNN REIT INC | 2.58% | |
| BORGWARNER INC COMMON STOCK | 2.57% | |
| REINSURANCE GROUP OF AMERICA | 2.54% | |
| QUEST DIAGNOSTICS INC | 2.52% | |
| WEX INC | 2.51% | |
| WEBSTER FINL | 2.50% | |
| Sportradar Group AG CLASS A ORD SHS | 2.50% | |
| ESSENTIAL UTILITIES INC | 2.50% | |
| PROSPERITY BNCSH | 2.49% | |
| GLOBUS MEDICAL INC | 2.49% | |
| GENTEX CORP | 2.47% | |
| ALIGN TECHNOLOGY INC COMMON STOCK | 2.46% | |
| BOK FINL CORP | 2.46% | |
| SOLVENTUM CORP | 2.45% | |
| Americold Realty Trust Inc | 2.45% | |
| CBOE GLOBAL MARKETS INC | 2.45% | |
| FIDELITY NATIONAL FINL INC | 2.43% | |
| MASCO CORPORATION | 2.40% | |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 2.38% | |
| TORO CO | 2.35% | |
| CLOROX CO | 2.16% | |
| PHREESIA INC | 2.14% | |
| EURONET WORLDWIDE INC | 2.06% | |
| HUNT J B TRANSPORT SERVICES IN | 2.04% | |
| LAMB WESTON HOLDINGS INC | 1.91% | |
| ACV AUCTIONS INC CL A | 1.46% |
TSMDX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NT-INST TRSR-PRM | 3.74% | |
| EAST WEST BNCRP | 3.09% | |
| NEW YORK TIMES CO CL A | 2.95% | |
| MYR GROUP INC/DELAWARE | 2.53% | |
| LINCOLN ELECTRIC HLDGS INC | 2.53% | |
| SITIME CORP | 2.36% | |
| BURLINGTON STORES INC | 2.35% | |
| TRIMBLE INC | 2.25% | |
| HUNT J B TRANSPORT SERVICES IN | 2.18% | |
| WEBSTER FINL | 2.05% | |
| MSA SAFETY INC | 1.89% | |
| INGEVITY CORP | 1.86% | |
| PALO ALTO NETWORKS INC | 1.81% | |
| ULTA BEAUTY INC | 1.72% | |
| MERIT MEDICAL SYSTEMS INC | 1.71% | |
| HEXCEL CORPORATION | 1.67% | |
| DECKERS OUTDOOR CORP | 1.67% | |
| VALMONT INDUSTRIES INC | 1.66% | |
| TETRA TECH INC | 1.64% | |
| PENUMBRA INC | 1.61% | |
| ENCOMPASS HEALTH CORP | 1.57% | |
| NVENT ELECTRIC | 1.55% | |
| HANOVER INSURANCE GROUP INC | 1.52% | |
| InterContinental Hotels Group PLC SPON ADS EACH REP 1 ORD SHS | 1.51% | |
| FIRST SOLAR INC | 1.51% | |
| DOMINOS PIZZA INC | 1.50% | |
| ALLEGION PLC | 1.47% | |
| DYNATRACE INC | 1.46% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 1.46% | |
| JONES LANG LASALLE INC | 1.46% | |
| EASTGROUP PROP | 1.45% | |
| STIFEL FINANCIAL CORP | 1.34% | |
| NEXTRACKER INC CL A | 1.34% | |
| LPL FINL HLDGS INC | 1.33% | |
| JACK HENRY | 1.28% | |
| QUEST DIAGNOSTICS INC | 1.24% | |
| ALLEGRO MICROSYSTEMS INC | 1.24% | |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 1.21% | |
| APTARGROUP INC | 1.17% | |
| TRANSMEDICS GROUP INC | 1.16% | |
| ALLY FINANCIAL INC | 1.15% | |
| CMS ENERGY CORP | 1.15% | |
| MCCORMICK-N/V | 1.14% | |
| PAYLOCITY HOLDING CORP | 1.12% | |
| BADGER METER INC | 1.09% | |
| OMNICELL INC | 1.09% | |
| BJS WHSL CLUB HLDGS INC | 1.09% | |
| QCR HOLDINGS INC | 0.98% | |
| KEYCORP | 0.95% | |
| FED REALTY INVS | 0.95% |
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