Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SMCP vs CSCVX
Shared holdings
23
SMCP covered by CSCVX
7.78%
CSCVX covered by SMCP
7.78%
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.
SMCP (Sept. 30, 2024)
| Security | Weight | |
|---|---|---|
| LUMEN TECHNOLOGIES INC | 1.40% | |
| SIGNET JEWELERS LTD | 1.30% | |
| STERLING INFRASTRUCTURE INC | 1.26% | |
| CORCEPT THERAPEUTICS INC | 1.25% | |
| CLEAR SECURE INC | 1.16% | |
| KNIFE RIVER HOLDING CO W/I | 1.13% | |
| TEXAS CAPITAL BANCSHARES INC | 1.11% | |
| M/I HOMES INC | 1.11% | |
| PEABODY ENERGY CORP | 1.08% | |
| ACADEMY SPORTS and OUTDOORS INC | 1.08% | |
| INNOVATIVE INDUS | 1.08% | |
| HEALTHEQUITY INC | 1.08% | |
| PRIMO WATER CORP | 1.08% | |
| TAYLOR MORRISON HOME CORP | 1.08% | |
| TEGNA INC | 1.08% | |
| WATTS WATER TECH INC CL A | 1.07% | |
| MERITAGE HOMES CORP | 1.06% | |
| SPROUTS FMRS MKT INC | 1.05% | |
| BADGER METER INC | 1.05% | |
| WALKER & DUNLOP | 1.05% | |
| NATL HEALTH INV | 1.04% | |
| VERACYTE INC | 1.04% | |
| LANTHEUS HOLDING | 1.04% | |
| HEARTLAND FINL | 1.04% | |
| UFP INDUSTRIES INC | 1.04% | |
| TRI POINTE HOMES INC | 1.03% | |
| UMB FINANCIAL CORP | 1.03% | |
| NMI HOLDINGS INC A | 1.03% | |
| ACI WORLDWIDE INC | 1.02% | |
| KORN FERRY | 1.02% | |
| JACKSON FINANCIAL INC | 1.02% | |
| BROADSTONE NET LEASE INC | 1.02% | |
| JOHN BEAN TECHNOLOGIES CORP | 1.02% | |
| BOISE CASCADE CO | 1.02% | |
| MUELLER WATER PRODUCTS INC A | 1.02% | |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 1.02% | |
| ENPRO INDUSTRIES INC | 1.02% | |
| PRESTIGE CONSUMER HEALTHCARE INC | 1.01% | |
| ESSENT GROUP LTD | 1.01% | |
| CALIFORNIA RESOU | 1.01% | |
| HNI CORP | 1.01% | |
| MATSON INC | 1.01% | |
| CONSOL ENERGY INC - W/I | 1.01% | |
| MERIT MEDICAL SYSTEMS INC | 1.01% | |
| CADENCE BANK | 1.00% | |
| CHESAPEAKE UTILITIES CORP | 1.00% | |
| FOUR CORNERS PRO | 1.00% | |
| MGE ENERGY INC | 1.00% | |
| CARGURUS INC CL A | 1.00% | |
| MR COOPER GROUP INC | 1.00% |
CSCVX (Dec. 31, 2024)
| Security | Weight | |
|---|---|---|
| FRST AM-GV OB-X | 4.74% | |
| OLO INC - CL A | 0.70% | |
| EXELIXIS INC | 0.66% | |
| SMARTSHEET INC-A | 0.61% | |
| CROSSFIRST BANKSHARES INC | 0.57% | |
| UNITED THERAPEUTICS CORP DEL | 0.57% | |
| WESTERN ALLIANCE BANCORP | 0.57% | |
| HEALTHEQUITY INC | 0.57% | |
| ADDUS HOMECARE CORP | 0.56% | |
| NEWELL BRANDS INC | 0.55% | |
| VIRTU FINANCIAL INC- CL A | 0.54% | |
| WEBSTER FINL | 0.53% | |
| FEDERATED HERMES INC | 0.53% | |
| SKYWEST INC | 0.52% | |
| CONNECTONE BANCORP INC | 0.52% | |
| CIRRUS LOGIC INC | 0.51% | |
| SIMPLY GOOD FOODS CO | 0.51% | |
| WORLD KINECT CORP | 0.51% | |
| MERCANTILE BANK CORP | 0.51% | |
| PROVIDENT FINANCIAL SVCS INC | 0.50% | |
| PROGRESS SOFTWARE CORP | 0.50% | |
| MINERALS TECHNOLOGIES INC | 0.50% | |
| HILLMAN SOLUTIONS CORP | 0.50% | |
| TUTOR PERINI CORP | 0.49% | |
| AFFIL MANAGERS | 0.48% | |
| VERITEX HOLDINGS INC | 0.47% | |
| LINCOLN NATL CRP | 0.47% | |
| ECOVYST INC | 0.47% | |
| UGI CORP NEW | 0.47% | |
| SYNOVUS FINL | 0.47% | |
| EASTERN BANKSHARES INC | 0.46% | |
| PACTIV EVERGREEN INC | 0.46% | |
| V2X INC | 0.46% | |
| EURONET WORLDWIDE INC | 0.46% | |
| SANMINA CORP | 0.46% | |
| EVERI HOLDINGS INC | 0.46% | |
| WASHINGTON FEDERAL INC | 0.46% | |
| BRIXMOR PROPERTY | 0.46% | |
| ZUORA INC CL A | 0.45% | |
| BERRY GLOBAL GROUP INC | 0.45% | |
| RILEY EXPLORATION PERMIAN INC | 0.45% | |
| RESIDEO TECHNOLOGIES INC | 0.45% | |
| UNIVERSAL INSURANCE HLDGS INC | 0.45% | |
| AMERICAN ASSETS TRUST INC | 0.45% | |
| ADT INC | 0.44% | |
| BLACKBAUD INC | 0.44% | |
| BLACK HILLS CORP | 0.44% | |
| YELP INC | 0.44% | |
| BANK OZK | 0.44% | |
| HANCOCK WHITNEY CORP | 0.43% |
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