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SMIG vs CSHAX

Shared holdings
3
SMIG covered by CSHAX
12.82%
CSHAX covered by SMIG
12.82%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SMIG (March 31, 2026)

SecurityWeight
TARGA RESOURCES CORP7.03%
SNAP-ON INCORPORATED4.78%
HARTFORD INSURANCE GROUP INC/THE4.48%
DT MIDSTREAM INC4.34%
VICTORY CAPITAL HOLDINGS INC CL A4.29%
GILDAN ACTIVEWEAR INC4.28%
HUBBELL INC4.23%
NISOURCE INC3.64%
US PHYSICAL THERAPY INC3.37%
EVERCORE INC A3.35%
PACKAGING CORP OF AMERICA3.31%
ALLIANT ENERGY CORPORATION3.24%
REINSURANCE GROUP OF AMERICA3.01%
AMERICAN HEALTHCARE REIT INC2.77%
TEXAS ROADHOUSE INC2.70%
AGREE REALTY CORP2.69%
EQUITY LIFESTYLE PPTYS INC2.67%
ATMOS ENERGY CORP2.53%
WATSCO INC2.44%
RB GLOBAL INC2.39%
AMERICAN FINL GROUP INC OHIO2.22%
RYDER SYSTEM INC2.15%
CBOE GLOBAL MARKETS INC2.07%
FIRST FIN BANCRP2.05%
RPM INTL INC2.03%
INTERPARFUMS INC2.02%
CMS ENERGY CORP2.02%
AMDOCS LTD1.76%
BROADRIDGE FINL1.71%
AVERY DENNISON CORP1.66%
TERRENO REALTY CORP1.51%
ALLEGION PLC1.46%
Plains GP Holdings LP LTD PARTNER INT CL A NEW IN1.45%
PENSKE AUTOMOTIVE GROUP INC1.16%
Silicon Motion Technology Corp. SPONSORED ADR0.85%
MARZETTI COMPANY/THE0.80%
NETAPP INC0.65%
OSHKOSH CORP0.50%
TRACTOR SUPPLY CO.0.39%
U.S. Treasury Bills0.02%

CSHAX (Feb. 28, 2026)

SecurityWeight
TARGA RESOURCES CORP9.67%
MLP8.34%
WILLIAMS COS INC7.66%
MPLX LP PARTNERSHIP SHARES6.28%
DT MIDSTREAM INC5.81%
CHENIERE ENERGY INC5.80%
TC ENERGY CORP4.86%
KINDER MORGAN INC4.83%
Plains GP Holdings LP LTD PARTNER INT CL A NEW IN4.83%
ONEOK INC4.75%
KEYERA CORP4.73%
KINETIK HOLDINGS INC4.66%
PEMBINA PIPELINE4.62%
Enterprise Products Partners LP4.15%
WESTERN MIDSTREAM PARTNERS LP MLP3.75%
NYLI U.S. Government Liquidity Fund3.63%
ENBRIDGE INC3.49%
SOUTH BOW CORP2.27%
PHILLIPS 662.15%
EQT CORPORATION1.76%
MARATHON PETROLEUM CORP1.63%
FX Forward Contract: CAD/USD SETTLE 2026-03-180.21%
SOLARIS OIL IN-A0.12%

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