Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MCSDX vs MRFOX
Shared holdings
4
MCSDX covered by MRFOX
15.52%
MRFOX covered by MCSDX
15.52%
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% |
MRFOX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund | 13.93% | |
| AUTOZONE INC | 9.99% | |
| Vanguard Treasury Money Market Fund Investor Class | 9.63% | |
| UNITEDHEALTH GRP | 7.44% | |
| PROGRESSIVE CORP OHIO | 6.99% | |
| ROSS STORES INC | 5.87% | |
| O'REILLY AUTOMOTIVE INC | 4.94% | |
| MASTERCARD INC CL A | 4.94% | |
| VISA INC-CLASS A | 4.68% | |
| ARCH CAPITAL GRP | 4.42% | |
| DOMINOS PIZZA INC | 4.23% | |
| EXPEDITORS INTL OF WASH INC | 4.16% | |
| CUMMINS INC | 4.14% | |
| MOODYS CORP | 3.67% | |
| NVR INC | 2.71% | |
| TJX COS INC | 2.50% | |
| FASTENAL CO | 2.45% | |
| WALT DISNEY CO/T | 2.42% | |
| STRATEGIC EDUCATION INC | 0.90% |
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