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FOCIX vs HMSFX

Shared holdings
1
FOCIX covered by HMSFX
11.94%
HMSFX covered by FOCIX
11.94%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 14 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FOCIX (Feb. 27, 2026)

SecurityWeight
Enterprise Products Partners LP33.84%
BANK OZK10.86%
U.S. Treasury Bills9.17%
XIB 0 03/03/266.89%
U.S. Treasury Bills6.89%
U.S. Treasury Bills6.87%
WR BERKLEY CORP6.18%
PROGRESSIVE CORP OHIO5.13%
U.S. Treasury Bills4.59%
MONEYMKT4.06%
CF INDUSTRIES HOLDINGS INC2.83%
Federal Home Loan Mortgage Corp. Series H, 5.10%, Perpetual2.43%
HOME BANCSHARES INC0.15%
EOG RESOURCES INC0.11%

HMSFX (Jan. 31, 2026)

SecurityWeight
MLP12.43%
Enterprise Products Partners LP11.94%
MPLX LP PARTNERSHIP SHARES11.45%
PLAINS ALL AMER PIPELINE LP PARTNERSHIP SHARES9.78%
ANTERO MIDSTREAM CORP7.40%
WILLIAMS COS INC7.12%
ONEOK INC6.91%
WESTERN MIDSTREAM PARTNERS LP MLP5.76%
FRST AM-GV OB-X5.04%
FIRST AM-TR OB-X4.40%
KINDER MORGAN INC4.07%
TC ENERGY CORP3.88%
TARGA RESOURCES CORP3.68%
CHENIERE ENERGY INC3.28%
DT MIDSTREAM INC2.87%

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