Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TMDIX vs HIMCX
Shared holdings
18
TMDIX covered by HIMCX
26.05%
HIMCX covered by TMDIX
26.05%
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.
TMDIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| EMCOR GROUP INC | 3.68% | |
| MONOLITHIC POWER SYS INC | 3.61% | |
| CENCORA INC | 3.15% | |
| CURTISS WRIGHT CORPORATION | 2.68% | |
| CARPENTER TECHNOLOGY CORP | 2.68% | |
| CHENIERE ENERGY INC | 2.57% | |
| COMFORT SYSTEMS USA INC | 2.46% | |
| INTERACTIVE BROKERS GROUP INC | 2.32% | |
| INSMED INC | 2.29% | |
| IDEXX LABS INC | 2.20% | |
| ROSS STORES INC | 2.20% | |
| LATTICE SEMICONDUCTOR CORP | 2.10% | |
| AXON ENTERPRISE INC | 2.10% | |
| TARGA RESOURCES CORP | 2.07% | |
| O'REILLY AUTOMOTIVE INC | 1.99% | |
| PALO ALTO NETWORKS INC | 1.95% | |
| KARMAN HOLDINGS INC | 1.94% | |
| NRG ENERGY INC | 1.83% | |
| JFROG LTD | 1.75% | |
| VEEVA SYSTEMS-A | 1.66% | |
| PERFORMANCE FOOD GROUP CO | 1.63% | |
| MKS INSTRUMENTS INC | 1.62% | |
| TRACTOR SUPPLY CO. | 1.56% | |
| VERISK ANALYTICS INC | 1.51% | |
| CBRE GROUP INC - CL A | 1.50% | |
| ARGENX SE SPONSORED ADR | 1.45% | |
| TAKE-TWO INTERACTV SOFTWR INC | 1.45% | |
| CINTAS CORP | 1.44% | |
| TimesSquare Quality Mid Cap Growth ETF | 1.43% | |
| REGAL REXNORD CORP | 1.41% | |
| VERTIV HOLDINGS CO | 1.36% | |
| DOORDASH INC-A | 1.32% | |
| Dreyfus Instl Resv PFD GOVT INSTL | 1.27% | |
| EVERCORE INC A | 1.19% | |
| GFL ENVIRONM-SUB | 1.16% | |
| TPG INC | 1.16% | |
| DYNATRACE INC | 1.11% | |
| AMETEK INC NEW | 1.10% | |
| TRIMBLE INC | 1.08% | |
| CASEY'S GENERAL | 1.07% | |
| FAIR ISAAC CORP | 1.04% | |
| ESAB CORP | 1.02% | |
| CAMECO CORP | 1.02% | |
| MARTIN MAR MTLS | 1.00% | |
| SAMSARA INC-CL A | 0.97% | |
| BJS WHSL CLUB HLDGS INC | 0.96% | |
| TYLER TECHNOLOGIES INC | 0.90% | |
| LIVE NATION ENTERTAINMENT INC | 0.88% | |
| MARVELL TECHNOLOGY INC | 0.87% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.87% |
HIMCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| CLOUDFLARE INC-A | 4.31% | |
| VERTIV HOLDINGS CO | 3.62% | |
| HOWMET AEROSPACE INC | 3.61% | |
| ROYAL CARIBBEAN CRUISES LTD | 3.42% | |
| ROLLINS INC | 3.41% | |
| MONOLITHIC POWER SYS INC | 3.35% | |
| FASTENAL CO | 3.34% | |
| INTERACTIVE BROKERS GROUP INC | 3.29% | |
| NATERA INC | 2.98% | |
| CASEY'S GENERAL | 2.71% | |
| MKS INSTRUMENTS INC | 2.63% | |
| HYATT HOTELS CORP CL A | 2.52% | |
| TARGA RESOURCES CORP | 2.31% | |
| AXON ENTERPRISE INC | 2.30% | |
| CARVANA CO CL A | 2.28% | |
| DECKERS OUTDOOR CORP | 2.21% | |
| FTAI AVIATION LTD | 2.00% | |
| O'REILLY AUTOMOTIVE INC | 1.94% | |
| CLEAN HARBORS INC | 1.93% | |
| ACUITY INC | 1.92% | |
| FLEX LTD | 1.91% | |
| ROBLOX CORP - A | 1.89% | |
| LIVE NATION ENTERTAINMENT INC | 1.87% | |
| CELESTICA INC SUB VTG | 1.87% | |
| REDDIT INC-A | 1.80% | |
| TTM TECHNOLOGIES INC | 1.80% | |
| TRADEWEB MARKETS INC A | 1.72% | |
| TAKE-TWO INTERACTV SOFTWR INC | 1.68% | |
| HEICO CORP CL A | 1.49% | |
| EMCOR GROUP INC | 1.48% | |
| GRACO INC | 1.36% | |
| IDEXX LABS INC | 1.35% | |
| ROCKET COS INC-A | 1.32% | |
| State Street Navigator Securities Lending Government Money Market Portfolio | 1.19% | |
| MARKEL GROUP INC | 1.18% | |
| UNITY SOFTWARE INC | 1.16% | |
| DOORDASH INC-A | 1.13% | |
| VERISK ANALYTICS INC | 1.09% | |
| AST SPACEMOBILE INC | 1.07% | |
| WATERS CORP | 1.04% | |
| LUMENTUM HOLDINGS INC | 1.01% | |
| INGERSOLL RAND INC | 0.99% | |
| TEXAS ROADHOUSE INC | 0.97% | |
| METTLER-TOLEDO INTL INC | 0.94% | |
| DATADOG INC CL A | 0.93% | |
| LAMAR ADVERTISING CO CL A | 0.80% | |
| NVR INC | 0.76% | |
| BUILDERS FIRSTSOURCE | 0.75% | |
| TRIMBLE INC | 0.74% | |
| VEEVA SYSTEMS-A | 0.72% |
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