Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

CSD vs TARKX

Shared holdings
4
CSD covered by TARKX
9.95%
TARKX covered by CSD
9.95%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CSD (Jan. 31, 2026)

SecurityWeight
SANDISK CORPORATION7.89%
CRANE CO6.02%
CONSTELLATION ENERGY CORP5.66%
GE VERNOVA LLC5.59%
SOLSTICE ADV MAT4.87%
QNITY ELECTRONICS INC4.67%
AMENTUM HOLDINGS INC4.53%
VERALTO CORP4.49%
GE HEALTHCARE TECHNOLOGIES INC WI4.37%
ESAB CORP4.10%
Invesco Private Prime Fund3.96%
RALLIANT CORP3.78%
SOLVENTUM CORP3.74%
U-HAUL HOLDING CO3.65%
MILLROSE PROPERTIES INC3.46%
VERSANT MEDIA GROUP INC - A3.39%
EVERUS CONSTRUCTION GROUP INC3.36%
LIBERTY LIVE HOLDINGS INC C3.30%
KNIFE RIVER HOLDING CO W/I2.95%
PHINIA INC2.70%
NCR ATLEOS CORP2.62%
RXO INC2.45%
CURBLINE PROPERTIES CORP2.40%
FORTREA HOLDINGS INC1.64%
MASTERBRAND INC1.60%
Invesco Private Government Fund1.52%
VESTIS CORP0.55%
EMBECTA CORP0.43%
ENHABIT INC0.22%
Invesco Government & Agency Portfolio, Institutional Class0.10%

TARKX (Feb. 28, 2026)

SecurityWeight
LUMEN TECHNOLOGIES INC11.82%
General Electric Co.11.38%
COGNEX CORP9.84%
MANITOWOC CO INC7.89%
GE VERNOVA LLC6.43%
MODINE MFG CO4.27%
BAXTER INTERNATIONAL INC COMMON STOCK3.86%
INTL PAPER CO3.54%
ENOVIS CORP3.49%
CIENA CORP3.25%
COHERENT CORP3.13%
ESAB CORP2.99%
MILLERKNOLL INC2.88%
DANAHER CORP2.86%
AZENTA INC2.77%
PARKER HANNIFIN CORP2.54%
LUMENTUM HOLDINGS INC2.40%
VONTIER CORP W/I2.03%
ATS CORP1.92%
HNI CORP1.41%
COLUMBUS MCKI/NY1.10%
TEREX CORP0.96%
NUCOR CORP0.87%
Berkshire Hathaway, Inc. Class B0.85%
GE HEALTHCARE TECHNOLOGIES INC WI0.85%
CORNING INC0.77%
COSTCO WHOLESALE CORP0.72%
ST JOE COMPANY0.71%
FAIRFAX FINL HLDGS LTD SUB VTG0.65%
VERALTO CORP0.52%
INTERFACE INC0.47%
GLOBAL PAYMENTS INC0.43%
MONEY MARKET FUND0.30%
STANDARD BIOTOOLS INC0.06%
AMAZON.COM INC0.03%
GENTHERM INC0.01%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.