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TMFE vs LCOW

Shared holdings
28
TMFE covered by LCOW
43.69%
LCOW covered by TMFE
43.69%

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.

TMFE (Feb. 28, 2026)

SecurityWeight
COSTCO WHOLESALE CORP5.80%
WALMART INC5.54%
NETFLIX INC5.04%
ALPHABET INC CL C4.93%
META PLATFORMS INC CL A4.85%
NVIDIA CORP4.77%
APPLE INC4.76%
AMAZON.COM INC4.50%
VISA INC-CLASS A4.47%
MASTERCARD INC CL A4.40%
LAM RESEARCH CORP4.00%
MICROSOFT CORP3.95%
TJX COS INC2.70%
GILEAD SCIENCES INC2.31%
INTUITIVE SURGICAL INC2.06%
HCA HEALTHCARE INC1.83%
ARISTA NETWORKS INC1.78%
BRISTOL-MYERS SQUIBB CO1.67%
THE BOOKING HOLDINGS INC1.66%
UNION PACIFIC CORP1.58%
ADOBE INC1.47%
SERVICENOW INC1.19%
SHERWIN WILLIAMS CO1.18%
CINTAS CORP1.13%
NIKE INC CL B1.09%
PALO ALTO NETWORKS INC1.07%
FEDEX CORP1.03%
CVS HEALTH CORP0.96%
ECOLAB INC0.95%
CROWDSTRIKE HOLDINGS INC0.94%
MOTOROLA SOLUTIONS INC0.92%
MONSTER BEVERAGE CORP0.89%
IDEXX LABS INC0.82%
CHIPOTLE MEXICAN GRILL INC0.72%
AUTODESK INC0.70%
FORTINET INC0.64%
FAIR ISAAC CORP0.63%
SYSCO CORP0.58%
ULTA BEAUTY INC0.50%
OLD DOMINION FRT0.50%
ROLLINS INC0.47%
EBAY INC0.46%
RESMED INC0.43%
EMCOR GROUP INC0.38%
TRACTOR SUPPLY CO.0.38%
WORKDAY INC CL A0.38%
WILLIAMS-SONOMA INC0.37%
COGNIZANT TECH SOLUTIONS CL A0.36%
MONGODB INC CL A0.30%
CASEY'S GENERAL0.29%

LCOW (April 30, 2026)

SecurityWeight
ALPHABET INC CL C5.81%
BROADCOM INC5.70%
NVIDIA CORP5.24%
MICROSOFT CORP5.21%
VISA INC-CLASS A5.11%
APPLE INC5.01%
META PLATFORMS INC CL A4.78%
MASTERCARD INC CL A4.74%
ABBVIE INC4.28%
JOHNSON&JOHNSON3.27%
PHILIP MORRIS INTL INC2.74%
LAM RESEARCH CORP2.11%
CISCO SYSTEMS INC1.87%
KLA CORP1.79%
ALTRIA GROUP INC1.74%
APPLIED MATERIALS INC1.65%
PALO ALTO NETWORKS INC1.50%
MERCK & CO1.40%
GILEAD SCIENCES INC1.38%
MCDONALDS CORP1.31%
AMGEN INC1.31%
QUALCOMM INC1.28%
AMERICAN EXPRESS CO1.26%
CAPITAL ONE FINANCIAL CORP1.22%
ARISTA NETWORKS INC1.18%
ADOBE INC1.13%
CME GROUP INC CL A1.00%
AUTOMATIC DATA PROCESSING INC0.98%
S&P GLOBAL INC0.97%
BRISTOL-MYERS SQUIBB CO0.95%
ANALOG DEVICES INC0.83%
MCKESSON CORP0.81%
INTUIT INC0.77%
SERVICENOW INC0.76%
SALESFORCE INC0.75%
INTERCONTINENTAL EXCHANGE INC0.70%
O'REILLY AUTOMOTIVE INC0.69%
LOWES COS INC0.68%
MSCI INC0.63%
HILTON WORLDWIDE HOLDINGS INC0.61%
MARRIOTT INTL-A0.60%
ACCENTURE PLC CL A0.59%
CADENCE DESIGN SYSTEMS INC0.59%
REGENERON PHARMACEUTICALS INC0.56%
FORTINET INC0.55%
MOODYS CORP0.54%
COLGATE-PALMOLIVE CO0.53%
TEXAS PACIFIC LAND CORP0.45%
SYNOPSYS INC0.45%
AUTOZONE INC0.44%

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