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CUSCX vs HSMAX

Shared holdings
6
CUSCX covered by HSMAX
10.12%
HSMAX covered by CUSCX
10.12%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CUSCX (March 31, 2026)

SecurityWeight
MARRIOTT VACATIONS WORLD6.28%
AVIENT CORP5.29%
DOUGLAS ELLIMAN INC4.65%
M/I HOMES INC4.52%
HUNTSMAN CORP4.43%
QUAKER HOUGHTON4.42%
MASTERBRAND INC4.35%
LENDINGTREE INC3.98%
BARRETT BUS SVCS3.91%
COUSINS PROPERTIES INC3.66%
BELDEN INC3.49%
FIRST HORIZON CORP3.46%
PENNYMAC FINANCIAL SERVICES INC3.43%
LOANDEPOT INC -A3.28%
WESBANCO INC3.08%
ENTERPRISE FINL SVCS CORP2.77%
SIMMONS FIRST -A2.74%
HIGHWOODS PROPERTIES INC2.56%
MALIBU BOATS INC CL A2.54%
SOUTHSTATE BANK CORP2.51%
SANFILIPPO (JOHN B) and SON INC.2.46%
NEWMARK GROUP INC CL A2.19%
AMERIS BANCORP2.19%
VAREX IMAGING CORP1.95%
FIRST INTST BANCSYST INC CL A1.94%
FORTUNE BRANDS INNOVATIONS INC1.88%
VIPER ENERGY INC A1.76%
HELMERICH & PAYN1.69%
SM ENERGY CO1.61%
CARTERS INC1.55%
COTERRA ENERGY INC1.46%
SELECT WATER SOLUTIONS INC CL A1.44%
KORN FERRY1.22%
PORTLAND GENERAL ELECTRIC CO0.85%
US ULTRA BOND CBT Sep250.47%

HSMAX (Jan. 31, 2026)

SecurityWeight
iShares Trust RUSSELL 2000 VALUE ETF4.10%
State Street Navigator Securities Lending Government Money Market Portfolio3.28%
PHINIA INC2.10%
MILLERKNOLL INC2.08%
KENNAMETAL INC2.06%
STEVEN MADDEN LTD2.05%
OMNICELL INC2.03%
LEGGETT & PLATT1.94%
QUAKER HOUGHTON1.92%
SELECT WATER SOLUTIONS INC CL A1.91%
HOME BANCSHARES INC1.90%
RENASANT CORP1.89%
ATLANTIC UNION B1.86%
SPIRE INC1.84%
FIRST INTST BANCSYST INC CL A1.80%
BREAD FINANCIAL HOLDINGS1.80%
ADEIA INC1.77%
RADIAN GROUP INC1.75%
CHOICE HOTELS INTL INC1.73%
CVB FINANCIAL CORP1.72%
MALIBU BOATS INC CL A1.72%
SIMMONS FIRST -A1.70%
ICHOR HOLDINGS LTD1.67%
KINETIK HOLDINGS INC1.67%
FNB CORP PA1.67%
PEBBLEBROOK HOTEL TRUST1.64%
CARTERS INC1.64%
PROG HOLDINGS INC1.62%
EZCORP INC CL A NON VTG1.62%
FIRST HAWAIIAN INC1.60%
ENERGIZER HOLDIN1.58%
COVISTA INC1.58%
KAISER ALUMINUM1.57%
NATIONAL STORAGE AFFILIATES TRUST1.56%
NCR VOYIX CORP1.53%
Silicon Motion Technology Corp. SPONSORED ADR1.52%
AIR LEASE CORP CL A1.51%
BANK OZK1.51%
UNITIL CORP1.51%
MSC INDUSTRIAL DIRECT CO CL A1.49%
STURM RUGER & CO1.47%
PIEDMONT REALTY TRUST INC1.45%
UGI CORP NEW1.44%
FEDERAL AGRI MTG NON VTG CL C1.42%
KEMPER CORP1.42%
SONOCO PRODUCTS CO1.41%
LOOMIS AB COMMON STOCK1.36%
CORECIVIC INC1.25%
MONARCH CASINO and RESORT INC1.23%
TRINET GROUP INC1.21%

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