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CVRD vs FMCX

Shared holdings
9
CVRD covered by FMCX
24.32%
FMCX covered by CVRD
24.32%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CVRD (March 31, 2026)

SecurityWeight
ARCHER DANIELS MIDLAND CO3.93%
DANAHER CORP3.88%
MICROCHIP TECHNOLOGY3.68%
TRANSOCEAN LTD3.58%
MICROSOFT CORP3.48%
US BANK MMDA - USBGFS 93.47%
MATADOR RESOURCES COMPANY3.42%
T-MOBILE US INC3.23%
AMAZON.COM INC3.20%
PEPSICO INC3.18%
AGILENT TECHNOLOGIES INC3.08%
ADOBE INC3.04%
QUALCOMM INC3.00%
ACCENTURE PLC CL A2.99%
VISA INC-CLASS A2.92%
LOWES COS INC2.89%
AMERICAN TOWER CORP2.85%
BLACKROCK INC2.74%
HONEYWELL INTL INC2.70%
MARSH & MCLENNAN2.66%
SALESFORCE INC2.66%
BROADCOM INC2.64%
UNION PACIFIC CORP2.55%
CONSTELLATION BRANDS INC CL A2.48%
COMCAST CORP CL A2.47%
FISERV INC2.46%
META PLATFORMS INC CL A2.44%
NEWMONT CORP2.31%
PAYPAL HOLDINGS2.19%
AES CORP2.12%
LAS VEGAS SANDS CORP2.07%
PALO ALTO NETWORKS INC2.05%
SYNOPSYS INC2.03%
TEXAS INSTRUMENTS INC1.99%
ILLINOIS TOOL WORKS INC1.93%
NIKE INC CL B1.68%

FMCX (Feb. 28, 2026)

SecurityWeight
MONEYMKT7.87%
GENERAL ELECTRIC CO6.53%
MICROSOFT CORP6.28%
BERKSHIRE HATHAWAY INC CL A4.88%
LINDE PLC4.64%
KKR & CO INC4.42%
O'REILLY AUTOMOTIVE INC4.17%
DANAHER CORP4.14%
AMAZON.COM INC4.10%
INTEL CORP3.91%
APPLIED MATERIALS INC3.83%
SALESFORCE INC3.71%
BOSTON SCIENTIFIC CORP3.39%
AUTOZONE INC3.32%
ASML Holding NV - NY Reg Shares3.31%
CHUBB LTD3.18%
GE VERNOVA LLC3.06%
BROADCOM INC2.97%
HONEYWELL INTL INC2.59%
BLACKLINE INC2.46%
UNITEDHEALTH GRP2.24%
UBER TECHNOLOGIES INC2.16%
VISA INC-CLASS A1.99%
META PLATFORMS INC CL A1.99%
SYNOPSYS INC1.88%
NVIDIA CORP1.76%
ORACLE CORP1.67%
S&P GLOBAL INC1.62%
ALPHABET INC CL C1.45%
ALPHABET INC CL A0.47%

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