# Portfolio overlap — MSJSX vs TMFM

Comparing **Global Endurance Portfolio** (2026-03-31) and **Motley Fool Mid-Cap Growth ETF** (2026-02-28).

- Shared positions: 3
- Global Endurance Portfolio covered by Motley Fool Mid-Cap Growth ETF: 0.08499864175075261182646188963
- Motley Fool Mid-Cap Growth ETF covered by Global Endurance Portfolio: 0.08499864175075261182646188963

## Global Endurance Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ROIVANT SCIENCES LTD | 0.087728 |  |
| VICTORIA PLC | 0.079210 |  |
| QXO INC | 0.053885 | ✓ |
| TELEFLEX INC | 0.051567 |  |
| IMMUNOVANT INC | 0.046827 |  |
| CALUMET INC | 0.046773 |  |
| ARBUTUS BIOPHARMA CORP | 0.043074 |  |
| APPIAN CORP CL A | 0.042042 |  |
| FLOOR & DECOR-A | 0.036323 |  |
| ROYALTY PHARMA PLC | 0.031946 |  |
| CONSTELLATION SOFTWARE INC | 0.028820 |  |
| URBAN OUTFITTERS | 0.025211 |  |
| HCA HEALTHCARE INC | 0.024777 |  |
| DRAFTKINGS INC | 0.024348 |  |
| TEMPUR SEALY INTERNATIONAL INC | 0.024119 |  |
| COPART INC | 0.023816 |  |
| ECHOSTAR CORP CL A | 0.023314 |  |
| INSMED INC | 0.023158 |  |
| SOTERA HEALTH CO | 0.021584 |  |
| COOPER COS INC | 0.021430 | ✓ |
| BELITE BIO INC ADR | 0.021158 |  |
| FASTLY INC CL A | 0.020874 |  |
| CORPAY INC | 0.020784 |  |
| MSILF-TR SEC-INS | 0.019279 |  |
| COLLIERS-SUBORD | 0.017791 |  |
| USA TODAY CO INC | 0.016483 |  |
| VEEVA SYSTEMS-A | 0.015078 |  |
| TRANSDIGM GROUP INC | 0.014832 |  |
| TD SYNNEX CORP | 0.014045 |  |
| CORE & MAIN IN-A | 0.013555 |  |
| GUIDEWIRE SOFTWARE INC | 0.012190 | ✓ |
| TRADE DESK INC-A | 0.011957 |  |
| SMURFIT WESTROCK PLC | 0.011596 |  |
| NEW YORK TIMES CO CL A | 0.010737 |  |
| REMY COINTREAU | 0.010445 |  |
| TALEN ENERGY CORP | 0.009244 |  |

## Motley Fool Mid-Cap Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STONEX GROUP INC | 0.061117 |  |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.061116 |  |
| QXO INC | 0.056530 | ✓ |
| GXO LOGISTICS INC | 0.051854 |  |
| DEXCOM INC | 0.046273 |  |
| BROADRIDGE FINL | 0.042281 |  |
| PENUMBRA INC | 0.039986 |  |
| SBA COMMUNICATIONS CORP | 0.039877 |  |
| HEALTHEQUITY INC | 0.038745 |  |
| BROWN & BROWN | 0.038219 |  |
| TOAST INC-A | 0.035387 |  |
| WINGSTOP INC | 0.033661 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.033488 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.033340 |  |
| GUIDEWIRE SOFTWARE INC | 0.032158 | ✓ |
| ALPHATEC HOLDINGS INC | 0.032086 |  |
| TRACTOR SUPPLY CO. | 0.030734 |  |
| TYLER TECHNOLOGIES INC | 0.029218 |  |
| WATERS CORP | 0.028772 |  |
| AXON ENTERPRISE INC | 0.028444 |  |
| DATADOG INC CL A | 0.028084 |  |
| MONGODB INC CL A | 0.025056 |  |
| FASTENAL CO | 0.022191 |  |
| HUBSPOT INC | 0.021234 |  |
| PERFORMANCE FOOD GROUP CO | 0.020312 |  |
| COOPER COS INC | 0.018923 | ✓ |
| ALARM.COM HOLDINGS INC | 0.018837 |  |
| WATSCO INC | 0.016428 |  |
| MORNINGSTAR INC | 0.013009 |  |
| MONDAY.COM LTD | 0.011199 |  |
| U.S. Bank Money Market Deposit Account | 0.010483 |  |
| CARLISLE COS INC | 0.000695 |  |
| GOOSEHEAD INSURANCE | 0.000260 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-054458` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/836487/000141036826054458/0001410368-26-054458-index.htm>
- N-PORT (fund B) — accession `0001193125-26-185509` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/831114/000119312526185509/0001193125-26-185509-index.htm>

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