Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FSRFX vs HWAY
Shared holdings
4
FSRFX covered by HWAY
12.77%
HWAY covered by FSRFX
12.77%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
FSRFX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| UBER TECHNOLOGIES INC | 12.70% | |
| UNION PACIFIC CORP | 11.61% | |
| UNITED PARCEL SERVICE INC CL B | 8.52% | |
| DELTA AIR LI | 7.04% | |
| OLD DOMINION FRT | 6.12% | |
| FEDEX CORP | 5.96% | |
| CSX CORP | 4.92% | |
| UNITED AIRLINES HOLDINGS INC | 4.57% | |
| XPO LOGISTICS INC | 4.46% | |
| Fidelity Cash Central Fund | 4.35% | |
| CH ROBINSON WORLDWIDE INC | 3.62% | |
| NORFOLK SOUTHERN CORP | 3.30% | |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 2.40% | |
| SOUTHWEST AIRLINES CO | 2.19% | |
| ALASKA AIR GROUP INC | 2.16% | |
| KIRBY CORP | 1.50% | |
| SKYWEST INC | 1.39% | |
| SAIA INC | 1.36% | |
| SCHNEIDER NATL-B | 1.27% | |
| AMAZON.COM INC | 1.00% | |
| WERNER ENTERPRISES INC | 0.98% | |
| GXO LOGISTICS INC | 0.92% | |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.86% | |
| COPA HOLDINGS SA CL A | 0.76% | |
| SAMSARA INC-CL A | 0.65% | |
| Fidelity Securities Lending Cash Central Fund | 0.62% | |
| JOBY AVIATION INC | 0.57% | |
| BOEING CO/THE | 0.56% | |
| DESCARTES SYS | 0.55% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.46% | |
| EXPEDITORS INTL OF WASH INC | 0.45% | |
| TFI INTERNATIONA | 0.41% | |
| LYFT INC-A | 0.40% | |
| AIRBNB INC CLASS A | 0.35% | |
| AVIS BUDGET GROUP | 0.28% | |
| RXO INC | 0.23% | |
| WEX INC | 0.20% | |
| AMERICAN AIRLINES GROUP INC | 0.13% | |
| HUB GROUP INC CL A | 0.11% | |
| SUN COUNTRY HOLD | 0.06% |
HWAY (March 31, 2026)
| Security | Weight | |
|---|---|---|
| CATERPILLAR INC | 5.89% | |
| DEERE & CO | 5.15% | |
| PARKER HANNIFIN CORP | 4.97% | |
| QUANTA SVCS INC | 4.87% | |
| CSX CORP | 4.65% | |
| UNION PACIFIC CORP | 4.35% | |
| EMERSON ELECTRIC CO | 4.17% | |
| NORFOLK SOUTHERN CORP | 4.06% | |
| CRH PLC | 3.72% | |
| FASTENAL CO | 3.24% | |
| COMFORT SYSTEMS USA INC | 2.92% | |
| WW GRAINGER INC | 2.88% | |
| UNITED RENTALS INC | 2.86% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 2.58% | |
| NUCOR CORP | 2.32% | |
| VULCAN MATERIALS CO | 2.15% | |
| MARTIN MAR MTLS | 2.13% | |
| EMCOR GROUP INC | 2.01% | |
| XYLEM INC | 1.75% | |
| DOVER CORP | 1.71% | |
| STEEL DYNAMICS INC | 1.50% | |
| ATI INC | 1.19% | |
| CARPENTER TECHNOLOGY CORP | 1.13% | |
| ALCOA CORP | 1.02% | |
| RELIANCE STEEL and ALUMINUM CO | 0.94% | |
| JACOBS SOLUTIONS INC | 0.89% | |
| IDEX CORPORATION | 0.86% | |
| CARLISLE COS INC | 0.83% | |
| GRACO INC | 0.83% | |
| WESCO INTL | 0.75% | |
| API GROUP CORP | 0.74% | |
| MUELLER INDUSTRIES INC | 0.70% | |
| STERLING INFRASTRUCTURE INC | 0.68% | |
| AECOM | 0.65% | |
| MODINE MFG CO | 0.65% | |
| DYCOM INDUSTRIES INC | 0.61% | |
| IES HOLDINGS INC | 0.59% | |
| APPLIED INDU TEC | 0.58% | |
| ADVANCED DRAINAGE SYSTEMS INC | 0.58% | |
| DONALDSON CO INC | 0.57% | |
| OSHKOSH CORP | 0.56% | |
| SPX TECHNOLOGIES INC | 0.55% | |
| OWENS CORNING INC | 0.53% | |
| BUILDERS FIRSTSOURCE | 0.53% | |
| FLUOR CORP | 0.51% | |
| RYDER SYSTEM INC | 0.49% | |
| CRANE CO | 0.48% | |
| VALMONT INDUSTRIES INC | 0.47% | |
| WATTS WATER TECH INC CL A | 0.45% | |
| TETRA TECH INC | 0.45% |
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