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ACMAX vs MAIPX

Shared holdings
4
ACMAX covered by MAIPX
20.56%
MAIPX covered by ACMAX
20.56%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ACMAX (March 31, 2026)

SecurityWeight
FRST AM-GV OB-X17.41%
SS SPDR S&P15 VT10.65%
ISHARES CORE DIV9.22%
iShares Morningstar Value ETF9.04%
U.S. Treasury Bills7.81%
US TREASURY N/B6.84%
Invesco S&P 500 Revenue ETF5.30%
VANGUARD FTSE ALL WORLD EX US ETF3.52%
GOLDMAN SACHS GROUP INC3.47%
VANGUARD CONSUMER STAPLES ETF3.45%
Vanguard Communication Services ETF3.07%
JANUS HENDERSON AAA CLO ETF MUTUAL FUND2.58%
BERKSHIRE HATH-B2.46%
US TREASURY N/B2.40%
SPDR Portfolio S&P 500 ETF2.07%
INVESCO DOW JONE2.04%
ISH EAFE HEDGED2.03%
COSTCO WHOLESALE CORP1.70%
MICROSOFT CORP1.64%
NETFLIX INC1.31%
VANGUARD INT HDV1.00%
State Street Industrial Select Sector SPDR ETF USD Class0.99%

MAIPX (Feb. 28, 2026)

SecurityWeight
FRST AM-GV OB-X22.79%
APPLE INC4.80%
US TREASURY N/B4.59%
NVIDIA CORP3.99%
ALPHABET INC CL A3.99%
MICROSOFT CORP3.55%
US TREASURY N/B3.44%
BROADCOM INC2.70%
U.S. Treasury Inflation-Protected Indexed Notes2.45%
US TREASURY N/B2.31%
US TREASURY N/B2.30%
AMAZON.COM INC2.15%
VISA INC-CLASS A2.09%
META PLATFORMS INC CL A2.07%
JPMORGAN CHASE and CO1.77%
HOME DEPOT INC1.74%
NEXTERA ENERGY INC1.46%
RTX CORP1.36%
BANK OF AMERICA CORPORATION1.15%
CHUBB LTD1.10%
ADV MICRO DEVICE1.10%
WALMART INC1.01%
HONEYWELL INTL INC1.00%
ABBVIE INC1.00%
CISCO SYSTEMS INC1.00%
AMGEN INC0.99%
ORACLE CORP0.97%
US TREASURY N/B0.94%
TESLA INC0.92%
BERKSHIRE HATH-B0.92%
ABBOTT LABS0.84%
QUALCOMM INC0.82%
KINDER MORGAN INC0.73%
WELLS FARGO & CO0.73%
SERVICENOW INC0.60%
CITIGROUP INC0.60%
UNION PACIFIC CORP0.60%
COSTCO WHOLESALE CORP0.59%
SCHWAB CHARLES CORP0.55%
MARATHON PETROLEUM CORP0.53%
UNITEDHEALTH GRP0.53%
JOHNSON&JOHNSON0.52%
EXXON MOBIL CORP0.51%
INTUIT INC0.50%
METLIFE INC0.49%
WALT DISNEY CO/T0.49%
MEDTRONIC PLC0.48%
MCDONALDS CORP0.44%
COMCAST CORP CL A0.42%
UNITED PARCEL SERVICE INC CL B0.41%

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