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MRIEX vs CPATX

Shared holdings
1
MRIEX covered by CPATX
18.12%
CPATX covered by MRIEX
18.12%

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.

MRIEX (March 31, 2026)

SecurityWeight
MONEYMKT18.12%
MGM RESORTS INTERNATIONAL5.06%
CROWDSTRIKE HOLDINGS INC3.84%
ELECTRONIC ARTS INC3.75%
DRAFTKINGS INC3.74%
CLEAR SECURE INC3.55%
FEDEX CORP3.51%
DANAHER CORP3.35%
BROOKFIELD ASSET MANAGEMENT LTD A3.26%
AURORA INNOVATION INC2.52%
PHILLIPS 662.31%
AMAZON.COM INC2.23%
SERVICENOW INC2.03%
EQUINIX INC1.96%
CHIPOTLE MEXICAN GRILL INC1.96%
MATCH GROUP INC1.91%
GFL ENVIRONM-SUB1.89%
INTERCONTINENTAL EXCHANGE INC1.79%
COMCAST CORP CL A1.79%
GEO GROUP INC/TH1.78%
CHEVRON CORP1.77%
KENVUE INC1.76%
PAYPAL HOLDINGS1.72%
ROYALTY PHARMA PLC1.59%
VISA INC-CLASS A1.53%
JPMORGAN CHASE and CO1.52%
INTL FLVR & FRAG1.47%
MICROSOFT CORP1.45%
JOHNSON&JOHNSON1.40%
ENTERGY CORP1.39%
US BANCORP DEL1.32%
COSTCO WHOLESALE CORP1.22%
NVIDIA CORP1.14%
HOME DEPOT INC0.98%
AMERICAN TOWER CORP0.94%
WALT DISNEY CO/T0.89%
VISTRA CORP0.80%
VERIZON COMMUNICATIONS INC0.77%
MADISON SQUARE GARDEN ENTERTAINMENT CORP0.76%
TARGET CORP0.70%
SIRIUS XM HOLDINGS INC0.69%
LIBERTY BROADBAND CORP C0.59%
ACV AUCTIONS INC CL A0.59%
S&P GLOBAL INC0.54%
GLOBALFOUNDRIES INC0.48%
WORKDAY INC CL A0.44%
QUALCOMM INC0.43%
NIKE INC CL B0.41%
VERSANT MEDIA GROUP INC - A0.09%
GCI LIBERTY INC. - CL C0.09%

CPATX (March 31, 2026)

SecurityWeight
MONEYMKT24.58%
U.S. Treasury Bills12.83%
U.S. Treasury Bills12.79%
U.S. Treasury Bills12.77%
U.S. Treasury Bill12.72%
U.S. Treasury Bills12.64%
US TREASURY N/B7.70%
U.S. Treasury Bills3.80%
CP HI YLD TREND0.14%
FH-INS H/Y B-IS0.01%
BRNDY-COR CR-I0.01%
PIMCO-H/Y-INS0.00%
BLKR-HI YLD-INS0.00%
PGIM-HI YLD-Z0.00%
LA-FLTNG RT-I0.00%
BRNDY-COR CR-IS0.00%
BRNDY-H/Y-I0.00%
BLK-FLOAT RA-INS0.00%
F/A-F/R HI-I0.00%
NUVEEN HIGH YIEL0.00%
GS-H/Y FL RT-INS0.00%
Transamerica High Yield Bond0.00%
FID-HI INC-I0.00%
FID-HI INC-Z0.00%
PRINC-H/Y-INS0.00%
JPM-HIGH YLD-I0.00%
Lord Abbett High Yield Fund0.00%
TRP-HI YLD-I0.00%
IVY-HI INC-I0.00%
EV-INC FD B-INS0.00%
NYLI MacKay High Yield Corporate Bond Fund, Class I0.00%

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