Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TCAL vs UPSD
Shared holdings
37
TCAL covered by UPSD
29.28%
UPSD covered by TCAL
29.28%
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.
TCAL (March 31, 2026)
| Security | Weight | |
|---|---|---|
| WATERS CORP | 1.87% | |
| REPUBLIC SVCS | 1.80% | |
| WASTE CONNECTIONS INC | 1.78% | |
| THERMO FISHER SCIENTIFIC INC | 1.78% | |
| MASTERCARD INC CL A | 1.73% | |
| MCDONALDS CORP | 1.72% | |
| VISA INC-CLASS A | 1.72% | |
| AMETEK INC NEW | 1.65% | |
| PPL CORPORATION | 1.65% | |
| VERALTO CORP | 1.64% | |
| LINDE PLC | 1.62% | |
| AMAZON.COM INC | 1.62% | |
| SERVICE CORP INTERNATIONAL INC | 1.60% | |
| MEDTRONIC PLC | 1.60% | |
| GILEAD SCIENCES INC | 1.60% | |
| MICROSOFT CORP | 1.59% | |
| CISCO SYSTEMS INC | 1.57% | |
| PEPSICO INC | 1.57% | |
| CBOE GLOBAL MARKETS INC | 1.50% | |
| PROCTER & GAMBLE | 1.49% | |
| DANAHER CORP | 1.49% | |
| MOTOROLA SOLUTIONS INC | 1.49% | |
| GE HEALTHCARE TECHNOLOGIES INC WI | 1.48% | |
| CME GROUP INC CL A | 1.46% | |
| WALMART INC | 1.39% | |
| WASTE MANAGEMENT INC | 1.39% | |
| EXXON MOBIL CORP | 1.38% | |
| PTC INC | 1.35% | |
| COSTCO WHOLESALE CORP | 1.33% | |
| TELEDYNE TECHNOLOGIES INC | 1.33% | |
| CINTAS CORP | 1.29% | |
| DTE ENERGY CO | 1.27% | |
| AMERICAN TOWER CORP | 1.27% | |
| ILLINOIS TOOL WORKS INC | 1.26% | |
| BECTON DICKINSON and CO | 1.26% | |
| YUM! BRANDS INC | 1.26% | |
| US FOODS HOLDING CORP | 1.21% | |
| WILLIS TOWERS WA | 1.20% | |
| AON PLC-CLASS A | 1.19% | |
| STRYKER CORP | 1.19% | |
| S&P GLOBAL INC | 1.19% | |
| MARSH & MCLENNAN | 1.18% | |
| NISOURCE INC | 1.16% | |
| SBA COMMUNICATIONS CORP | 1.15% | |
| ENTERGY CORP | 1.15% | |
| ABBOTT LABS | 1.12% | |
| CENCORA INC | 1.11% | |
| L3HARRIS TECHNOLOGIES INC | 1.09% | |
| GENERAL DYNAMICS CORPORATION | 1.09% | |
| MSCI INC | 1.09% |
UPSD (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRST AM-TR OB-X | 5.54% | |
| APPLE INC | 4.93% | |
| NVIDIA CORP | 4.85% | |
| US ULTRA BOND CBT Sep25 | 4.40% | |
| MICROSOFT CORP | 4.20% | |
| AMAZON.COM INC | 2.03% | |
| ALPHABET INC CL A | 1.63% | |
| ALPHABET INC CL C | 1.60% | |
| CENCORA INC | 1.41% | |
| MCKESSON CORP | 1.32% | |
| CME GROUP INC CL A | 1.20% | |
| JOHNSON&JOHNSON | 1.19% | |
| DOLLAR GENERAL CORP | 1.17% | |
| MONSTER BEVERAGE CORP | 1.13% | |
| CBOE GLOBAL MARKETS INC | 1.11% | |
| PHILIP MORRIS INTL INC | 1.09% | |
| WELLTOWER INC | 1.08% | |
| ROLLINS INC | 1.06% | |
| GILEAD SCIENCES INC | 1.03% | |
| COCA-COLA CO/THE | 0.99% | |
| WR BERKLEY CORP | 0.98% | |
| CHUBB LTD | 0.98% | |
| META PLATFORMS INC CL A | 0.97% | |
| HERSHEY CO/THE | 0.95% | |
| SYSCO CORP | 0.95% | |
| ROCKET COS INC-A | 0.94% | |
| TJX COS INC | 0.93% | |
| MERCADOLIBRE INC | 0.93% | |
| AT&T INC | 0.92% | |
| EXXON MOBIL CORP | 0.92% | |
| PPL CORPORATION | 0.92% | |
| GENERAL DYNAMICS CORPORATION | 0.92% | |
| REPUBLIC SVCS | 0.91% | |
| WASTE MANAGEMENT INC | 0.90% | |
| WW GRAINGER INC | 0.89% | |
| COLGATE-PALMOLIVE CO | 0.89% | |
| NORTHROP GRUMMAN CORP | 0.89% | |
| CHURCH & DWIGHT | 0.88% | |
| ALTRIA GROUP INC | 0.88% | |
| ENTERGY CORP | 0.87% | |
| LILLY ELI and CO | 0.86% | |
| LOCKHEED MARTIN CORP | 0.85% | |
| BROADCOM INC | 0.85% | |
| PROCTER & GAMBLE | 0.85% | |
| ABBVIE INC | 0.84% | |
| LEIDOS HOLDINGS INC | 0.83% | |
| PEPSICO INC | 0.83% | |
| MASTERCARD INC CL A | 0.82% | |
| VERTEX PHARMACEUTICALS INC | 0.81% | |
| ARCH CAPITAL GROUP LTD | 0.80% |
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