Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MCSDX vs VALSX
Shared holdings
5
MCSDX covered by VALSX
13.21%
VALSX covered by MCSDX
13.21%
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% |
VALSX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TRANE TECHNOLOGIES PLC | 6.42% | |
| CADENCE DESIGN SYSTEMS INC | 5.98% | |
| INTERCONTINENTAL EXCHANGE INC | 5.65% | |
| MOTOROLA SOLUTIONS INC | 5.57% | |
| REPUBLIC SVCS | 5.47% | |
| CINTAS CORP | 5.43% | |
| COSTCO WHOLESALE CORP | 5.34% | |
| TRANSDIGM GROUP INC | 5.16% | |
| STRYKER CORP | 4.90% | |
| S&P GLOBAL INC | 4.72% | |
| MASTERCARD INC CL A | 4.59% | |
| MARRIOTT INTL-A | 4.41% | |
| PARKER HANNIFIN CORP | 4.31% | |
| MARSH & MCLENNAN | 4.16% | |
| SERVICENOW INC | 3.97% | |
| ROPER TECHNOLOGIES INC | 3.19% | |
| IDEXX LABS INC | 3.14% | |
| State Street Navigator Securities Lending Portfolio II | 2.98% | |
| O'REILLY AUTOMOTIVE INC | 2.67% | |
| WASTE CONNECTIONS INC | 2.62% | |
| INTUIT INC | 2.30% | |
| ECOLAB INC | 1.89% | |
| ARTHUR J GALLAGHAR AND CO | 1.77% | |
| PROGRESSIVE CORP OHIO | 1.61% | |
| MSCI INC | 0.97% | |
| SYNOPSYS INC | 0.42% | |
| THERMO FISHER SCIENTIFIC INC | 0.38% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.