Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
JAMVX vs FSMCX
Shared holdings
10
JAMVX covered by FSMCX
15.10%
FSMCX covered by JAMVX
15.10%
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.
JAMVX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ALLIANT ENERGY CORPORATION | 2.87% | |
| US ULTRA BOND CBT Sep25 | 2.62% | |
| ENTERGY CORP | 2.38% | |
| CASEY'S GENERAL | 2.33% | |
| CONOCOPHILLIPS | 2.28% | |
| AGREE REALTY CORP | 2.27% | |
| EVEREST RE GROUP | 2.15% | |
| LITTELFUSE INC | 2.15% | |
| LAMAR ADVERTISING CO CL A | 2.12% | |
| FOX CORPORATION B | 2.07% | |
| FREEPORT MCMORAN INC | 1.98% | |
| L3HARRIS TECHNOLOGIES INC | 1.97% | |
| WINTRUST FINL | 1.93% | |
| EXPAND ENERGY CORP | 1.92% | |
| PNC FINANCIAL SERVICES GRP INC | 1.88% | |
| HARTFORD INSURANCE GROUP INC/THE | 1.82% | |
| CORTEVA INC | 1.81% | |
| SELECTIVE INSURANCE GROUP INC | 1.80% | |
| AXIS CAPITAL | 1.78% | |
| PPL CORPORATION | 1.74% | |
| BALL CORP | 1.73% | |
| LINCOLN ELECTRIC HLDGS INC | 1.68% | |
| VONTIER CORP W/I | 1.68% | |
| KIRBY CORP | 1.66% | |
| AMETEK INC NEW | 1.57% | |
| TERADYNE INC | 1.52% | |
| LABCORP HOLDINGS INC | 1.46% | |
| LAZARD INC CL A | 1.46% | |
| KEYSIGHT TECHNOLOGIES INC | 1.44% | |
| CARLISLE COS INC | 1.42% | |
| LKQ CORP | 1.42% | |
| ALLY FINANCIAL INC | 1.42% | |
| QNITY ELECTRONICS INC | 1.40% | |
| 3M CO | 1.39% | |
| MARTIN MAR MTLS | 1.37% | |
| CARDINAL HEALTH INC | 1.36% | |
| WESTLAKE CORP | 1.32% | |
| WASTE CONNECTIONS INC | 1.32% | |
| SOLSTICE ADV MAT | 1.28% | |
| BURLINGTON STORES INC | 1.23% | |
| AUTOZONE INC | 1.23% | |
| CANADIAN PACIFIC KANSAS CITY LTD | 1.23% | |
| VALERO ENERGY CORP | 1.21% | |
| FABRINET | 1.18% | |
| MARKETAXESS HLDGS INC | 1.16% | |
| TOLL BROTHERS INC | 1.13% | |
| CBRE GROUP INC - CL A | 1.12% | |
| TRANSUNION | 1.11% | |
| LivaNova PLC ORD GBP1.00 (DI) | 1.09% | |
| O'REILLY AUTOMOTIVE INC | 1.01% |
FSMCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| BURLINGTON STORES INC | 3.16% | |
| IDACORP INC | 3.05% | |
| LITTELFUSE INC | 3.02% | |
| ONTO INNOVATION INC | 2.58% | |
| CACI INTL-A | 2.57% | |
| ENPRO INDUSTRIES INC | 2.47% | |
| PERMIAN RESOURCES CORP CL A | 2.43% | |
| DIODES INC | 2.34% | |
| STIFEL FINANCIAL CORP | 2.34% | |
| MARKEL GROUP INC | 2.31% | |
| SOUTHSTATE BANK CORP | 2.20% | |
| LAMAR ADVERTISING CO CL A | 2.18% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 2.16% | |
| MOELIS & CO-CL A | 2.16% | |
| CARLISLE COS INC | 1.98% | |
| PTC INC | 1.97% | |
| TETRA TECH INC | 1.97% | |
| ENERSYS INC | 1.96% | |
| CASEY'S GENERAL | 1.92% | |
| EXLSERVICE HOLDINGS INC | 1.87% | |
| LINCOLN ELECTRIC HLDGS INC | 1.81% | |
| POWER INTEGRATIONS INC | 1.74% | |
| SELECTIVE INSURANCE GROUP INC | 1.74% | |
| ATLANTIC UNION B | 1.74% | |
| JONES LANG LASALLE INC | 1.70% | |
| REVVITY INC | 1.68% | |
| NORTHERN OIL AND GAS INC | 1.66% | |
| RPM INTL INC | 1.64% | |
| AAON INC | 1.63% | |
| AGREE REALTY CORP | 1.60% | |
| BROADRIDGE FINL | 1.55% | |
| TRACTOR SUPPLY CO. | 1.55% | |
| WYNDHAM HOTELS and RESORTS INC | 1.49% | |
| INTEGER HOLDINGS CORP | 1.41% | |
| EASTGROUP PROP | 1.41% | |
| RELIANCE STEEL and ALUMINUM CO | 1.39% | |
| DORMAN PRODUCTS INC | 1.36% | |
| BALCHEM CORP | 1.36% | |
| DYNATRACE INC | 1.33% | |
| ICF INTERNATIONAL INC | 1.32% | |
| MANHATTAN ASSOCIATES INC | 1.32% | |
| ICON PLC | 1.30% | |
| CONCENTRA GROUP HOLDINGS PARENT INC | 1.30% | |
| CULLEN FROST BANKERS INC | 1.28% | |
| RYAN SPECIALTY HOLDINGS INC | 1.27% | |
| FRANKLIN ELECTRIC CO. INC. | 1.26% | |
| APTARGROUP INC | 1.25% | |
| MARZETTI COMPANY/THE | 1.24% | |
| SEACOAST BANKING CORP FLORIDA | 1.20% | |
| TOPBUILD CORP | 1.18% |
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