Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LCOW vs TMFC
Shared holdings
33
LCOW covered by TMFC
46.53%
TMFC covered by LCOW
46.53%
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.
LCOW (April 30, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 5.81% | |
| BROADCOM INC | 5.70% | |
| NVIDIA CORP | 5.24% | |
| MICROSOFT CORP | 5.21% | |
| VISA INC-CLASS A | 5.11% | |
| APPLE INC | 5.01% | |
| META PLATFORMS INC CL A | 4.78% | |
| MASTERCARD INC CL A | 4.74% | |
| ABBVIE INC | 4.28% | |
| JOHNSON&JOHNSON | 3.27% | |
| PHILIP MORRIS INTL INC | 2.74% | |
| LAM RESEARCH CORP | 2.11% | |
| CISCO SYSTEMS INC | 1.87% | |
| KLA CORP | 1.79% | |
| ALTRIA GROUP INC | 1.74% | |
| APPLIED MATERIALS INC | 1.65% | |
| PALO ALTO NETWORKS INC | 1.50% | |
| MERCK & CO | 1.40% | |
| GILEAD SCIENCES INC | 1.38% | |
| MCDONALDS CORP | 1.31% | |
| AMGEN INC | 1.31% | |
| QUALCOMM INC | 1.28% | |
| AMERICAN EXPRESS CO | 1.26% | |
| CAPITAL ONE FINANCIAL CORP | 1.22% | |
| ARISTA NETWORKS INC | 1.18% | |
| ADOBE INC | 1.13% | |
| CME GROUP INC CL A | 1.00% | |
| AUTOMATIC DATA PROCESSING INC | 0.98% | |
| S&P GLOBAL INC | 0.97% | |
| BRISTOL-MYERS SQUIBB CO | 0.95% | |
| ANALOG DEVICES INC | 0.83% | |
| MCKESSON CORP | 0.81% | |
| INTUIT INC | 0.77% | |
| SERVICENOW INC | 0.76% | |
| SALESFORCE INC | 0.75% | |
| INTERCONTINENTAL EXCHANGE INC | 0.70% | |
| O'REILLY AUTOMOTIVE INC | 0.69% | |
| LOWES COS INC | 0.68% | |
| MSCI INC | 0.63% | |
| HILTON WORLDWIDE HOLDINGS INC | 0.61% | |
| MARRIOTT INTL-A | 0.60% | |
| ACCENTURE PLC CL A | 0.59% | |
| CADENCE DESIGN SYSTEMS INC | 0.59% | |
| REGENERON PHARMACEUTICALS INC | 0.56% | |
| FORTINET INC | 0.55% | |
| MOODYS CORP | 0.54% | |
| COLGATE-PALMOLIVE CO | 0.53% | |
| TEXAS PACIFIC LAND CORP | 0.45% | |
| SYNOPSYS INC | 0.45% | |
| AUTOZONE INC | 0.44% |
TMFC (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 8.04% | |
| APPLE INC | 7.22% | |
| ALPHABET INC CL C | 6.96% | |
| MICROSOFT CORP | 5.40% | |
| AMAZON.COM INC | 4.16% | |
| META PLATFORMS INC CL A | 3.79% | |
| BROADCOM INC | 3.65% | |
| TESLA INC | 3.20% | |
| VISA INC-CLASS A | 3.01% | |
| WALMART INC | 2.44% | |
| MASTERCARD INC CL A | 2.28% | |
| BERKSHIRE HATH-B | 2.28% | |
| COSTCO WHOLESALE CORP | 2.21% | |
| NETFLIX INC | 2.16% | |
| JPMORGAN CHASE and CO | 2.00% | |
| CHEVRON CORP | 1.82% | |
| ADV MICRO DEVICE | 1.73% | |
| LAM RESEARCH CORP | 1.50% | |
| GOLDMAN SACHS GROUP INC | 1.34% | |
| T-MOBILE US INC | 1.19% | |
| AMGEN INC | 1.03% | |
| WALT DISNEY CO/T | 0.93% | |
| GILEAD SCIENCES INC | 0.91% | |
| TJX COS INC | 0.88% | |
| INTUITIVE SURGICAL INC | 0.88% | |
| SALESFORCE INC | 0.87% | |
| ARISTA NETWORKS INC | 0.84% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.79% | |
| UBER TECHNOLOGIES INC | 0.78% | |
| UNION PACIFIC CORP | 0.77% | |
| APPLOVIN CORP | 0.77% | |
| THE BOOKING HOLDINGS INC | 0.67% | |
| CORNING INC | 0.64% | |
| BRISTOL-MYERS SQUIBB CO | 0.62% | |
| PROGRESSIVE CORP OHIO | 0.62% | |
| VERTEX PHARMACEUTICALS INC | 0.62% | |
| MCKESSON CORP | 0.60% | |
| HCA HEALTHCARE INC | 0.60% | |
| CME GROUP INC CL A | 0.57% | |
| STARBUCKS CORP | 0.55% | |
| ADOBE INC | 0.54% | |
| HOWMET AEROSPACE INC | 0.52% | |
| PALO ALTO NETWORKS INC | 0.51% | |
| CVS HEALTH CORP | 0.50% | |
| SERVICENOW INC | 0.49% | |
| WASTE MANAGEMENT INC | 0.48% | |
| EQUINIX INC | 0.47% | |
| CROWDSTRIKE HOLDINGS INC | 0.46% | |
| INTERCONTINENTAL EXCHANGE INC | 0.46% | |
| NIKE INC CL B | 0.45% |
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