Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

MADFX vs CCOR

Shared holdings
9
MADFX covered by CCOR
23.56%
CCOR covered by MADFX
23.56%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MADFX (March 31, 2026)

SecurityWeight
LOCKHEED MARTIN CORP5.46%
MICROSOFT CORP5.41%
TEXAS INSTRUMENTS INC5.33%
NEXTERA ENERGY INC5.32%
TARGET CORP5.12%
AMGEN INC4.93%
PNC FINANCIAL SERVICES GRP INC4.82%
PEPSICO INC4.76%
US BANCORP DEL4.67%
QUALCOMM INC4.59%
STARBUCKS CORP4.54%
MEDTRONIC PLC4.54%
AMERICAN ELECTRIC POWER CO INC4.51%
HOME DEPOT INC4.45%
MORGAN STANLEY4.23%
JPMORGAN CHASE and CO4.12%
M&T BANK CORP3.70%
BANK OF NEW YORK MELLON CORP3.49%
COMCAST CORP CL A2.84%
NESTLE S A SPONSORED ADR2.68%
TYSON FOODS INC CL A2.54%
CONSTELLATION BRANDS INC CL A2.28%
ACCENTURE PLC-A2.01%
PROCTER & GAMBLE1.46%
AUTOMATIC DATA PROCESSING INC1.20%
FRST AM-GV OB-X1.01%

CCOR (April 30, 2026)

SecurityWeight
ALPHABET INC CL A6.64%
MORGAN STANLEY4.63%
JOHNSON&JOHNSON3.93%
WALMART INC3.74%
EXXON MOBIL CORP3.65%
CHEVRON CORP3.64%
AIR PRODUCTS and CHEMICALS INC3.44%
MICROSOFT CORP3.31%
NEXTERA ENERGY INC3.26%
JPMORGAN CHASE and CO3.22%
EMERSON ELECTRIC CO3.22%
CHUBB LTD3.22%
ADV MICRO DEVICE3.18%
CME GROUP INC CL A3.08%
WASTE MANAGEMENT INC3.07%
SOUTHERN CO3.03%
AMAZON.COM INC3.01%
REALTY INCOME CORP REIT2.73%
AMGEN INC2.73%
LOCKHEED MARTIN CORP2.66%
MCDONALDS CORP2.49%
APPLE INC2.41%
META PLATFORMS INC CL A2.25%
PROCTER & GAMBLE2.21%
LILLY ELI and CO2.16%
AFLAC INC2.06%
BROADRIDGE FINL1.81%
GENUINE PARTS CO1.79%
MERCK & CO1.76%
PAYCHEX INC1.72%
HOME DEPOT INC1.68%
FRST AM-GV OB-X1.67%
MOSAIC CO/THE1.45%
ACCENTURE PLC CL A1.18%
FACTSET RESEARCH SYSTEMS INC1.15%
ADOBE INC1.10%
FISERV INC0.92%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT0.74%
US ULTRA BOND CBT Sep250.08%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.