Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CIPRX vs TMFM
Shared holdings
7
CIPRX covered by TMFM
13.53%
TMFM covered by CIPRX
13.53%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CIPRX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| IDEX CORPORATION | 6.67% | |
| FASTENAL CO | 5.94% | |
| VEEVA SYSTEMS-A | 5.86% | |
| SYNOPSYS INC | 5.58% | |
| NORDSON CORP | 4.98% | |
| ESAB CORP | 4.52% | |
| AMETEK INC COMMON STOCK | 4.37% | |
| TRADEWEB MARKETS INC A | 3.71% | |
| TEXAS PACIFIC LAND CORP | 3.63% | |
| METTLER-TOLEDO INTL INC | 3.55% | |
| VERALTO CORP | 3.55% | |
| PURE STORAGE INC CL A | 3.53% | |
| RYAN SPECIALTY HOLDINGS INC | 3.43% | |
| MSCI INC | 3.41% | |
| CARLISLE COS INC | 3.10% | |
| WASTE CONNECTIONS INC | 3.06% | |
| ZSCALER INC | 3.06% | |
| NUTANIX INC CL A | 3.05% | |
| OKTA INC CL A | 2.99% | |
| AUTODESK INC COMMON STOCK | 2.96% | |
| MONGODB INC CL A | 2.86% | |
| SERVICENOW INC | 2.80% | |
| AXON ENTERPRISE INC | 2.75% | |
| WATERS CORP | 2.51% | |
| EOG RESOURCES INC | 2.14% | |
| DATADOG INC CL A | 2.08% | |
| WINGSTOP INC | 1.40% | |
| Fidelity Treasury Only Portfolio | 1.39% | |
| ELF BEAUTY INC | 1.12% |
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% |
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