Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TMFG vs SFYF
Shared holdings
6
TMFG covered by SFYF
19.49%
SFYF covered by TMFG
19.49%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
TMFG (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 6.63% | |
| INTL CONTAINER TERM SVCS INC COMMON STOCK | 5.24% | |
| AMAZON.COM INC | 5.16% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 4.91% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 3.84% | |
| WASTE CONNECTIONS INC | 3.75% | |
| MASTERCARD INC CL A | 3.75% | |
| NINTENDO CO LTD | 3.69% | |
| COSTCO WHOLESALE CORP | 3.54% | |
| WATSCO INC | 3.18% | |
| EQUINIX INC | 2.94% | |
| AXON ENTERPRISE INC | 2.93% | |
| STONEX GROUP INC | 2.93% | |
| FABRINET | 2.87% | |
| YUM CHINA HOLDINGS INC - XHKG LISTING | 2.78% | |
| CLOSE BROS GRP | 2.64% | |
| FASTENAL CO | 2.54% | |
| LONDON STOCK EXCHANGE GRP | 2.49% | |
| AMERICAN TOWER CORP | 2.43% | |
| AON PLC | 2.36% | |
| U.S. Bank Money Market Deposit Account | 2.27% | |
| DEXCOM INC | 2.24% | |
| BROOKFIELD ASSET MANAGEMENT LTD A | 2.18% | |
| Kerry Group Public Limited Company | 1.99% | |
| MERCADOLIBRE INC | 1.99% | |
| Ashtead Group PLC | 1.76% | |
| SYMRISE AG COMMON STOCK | 1.74% | |
| SALESFORCE INC | 1.69% | |
| WATERS CORP | 1.61% | |
| CELLNEX TELECOM | 1.47% | |
| CAN NATL RAILWAY | 1.46% | |
| CELLEBRITE DI LTD | 1.40% | |
| ALPHATEC HOLDINGS INC | 1.25% | |
| SBA COMMUNICATIONS CORP | 1.17% | |
| NETFLIX INC | 0.87% | |
| RENTOKIL-SP ADR | 0.85% | |
| UNIVERSAL MUSIC GROUP NV | 0.85% | |
| Icon Public Limited Company | 0.83% | |
| Relx PLC SPON ADS EACH REPR 1 ORD | 0.79% | |
| SERVICENOW INC | 0.71% | |
| Safaricom PLC | 0.26% | |
| Dr. Ing. h.c. F. Porsche Aktiengesellschaft | 0.02% | |
| CROCS INC | 0.01% | |
| System1 Group PLC | 0.01% | |
| ATLASSIAN CORP PLC CLS A | 0.01% |
SFYF (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| TESLA INC | 9.25% | |
| NVIDIA CORP | 7.47% | |
| AMAZON.COM INC | 6.07% | |
| BERKSHIRE HATH-B | 4.51% | |
| APPLE INC | 4.10% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 4.07% | |
| PALANTIR TECHNOLOGIES INC | 3.77% | |
| ALPHABET INC CL A | 3.71% | |
| MICROSOFT CORP | 3.68% | |
| META PLATFORMS INC CL A | 3.64% | |
| COSTCO WHOLESALE CORP | 3.55% | |
| ADV MICRO DEVICE | 3.40% | |
| ALPHABET INC CL C | 2.99% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 2.86% | |
| RIVIAN AUTOMOTIVE INC | 2.72% | |
| UNITEDHEALTH GRP | 2.30% | |
| MICRON TECHNOLOGY INC | 2.24% | |
| NETFLIX INC | 2.07% | |
| BROADCOM INC | 2.02% | |
| WALMART INC | 2.01% | |
| LILLY ELI and CO | 1.70% | |
| REALTY INCOME CORP REIT | 1.43% | |
| GAMESTOP CORP CL A | 1.29% | |
| WALT DISNEY CO/T | 1.21% | |
| INTEL CORP | 1.16% | |
| COCA-COLA CO/THE | 1.15% | |
| EXXON MOBIL CORP | 1.11% | |
| SHOPIFY INC CL A | 1.11% | |
| PFIZER INC | 1.00% | |
| COINBASE GLOBAL INC | 0.98% | |
| CHEVRON CORP | 0.97% | |
| NIO Inc. SPON ADS EACH REP 1 ORD SHS | 0.88% | |
| PAYPAL HOLDINGS | 0.87% | |
| NIKE INC CL B | 0.83% | |
| FORD MOTOR CO | 0.82% | |
| REDDIT INC-A | 0.77% | |
| ORACLE CORP | 0.68% | |
| JOHNSON&JOHNSON | 0.62% | |
| TARGET CORP | 0.59% | |
| VERIZON COMMUNICATIONS INC | 0.59% | |
| AT&T INC | 0.54% | |
| BOEING CO/THE | 0.54% | |
| DELTA AIR LI | 0.46% | |
| STARBUCKS CORP | 0.44% | |
| SOUNDHOUND AI INC | 0.41% | |
| FIGMA INC-CL A | 0.32% | |
| LUCID GROUP INC | 0.32% | |
| TILRAY BRANDS INC COMMON STOCK USD.0001 | 0.20% | |
| KLARNA GROUP PLC | 0.20% | |
| AMC ENTERTAINMENT HLDS CL A | 0.15% |
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