Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
HSSIX vs LSOFX
Shared holdings
6
HSSIX covered by LSOFX
8.10%
LSOFX covered by HSSIX
8.10%
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.
HSSIX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| CUSTOMERS BANCORP INC | 4.89% | |
| AXOS FINANCIAL INC | 4.86% | |
| NORTHEAST BANK | 4.80% | |
| METROPOLITAN BANK HOLDING CORP | 4.63% | |
| LENDINGCLUB CORP | 4.50% | |
| BANCORP INC/THE | 4.47% | |
| ESQUIRE FINL HLDGS INC | 4.42% | |
| PATHWARD FINANCIAL INC | 4.23% | |
| COASTAL FINANCIAL CORP/WA | 3.54% | |
| PINNACLE FINANCIAL PARTNERS INC | 3.22% | |
| NEPTUNE INSURANCE HOLDINGS INC | 3.15% | |
| WINTRUST FINL | 2.99% | |
| QCR HOLDINGS INC | 2.69% | |
| ROBINHOOD MARKETS INC | 2.57% | |
| ENOVA INTL INC | 2.45% | |
| PAGAYA TECHS. LTD | 2.35% | |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 2.22% | |
| WESTERN ALLIANCE BANCORP | 2.12% | |
| MECHANICS BANCORP | 2.03% | |
| FINWISE BANCORP | 1.92% | |
| EAST WEST BNCRP | 1.81% | |
| THIRD COAST BANCSHARES INC | 1.62% | |
| MVB FINANCIAL CORP | 1.62% | |
| DAVE INC | 1.53% | |
| REMITLY GLOBAL INC | 1.40% | |
| FRST AM-GV OB-X | 1.38% | |
| PORCH GROUP INC | 1.23% | |
| UMB FINANCIAL CORP | 1.22% | |
| Trinity Capital Inc., BDC | 1.17% | |
| SEZZLE INC | 1.15% | |
| SHOPIFY INC CL A | 1.12% | |
| OPPFI INC A | 1.08% | |
| SKYWARD SPECIALTY INSURANCE GROUP INC | 1.05% | |
| BANK7 CORP | 1.02% | |
| PALOMAR HOLDINGS | 1.02% | |
| APPFOLIO INC - A | 0.99% | |
| AFFIRM HOLDINGS INC | 0.95% | |
| SEACOAST BANKING CORP FLORIDA | 0.95% | |
| ROCKET COS INC-A | 0.95% | |
| FIVE STAR BANCORP | 0.95% | |
| AMERIS BANCORP | 0.86% | |
| PRIVATE BANCORP OF AMERICA INC COMMON STOCK | 0.63% | |
| UNITED BANKSHS | 0.62% | |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.56% | |
| COINBASE GLOBAL INC | 0.53% | |
| AMERICAN INTEGRITY INSURANCE GROUP INC | 0.52% | |
| BOWHEAD SPECIALTY HOLDINGS INC | 0.48% | |
| Bullish ORD SHS | 0.43% | |
| FIRST BUSEY CORP | 0.42% | |
| COMPASS INC - A | 0.40% |
LSOFX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| Invesco Treasury Portfolio, Institutional Class | 5.89% | |
| FAIRFAX FINL HLDGS LTD SUB VTG | 4.89% | |
| JOHNSON&JOHNSON | 3.66% | |
| AGNICO EAGLE MINES LTD | 3.27% | |
| GLOBE LIFE INC | 3.21% | |
| EATON CORP PLC | 3.16% | |
| MERCK & CO | 2.99% | |
| ALPHABET INC CL A | 2.95% | |
| PRIMERICA INC | 2.85% | |
| CBOE GLOBAL MARKETS INC | 2.84% | |
| LITTELFUSE INC | 2.59% | |
| CACI INTL-A | 2.57% | |
| COMMSTCK | 2.48% | |
| REGENERON PHARMACEUTICALS INC | 2.47% | |
| EXXON MOBIL CORP | 2.25% | |
| Societe Generale S.A. ADR | 2.23% | |
| GLOBAL PAYMENTS INC | 2.23% | |
| CONNECTONE BANCORP INC | 2.15% | |
| TFS FINANCIAL CORP | 2.14% | |
| AMERIS BANCORP | 2.12% | |
| AXOS FINANCIAL INC | 2.10% | |
| INTERACTIVE BROKERS GROUP INC | 2.10% | |
| PENTAIR PLC | 2.09% | |
| UMB FINANCIAL CORP | 2.07% | |
| OFG BANCORP | 2.07% | |
| MICROSOFT CORP | 2.07% | |
| WEX INC | 2.04% | |
| LONDON STOCK EXCHANGE GRP | 2.04% | |
| WESTERN ALLIANCE BANCORP | 2.03% | |
| AMERIPRISE FINANCIAL INC | 1.98% | |
| ST JOE COMPANY | 1.90% | |
| PJT PARTNERS INC | 1.86% | |
| FIRST CITIZENS BANCSHARES INC CL A | 1.85% | |
| UBS GROUP AG USD0.10 (REG S) | 1.83% | |
| STIFEL FINANCIAL CORP | 1.75% | |
| CUSTOMERS BANCORP INC | 1.49% | |
| FISERV INC | 1.44% | |
| SLM CORP | 1.43% | |
| BLOCK INC CL A | 1.36% | |
| FIRST FIN BANCRP | 1.33% | |
| VISA INC-CLASS A | 1.18% | |
| GENWORTH FINANCIAL INC A | 1.07% | |
| NAVIENT CORP | 0.87% | |
| COMPASS INC - A | 0.68% | |
| HEWLETT PACKARD ENTERPRISE CO | 0.47% |
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