Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TSFIX vs ARSVX
Shared holdings
9
TSFIX covered by ARSVX
16.70%
ARSVX covered by TSFIX
16.70%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
TSFIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| WHITE MOUNTAINS | 6.23% | |
| MATSON INC | 4.51% | |
| ACUSHNET HOLDINGS CORP | 4.46% | |
| MOELIS & CO-CL A | 4.35% | |
| DREY-GVT CSH-I | 4.34% | |
| LANDSTAR SYSTEM INC | 3.99% | |
| ACI WORLDWIDE INC | 3.93% | |
| GATES INDUSTRIAL | 3.65% | |
| NEWMARKET CORP | 3.53% | |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 3.52% | |
| ATLANTIC UNION B | 3.45% | |
| VONTIER CORP W/I | 3.42% | |
| ARMSTRONG WORLD INDUSTRIES INC | 3.41% | |
| MURPHY USA INC | 3.34% | |
| PRICESMART INC | 3.32% | |
| HAWKINS INC | 3.18% | |
| CTS CORP | 3.01% | |
| HANOVER INSURANCE GROUP INC | 2.96% | |
| GRAHAM HOLDINGS CO | 2.96% | |
| UNIFIRST CORP/MA | 2.93% | |
| ATKORE INC | 2.81% | |
| REVOLVE GROUP INC | 2.71% | |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 2.59% | |
| EPLUS INC | 2.41% | |
| HAEMONETICS CORP MASS | 2.39% | |
| MARZETTI COMPANY/THE | 2.30% | |
| CASELLA WASTE SYS INC CL A | 2.15% | |
| INTERPARFUMS INC | 2.03% | |
| FIRST INDUSTRIAL REALTY TRUST | 1.74% | |
| QUALYS INC | 1.56% | |
| MARTEN TRANSPORT LTD | 1.38% | |
| ENOVIS CORP | 1.17% | |
| TREDEGAR CORP | 0.25% |
ARSVX (Jan. 30, 2026)
| Security | Weight | |
|---|---|---|
| FIXED INC CLEARING CORP.REPO | 9.63% | |
| WHITE MOUNTAINS INS GROUP LTD | 3.96% | |
| MCGRATH RENTCORP | 3.42% | |
| CORECIVIC INC | 3.30% | |
| GXO LOGISTICS INC | 3.28% | |
| UNIFIRST CORP/MA | 3.05% | |
| EPLUS INC | 3.01% | |
| MURPHY USA INC | 3.01% | |
| ASBURY AUTOMOTIVE GROUP INC | 2.69% | |
| PRICESMART INC | 2.60% | |
| GENWORTH FINANCIAL INC A | 2.49% | |
| ASSURED GUARANTY LTD | 2.45% | |
| VONTIER CORP W/I | 2.30% | |
| TITAN AMERICA SA | 2.07% | |
| WEX INC | 2.03% | |
| Dole Public Limited Company | 1.92% | |
| MAXIMUS INC | 1.91% | |
| INGLES MARKETS INC-CL A | 1.90% | |
| AXIS CAPITAL HOLDINGS LTD | 1.80% | |
| ICU MEDICAL INC | 1.72% | |
| UFP INDUSTRIES INC | 1.69% | |
| VIAD CORP | 1.65% | |
| NORTHWESTERN ENERGY GROUP INC | 1.60% | |
| MDU RESOURCES GROUP INC | 1.57% | |
| UNITED PARKS & R | 1.51% | |
| DELEK US HOLDINGS INC | 1.51% | |
| SOUTHWEST GAS HOLDINGS INC | 1.39% | |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 1.33% | |
| SIMPLY GOOD FOODS CO | 1.31% | |
| INGRAM MICRO HOL | 1.29% | |
| VERRA MOBILITY CORP | 1.25% | |
| RIDGEPOST CAPITAL INC | 1.25% | |
| HUB GROUP INC CL A | 1.20% | |
| HAEMONETICS CORP MASS | 1.18% | |
| TENNANT CO | 1.13% | |
| TXNM ENERGY INC | 1.05% | |
| VAIL RESORTS INC | 1.03% | |
| CANNAE HOLDINGS INC | 1.03% | |
| TELEFLEX INC | 1.00% | |
| BLUELINX HOLDINGS INC | 0.95% | |
| HOWARD HUGHES HOLDINGS INC | 0.85% | |
| PROGYNY INC | 0.84% | |
| ARMSTRONG WORLD INDUSTRIES INC | 0.84% | |
| TRIPADVISOR INC | 0.81% | |
| NOMAD FOODS LTD | 0.80% | |
| NMI HOLDINGS INC A | 0.79% | |
| EMBECTA CORP | 0.79% | |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | 0.79% | |
| CAL-MAINE FOODS INC | 0.79% | |
| BELLRING BRANDS INC | 0.78% |
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