Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
HMDCX vs JACFX
Shared holdings
20
HMDCX covered by JACFX
31.54%
JACFX covered by HMDCX
31.54%
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.
HMDCX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| ROYAL CARIBBEAN CRUISES LTD | 3.63% | |
| INTERACTIVE BROKERS GROUP INC | 3.41% | |
| ROLLINS INC | 3.32% | |
| MONOLITHIC POWER SYS INC | 3.21% | |
| NATERA INC | 3.21% | |
| CLOUDFLARE INC-A | 3.07% | |
| HOWMET AEROSPACE INC | 3.03% | |
| FASTENAL CO | 2.91% | |
| CARVANA CO CL A | 2.70% | |
| HYATT HOTELS CORP CL A | 2.55% | |
| MKS INSTRUMENTS INC | 2.51% | |
| VERTIV HOLDINGS CO | 2.50% | |
| DECKERS OUTDOOR CORP | 2.45% | |
| AXON ENTERPRISE INC | 2.19% | |
| REDDIT INC-A | 2.10% | |
| CASEY'S GENERAL | 2.10% | |
| FTAI AVIATION LTD | 2.07% | |
| TARGA RESOURCES CORP | 2.01% | |
| ACUITY INC | 1.97% | |
| CLEAN HARBORS INC | 1.88% | |
| ROBLOX CORP - A | 1.84% | |
| NVR INC | 1.83% | |
| WATERS CORP | 1.79% | |
| CELESTICA INC SUB VTG | 1.73% | |
| O'REILLY AUTOMOTIVE INC | 1.72% | |
| FLEX LTD | 1.71% | |
| HEICO CORP CL A | 1.67% | |
| AST SPACEMOBILE INC | 1.57% | |
| TAKE-TWO INTERACTV SOFTWR INC | 1.52% | |
| IDEXX LABS INC | 1.50% | |
| LIVE NATION ENTERTAINMENT INC | 1.49% | |
| TRADEWEB MARKETS INC A | 1.41% | |
| METTLER-TOLEDO INTL INC | 1.32% | |
| DOORDASH INC-A | 1.31% | |
| GRACO INC | 1.30% | |
| EMCOR GROUP INC | 1.25% | |
| BOOT BARN HOLDINGS INC | 1.24% | |
| UNITY SOFTWARE INC | 1.23% | |
| PROCORE TECHNOLOGIES INC | 1.17% | |
| MARKEL GROUP INC | 1.17% | |
| VERISK ANALYTICS INC | 1.17% | |
| ROCKET COS INC-A | 1.12% | |
| VISTRA CORP | 1.09% | |
| TTM TECHNOLOGIES INC | 1.06% | |
| TEXAS ROADHOUSE INC | 0.98% | |
| INGERSOLL RAND INC | 0.98% | |
| BUILDERS FIRSTSOURCE | 0.97% | |
| DATADOG INC CL A | 0.94% | |
| TRANSUNION | 0.80% | |
| VEEVA SYSTEMS-A | 0.77% |
JACFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| VERTIV HOLDINGS CO | 5.19% | |
| CLOUDFLARE INC-A | 4.36% | |
| HOWMET AEROSPACE INC | 3.76% | |
| ROYAL CARIBBEAN | 3.70% | |
| NATERA INC | 3.44% | |
| CORNING INC | 3.43% | |
| AXON ENTERPRISE INC | 2.58% | |
| FLEX LTD | 2.44% | |
| FTAI AVIATION LTD COMMON STOCK USD1.0 | 2.37% | |
| ECHOSTAR CORP CL A | 2.32% | |
| QUANTA SVCS INC | 2.24% | |
| DRAFTKINGS INC | 2.22% | |
| NRG ENERGY INC | 2.20% | |
| CELESTICA INC SUB VTG | 2.14% | |
| DATADOG INC CL A | 1.93% | |
| TRIMBLE INC | 1.89% | |
| ENSIGN GROUP INC | 1.88% | |
| TARGA RESOURCES CORP | 1.88% | |
| REDDIT INC-A | 1.80% | |
| SAMSARA INC-CL A | 1.73% | |
| On Holding AG | 1.67% | |
| MARRIOTT INTL-A | 1.67% | |
| VEEVA SYSTEMS-A | 1.65% | |
| EVERCORE INC A | 1.57% | |
| ARITZIA INC-SUB | 1.54% | |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 1.50% | |
| DOORDASH INC-A | 1.49% | |
| CARVANA CO CL A | 1.45% | |
| GUIDEWIRE SOFTWARE INC | 1.43% | |
| LIFE TIME GROUP HOLDINGS INC | 1.38% | |
| ILLUMINA INC | 1.35% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 1.24% | |
| FIVE BELOW INC | 1.22% | |
| ROBLOX CORP - A | 1.21% | |
| TRADEWEB MARKETS INC A | 1.20% | |
| SANDISK CORPORATION | 1.19% | |
| SSC GOVERNMENT MM GVMXX / | 1.18% | |
| MKS INSTRUMENTS INC | 1.18% | |
| CLEAN HARBORS INC | 1.17% | |
| CAMECO CORP | 1.13% | |
| KRATOS DEFENSE and SEC SOLTN INC | 1.12% | |
| CARPENTER TECHNOLOGY CORP | 1.10% | |
| ARGENX SE SPONSORED ADR | 1.07% | |
| CH ROBINSON WORLDWIDE INC | 1.07% | |
| UNITED THERAPEUTICS CORP DEL | 1.06% | |
| MEDPACE HOLDINGS INC | 1.05% | |
| KKR & CO INC | 1.03% | |
| EXPEDIA INC | 0.96% | |
| AST SPACEMOBILE INC | 0.93% | |
| Amer Sports Inc. COM SHS | 0.91% |
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