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CFSMX vs ARGFX

Shared holdings
3
CFSMX covered by ARGFX
10.48%
ARGFX covered by CFSMX
10.48%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CFSMX (March 31, 2026)

SecurityWeight
Clarivate PLC COM NPV11.32%
POST HOLDINGS INC9.61%
AFFIL MANAGERS7.89%
CCC INTELLIGENT SOLUTIONS HOLD CL A6.03%
AVANTOR INC5.97%
WILEY JOHN&SON-A4.76%
LKQ CORP4.00%
ENVISTA HOLDINGS CORP3.91%
MIDDLEBY CORP3.57%
WAYSTAR HOLDING CORP3.56%
ENERGIZER HOLDIN3.43%
LAMB WESTON HOLDINGS INC3.29%
GFL ENVIRONM-SUB3.18%
NEOGEN CORP3.01%
HENRY SCHEIN INC2.87%
LANDSTAR SYSTEM INC2.86%
PRIMO BRANDS CORP A2.69%
BROWN & BROWN2.64%
GARTNER INC2.57%
RALLIANT CORP2.43%
ROPER TECHNOLOGIES INC2.41%
US FOODS HOLDING CORP1.64%
MOLSON COORS BEVERAGE CO B1.61%
LPL FINL HLDGS INC1.56%
RYAN SPECIALTY HOLDINGS INC1.31%
BELLRING BRANDS INC1.20%
CH ROBINSON WORLDWIDE INC0.70%

ARGFX (March 31, 2026)

SecurityWeight
MADISON SQUARE GARDEN ENTERTAINMENT CORP5.47%
ENVISTA HOLDINGS CORP4.31%
COVISTA INC3.85%
SPHERE ENTERTAINMENT CO3.77%
AFFIL MANAGERS3.63%
BIO RAD LABS CL A3.63%
LAZARD INC CL A3.60%
JM SMUCKER CO/THE3.59%
CORE LABORATORIES INC3.55%
CHARLES RIVER LABS INTL INC3.53%
JONES LANG LASALLE INC3.41%
MATTEL INC3.27%
CARLYLE GROUP INC (THE)3.25%
NORWEGIAN CRUISE3.22%
MOHAWK INDUSTRIES INC3.20%
ZEBRA TECHNOLOGIES CORP CL A3.07%
BOYD GAMING CORP3.06%
MIDDLEBY CORP2.94%
PRESTIGE CONSUMER HEALTHCARE INC2.93%
GENERAC HOLDINGS INC2.92%
DENTSPLY SIRONA INC2.83%
OneSpaWorld Holdings Ltd. COM USD0.00012.81%
GENTEX CORP2.67%
BOK FINL CORP2.57%
MANCHESTER UTD. PLC2.55%
MADISON SQUARE GARDEN SPORTS CORP2.52%
NORTHERN TRUST CORP2.34%
SCOTTS MIRACLE GRO CO2.11%
RESIDEO TECHNOLOGIES INC2.08%
NT-INST TRSR-PRM1.89%
ADT INC1.89%
FIRST AMERICAN FINANCIAL CORP1.20%
AXALTA COATING S0.92%
GCM GROSVENOR INC - CLASS A0.79%
PARAMOUNT SKYDANCE CORP0.48%
LESLIE'S INC0.10%

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