Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

STMHX vs APSHX

Shared holdings
1
STMHX covered by APSHX
16.29%
APSHX covered by STMHX
16.29%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

STMHX (March 31, 2026)

SecurityWeight
ALLSP-MUN BD-INS21.98%
NVN-H/Y MUN-I17.89%
FRST AM-GV OB-X16.29%
PIMCO-HY MUNI-I16.07%
RIC-T/E HI Y-S8.02%
AF-H/I MUN-F37.78%
NVN-SH DUR HY-I4.72%
FIRST TRUST MUNI3.90%
Franklin Dynamic Municipal Bond ETF3.12%
BLKR-NTL MUN-INS0.07%
NT-INT T/E0.03%
FIRST EAGLE HIGH YIELD-I0.03%
BLRK-STR MUN-I0.03%
CNR-NATL ROCH-SV0.03%
NVN-CA MUNI-I0.02%
AC-H/Y MUNI-I0.01%
PTNM ST IN MUN-Y0.01%
NVN-L/T MUNI-I0.01%
NVN-CA H/Y-I0.01%
BLKR-LI MUNI-INS0.01%
ALLSP-CA T/F-INS0.01%
NVV-INT DUR-I0.01%

APSHX (March 31, 2026)

SecurityWeight
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND37.31%
FRST AM-GV OB-X26.79%
PINNACLE FCSD OP20.05%
SPDR S&P 500 ETF Trust9.11%
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUN1.55%
ARROW VALTORO ETF1.49%
State Street SPDR S&P Oil & Gas Exploration & Production ETF1.04%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND1.04%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND1.02%
V/E SEMICONDUCT0.60%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.