Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IPSAX vs PHSWX
Shared holdings
1
IPSAX covered by PHSWX
1.91%
PHSWX covered by IPSAX
1.91%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 7 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
IPSAX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| WOLFSPEED INC | 76.79% | |
| Alpha Architect 1-3 Month Box ETF | 8.39% | |
| CALL ISHARES SILVER T 03/31/2023 C22.5 | 5.81% | |
| CALL SPDR GOLD SHARES 12/29/2023 C180 | 5.01% | |
| COPX Us 01/15/27 C41 | 2.87% | |
| MONEY MARKET FUND | 1.12% | |
| SPDR S&P 500 ETF Trust | 0.00% |
PHSWX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| HECLA MINING CO | 5.50% | |
| SILVERCORP METAL | 5.13% | |
| FMR-TREASURY-III | 4.68% | |
| AGNICO EAGLE MINES LTD | 4.63% | |
| ENDEAVOUR SILVER | 4.10% | |
| Osisko Gold Royalties Ltd. | 4.01% | |
| ROYAL GOLD INC | 3.31% | |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 2.97% | |
| CALAVO GROWERS INC | 2.77% | |
| CNH INDUSTRIAL N | 2.72% | |
| CAN NATL RAILWAY | 2.69% | |
| STURM RUGER & CO | 2.62% | |
| RAYONIER INC REIT | 2.61% | |
| INTERPARFUMS INC | 2.60% | |
| AMCOR PLC | 2.59% | |
| Smith & Nephew PLC ADR EACH REPR 2 ORD | 2.58% | |
| CLOROX CO | 2.58% | |
| Swatch Group AG (The) | 2.57% | |
| LKQ CORP | 2.56% | |
| OPEN TEXT CORP | 2.55% | |
| CARRIAGE SERVICES INC | 2.54% | |
| EOG RESOURCES INC | 2.51% | |
| SK TELEC-SPN ADR | 2.35% | |
| COUPANG INC A | 2.32% | |
| BB Seguridade Participacoes SA ADR | 2.28% | |
| Global Ship Lease, Inc. | 2.27% | |
| MERCADOLIBRE INC | 2.27% | |
| Grupo Aeroportuario del Centro Norte S.A.B. de C.V. SPON ADR EA REP 8 SER 'B' | 2.25% | |
| American Beverage Co Ambev | 2.21% | |
| CHIPMOS TECHNOLOGIES INC SPONSORED ADR | 2.15% | |
| ULTRAPAR PARTICIPACOES SA | 2.14% | |
| Telenor ASA ADR | 2.05% | |
| CRACKER BARREL OLD CTRY ST INC | 2.05% | |
| WOLFSPEED INC | 1.91% | |
| Treasury Wine Estates Ltd. ADR | 1.53% | |
| Coloplast A/S Sponsored ADR | 1.42% |
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