Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CIPIX vs TMFM
Shared holdings
13
CIPIX covered by TMFM
17.19%
TMFM covered by CIPIX
17.19%
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.
CIPIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TRADEWEB MARKETS INC A | 2.91% | |
| SYNOPSYS INC | 2.70% | |
| EOG RESOURCES INC | 2.65% | |
| FASTENAL CO | 2.25% | |
| VEEVA SYSTEMS-A | 2.23% | |
| AKAMAI TECHNOLOGIES INC | 2.16% | |
| ARCH CAPITAL GRP | 2.09% | |
| TEXAS PACIFIC LAND CORP | 2.05% | |
| IDEX CORPORATION | 2.02% | |
| COOPER COS INC | 1.96% | |
| NUTANIX INC CL A | 1.85% | |
| PENUMBRA INC | 1.83% | |
| WW GRAINGER INC | 1.79% | |
| CARLISLE COS INC | 1.78% | |
| OKTA INC CL A | 1.78% | |
| HOULIHAN LOKEY I | 1.77% | |
| DOMINOS PIZZA INC | 1.75% | |
| AAON INC COMMON STOCK | 1.60% | |
| AMETEK INC COMMON STOCK | 1.58% | |
| WASTE CONNECTIONS INC | 1.55% | |
| TRACTOR SUPPLY CO. | 1.53% | |
| FLOOR & DECOR-A | 1.52% | |
| METTLER-TOLEDO INTL INC | 1.51% | |
| DATADOG INC CL A | 1.47% | |
| CULLEN FROST BANKERS INC | 1.46% | |
| XYLEM INC | 1.46% | |
| COMMERCE BCSHS | 1.44% | |
| AUTODESK INC COMMON STOCK | 1.44% | |
| ESAB CORP | 1.44% | |
| PURE STORAGE INC CL A | 1.44% | |
| EDWARDS LIFESCIENCES CORP COMMON STOCK | 1.43% | |
| WATERS CORP | 1.43% | |
| TOAST INC-A | 1.42% | |
| PROCORE TECHNOLOGIES INC | 1.42% | |
| CAVA GROUP INC | 1.41% | |
| MSCI INC | 1.40% | |
| WYNDHAM HOTELS and RESORTS INC | 1.40% | |
| AXON ENTERPRISE INC | 1.37% | |
| HAMILTON LANE INC - A | 1.36% | |
| Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund | 1.32% | |
| RYAN SPECIALTY HOLDINGS INC | 1.31% | |
| BIO-TECHNE CORP | 1.28% | |
| KINSALE CAPITAL GROUP INC | 1.25% | |
| NORDSON CORP | 1.25% | |
| CHEWY INC- CL A | 1.22% | |
| AGILENT TECHNOLOGIES INC | 1.20% | |
| MSA SAFETY INC | 1.18% | |
| SPROUTS FMRS MKT INC | 1.14% | |
| ZSCALER INC | 1.10% | |
| GRACO INC | 1.10% |
TMFM (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| STONEX GROUP INC | 6.11% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 6.11% | |
| QXO INC | 5.65% | |
| GXO LOGISTICS INC | 5.19% | |
| DEXCOM INC | 4.63% | |
| BROADRIDGE FINL | 4.23% | |
| PENUMBRA INC | 4.00% | |
| SBA COMMUNICATIONS CORP | 3.99% | |
| HEALTHEQUITY INC | 3.87% | |
| BROWN & BROWN | 3.82% | |
| TOAST INC-A | 3.54% | |
| WINGSTOP INC | 3.37% | |
| WEST PHARMACEUTICAL SVCS INC | 3.35% | |
| SITEONE LANDSCAPE SUPPLY INC | 3.33% | |
| GUIDEWIRE SOFTWARE INC | 3.22% | |
| ALPHATEC HOLDINGS INC | 3.21% | |
| TRACTOR SUPPLY CO. | 3.07% | |
| TYLER TECHNOLOGIES INC | 2.92% | |
| WATERS CORP | 2.88% | |
| AXON ENTERPRISE INC | 2.84% | |
| DATADOG INC CL A | 2.81% | |
| MONGODB INC CL A | 2.51% | |
| FASTENAL CO | 2.22% | |
| HUBSPOT INC | 2.12% | |
| PERFORMANCE FOOD GROUP CO | 2.03% | |
| COOPER COS INC | 1.89% | |
| ALARM.COM HOLDINGS INC | 1.88% | |
| WATSCO INC | 1.64% | |
| MORNINGSTAR INC | 1.30% | |
| MONDAY.COM LTD | 1.12% | |
| U.S. Bank Money Market Deposit Account | 1.05% | |
| CARLISLE COS INC | 0.07% | |
| GOOSEHEAD INSURANCE | 0.03% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.