Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

GCASX vs HSMIX

Shared holdings
51
GCASX covered by HSMIX
11.96%
HSMIX covered by GCASX
11.96%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GCASX (March 31, 2026)

SecurityWeight
AMETEK INC NEW4.44%
MUELLER INDUSTRIES INC3.49%
KKR & CO INC3.18%
CRANE CO2.99%
GATX CORP2.76%
GORMAN-RUPP CO2.50%
GRACO INC1.89%
RUSH ENTERPRISES INC CL B1.69%
TEXTRON INC1.62%
LENNAR CORP CL B1.48%
MOOG INC-CLASS A1.42%
DANA INC1.35%
UNITED RENTALS INC1.27%
RYMAN HOSPITALITY PPTYS INC1.20%
MODINE MFG CO1.16%
MYERS INDUSTRIES1.14%
STRATTEC SEC CORP1.07%
ASTEC INDUSTRIES INC1.03%
CAVCO INDUSTRIES INC1.02%
CTS CORP1.01%
AUTONATION INC1.01%
GLOBUS MEDICAL INC1.00%
INGLES MARKETS INC-CL A0.98%
FLOWSERVE CORP0.95%
FED SIGNAL CORP0.94%
ST JOE COMPANY0.88%
NATHANS FAMOUS INC0.87%
CNH INDUSTRIAL NV0.86%
BADGER METER INC0.85%
HERC HOLDINGS INC0.84%
HB FULLER CO0.79%
FRANKLIN ELECTRIC CO. INC.0.77%
MAPLE LEAF FOODS0.71%
GRIFFON CORP0.70%
REPUBLIC SVCS0.70%
MADISON SQUARE GARDEN SPORTS CORP0.68%
RPC INC0.66%
CHURCHILL DOWNS INC0.65%
WATTS WATER TECH INC CL A0.63%
STANDEX INTL CORP0.63%
SPHERE ENTERTAINMENT CO0.62%
TENNANT CO0.62%
KIKKOMAN CORP0.61%
BEL FUSE INC VTG CL A0.60%
ATLANTA BRAVES HOLDINGS INC0.58%
TYLER TECHNOLOGIES INC0.57%
ENPRO INDUSTRIES INC0.55%
U.S. Treasury Bills0.55%
COPART INC0.54%
PENSKE AUTOMOTIVE GROUP INC0.54%

HSMIX (Feb. 28, 2026)

SecurityWeight
CIENA CORP2.94%
TECHNIPFMC PLC2.38%
UNITED THERAPEUTICS CORP DEL2.04%
CURTISS WRIGHT CORPORATION1.93%
COCA COLA CONSOLIDATED INC1.48%
JONES LANG LASALLE INC1.39%
ATI INC1.33%
ALCOA CORP1.28%
MUELLER INDUSTRIES INC1.26%
ANNALY CAPITAL MGMT INC REIT1.21%
TOLL BROTHERS INC1.18%
NEW YORK TIMES CO CL A1.14%
PERMIAN RESOURCES CORP CL A1.14%
RENAISSANCERE HLDGS LTD1.10%
NEUROCRINE BIOSCIENCES INC1.08%
LINCOLN ELECTRIC HLDGS INC1.06%
ANTERO RESOURCES1.05%
DYCOM INDUSTRIES INC1.05%
TENET HEALTHCARE CORP1.04%
STIFEL FINANCIAL CORP1.04%
RBC BEARINGS INC1.02%
FIVE BELOW INC0.96%
GLOBUS MEDICAL INC0.92%
FLOWSERVE CORP0.91%
BIOMARIN PHARMACEUTICAL INC0.90%
OMEGA HEALTHCARE INVESTORS INC0.87%
CACI INTL-A0.86%
EXELIXIS INC0.86%
FLEX LTD0.84%
ACUITY INC0.83%
TEMPUR SEALY INTERNATIONAL INC0.82%
WEBSTER FINL0.80%
FIRSTCASH HOLDINGS INC0.78%
AFFIL MANAGERS0.77%
BORGWARNER INC0.76%
PENUMBRA INC0.74%
ANTERO MIDSTREAM CORP0.74%
JANUS HENDERSON GROUP PLC0.72%
NATL FUEL GAS CO0.72%
WINTRUST FINL0.71%
WATTS WATER TECH INC CL A0.70%
CRANE CO0.68%
ITT INC0.64%
MAPLEBEAR INC0.64%
DONALDSON CO INC0.64%
ZIONS BANCORP NA0.63%
FIRST INDUSTRIAL REALTY TRUST0.63%
APPLIED INDU TEC0.63%
HF SINCLAIR CORP0.62%
CROWN HOLDINGS INC0.60%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.