Compare fund portfolios

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

vs

TASCX vs IOLZX

Shared holdings
2
TASCX covered by IOLZX
6.46%
IOLZX covered by TASCX
6.46%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TASCX (Jan. 30, 2026)

SecurityWeight
DREYFUS-TR SE-IN6.61%
UMB FINANCIAL CORP5.46%
ENCORE CAPITAL G5.18%
MYR GROUP INC/DELAWARE4.70%
SUPERNUS PHARMACEUTICALS INC4.04%
LSB INDUSTRIES INC4.03%
ATLANTA BRAVES HOLDINGS IN-A3.98%
KAISER ALUMINUM3.88%
PROSPERITY BNCSH3.87%
OCTAVE SPECIALTY GROUP INC3.70%
COLLEGIUM PHARMACEUTICAL INC3.60%
TIDEWATER INC3.50%
PROASSURANCE CORPORATION3.47%
UNIFIRST CORP/MA3.36%
INVESTORS TITLE CO3.12%
CLOSED-E2.92%
SANDRIDGE ENERGY INC2.88%
TRI POINTE HOMES INC2.85%
FIVE POINT HOLDINGS LLC COMMON STOCK2.81%
ICF INTERNATIONAL INC2.71%
ALAMO GROUP INC2.58%
CATALYST PHARMACEUTICALS INC2.51%
BLUELINX HOLDINGS INC2.46%
PBF ENERGY INC CL A2.41%
BOISE CASCADE CO2.27%
CANTALOUPE INC2.18%
SOUTHSIDE BAN IN2.07%
OCEANFIRST FINL1.98%
NY COMM BANCORP1.58%
FRP HOLDINGS INC1.41%
ROGERS CORP1.35%
ATLANTA BRAVES HOLDINGS INC0.56%

IOLZX (March 31, 2026)

SecurityWeight
SEAGATE TECHNOLO7.93%
CENTURY ALUMINUM COMPANY5.97%
KAISER ALUMINUM5.37%
ARMSTRONG WORLD INDUSTRIES INC4.45%
HORACE MANN EDUCATORS CORP4.40%
LPL FINL HLDGS INC4.32%
JPMORGAN CHASE and CO4.25%
TRUIST FINL CORP3.79%
DELTA AIR LI3.78%
DOUGLAS DYNAMICS INC3.62%
LINCOLN NATL CRP3.59%
PHILLIPS 663.50%
MSC INDUSTRIAL DIRECT CO CL A3.46%
BANK OF AMERICA CORPORATION3.34%
MAGNA INTL3.19%
CHEMOURS CO/ THE3.06%
STANLEY BLACK and DECKER INC2.88%
LAZARD INC CL A2.83%
GILDAN ACTIVEWEAR INC2.77%
ALAMO GROUP INC2.58%
EXTREME NETWORKS INC2.55%
Vodafone Group Public Limited Company2.50%
INTL PAPER CO2.39%
RH1.87%
SOUTHWEST AIRLINES CO1.78%
GLOBAL PAYMENTS INC1.68%
EURONET WORLDWIDE INC1.64%
MASTERCARD INC CL A1.51%
SYNAPTICS INC1.46%
CEVA INC1.16%
NVIDIA CORP0.92%
Direxion Small Cap Bull 3X Shares0.79%
iShares Trust MSCI ACWI ETF0.44%
FRST AM-GV OB-X0.23%

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