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CUSIX vs PZVSX

Shared holdings
5
CUSIX covered by PZVSX
7.75%
PZVSX covered by CUSIX
7.75%

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.

CUSIX (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%

PZVSX (Feb. 28, 2026)

SecurityWeight
ADVANCE AUTO PARTS INC4.25%
SPECTRUM BRANDS HOLDINGS INC4.05%
TELEFLEX INC3.36%
FRST AM-GV OB-X3.35%
ADIENT PLC3.09%
DOUGLAS DYNAMICS INC2.98%
WEBSTER FINL2.88%
AVNET INC2.61%
AEBI SCHMIDT HOLDING AG2.50%
WSFS FINANCIAL CORP2.44%
SENSATA TECHNOLOGIES HOLDING PLC2.41%
OLD NATL BANCORP2.40%
COLUMBIA BANKING SYSTEMS INC2.38%
CNO FINANCIAL GROUP INC2.36%
MARCUS & MILLICH2.34%
ABM INDUSTRIES INC2.27%
KOPPERS HOLDINGS2.21%
ENVISTA HOLDINGS CORP2.21%
NEWELL BRANDS INC2.15%
RESIDEO TECHNOLOGIES INC2.13%
KORN FERRY2.11%
OLIN CORP2.08%
ROBERT HALF INTL2.07%
NOV INC2.05%
NOW INC2.04%
GLOBE LIFE INC2.02%
CONCENTRIX CORP1.99%
MALIBU BOATS INC CL A1.99%
VAREX IMAGING CORP1.94%
ASSOCIATED BANC CORP1.94%
AMER WOODMARK CO1.87%
BREAD FINANCIAL HOLDINGS1.83%
Samsonite Group SA1.82%
WINNEBAGO INDUSTRIES INC1.72%
HUNTSMAN CORP1.67%
SCANSOURCE INC1.60%
PVH CORP1.50%
MYERS INDUSTRIES1.50%
UNIVEST FINANCIAL CORP1.48%
HAVERTY FURNITURE COS INC1.41%
TRIMAS CORP1.26%
ORION SA1.17%
GENESCO INC1.15%
USANA HEALTH SCIENCES INC0.99%
DIAMONDROCK HOSPITALITY CO0.93%
MASTERBRAND INC0.93%
UNIVERSAL CORP0.85%
HELEN OF TROY LTD0.73%
TRUEBLUE INC0.63%
HOOKER FURNISHINGS CORP0.36%

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