Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TMFM vs DFDMX
Shared holdings
7
TMFM covered by DFDMX
12.06%
DFDMX covered by TMFM
12.06%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
TMFM (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| STONEX GROUP INC | 6.11% | |
| Mount Vernon Liquid Assets Portfolio, LLC | 6.11% | |
| QXO INC | 5.65% | |
| GXO LOGISTICS INC | 5.19% | |
| DEXCOM INC | 4.63% | |
| BROADRIDGE FINL | 4.23% | |
| PENUMBRA INC | 4.00% | |
| SBA COMMUNICATIONS CORP | 3.99% | |
| HEALTHEQUITY INC | 3.87% | |
| BROWN & BROWN | 3.82% | |
| TOAST INC-A | 3.54% | |
| WINGSTOP INC | 3.37% | |
| WEST PHARMACEUTICAL SVCS INC | 3.35% | |
| SITEONE LANDSCAPE SUPPLY INC | 3.33% | |
| GUIDEWIRE SOFTWARE INC | 3.22% | |
| ALPHATEC HOLDINGS INC | 3.21% | |
| TRACTOR SUPPLY CO. | 3.07% | |
| TYLER TECHNOLOGIES INC | 2.92% | |
| WATERS CORP | 2.88% | |
| AXON ENTERPRISE INC | 2.84% | |
| DATADOG INC CL A | 2.81% | |
| MONGODB INC CL A | 2.51% | |
| FASTENAL CO | 2.22% | |
| HUBSPOT INC | 2.12% | |
| PERFORMANCE FOOD GROUP CO | 2.03% | |
| COOPER COS INC | 1.89% | |
| ALARM.COM HOLDINGS INC | 1.88% | |
| WATSCO INC | 1.64% | |
| MORNINGSTAR INC | 1.30% | |
| MONDAY.COM LTD | 1.12% | |
| U.S. Bank Money Market Deposit Account | 1.05% | |
| CARLISLE COS INC | 0.07% | |
| GOOSEHEAD INSURANCE | 0.03% |
DFDMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ECOLAB INC | 5.37% | |
| VULCAN MATERIALS CO | 5.15% | |
| KINSALE CAPITAL GROUP INC | 4.30% | |
| VERALTO CORP | 4.13% | |
| HEICO CORP CL A | 4.13% | |
| VEEVA SYSTEMS-A | 3.95% | |
| BIO-TECHNE CORP | 3.95% | |
| CBRE GROUP INC - CL A | 3.74% | |
| TRANSDIGM GROUP INC | 3.70% | |
| APPFOLIO INC - A | 3.65% | |
| OLD DOMINION FRT | 3.18% | |
| WEST PHARMACEUTICAL SVCS INC | 3.06% | |
| PTC INC | 3.05% | |
| WASTE CONNECTIONS INC | 3.04% | |
| COPART INC | 2.87% | |
| COSTAR GROUP INC | 2.81% | |
| TYLER TECHNOLOGIES INC | 2.66% | |
| MSCI INC | 2.60% | |
| METTLER-TOLEDO INTL INC | 2.58% | |
| GOOSEHEAD INSURANCE | 2.53% | |
| MOODYS CORP | 2.51% | |
| CADENCE DESIGN SYSTEMS INC | 2.31% | |
| MONOLITHIC POWER SYS INC | 2.18% | |
| FIRST AM-TR OB-X | 2.14% | |
| BROWN & BROWN | 1.94% | |
| REPLIGEN CORP | 1.89% | |
| SITEONE LANDSCAPE SUPPLY INC | 1.87% | |
| MICROCHIP TECHNOLOGY | 1.78% | |
| FLOOR & DECOR-A | 1.77% | |
| MARKEL GROUP INC | 1.74% | |
| ENTEGRIS INC | 1.70% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 1.65% | |
| MANHATTAN ASSOCIATES INC | 1.37% | |
| GUIDEWIRE SOFTWARE INC | 1.34% | |
| NOVANTA INC | 1.28% | |
| MORNINGSTAR INC | 1.16% | |
| ATLASSIAN CORP PLC CLS A | 0.91% |
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