Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MCSDX vs OSTFX
Shared holdings
7
MCSDX covered by OSTFX
13.33%
OSTFX covered by MCSDX
13.33%
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% |
OSTFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 7.47% | |
| AMAZON.COM INC | 4.10% | |
| MICROSOFT CORP | 3.95% | |
| BROADCOM INC | 3.79% | |
| VISA INC-CLASS A | 3.67% | |
| ANALOG DEVICES INC | 3.64% | |
| JPMORGAN CHASE and CO | 3.43% | |
| APPLIED MATERIALS INC | 3.20% | |
| WASTE CONNECTIONS INC | 3.07% | |
| AUTOZONE INC | 3.04% | |
| NVIDIA CORP | 3.03% | |
| DANAHER CORP | 2.75% | |
| Federated U.S. Treasury Cash Reserves | 2.59% | |
| COMMSTCK | 2.58% | |
| KEYSIGHT TECHNOLOGIES INC | 2.55% | |
| AMERICAN WATER WRKS COMPANY | 2.54% | |
| TERRENO REALTY CORP | 2.48% | |
| L3HARRIS TECHNOLOGIES INC | 2.46% | |
| US FOODS HOLDING CORP | 2.45% | |
| INTERCONTINENTAL EXCHANGE INC | 2.33% | |
| BOSTON SCIENTIFIC CORP | 2.31% | |
| LILLY ELI and CO | 2.21% | |
| FERGUSON ENTERPRISES INC | 2.11% | |
| PROGRESSIVE CORP OHIO | 2.10% | |
| BROWN & BROWN | 1.95% | |
| AMETEK INC NEW | 1.94% | |
| BOEING CO/THE | 1.88% | |
| CANADIAN PACIFIC KANSAS CITY LTD | 1.88% | |
| DEERE & CO | 1.76% | |
| ABBVIE INC | 1.74% | |
| Compass Group PLC | 1.64% | |
| AIR PRODUCTS and CHEMICALS INC | 1.54% | |
| LABCORP HOLDINGS INC | 1.54% | |
| CORPAY INC | 1.52% | |
| PUBLIC STORAGE | 1.51% | |
| LAMAR ADVERTISING CO CL A | 1.49% | |
| SYNOPSYS INC | 1.47% | |
| SLB LTD | 1.47% | |
| NVR INC | 1.44% | |
| LINDE PLC | 1.38% |
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