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RCSIX vs THBVX

Shared holdings
4
RCSIX covered by THBVX
4.57%
THBVX covered by RCSIX
4.57%

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.

RCSIX (June 30, 2025)

SecurityWeight
DUCOMMUN INC4.30%
INTERDIGITAL INC3.21%
BARRETT BUS SVCS3.02%
TAYLOR MORRISON HOME CORP2.94%
PATRICK INDUSTRIES INC2.85%
GROUP 1 AUTOMOTIVE INC2.78%
LANTHEUS HOLDING2.68%
BRIGHTVIEW HOLDINGS INC2.47%
PINNACLE FINL PARTNERS INC2.46%
MKS INSTRUMENTS INC2.37%
WINTRUST FINL2.21%
Russell 2000 ETF2.01%
NEXSTAR MEDIA GROUP INC1.95%
CHEESECAKE FACTORY INC1.94%
ARCOSA INC1.92%
ST STR SPDR S P BIOTECH E1.84%
GLOBUS MEDICAL INC1.80%
WSFS FINANCIAL CORP1.72%
SOUTHWEST GAS HOLDINGS INC1.71%
CRANE NXT CO1.67%
QCR HOLDINGS INC1.64%
AGREE REALTY CORP1.62%
CBIZ INC1.61%
ASTRANA HEALTH INC1.57%
STAG INDUSTRIAL INC CL A1.55%
MASIMO CORP1.54%
STEWART INFO SVC1.52%
ENERPAC TOOL GROUP CORP CL A1.45%
ESQUIRE FINL HLDGS INC1.45%
EASTGROUP PROP1.43%
ONTO INNOVATION INC1.39%
CAVCO INDUSTRIES INC1.37%
PREFERRED BANK LOS ANGELES1.37%
SOUTHSTATE CORP1.36%
THERMON GROUP HOLDINGS INC1.36%
NOVANTA INC1.33%
PENNANT GROUP-WI1.29%
MOOG INC-CLASS A1.26%
MIMEDX GROUP INC1.25%
UNITIL CORP1.22%
GREENBRIER COS1.19%
SMART GLOBAL HOLDINGS INC1.16%
GATES INDUSTRIAL CORP PLC1.11%
US GOVERNMENT MONEY MARKET FUND1.04%
SAPIENS INTL CORP NV1.03%
TENABLE HOLDINGS INC1.02%
PC CONNECTION INC1.00%
STANDEX INTL CORP1.00%
MAGNOLIA OIL and GAS CORPO CL A0.95%
TIMKENSTEEL CORP0.95%

THBVX (March 31, 2025)

SecurityWeight
BRIGHTSPHERE INVESTMENT GROUP INC3.33%
CORVEL CORP2.76%
HALOZYME THERAPEUTICS INC2.69%
TEXAS CAPITAL BANCSHARES INC2.59%
ESCO TECHNOLOGIES INC2.50%
LATHAM GROUP INC2.40%
ATMUS FILTRATION TECHNOLOGIES INC2.35%
EVERTEC INC2.31%
HAWKINS INC2.27%
FIRST BUSEY CORP2.23%
BRUNSWICK CORP2.19%
EPLUS INC2.07%
VERICEL CORP2.06%
PRIVIA HEALTH GROUP INC2.04%
HOME BANCSHARES INC2.03%
UFP INDUSTRIES INC1.97%
CAVCO INDUSTRIES INC1.96%
RBC BEARINGS INC1.88%
BALCHEM CORP1.87%
DIODES INC1.71%
MCGRATH RENTCORP1.68%
INTEGER HOLDINGS CORP1.68%
OFG BANCORP1.68%
ADV ENERGY INDS1.66%
PROGRESS SOFTWARE CORP1.66%
RUSH ENTERPRISES INC CL A1.65%
ARCOSA INC1.62%
KODIAK GAS SERVICES INC1.56%
MERIT MEDICAL SYSTEMS INC1.56%
PLEXUS CORP1.50%
CATALYST PHARMACEUTICALS INC1.48%
HOULIHAN LOKEY I1.47%
TRI POINTE HOMES INC1.46%
NEWMARKET CORP1.45%
ABM INDUSTRIES INC1.37%
CACTUS INC CL A1.36%
OCEANEERING INTL1.35%
ALAMO GROUP INC1.35%
CASELLA WASTE SYS INC CL A1.29%
STIFEL FINANCIAL CORP1.27%
ALARM.COM HOLDINGS INC1.27%
THOR INDUSTRIES INC1.26%
INSTALLED BUILDING PRODUCTS INC1.25%
NEOGEN CORP1.19%
LCI INDUSTRIES1.19%
LIBERTY ENERGY INC CL A1.19%
GMS INC1.17%
M/I HOMES INC1.15%
EXPRO GROUP HOLD1.13%
STERLING INFRASTRUCTURE INC1.08%

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