# Portfolio overlap — TMFE vs TMFC

Comparing **Motley Fool Capital Efficiency 100 Index ETF** (2026-02-28) and **Motley Fool 100 Index ETF** (2026-02-28).

- Shared positions: 43
- Motley Fool Capital Efficiency 100 Index ETF covered by Motley Fool 100 Index ETF: 0.5384645956291593636491416262
- Motley Fool 100 Index ETF covered by Motley Fool Capital Efficiency 100 Index ETF: 0.5384645956291593636491416262

## Motley Fool Capital Efficiency 100 Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COSTCO WHOLESALE CORP | 0.058035 | ✓ |
| WALMART INC | 0.055430 | ✓ |
| NETFLIX INC | 0.050353 | ✓ |
| ALPHABET INC CL C | 0.049272 | ✓ |
| META PLATFORMS INC CL A | 0.048499 | ✓ |
| NVIDIA CORP | 0.047745 | ✓ |
| APPLE INC | 0.047573 | ✓ |
| AMAZON.COM INC | 0.044955 | ✓ |
| VISA INC-CLASS A | 0.044722 | ✓ |
| MASTERCARD INC CL A | 0.044030 | ✓ |
| LAM RESEARCH CORP | 0.039983 | ✓ |
| MICROSOFT CORP | 0.039521 | ✓ |
| TJX COS INC | 0.026981 | ✓ |
| GILEAD SCIENCES INC | 0.023136 | ✓ |
| INTUITIVE SURGICAL INC | 0.020558 | ✓ |
| HCA HEALTHCARE INC | 0.018330 | ✓ |
| ARISTA NETWORKS INC | 0.017806 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.016713 | ✓ |
| THE BOOKING HOLDINGS INC | 0.016603 | ✓ |
| UNION PACIFIC CORP | 0.015770 | ✓ |
| ADOBE INC | 0.014702 | ✓ |
| SERVICENOW INC | 0.011888 | ✓ |
| SHERWIN WILLIAMS CO | 0.011807 | ✓ |
| CINTAS CORP | 0.011336 | ✓ |
| NIKE INC CL B | 0.010854 | ✓ |
| PALO ALTO NETWORKS INC | 0.010713 | ✓ |
| FEDEX CORP | 0.010296 | ✓ |
| CVS HEALTH CORP | 0.009619 | ✓ |
| ECOLAB INC | 0.009528 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009360 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.009224 | ✓ |
| MONSTER BEVERAGE CORP | 0.008931 | ✓ |
| IDEXX LABS INC | 0.008212 | ✓ |
| CHIPOTLE MEXICAN GRILL INC | 0.007163 | ✓ |
| AUTODESK INC | 0.007049 | ✓ |
| FORTINET INC | 0.006405 | ✓ |
| FAIR ISAAC CORP | 0.006317 | ✓ |
| SYSCO CORP | 0.005771 |  |
| ULTA BEAUTY INC | 0.004999 |  |
| OLD DOMINION FRT | 0.004988 | ✓ |
| ROLLINS INC | 0.004729 |  |
| EBAY INC | 0.004575 | ✓ |
| RESMED INC | 0.004336 | ✓ |
| EMCOR GROUP INC | 0.003843 |  |
| TRACTOR SUPPLY CO. | 0.003818 |  |
| WORKDAY INC CL A | 0.003807 | ✓ |
| WILLIAMS-SONOMA INC | 0.003657 |  |
| COGNIZANT TECH SOLUTIONS CL A | 0.003604 | ✓ |
| MONGODB INC CL A | 0.002999 |  |
| CASEY'S GENERAL | 0.002913 |  |

## Motley Fool 100 Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.080415 | ✓ |
| APPLE INC | 0.072207 | ✓ |
| ALPHABET INC CL C | 0.069620 | ✓ |
| MICROSOFT CORP | 0.053994 | ✓ |
| AMAZON.COM INC | 0.041621 | ✓ |
| META PLATFORMS INC CL A | 0.037927 | ✓ |
| BROADCOM INC | 0.036516 |  |
| TESLA INC | 0.032014 |  |
| VISA INC-CLASS A | 0.030124 | ✓ |
| WALMART INC | 0.024405 | ✓ |
| MASTERCARD INC CL A | 0.022777 | ✓ |
| BERKSHIRE HATH-B | 0.022767 |  |
| COSTCO WHOLESALE CORP | 0.022070 | ✓ |
| NETFLIX INC | 0.021577 | ✓ |
| JPMORGAN CHASE and CO | 0.019962 |  |
| CHEVRON CORP | 0.018224 |  |
| ADV MICRO DEVICE | 0.017306 |  |
| LAM RESEARCH CORP | 0.015029 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.013352 |  |
| T-MOBILE US INC | 0.011947 |  |
| AMGEN INC | 0.010281 |  |
| WALT DISNEY CO/T | 0.009315 |  |
| GILEAD SCIENCES INC | 0.009090 | ✓ |
| TJX COS INC | 0.008832 | ✓ |
| INTUITIVE SURGICAL INC | 0.008782 | ✓ |
| SALESFORCE INC | 0.008693 |  |
| ARISTA NETWORKS INC | 0.008430 | ✓ |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.007870 |  |
| UBER TECHNOLOGIES INC | 0.007809 |  |
| UNION PACIFIC CORP | 0.007731 | ✓ |
| APPLOVIN CORP | 0.007679 |  |
| THE BOOKING HOLDINGS INC | 0.006714 | ✓ |
| CORNING INC | 0.006402 |  |
| BRISTOL-MYERS SQUIBB CO | 0.006248 | ✓ |
| PROGRESSIVE CORP OHIO | 0.006244 |  |
| VERTEX PHARMACEUTICALS INC | 0.006201 |  |
| MCKESSON CORP | 0.006037 |  |
| HCA HEALTHCARE INC | 0.005951 | ✓ |
| CME GROUP INC CL A | 0.005678 |  |
| STARBUCKS CORP | 0.005484 |  |
| ADOBE INC | 0.005405 | ✓ |
| HOWMET AEROSPACE INC | 0.005248 |  |
| PALO ALTO NETWORKS INC | 0.005113 | ✓ |
| CVS HEALTH CORP | 0.005004 | ✓ |
| SERVICENOW INC | 0.004933 | ✓ |
| WASTE MANAGEMENT INC | 0.004772 |  |
| EQUINIX INC | 0.004702 |  |
| CROWDSTRIKE HOLDINGS INC | 0.004635 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.004604 |  |
| NIKE INC CL B | 0.004521 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-185550` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/831114/000119312526185550/0001193125-26-185550-index.htm>
- N-PORT (fund B) — accession `0001193125-26-185553` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/831114/000119312526185553/0001193125-26-185553-index.htm>

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