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TAX vs TMFX

Shared holdings
25
TAX covered by TMFX
16.49%
TMFX covered by TAX
16.49%

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.

TAX (Feb. 27, 2026)

SecurityWeight
Roivant Sciences Ltd1.32%
TENET HEALTHCARE CORP1.28%
LIBERTY BROADBAND CORP A1.27%
CHARTER COMMUNICATIONS INC A1.26%
GE VERNOVA LLC1.25%
COMFORT SYSTEMS USA INC1.22%
MCKESSON CORP1.20%
Gates Industrial Corp PLC1.20%
DECKERS OUTDOOR CORP1.20%
Jazz Pharmaceuticals PLC1.17%
CONSTELLATION ENERGY CORP1.16%
US FOODS HOLDING CORP1.16%
WESTINGHOUSE AIR BRAKE TECH CORP1.15%
STERLING INFRASTRUCTURE INC1.14%
TEXTRON INC1.13%
MGM RESORTS INTERNATIONAL1.12%
HENRY SCHEIN INC1.12%
ZURN ELKAY WATER SOLUTIONS CORP1.11%
ITT INC1.11%
GXO LOGISTICS INC1.10%
TELEDYNE TECHNOLOGIES INC1.10%
JABIL INC1.10%
TAYLOR MORRISON HOME CORP1.09%
PACS GROUP INC1.09%
ULTA BEAUTY INC1.09%
PULTEGROUP INC1.09%
UNITED THERAPEUTICS CORP DEL1.08%
DOLLAR TREE INC1.08%
KIRBY CORP1.08%
BERKSHIRE HATH-B1.07%
AMETEK INC NEW1.07%
LOEWS CORP1.07%
GLOBUS MEDICAL INC1.07%
REGENERON PHARMACEUTICALS INC1.06%
CENCORA INC1.06%
EXELIXIS INC1.05%
MARKEL GROUP INC1.05%
VALMONT INDUSTRIES INC1.04%
REVOLUTION MEDICINES INC1.04%
LILLY ELI and CO1.03%
ALCOA CORP1.03%
CARNIVAL CORP1.03%
WARNER BROS DISCOVERY INC1.02%
OLLIES BARGAIN OUTLET HOLDINGS INC1.02%
MAPLEBEAR INC1.02%
SANMINA CORP1.01%
WESCO INTL1.01%
NVR INC1.00%
PRIMORIS SVCS CORP1.00%
PERFORMANCE FOOD GROUP CO1.00%

TMFX (Feb. 28, 2026)

SecurityWeight
COMFORT SYSTEMS USA INC2.32%
UBIQUITI INC2.21%
WESTINGHOUSE AIR BRAKE TECH CORP2.15%
SYSCO CORP2.08%
COHERENT CORP1.93%
HEICO CORP1.84%
EQT CORPORATION1.78%
LIVE NATION ENTERTAINMENT INC1.77%
EMCOR GROUP INC1.55%
INTERACTIVE BROKERS GROUP INC1.51%
CBOE GLOBAL MARKETS INC1.49%
ULTA BEAUTY INC1.42%
ROLLINS INC1.39%
BIOGEN INC1.34%
TRACTOR SUPPLY CO.1.30%
MONGODB INC CL A1.27%
MARKEL GROUP INC1.25%
CASEY'S GENERAL1.21%
XPO LOGISTICS INC1.18%
WILLIAMS-SONOMA INC1.17%
VERALTO CORP1.15%
QUEST DIAGNOSTICS INC1.12%
MASTEC INC1.10%
NVR INC1.07%
SOFI TECHNOLOGIES INC A1.06%
BROADRIDGE FINL1.03%
AST SPACEMOBILE INC1.03%
PURE STORAGE INC CL A1.01%
MODERNA INC1.00%
FIRST SOLAR INC0.99%
ILLUMINA INC0.98%
ASTERA LABS INC0.95%
MCCORMICK-N/V0.91%
SS&C TECHNOLOGIE0.87%
TWILIO INC CLASS A0.87%
RBC BEARINGS INC0.86%
INSULET CORP0.83%
TEXTRON INC0.83%
SAMSARA INC-CL A0.79%
TOAST INC-A0.76%
WATSCO INC0.76%
INVITATION HOMES INC0.74%
HYATT HOTELS CORP CL A0.73%
TYLER TECHNOLOGIES INC0.73%
RPM INTL INC0.70%
ROKU INC CLASS A0.69%
FIGMA INC-CL A0.67%
WESCO INTL0.67%
HASBRO INC0.67%
HUBSPOT INC0.66%

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