Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MCSDX vs MINVX
Shared holdings
7
MCSDX covered by MINVX
16.64%
MINVX covered by MCSDX
16.64%
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% |
MINVX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 8.17% | |
| TEXAS INSTRUMENTS INC | 6.28% | |
| AMAZON.COM INC | 6.08% | |
| ARCH CAPITAL GROUP LTD | 5.92% | |
| KEYSIGHT TECHNOLOGIES INC | 5.79% | |
| FERGUSON ENTERPRISES INC | 5.45% | |
| ANALOG DEVICES INC | 4.67% | |
| PARKER HANNIFIN CORP | 4.65% | |
| VISA INC-CLASS A | 4.45% | |
| LOWES COS INC | 3.44% | |
| BROOKFIELD CORP CL A | 3.29% | |
| DANAHER CORP | 3.15% | |
| AGILENT TECHNOLOGIES INC | 3.14% | |
| PACCAR INC | 3.12% | |
| META PLATFORMS INC CL A | 2.84% | |
| PROGRESSIVE CORP OHIO | 2.77% | |
| MARSH & MCLENNAN | 2.72% | |
| AIRBNB INC CLASS A | 2.69% | |
| SCHWAB CHARLES CORP | 2.55% | |
| TJX COS INC | 2.47% | |
| MSCI INC | 2.42% | |
| HONEYWELL INTL INC | 2.19% | |
| CDW CORPORATION | 2.15% | |
| DEERE & CO | 1.94% | |
| COPART INC | 1.88% | |
| GARTNER INC | 1.48% | |
| State Street Navigator Securities Lending Portfolio II | 1.42% | |
| ALCON INC | 1.22% | |
| SALESFORCE INC | 0.91% | |
| WORKDAY INC CL A | 0.76% |
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