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TMFG vs TGCEX

Shared holdings
6
TMFG covered by TGCEX
20.41%
TGCEX covered by TMFG
20.41%

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)

SecurityWeight
ALPHABET INC CL C6.63%
INTL CONTAINER TERM SVCS INC COMMON STOCK5.24%
AMAZON.COM INC5.16%
Mount Vernon Liquid Assets Portfolio, LLC4.91%
TAIWAN SEMIC MFG CO LTD SP ADR3.84%
WASTE CONNECTIONS INC3.75%
MASTERCARD INC CL A3.75%
NINTENDO CO LTD3.69%
COSTCO WHOLESALE CORP3.54%
WATSCO INC3.18%
EQUINIX INC2.94%
AXON ENTERPRISE INC2.93%
STONEX GROUP INC2.93%
FABRINET2.87%
YUM CHINA HOLDINGS INC - XHKG LISTING2.78%
CLOSE BROS GRP2.64%
FASTENAL CO2.54%
LONDON STOCK EXCHANGE GRP2.49%
AMERICAN TOWER CORP2.43%
AON PLC2.36%
U.S. Bank Money Market Deposit Account2.27%
DEXCOM INC2.24%
BROOKFIELD ASSET MANAGEMENT LTD A2.18%
Kerry Group Public Limited Company1.99%
MERCADOLIBRE INC1.99%
Ashtead Group PLC1.76%
SYMRISE AG COMMON STOCK1.74%
SALESFORCE INC1.69%
WATERS CORP1.61%
CELLNEX TELECOM1.47%
CAN NATL RAILWAY1.46%
CELLEBRITE DI LTD1.40%
ALPHATEC HOLDINGS INC1.25%
SBA COMMUNICATIONS CORP1.17%
NETFLIX INC0.87%
RENTOKIL-SP ADR0.85%
UNIVERSAL MUSIC GROUP NV0.85%
Icon Public Limited Company0.83%
Relx PLC SPON ADS EACH REPR 1 ORD0.79%
SERVICENOW INC0.71%
Safaricom PLC0.26%
Dr. Ing. h.c. F. Porsche Aktiengesellschaft0.02%
CROCS INC0.01%
System1 Group PLC0.01%
ATLASSIAN CORP PLC CLS A0.01%

TGCEX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP16.57%
ALPHABET INC CL C8.59%
MICROSOFT CORP6.89%
AMAZON.COM INC5.91%
BROADCOM INC5.75%
META PLATFORMS INC CL A4.88%
VISA INC-CLASS A3.53%
ASML HOLDING-NY3.32%
SERVICENOW INC3.27%
MASTERCARD INC CL A3.19%
COSTCO WHOLESALE CORP3.03%
S&P GLOBAL INC2.63%
GENERAL ELECTRIC CO2.54%
INTUITIVE SURGICAL INC2.47%
O'REILLY AUTOMOTIVE INC2.46%
BOSTON SCIENTIFIC CORP2.45%
CROWDSTRIKE HOLDINGS INC2.40%
PALO ALTO NETWORKS INC2.10%
CADENCE DESIGN SYSTEMS INC2.07%
EATON CORP PLC2.01%
SHOPIFY INC CL A1.97%
ARISTA NETWORKS INC1.92%
WASTE CONNECTIONS INC1.70%
TCW Central Cash Fund1.60%
TYLER TECHNOLOGIES INC1.56%
SPOTIFY TECHNOLOGY SA1.52%
WELLTOWER INC1.35%
IDEXX LABS INC1.00%
ORACLE CORP0.84%
State Street Navigator Securities Lending Portfolio II0.48%

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