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MAVF vs IMSCX

Shared holdings
9
MAVF covered by IMSCX
33.81%
IMSCX covered by MAVF
33.81%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MAVF (March 31, 2026)

SecurityWeight
ALPHABET INC CL C7.95%
MICROSOFT CORP6.90%
APPLE INC6.61%
AMAZON.COM INC5.18%
GENERAC HOLDINGS INC5.14%
APPLIED MATERIALS INC4.43%
GOLDMAN SACHS GROUP INC4.38%
MORGAN STANLEY4.25%
META PLATFORMS INC CL A4.08%
PEPSICO INC4.03%
JPMORGAN CHASE and CO3.87%
PNC FINANCIAL SERVICES GRP INC3.77%
QUALCOMM INC3.52%
WELLS FARGO & CO3.42%
TYSON FOODS INC CL A3.35%
LOWES COS INC3.33%
Medtronic PLC3.19%
AMGEN INC3.16%
FEDEX CORP3.15%
COMCAST CORP CL A3.06%
US BANCORP DEL3.03%
PAYPAL HOLDINGS2.65%
BANK OF NEW YORK MELLON CORP2.64%
THERMO FISHER SCIENTIFIC INC1.82%
TEXAS INSTRUMENTS INC1.58%
NIKE INC CL B0.92%
INTUIT INC0.31%
FRST AM-GV OB-X0.27%

IMSCX (March 31, 2026)

SecurityWeight
META PLATFORMS INC CL A9.10%
ALPHABET INC CL C8.90%
NVIDIA CORP6.77%
WELLS FARGO & CO6.64%
AMAZON.COM INC5.88%
BROADCOM INC4.50%
CATERPILLAR INC3.99%
UNITEDHEALTH GRP3.98%
APPLE INC3.94%
VERIZON COMMUNICATIONS INC3.80%
MICROSOFT CORP3.73%
DUTCH BROS INC-A3.73%
MONEY MARKET FUND3.40%
NETFLIX INC3.26%
GENERAL ELECTRIC CO2.70%
BANK OF AMERICA CORPORATION2.64%
DIAMONDBACK ENERGY INC2.53%
VISTRA CORP2.33%
US BANCORP DEL2.16%
SCHWAB CHARLES CORP2.10%
TESLA INC2.09%
APPLIED MATERIALS INC1.99%
CAPITAL ONE FINANCIAL CORP1.95%
JOHNSON&JOHNSON1.90%
MARVELL TECHNOLOGY INC1.46%
ARISTA NETWORKS INC1.36%
COSTCO WHOLESALE CORP1.35%
QUALCOMM INC1.35%
PROCTER & GAMBLE0.46%

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