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TMFG vs TMFC

Shared holdings
13
TMFG covered by TMFC
19.68%
TMFC covered by TMFG
19.68%

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%

TMFC (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP8.04%
APPLE INC7.22%
ALPHABET INC CL C6.96%
MICROSOFT CORP5.40%
AMAZON.COM INC4.16%
META PLATFORMS INC CL A3.79%
BROADCOM INC3.65%
TESLA INC3.20%
VISA INC-CLASS A3.01%
WALMART INC2.44%
MASTERCARD INC CL A2.28%
BERKSHIRE HATH-B2.28%
COSTCO WHOLESALE CORP2.21%
NETFLIX INC2.16%
JPMORGAN CHASE and CO2.00%
CHEVRON CORP1.82%
ADV MICRO DEVICE1.73%
LAM RESEARCH CORP1.50%
GOLDMAN SACHS GROUP INC1.34%
T-MOBILE US INC1.19%
AMGEN INC1.03%
WALT DISNEY CO/T0.93%
GILEAD SCIENCES INC0.91%
TJX COS INC0.88%
INTUITIVE SURGICAL INC0.88%
SALESFORCE INC0.87%
ARISTA NETWORKS INC0.84%
Mount Vernon Liquid Assets Portfolio, LLC0.79%
UBER TECHNOLOGIES INC0.78%
UNION PACIFIC CORP0.77%
APPLOVIN CORP0.77%
THE BOOKING HOLDINGS INC0.67%
CORNING INC0.64%
BRISTOL-MYERS SQUIBB CO0.62%
PROGRESSIVE CORP OHIO0.62%
VERTEX PHARMACEUTICALS INC0.62%
MCKESSON CORP0.60%
HCA HEALTHCARE INC0.60%
CME GROUP INC CL A0.57%
STARBUCKS CORP0.55%
ADOBE INC0.54%
HOWMET AEROSPACE INC0.52%
PALO ALTO NETWORKS INC0.51%
CVS HEALTH CORP0.50%
SERVICENOW INC0.49%
WASTE MANAGEMENT INC0.48%
EQUINIX INC0.47%
CROWDSTRIKE HOLDINGS INC0.46%
INTERCONTINENTAL EXCHANGE INC0.46%
NIKE INC CL B0.45%

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