Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MCSDX vs FAMVX
Shared holdings
7
MCSDX covered by FAMVX
20.83%
FAMVX covered by MCSDX
20.83%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
MCSDX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVR INC | 5.51% | |
| PACCAR INC | 5.23% | |
| MARKEL GROUP INC | 5.14% | |
| M&T BANK CORP | 4.81% | |
| PROGRESSIVE CORP OHIO | 4.67% | |
| LINDE PLC | 4.67% | |
| CONSTELLATION SOFTWARE INC | 4.59% | |
| EXPEDITORS INTL OF WASH INC | 4.42% | |
| AMPHENOL CORPORATION CL A | 4.39% | |
| O'REILLY AUTOMOTIVE INC | 3.99% | |
| CREDIT ACCEPTANCE CORP | 3.92% | |
| BERKSHIRE HATH-B | 3.85% | |
| COPART INC | 3.73% | |
| CINTAS CORP | 3.61% | |
| OLD DOMINION FRT | 3.40% | |
| SHERWIN WILLIAMS CO | 3.22% | |
| WASTE CONNECTIONS INC | 2.79% | |
| WATSCO INC | 2.79% | |
| BROOKFIELD CORP CL A | 2.72% | |
| COSTCO WHOLESALE CORP | 2.70% | |
| DEERE & CO | 2.44% | |
| DANAHER CORP | 2.36% | |
| BROWN FORMAN CORP NON VTG CL B | 1.94% | |
| BALL CORP | 1.91% | |
| IDEX CORPORATION | 1.88% | |
| CDW CORPORATION | 1.85% | |
| NYLI U.S. Government Liquidity Fund | 1.62% | |
| PUBLIC STORAGE | 1.56% | |
| Short-Term Investment | 1.53% | |
| MSILF-GOVT-INS | 1.09% | |
| BROOKFIELD ASSET MANAGEMENT LTD A | 0.87% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.65% | |
| Lumine Group Inc | 0.16% |
FAMVX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ROSS STORES INC | 8.11% | |
| MARKEL GROUP INC | 6.07% | |
| ANALOG DEVICES INC | 5.41% | |
| AMPHENOL CORPORATION CL A | 5.24% | |
| KEYSIGHT TECHNOLOGIES INC | 5.17% | |
| BROOKFIELD CORP CL A | 4.97% | |
| BROWN & BROWN | 4.83% | |
| IDEX CORPORATION | 4.82% | |
| VULCAN MATERIALS CO | 4.78% | |
| FASTENAL CO | 4.27% | |
| STRYKER CORP | 4.02% | |
| CDW CORPORATION | 3.98% | |
| PROGRESSIVE CORP OHIO | 3.97% | |
| ILLINOIS TOOL WORKS INC | 3.72% | |
| AUTOZONE INC | 3.63% | |
| GRACO INC | 3.34% | |
| THE BOOKING HOLDINGS INC | 2.81% | |
| ZEBRA TECHNOLOGIES CORP CL A | 2.30% | |
| AMETEK INC NEW | 2.19% | |
| PINNACLE FINANCIAL PARTNERS INC | 2.05% | |
| AGILENT TECHNOLOGIES INC | 1.97% | |
| EXLSERVICE HOLDINGS INC | 1.92% | |
| LANDSTAR SYSTEM INC | 1.84% | |
| S&P GLOBAL INC | 1.80% | |
| Invesco Treasury Portfolio, Institutional Class | 1.71% | |
| ARTHUR J GALLAGHAR AND CO | 1.52% | |
| BROOKFIELD ASSET MANAGEMENT LTD A | 1.04% | |
| MICROCHIP TECHNOLOGY | 0.98% | |
| RYAN SPECIALTY HOLDINGS INC | 0.79% | |
| BERKSHIRE HATHAWAY INC CL A | 0.76% |
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