Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
NRSH vs FRWD
Shared holdings
5
NRSH covered by FRWD
18.73%
FRWD covered by NRSH
18.73%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
NRSH (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MICRON TECHNOLOGY INC | 5.37% | |
| LAM RESEARCH CORP | 4.54% | |
| ASTRONICS CORP | 4.35% | |
| MERCURY SYSTEMS INC | 3.95% | |
| CH ROBINSON WORLDWIDE INC | 3.88% | |
| PRIMORIS SVCS CORP | 3.67% | |
| BWX TECHNOLOGIES INC | 3.67% | |
| MYR GROUP INC/DELAWARE | 3.58% | |
| STERLING INFRASTRUCTURE INC | 3.55% | |
| CENTRUS ENERGY CORP CL A | 3.49% | |
| ATI INC | 3.45% | |
| NVIDIA CORP | 3.41% | |
| ARGAN INC | 3.39% | |
| Grupo Aeroportuario del Centro Norte S.A.B. de C.V. SER'B' NPV | 3.39% | |
| DYCOM INDUSTRIES INC | 3.29% | |
| ROCKWELL AUTOMATION INC | 3.25% | |
| NETSCOUT SYSTEMS INC | 3.16% | |
| CISCO SYSTEMS INC | 3.13% | |
| LEIDOS HOLDINGS INC | 3.10% | |
| AMERICAN TOWER CORP | 3.10% | |
| BROADCOM INC | 2.89% | |
| CELESTICA INC SUB VTG | 2.88% | |
| QORVO INC | 2.77% | |
| SANMINA CORP | 2.76% | |
| CROWDSTRIKE HOLDINGS INC | 2.73% | |
| QUALYS INC | 2.70% | |
| TENABLE HOLDINGS INC | 2.62% | |
| NETAPP INC | 2.60% | |
| CALIX NETWORKS INC | 2.60% | |
| PALANTIR TECHNOLOGIES INC | 2.49% | |
| FRST AM-GV OB-X | 0.22% |
FRWD (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 8.75% | |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 7.22% | |
| ADV MICRO DEVICE | 6.49% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 6.05% | |
| LAM RESEARCH CORP | 5.21% | |
| META PLATFORMS INC CL A | 5.10% | |
| MICRON TECHNOLOGY INC | 5.00% | |
| BROADCOM INC | 4.89% | |
| ASML HOLDING-NY | 4.68% | |
| NETFLIX INC | 4.67% | |
| AMAZON.COM INC | 4.39% | |
| MICROSOFT CORP | 4.29% | |
| TEXAS INSTRUMENTS INC | 3.84% | |
| SAMSUNG ELECTRONICS CO LTD | 3.78% | |
| ALPHABET INC CL A | 3.47% | |
| SPOTIFY TECHNOLOGY SA | 3.25% | |
| CELESTICA INC SUB VTG | 3.11% | |
| DOORDASH INC-A | 2.57% | |
| KRATOS DEFENSE and SEC SOLTN INC | 2.36% | |
| THE BOOKING HOLDINGS INC | 2.23% | |
| SERVICENOW INC | 2.17% | |
| MERCADOLIBRE INC | 2.11% | |
| SHOPIFY INC CL A | 2.00% | |
| CADENCE DESIGN SYSTEMS INC | 1.96% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.42% |
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