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STRGX vs GSMCX

Shared holdings
8
STRGX covered by GSMCX
12.42%
GSMCX covered by STRGX
12.42%

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)

SecurityWeight
MASTEC INC7.40%
CASEY'S GENERAL5.98%
CACI INTL-A4.45%
CURTISS WRIGHT CORPORATION3.55%
NISOURCE INC3.48%
PHILLIPS 663.12%
OSHKOSH CORP2.89%
SOUTHWEST GAS HOLDINGS INC2.88%
Federated Hermes Treasury Oligations Fund2.67%
PERFORMANCE FOOD GROUP CO2.53%
UNITED RENTALS INC2.35%
EASTGROUP PROP2.24%
WINTRUST FINL2.19%
HANOVER INSURANCE GROUP INC2.19%
AVERY DENNISON CORP2.16%
POWELL INDUSTRIES INC2.11%
CARLISLE COS INC2.09%
REGAL REXNORD CORP1.95%
ARROW ELECTRONICS INC1.95%
AMERIPRISE FINANCIAL INC1.90%
DIGITAL REALTY TRUST INC1.89%
KULICKE and SOFFA INDUSTRIES INC1.89%
BJS WHSL CLUB HLDGS INC1.83%
ZOOM VIDEO COMMUNICATIONS INC CL A1.82%
SABRA HEALTHCARE REIT INC1.79%
QNITY ELECTRONICS INC1.77%
EAST WEST BNCRP1.73%
THERMO FISHER SCIENTIFIC INC1.72%
PTC INC1.70%
TAKE-TWO INTERACTV SOFTWR INC1.59%
ONTO INNOVATION INC1.58%
PULTEGROUP INC1.54%
BRIXMOR PROPERTY1.52%
MATADOR RESOURCES COMPANY1.52%
WILLIAMS-SONOMA INC1.49%
MID AMERICA APT CMNTY INC1.46%
GULFPORT ENERGY CORP1.41%
UMB FINANCIAL CORP1.39%
REVVITY INC1.35%
HUNTINGTON BANCSHARES INC1.25%
COMMVAULT SYSTEMS INC1.20%
DORMAN PRODUCTS INC1.12%
MASCO CORPORATION1.08%
ICON PLC1.06%
AVIENT CORP1.02%
FISERV INC0.88%
FORTUNE BRANDS INNOVATIONS INC0.83%
SKYWORKS SOLUTIONS INC0.48%

GSMCX (Feb. 28, 2026)

SecurityWeight
UNITED RENTALS INC2.68%
COCA-COLA EUROPA2.62%
L3HARRIS TECHNOLOGIES INC2.44%
ROCKWELL AUTOMATION INC2.35%
MARTIN MAR MTLS2.15%
DIGITAL REALTY TRUST INC2.09%
ROSS STORES INC2.07%
UNITED AIRLINES HOLDINGS INC1.93%
AMETEK INC NEW1.88%
COHERENT CORP1.81%
CENCORA INC1.73%
EBAY INC1.71%
NISOURCE INC1.70%
OLD DOMINION FRT1.70%
QUEST DIAGNOSTICS INC1.65%
INTL PAPER CO1.64%
PHILLIPS 661.62%
PERFORMANCE FOOD GROUP CO1.60%
FASTENAL CO1.57%
FIFTH THIRD BANCORP1.46%
WESTERN DIGITAL CORP1.42%
VICI PROPERTIES1.42%
PPL CORPORATION1.36%
PUB SERV ENTERP1.34%
AGILENT TECHNOLOGIES INC1.31%
RAYMOND JAMES FINANCIAL INC.1.28%
EXPAND ENERGY CORP1.27%
INVESCO LTD1.25%
CMS ENERGY CORP1.25%
AVALONBAY COMMUNITIES INC REIT1.24%
STANLEY BLACK and DECKER INC1.20%
LENNAR CORP CL A1.20%
CASEY'S GENERAL1.19%
MIRION TECHNOLOGIES INC-A1.18%
MID AMERICA APT CMNTY INC1.18%
TERADYNE INC1.14%
INGERSOLL RAND INC1.14%
STEEL DYNAMICS INC1.14%
EQUITABLE HOLDINGS INC1.13%
BKV CORPORATION1.12%
BUILDERS FIRSTSOURCE1.10%
RPM INTL INC1.09%
GLOBE LIFE INC1.08%
SYNCHRONY FINANCIAL1.07%
ROCKET COS INC-A1.03%
CBRE GROUP INC - CL A1.01%
AMERICAN FINL GROUP INC OHIO1.01%
APTIV PLC0.99%
DT MIDSTREAM INC0.99%
OMNICOM GROUP INC0.99%

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