Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
STRGX vs FSMCX
Shared holdings
10
STRGX covered by FSMCX
15.83%
FSMCX covered by STRGX
15.83%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
STRGX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MASTEC INC | 7.40% | |
| CASEY'S GENERAL | 5.98% | |
| CACI INTL-A | 4.45% | |
| CURTISS WRIGHT CORPORATION | 3.55% | |
| NISOURCE INC | 3.48% | |
| PHILLIPS 66 | 3.12% | |
| OSHKOSH CORP | 2.89% | |
| SOUTHWEST GAS HOLDINGS INC | 2.88% | |
| Federated Hermes Treasury Oligations Fund | 2.67% | |
| PERFORMANCE FOOD GROUP CO | 2.53% | |
| UNITED RENTALS INC | 2.35% | |
| EASTGROUP PROP | 2.24% | |
| WINTRUST FINL | 2.19% | |
| HANOVER INSURANCE GROUP INC | 2.19% | |
| AVERY DENNISON CORP | 2.16% | |
| POWELL INDUSTRIES INC | 2.11% | |
| CARLISLE COS INC | 2.09% | |
| REGAL REXNORD CORP | 1.95% | |
| ARROW ELECTRONICS INC | 1.95% | |
| AMERIPRISE FINANCIAL INC | 1.90% | |
| DIGITAL REALTY TRUST INC | 1.89% | |
| KULICKE and SOFFA INDUSTRIES INC | 1.89% | |
| BJS WHSL CLUB HLDGS INC | 1.83% | |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 1.82% | |
| SABRA HEALTHCARE REIT INC | 1.79% | |
| QNITY ELECTRONICS INC | 1.77% | |
| EAST WEST BNCRP | 1.73% | |
| THERMO FISHER SCIENTIFIC INC | 1.72% | |
| PTC INC | 1.70% | |
| TAKE-TWO INTERACTV SOFTWR INC | 1.59% | |
| ONTO INNOVATION INC | 1.58% | |
| PULTEGROUP INC | 1.54% | |
| BRIXMOR PROPERTY | 1.52% | |
| MATADOR RESOURCES COMPANY | 1.52% | |
| WILLIAMS-SONOMA INC | 1.49% | |
| MID AMERICA APT CMNTY INC | 1.46% | |
| GULFPORT ENERGY CORP | 1.41% | |
| UMB FINANCIAL CORP | 1.39% | |
| REVVITY INC | 1.35% | |
| HUNTINGTON BANCSHARES INC | 1.25% | |
| COMMVAULT SYSTEMS INC | 1.20% | |
| DORMAN PRODUCTS INC | 1.12% | |
| MASCO CORPORATION | 1.08% | |
| ICON PLC | 1.06% | |
| AVIENT CORP | 1.02% | |
| FISERV INC | 0.88% | |
| FORTUNE BRANDS INNOVATIONS INC | 0.83% | |
| SKYWORKS SOLUTIONS INC | 0.48% |
FSMCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| BURLINGTON STORES INC | 3.16% | |
| IDACORP INC | 3.05% | |
| LITTELFUSE INC | 3.02% | |
| ONTO INNOVATION INC | 2.58% | |
| CACI INTL-A | 2.57% | |
| ENPRO INDUSTRIES INC | 2.47% | |
| PERMIAN RESOURCES CORP CL A | 2.43% | |
| DIODES INC | 2.34% | |
| STIFEL FINANCIAL CORP | 2.34% | |
| MARKEL GROUP INC | 2.31% | |
| SOUTHSTATE BANK CORP | 2.20% | |
| LAMAR ADVERTISING CO CL A | 2.18% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 2.16% | |
| MOELIS & CO-CL A | 2.16% | |
| CARLISLE COS INC | 1.98% | |
| PTC INC | 1.97% | |
| TETRA TECH INC | 1.97% | |
| ENERSYS INC | 1.96% | |
| CASEY'S GENERAL | 1.92% | |
| EXLSERVICE HOLDINGS INC | 1.87% | |
| LINCOLN ELECTRIC HLDGS INC | 1.81% | |
| POWER INTEGRATIONS INC | 1.74% | |
| SELECTIVE INSURANCE GROUP INC | 1.74% | |
| ATLANTIC UNION B | 1.74% | |
| JONES LANG LASALLE INC | 1.70% | |
| REVVITY INC | 1.68% | |
| NORTHERN OIL AND GAS INC | 1.66% | |
| RPM INTL INC | 1.64% | |
| AAON INC | 1.63% | |
| AGREE REALTY CORP | 1.60% | |
| BROADRIDGE FINL | 1.55% | |
| TRACTOR SUPPLY CO. | 1.55% | |
| WYNDHAM HOTELS and RESORTS INC | 1.49% | |
| INTEGER HOLDINGS CORP | 1.41% | |
| EASTGROUP PROP | 1.41% | |
| RELIANCE STEEL and ALUMINUM CO | 1.39% | |
| DORMAN PRODUCTS INC | 1.36% | |
| BALCHEM CORP | 1.36% | |
| DYNATRACE INC | 1.33% | |
| ICF INTERNATIONAL INC | 1.32% | |
| MANHATTAN ASSOCIATES INC | 1.32% | |
| ICON PLC | 1.30% | |
| CONCENTRA GROUP HOLDINGS PARENT INC | 1.30% | |
| CULLEN FROST BANKERS INC | 1.28% | |
| RYAN SPECIALTY HOLDINGS INC | 1.27% | |
| FRANKLIN ELECTRIC CO. INC. | 1.26% | |
| APTARGROUP INC | 1.25% | |
| MARZETTI COMPANY/THE | 1.24% | |
| SEACOAST BANKING CORP FLORIDA | 1.20% | |
| TOPBUILD CORP | 1.18% |
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