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HRVIX vs BTSMX

Shared holdings
9
HRVIX covered by BTSMX
10.90%
BTSMX covered by HRVIX
10.90%

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.

HRVIX (March 31, 2026)

SecurityWeight
ROYALTY PHARMA-A3.29%
ENVISTA HOLDINGS CORP3.26%
STIFEL FINANCIAL CORP3.16%
FNB CORP PA3.15%
FB FINANCIAL CORP3.11%
SEACOAST BANKING CORP FLORIDA3.11%
ASSOCIATED BANC CORP3.05%
LAMAR ADVERTISING CO CL A3.04%
LITTELFUSE INC2.90%
EASTGROUP PROP2.54%
FIRSTCASH HOLDINGS INC2.41%
PHINIA INC2.34%
CAMDEN PROP TR2.34%
MAGNOLIA OIL and GAS CORPO CL A2.32%
GATES INDUSTRIAL2.32%
NOV INC2.25%
MATERION CORP2.23%
ONE GAS INC2.21%
RENASANT CORP2.16%
MATADOR RESOURCES COMPANY2.16%
BRADY CORPORATION CL A2.09%
HANOVER INSURANCE GROUP INC2.08%
CTS CORP2.04%
COOPER COS INC1.96%
GRANITE CONSTRUCTION INC1.95%
LATTICE SEMICONDUCTOR CORP1.91%
WESCO INTL1.87%
CENTURY COMMUNITIES INC1.67%
Silicon Motion Technology Corp. SPONSORED ADR1.54%
WYNDHAM HOTELS and RESORTS INC1.53%
GLACIER BANCORP INC1.53%
HAYWARD HOLDINGS INC1.49%
QUAKER HOUGHTON1.49%
PRIMO BRANDS CORP A1.45%
BUILDERS FIRSTSOURCE1.41%
SEMTECH CORP1.38%
ACADEMY SPORTS and OUTDOORS INC1.35%
GENERAC HOLDINGS INC1.34%
COLUMBIA SPORTSWEAR CO1.31%
ENERPAC TOOL GROUP CORP CL A1.25%
PRESTIGE CONSUMER HEALTHCARE INC1.22%
VIPER ENERGY INC A1.21%
INTEGER HOLDINGS CORP1.21%
SENSIENT TECHNOLOGIES CORP1.18%
NORTHWESTERN ENERGY GROUP INC1.13%
ACUSHNET HOLDINGS CORP1.12%
THOR INDUSTRIES INC1.09%
BJS WHSL CLUB HLDGS INC1.01%
IDEX CORPORATION0.97%
CENTERRA GOLD IN0.91%

BTSMX (March 31, 2026)

SecurityWeight
MAGNOLIA OIL and GAS CORPO CL A2.20%
BJS WHSL CLUB HLDGS INC2.12%
IDEX CORPORATION2.10%
SNAP-ON INCORPORATED2.03%
ALLEGION PLC2.01%
NORDSON CORP1.93%
ANTERO MIDSTREAM CORP1.92%
CINCINNATI FINANCIAL CORP1.89%
GLOBUS MEDICAL INC1.87%
SEI INVESTMENTS1.83%
JONES LANG LASALLE INC1.82%
HUBBELL INC1.80%
APTARGROUP INC1.78%
SERVICE CORP INTERNATIONAL INC1.75%
CULLEN FROST BANKERS INC1.73%
ESSENTIAL UTILITIES INC1.68%
EXPEDITORS INTL OF WASH INC1.66%
MEDPACE HOLDINGS INC1.66%
STERIS PLC1.64%
SMITH (AO) CORP1.64%
APPLIED INDU TEC1.59%
ON SEMICONDUCTOR CORP1.57%
COOPER COS INC1.57%
NETAPP INC1.53%
CBOE GLOBAL MARKETS INC1.50%
JAZZ PHARMACEUTI1.50%
WATTS WATER TECH INC CL A1.47%
NEW YORK TIMES CO CL A1.47%
DONALDSON CO INC1.47%
F5 INC1.47%
RPM INTL INC1.45%
AMERICAN FINL GROUP INC OHIO1.45%
CHARLES RIVER LABS INTL INC1.37%
ZIMMER BIOMET HO1.34%
JACK HENRY1.32%
QUALYS INC1.32%
EAST WEST BNCRP1.30%
CHOICE HOTELS INTL INC1.27%
LINCOLN ELECTRIC HLDGS INC1.27%
MASCO CORPORATION1.27%
ATMOS ENERGY CORP1.26%
AVERY DENNISON CORP1.25%
COMMERCE BCSHS1.17%
NORTHERN TRUST CORP1.13%
BADGER METER INC1.10%
SPROUTS FMRS MKT INC1.10%
TEXAS ROADHOUSE INC1.10%
Common Stock1.09%
CAMDEN PROP TR1.09%
CFD_EQS GOLDUS33 22569081.08%

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