Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FCUS vs STRN
Shared holdings
6
FCUS covered by STRN
15.55%
STRN covered by FCUS
15.55%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
FCUS (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| LUMENTUM HOLDINGS INC | 5.98% | |
| CIENA CORP | 5.35% | |
| MKS INSTRUMENTS INC | 4.37% | |
| HECLA MINING CO | 4.28% | |
| MICRON TECHNOLOGY INC | 4.23% | |
| SANDISK CORPORATION | 4.17% | |
| BLOOM ENERGY CORP CL A | 4.12% | |
| ECHOSTAR CORP CL A | 4.09% | |
| WESTERN DIGITAL CORP | 4.06% | |
| COEUR MINING INC | 3.97% | |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 3.83% | |
| SITIME CORP | 3.34% | |
| LAM RESEARCH CORP | 3.34% | |
| GLOBALSTAR INC | 3.20% | |
| ALBEMARLE CORP | 3.18% | |
| ALCOA CORP | 3.16% | |
| REVOLUTION MEDICINES INC | 3.15% | |
| COGENT BIOSCIENCES INC | 3.15% | |
| ADV ENERGY INDS | 3.05% | |
| SOUTHWEST AIRLINES CO | 2.80% | |
| TERADYNE INC | 2.71% | |
| GUARDANT HEALTH INC | 2.66% | |
| NEWMONT CORP | 2.57% | |
| GLOBUS MEDICAL INC | 2.51% | |
| KRYSTAL BIOTECH INC | 2.33% | |
| MONGODB INC CL A | 2.24% | |
| CH ROBINSON WORLDWIDE INC | 2.15% | |
| PTC THERAPEUTICS INC | 2.13% | |
| MADRIGAL PHARMACEUTICALS INC | 2.07% | |
| AST SPACEMOBILE INC | 1.75% | |
| FRST AM-GV OB-X | 0.07% |
STRN (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FRST AM-GV OB-X | 12.66% | |
| VERTIV HOLDINGS CO | 7.56% | |
| MONSTER BEVERAGE CORP | 6.80% | |
| COMFORT SYSTEMS USA INC | 6.17% | |
| GENERAL ELECTRIC CO | 6.07% | |
| LILLY ELI and CO | 5.08% | |
| APPLE INC | 5.04% | |
| SIMON PROPERTY | 4.84% | |
| MICRON TECHNOLOGY INC | 4.51% | |
| SCHWAB CHARLES CORP | 4.21% | |
| CORNING INC | 3.95% | |
| WILLIAMS COS INC | 3.70% | |
| AMPHENOL CORPORATION CL A | 3.66% | |
| NVIDIA CORP | 3.15% | |
| LUMENTUM HOLDINGS INC | 3.12% | |
| TERADYNE INC | 3.05% | |
| WESTERN DIGITAL CORP | 2.95% | |
| COHERENT CORP | 2.72% | |
| LAM RESEARCH CORP | 2.48% | |
| ALPHABET INC CL C | 2.42% | |
| ALPHABET INC CL A | 2.41% | |
| ANALOG DEVICES INC | 2.04% | |
| Southern Copper Corporation COM USD0.01 | 1.40% |
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