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ACVT vs MCOAX

Shared holdings
22
ACVT covered by MCOAX
18.01%
MCOAX covered by ACVT
18.01%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ACVT (Feb. 28, 2026)

SecurityWeight
Bank of America Corp., Series L, Conv. Pfd.4.63%
Wells Fargo & Co., Series L, Conv. Pfd.4.60%
BARCLAYS BANK PLC SR UNSECURED 02/29 13.48%
SUPER MICRO COMPUTER INC CONV 3.5% 03/01/20293.21%
Workiva, Inc.3.13%
DDOG 0 12/01/293.00%
Progress Software Corporation, Convertible2.90%
LYV 2.875 01/15/302.63%
FRST AM-GV OB-X2.62%
COINBASE GLOBAL INC SR UNSECURED 04/30 0.252.60%
PG&E Corporation, Convertible2.59%
ITRON INC SR UNSECURED 07/30 1.3752.51%
AFRM 0.75 12/15/292.46%
RIVN 3.625 10/15/302.29%
GWRE 1.25 11/01/292.10%
ENPHASE ENERGY INC SR UNSECURED 03/28 0.000002.09%
VAC 3.25 12/15/272.08%
NET 0 08/15/262.06%
HAEMONETICS CORP SR UNSECURED 06/29 2.52.00%
UPSTART HOLDINGS INC SR UNSECURED 11/30 11.92%
BLACKLINE INC CONV 1% 06/01/20291.82%
GPN 1.5 03/01/311.69%
DraftKings Holdings, Inc., Convertible1.66%
DXCM 0.375 05/15/281.53%
MTH 1.75 05/15/281.52%
MICROCHIP TECHNOLOGY INC SR UNSECURED 06/30 0.751.52%
ETSY INC SR UNSECURED 09/27 0.1251.52%
Enovis Corporation1.48%
BRIDGEBIO PHARMA INC CONV 2.25% 02/01/20291.47%
VERX 0.75 05/01/291.45%
NORTHERN OIL & GAS INC 3.625000% 04/15/20291.45%
BOX INC CONV 1.5% 09/15/20291.44%
Alphatec Holdings, Inc.1.35%
BILL HOLDINGS INC SR UNSECURED 144A 04/30 0.00001.32%
ON Semiconductor Corporation, Convertible1.30%
AKAMAI TECHNOLOGIES INC SR UNSECURED 02/29 1.1251.27%
Winnebago Industries Incorporated 3.25%, Due 01/15/20301.24%
AMPHASTAR PHARMACEUTICALS INC CONV 2% 03/15/20291.22%
LNTH 2.625 12/15/271.19%
STRATEGY INC CONV 0.875% 03/15/20311.16%
NeoGenomics Inc1.12%
ARRY 1 12/01/281.05%
PCRX 2 1/8 05/15/291.04%
LYFT INC CONV 0.625% 03/01/20291.03%
NCL Corporation Ltd.1.02%
NUTANIX INC CONV 0.25% 10/01/20271.02%
NUTANIX INC SR UNSECURED 12/29 0.51.01%
FIVN 1 03/15/291.00%
TRAVERE THERAPEUTICS INC CONV 2.25% 03/01/20290.99%
SHAKE SHACK INC SR UNSECURED 03/28 0.000000.99%

MCOAX (Jan. 31, 2026)

SecurityWeight
NYLI U.S. Government Liquidity Fund4.34%
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-282.78%
Welltower OP, LLC, Convertible2.61%
MIRUM PHARMACEUTICALS INC CONV 4% 05/01/20292.57%
Lumentum Holdings, Inc.2.57%
AEIS 2.5 09/15/282.16%
STX 3.5 06/01/282.15%
QXO INC PREFERRED STOCK 05/28 5.52.00%
TTEK 2.25 08/15/281.88%
LNTH 2.625 12/15/271.67%
MMSI 3 02/01/291.65%
MKS INC SR UNSECURED 06/30 1.251.62%
Boeing Co. (The), Conv. Pfd.1.57%
PG&E Corporation, Convertible1.52%
Post Holdings, Inc., Convertible1.49%
ITGR 1.875% Sr Unsecured Nts due 2030 144A1.48%
ON Semiconductor Corporation, Convertible1.48%
PLANET LABS PBC CONV 0.5% 10/15/2030 144A1.36%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8751.35%
NCL Corporation Ltd.1.23%
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.51.23%
APOLLO GLOBAL MANAGEMENT PFD1.22%
BMRN 1 1/4 05/15/271.16%
Patrick Industries, Inc., Convertible1.12%
IRHYTHM TECHNOLOGIES INC CONV 1.5% 09/01/20291.12%
Akamai Technologies, Inc., Convertible1.09%
Shift4 Payments, LLC1.06%
SNOWFLAKE INC CONV 0% 10/01/20271.01%
DDOG 0 12/01/291.00%
BRIDGEBIO PHARMA INC CONV 2.25% 02/01/20290.99%
Liberty Media Corp.-Liberty Formula One Corp.0.97%
IMAX CORP SR UNSECURED 144A 11/30 0.750.96%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20280.96%
ZTS 0.25 06/15/290.95%
ETSY INC CONV 0.125% 10/01/20260.95%
Ford Motor Company Zero Coupon, Due 03/15/20260.93%
Bank of America Corp., Series L, Conv. Pfd.0.91%
LYV 2.875 01/15/300.90%
HPE 7 5/80.88%
NVMI 0 09/15/300.88%
BURLINGTON STORES INC SR UNSECURED 12/27 1.250.88%
Chefs' Warehouse, Inc. (The), Conv.0.87%
Wells Fargo & Co., Series L, Conv. Pfd.0.87%
TYLER TECHNOLOGIES INC SR UNSECURED 03/26 0.250.86%
Sirius XM Holdings, Inc.0.86%
DXCM 0.375 05/15/280.85%
NUTANIX INC SR UNSECURED 12/29 0.50.84%
PSN 2.625 03/01/290.83%
JAZZ INVTS I LTD CONV 2% 06/15/20260.83%
MTH 1.75 05/15/280.82%

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