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JSVSX vs FSMCX

Shared holdings
9
JSVSX covered by FSMCX
17.06%
FSMCX covered by JSVSX
17.06%

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.

JSVSX (March 31, 2026)

SecurityWeight
LITTELFUSE INC3.51%
MAGNOLIA OIL and GAS CORPO CL A3.38%
ALLIANT ENERGY CORPORATION3.26%
BUSINESS FIRST BANCSHARES INC2.85%
US ULTRA BOND CBT Sep252.79%
HELIOS TECHNOLOGIES INC2.76%
AXIS CAPITAL2.74%
LAMAR ADVERTISING CO CL A2.73%
AGREE REALTY CORP2.60%
SELECTIVE INSURANCE GROUP INC2.57%
WINTRUST FINL2.55%
FOX CORPORATION B2.46%
QUAKER HOUGHTON2.43%
VONTIER CORP W/I2.40%
SOLSTICE ADV MAT2.24%
ICU MEDICAL INC2.19%
HARTFORD INSURANCE GROUP INC/THE2.18%
CASEY'S GENERAL2.18%
LKQ CORP2.14%
QNITY ELECTRONICS INC2.13%
LINCOLN ELECTRIC HLDGS INC2.12%
COMMERCIAL METALS CO2.11%
GULFPORT ENERGY CORP2.11%
LivaNova PLC ORD GBP1.00 (DI)2.10%
FULTON FINANCIAL CORP2.07%
BURLINGTON STORES INC2.03%
OFG BANCORP2.02%
BALL CORP1.96%
WISDOMTREE INVESTMENTS INC1.90%
THOR INDUSTRIES INC1.90%
SAIA INC1.84%
KIRBY CORP1.83%
LANDSTAR SYSTEM INC1.78%
TOLL BROTHERS INC1.75%
ALLY FINANCIAL INC1.72%
CARLISLE COS INC1.69%
BOYD GROUP SERVI1.69%
REGAL REXNORD CORP1.68%
CUSHMAN & WAKEFI1.52%
LAZARD INC CL A1.49%
TITAN MACHINERY INC1.48%
FABRINET1.28%
TERADYNE INC1.23%
NCINO INC1.11%
TOPBUILD CORP1.06%
CDW CORPORATION1.04%
TRANSUNION1.00%
CARLSMED INC0.71%
ACADEMY SPORTS and OUTDOORS INC0.68%
JANUS INTERNATIONAL GROUP INC0.64%

FSMCX (March 31, 2026)

SecurityWeight
BURLINGTON STORES INC3.16%
IDACORP INC3.05%
LITTELFUSE INC3.02%
ONTO INNOVATION INC2.58%
CACI INTL-A2.57%
ENPRO INDUSTRIES INC2.47%
PERMIAN RESOURCES CORP CL A2.43%
DIODES INC2.34%
STIFEL FINANCIAL CORP2.34%
MARKEL GROUP INC2.31%
SOUTHSTATE BANK CORP2.20%
LAMAR ADVERTISING CO CL A2.18%
OLLIES BARGAIN OUTLET HOLDINGS INC2.16%
MOELIS & CO-CL A2.16%
CARLISLE COS INC1.98%
PTC INC1.97%
TETRA TECH INC1.97%
ENERSYS INC1.96%
CASEY'S GENERAL1.92%
EXLSERVICE HOLDINGS INC1.87%
LINCOLN ELECTRIC HLDGS INC1.81%
POWER INTEGRATIONS INC1.74%
SELECTIVE INSURANCE GROUP INC1.74%
ATLANTIC UNION B1.74%
JONES LANG LASALLE INC1.70%
REVVITY INC1.68%
NORTHERN OIL AND GAS INC1.66%
RPM INTL INC1.64%
AAON INC1.63%
AGREE REALTY CORP1.60%
BROADRIDGE FINL1.55%
TRACTOR SUPPLY CO.1.55%
WYNDHAM HOTELS and RESORTS INC1.49%
INTEGER HOLDINGS CORP1.41%
EASTGROUP PROP1.41%
RELIANCE STEEL and ALUMINUM CO1.39%
DORMAN PRODUCTS INC1.36%
BALCHEM CORP1.36%
DYNATRACE INC1.33%
ICF INTERNATIONAL INC1.32%
MANHATTAN ASSOCIATES INC1.32%
ICON PLC1.30%
CONCENTRA GROUP HOLDINGS PARENT INC1.30%
CULLEN FROST BANKERS INC1.28%
RYAN SPECIALTY HOLDINGS INC1.27%
FRANKLIN ELECTRIC CO. INC.1.26%
APTARGROUP INC1.25%
MARZETTI COMPANY/THE1.24%
SEACOAST BANKING CORP FLORIDA1.20%
TOPBUILD CORP1.18%

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