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MONTX vs YNOT

Shared holdings
23
MONTX covered by YNOT
41.41%
YNOT covered by MONTX
41.41%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MONTX (March 31, 2026)

SecurityWeight
ALPHABET INC CL C7.19%
AMAZON.COM INC7.14%
NVIDIA CORP4.75%
JPMORGAN CHASE and CO3.84%
APPLE INC3.59%
PALANTIR TECHNOLOGIES INC3.19%
META PLATFORMS INC CL A2.49%
MICROSOFT CORP2.42%
ALBEMARLE CORP2.35%
TESLA INC2.02%
BROADCOM INC2.02%
APA CORP1.94%
RTX CORP1.89%
ADV MICRO DEVICE1.88%
NETFLIX INC1.78%
ROBINHOOD MARKETS INC1.66%
HALLIBURTON CO1.61%
ROYALTY PHARMA-A1.57%
BWX TECHNOLOGIES INC1.56%
ROKU INC CLASS A1.55%
GENERAL ELECTRIC CO1.55%
GE VERNOVA LLC1.52%
GILEAD SCIENCES INC1.52%
INTERACTIVE BROKERS GROUP INC1.46%
PHILLIPS 661.43%
EXXON MOBIL CORP1.39%
MARATHON PETROLEUM CORP1.38%
GOLDMAN SACHS GROUP INC1.38%
NUCOR CORP1.38%
REGENERON PHARMACEUTICALS INC1.26%
TJX COS INC1.22%
CORNING INC1.18%
CISCO SYSTEMS INC1.18%
JABIL INC1.16%
ASML Holding NV - NY Reg Shares1.15%
CARDINAL HEALTH INC1.15%
ILLUMINA INC1.14%
TAIWAN SEMIC MFG CO LTD SP ADR1.14%
TARGET CORP1.12%
QXO INC1.12%
SLB LTD1.12%
AIR PRODUCTS and CHEMICALS INC1.11%
SHOPIFY INC CL A1.10%
ROCKWELL AUTOMATION INC1.09%
DECKERS OUTDOOR CORP1.09%
WALMART INC1.08%
CFD_EQS BARCUS33 BV7DQ551.08%
CATERPILLAR INC1.08%
FRST AM-GV OB-X1.07%
WALT DISNEY CO/T1.05%

YNOT (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL C10.20%
AMAZON.COM INC7.27%
NVIDIA CORP6.73%
MICROSOFT CORP5.81%
MICRON TECHNOLOGY INC3.27%
TESLA INC3.18%
TAIWAN SEMIC MFG CO LTD SP ADR2.52%
ORACLE CORP2.38%
BROADCOM INC1.88%
Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD1.87%
DEUTSCHE TELEKOM AG SPON ADR ADR1.86%
JPMORGAN CHASE and CO1.85%
PALANTIR TECHNOLOGIES INC1.77%
META PLATFORMS INC CL A1.76%
LAM RESEARCH CORP1.67%
APPLIED MATERIALS INC1.66%
ALIBABA GROUP HOLDING LTD SPON ADR1.54%
CORNING INC1.37%
GE VERNOVA LLC1.31%
ASML HOLDING-NY1.27%
CATERPILLAR INC1.22%
CADENCE DESIGN SYSTEMS INC1.17%
INTL BUS MACH CORP1.16%
KLA CORP1.11%
HITACHI LTD-ADR1.07%
AEROVIRONMENT INC1.05%
SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT1.00%
Southern Copper Corporation COM USD0.010.97%
ARISTA NETWORKS INC0.94%
Siemens Energy AG0.89%
CONSTELLATION ENERGY CORP0.87%
EATON CORP PLC0.85%
INTUITIVE SURGICAL INC0.82%
AMPHENOL CORPORATION CL A0.80%
COGNIZANT TECH SOLUTIONS CL A0.74%
Schneider Electric SE ADR0.71%
SYNOPSYS INC0.70%
FREEPORT MCMORAN INC0.70%
TOKYO ELECTRON LTD UNSPN ADR0.70%
COMMSTCK0.66%
RIO TINTO PLC SPON ADR0.62%
UBER TECHNOLOGIES INC0.62%
VERTIV HOLDINGS CO0.59%
WESTERN DIGITAL CORP0.58%
Nebius Group NV, Class A0.56%
INTERACTIVE BROKERS GROUP INC0.56%
INTEL CORP0.54%
DELL TECHNOLOGIES INC CL C0.52%
SANDISK CORPORATION0.50%
ADV MICRO DEVICE0.49%

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