Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MCSDX vs RWGFX
Shared holdings
5
MCSDX covered by RWGFX
14.95%
RWGFX covered by MCSDX
14.95%
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% |
RWGFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 9.07% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 8.82% | |
| META PLATFORMS INC CL A | 7.62% | |
| APPLE INC COMMON STOCK | 6.92% | |
| MOTOROLA SOLUTIONS INC | 5.94% | |
| MICROSOFT CORP | 5.52% | |
| VISA INC-CLASS A | 4.79% | |
| THE BOOKING HOLDINGS INC | 4.68% | |
| OLD DOMINION FRT | 4.52% | |
| TRACTOR SUPPLY CO. | 4.22% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 4.20% | |
| UNITED RENTALS INC | 3.73% | |
| CDW CORPORATION | 3.56% | |
| CHUBB LTD | 3.52% | |
| PROGRESSIVE CORP OHIO | 3.32% | |
| O'REILLY AUTOMOTIVE INC | 3.30% | |
| COPART INC | 3.07% | |
| EDWARDS LIFESCIENCES CORP COMMON STOCK | 2.82% | |
| S&P GLOBAL INC | 2.79% | |
| ZOETIS INC CL A | 2.77% | |
| TOLL BROTHERS INC | 2.56% | |
| US ULTRA BOND CBT Sep25 | 2.26% |
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