PAMC vs FSCS overlap
PAMC and FSCS overlap 8.9% by weight, across 15 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PAMC | FSCS | Overlap |
|---|---|---|---|
| TOLL BrothersTOL | 1.06% | 1.12% | 1.06% |
| Mueller INDSMLI | 1.13% | 1.00% | 1.00% |
| RenaissancereRNR | 1.27% | 1.00% | 1.00% |
| Old Repub IntlORI | 0.78% | 0.96% | 0.78% |
| Donaldson Co Inc.DCI | 0.62% | 1.00% | 0.62% |
| Lincoln ElectricLECO | 0.59% | 1.01% | 0.59% |
| Hanover InsurancTHG | 0.58% | 1.17% | 0.58% |
| New York Times-aNYT | 0.55% | 0.88% | 0.55% |
| Ingredion Inc.INGR | 0.53% | 0.82% | 0.53% |
| Firstcash HoldinFCFS | 0.50% | 1.04% | 0.50% |
| Watts Water TE-aWTS | 0.50% | 1.29% | 0.50% |
| Valmont INDSVMI | 0.36% | 1.39% | 0.36% |
| NATL Fuel Gas CoNFG | 0.31% | 0.88% | 0.31% |
| Antero MidstreamAM | 0.27% | 1.06% | 0.27% |
| Federated HermesFHI | 0.24% | 0.97% | 0.24% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PAMC, SEC Form N-PORT, July 31, 2026; FSCS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PAMC | FSCS |
|---|---|---|
| LPL Financial LLC | $2.3M | $18.9M |
| Cambridge Investment Research Advisors, Inc. | $4.2M | $3.6M |
| Kestra Advisory Services, LLC | $7.1M | $407K |
| Osaic Holdings, Inc. | $1.6M | $1.9M |
| Sanctuary Advisors, LLC | $1.5M | $798K |
| Susquehanna International Group, LLP | $1.2M | $882K |
| Cetera Investment Advisers | $226K | $688K |
| Two Sigma Investments, LP | $205K | $526K |
| Harbour Investments, Inc. | $93K | $168K |
| Morgan Stanley | $56 | $41K |
| Royal Bank of Canada | $8K | $12K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: PAMC institutional holders, FSCS institutional holders.
Frequently asked questions
How much do PAMC and FSCS overlap?
8.9% by weight, with 15 holdings in common, using holdings for PAMC as of July 31, 2026 and FSCS as of June 30, 2026. The largest shared position is TOL.
Do institutions hold both PAMC and FSCS?
11 Form 13F filers report positions in both, out of 46 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.