Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
KAUIX vs JMOM
Shared holdings
46
KAUIX covered by JMOM
21.34%
JMOM covered by KAUIX
21.34%
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.
KAUIX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| QUANTA SVCS INC | 5.92% | |
| GE VERNOVA LLC | 4.03% | |
| COMFORT SYSTEMS USA INC | 3.20% | |
| Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class | 2.97% | |
| ARGENX SE | 2.90% | |
| GENERAL ELECTRIC CO | 2.37% | |
| AMAZON.COM INC | 1.93% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.89% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 1.77% | |
| KLA CORP | 1.73% | |
| MICRON TECHNOLOGY INC | 1.72% | |
| GUARDANT HEALTH INC | 1.71% | |
| AGNICO EAGLE MINES LTD | 1.61% | |
| VIKING HOLDINGS LTD | 1.56% | |
| NATERA INC | 1.48% | |
| PHILIP MORRIS INTL INC | 1.42% | |
| NVIDIA CORP | 1.39% | |
| ADV MICRO DEVICE | 1.39% | |
| TRANE TECHNOLOGIES PLC | 1.36% | |
| SHOPIFY INC CL A | 1.23% | |
| CROWDSTRIKE HOLDINGS INC | 1.22% | |
| COSTCO WHOLESALE CORP | 1.16% | |
| SPOTIFY TECHNOLOGY SA | 1.13% | |
| HEICO CORP | 1.08% | |
| MARTIN MAR MTLS | 1.08% | |
| LOAR HOLDINGS INC | 1.07% | |
| CENTESSA PHARMACEUTICALS LTD ADR | 1.04% | |
| NEXTERA ENERGY INC | 1.00% | |
| RHYTHM PHARMACEUTICALS INC | 0.98% | |
| S&P GLOBAL INC | 0.92% | |
| BLACKROCK INC | 0.91% | |
| DATADOG INC CL A | 0.89% | |
| TJX COS INC | 0.89% | |
| VERTIV HOLDINGS CO | 0.89% | |
| INTUITIVE SURGICAL INC | 0.85% | |
| RUBRIK INC-A | 0.82% | |
| UL SOLUTIONS INC CL A | 0.81% | |
| UBER TECHNOLOGIES INC | 0.80% | |
| EYEPOINT PHARMACEUTICALS INC | 0.78% | |
| APPLIED INDU TEC | 0.77% | |
| PALVELLA THERAPEUTICS INC | 0.76% | |
| STRYKER CORP | 0.75% | |
| HOWMET AEROSPACE INC | 0.73% | |
| QXO | 0.73% | |
| COSTAR GROUP INC | 0.72% | |
| FORTE BIOSCIENCES INC | 0.72% | |
| MOTOROLA SOLUTIONS INC | 0.71% | |
| CASEY'S GENERAL | 0.69% | |
| MONGODB INC CL A | 0.68% | |
| JFROG LTD | 0.65% |
JMOM (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| META PLATFORMS INC CL A | 2.08% | |
| ALPHABET INC CL A | 2.06% | |
| NVIDIA CORP | 2.05% | |
| APPLE INC | 1.82% | |
| MICROSOFT CORP | 1.74% | |
| BERKSHIRE HATH-B | 1.72% | |
| BROADCOM INC | 1.66% | |
| MICRON TECHNOLOGY INC | 1.64% | |
| WALMART INC | 1.60% | |
| COSTCO WHOLESALE CORP | 1.38% | |
| ADV MICRO DEVICE | 1.28% | |
| NETFLIX INC | 1.16% | |
| ABBVIE INC | 1.16% | |
| LAM RESEARCH CORP | 1.11% | |
| GENERAL ELECTRIC CO | 1.11% | |
| CATERPILLAR INC | 1.07% | |
| PALANTIR TECHNOLOGIES INC | 1.06% | |
| PHILIP MORRIS INTL INC | 1.02% | |
| INTL BUS MACH CORP | 1.00% | |
| GOLDMAN SACHS GROUP INC | 0.99% | |
| RTX CORP | 0.98% | |
| APPLIED MATERIALS INC | 0.96% | |
| ORACLE CORP | 0.93% | |
| LILLY ELI and CO | 0.93% | |
| INTEL CORP | 0.80% | |
| CITIGROUP INC | 0.78% | |
| GE VERNOVA LLC | 0.78% | |
| KLA CORP | 0.76% | |
| GILEAD SCIENCES INC | 0.73% | |
| AMERICAN EXPRESS CO | 0.72% | |
| SANDISK CORPORATION | 0.71% | |
| AT&T INC | 0.71% | |
| SCHWAB CHARLES CORP | 0.71% | |
| TEXAS INSTRUMENTS INC | 0.70% | |
| AMPHENOL CORPORATION CL A | 0.70% | |
| INTUITIVE SURGICAL INC | 0.67% | |
| TJX COS INC | 0.66% | |
| ANALOG DEVICES INC | 0.65% | |
| QUALCOMM INC | 0.63% | |
| THE BOOKING HOLDINGS INC | 0.60% | |
| ABBOTT LABS | 0.60% | |
| UBER TECHNOLOGIES INC | 0.59% | |
| AMAZON.COM INC | 0.58% | |
| BOSTON SCIENTIFIC CORP | 0.58% | |
| EATON CORP PLC | 0.58% | |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.57% | |
| WELLTOWER INC | 0.54% | |
| PARKER HANNIFIN CORP | 0.54% | |
| STRYKER CORP | 0.54% | |
| WESTERN DIGITAL CORP | 0.53% |
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