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TMIFX vs JACFX

Shared holdings
19
TMIFX covered by JACFX
30.93%
JACFX covered by TMIFX
30.93%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TMIFX (April 30, 2026)

SecurityWeight
HILTON WORLDWIDE HOLDINGS INC6.95%
HOWMET AEROSPACE INC6.56%
MONOLITHIC POWER SYS INC5.50%
TARGA RESOURCES CORP4.98%
CLEAN HARBORS INC4.42%
FLEX LTD3.96%
DATADOG INC CL A3.65%
NRG ENERGY INC3.44%
IDEXX LABS INC3.43%
INTERACTIVE BROKERS GROUP INC3.32%
TRADEWEB MARKETS INC A3.11%
UNITED THERAPEUTICS CORP DEL2.92%
VIKING HOLDINGS LTD2.77%
KKR & CO INC2.77%
CH ROBINSON WORLDWIDE INC2.77%
COHERENT CORP2.73%
AXON ENTERPRISE INC2.72%
TRIMBLE INC2.71%
TAKE-TWO INTERACTV SOFTWR INC2.70%
DEXCOM INC2.63%
BLOCK INC CL A2.57%
NATERA INC2.55%
VEEVA SYSTEMS-A2.43%
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C2.15%
FTAI AVIATION LTD2.05%
James Hardie Industries Public Limited Company1.75%
DOORDASH INC-A1.74%
UNITY SOFTWARE INC1.57%
REDDIT INC-A1.49%
HUBSPOT INC1.46%
CHEWY INC- CL A1.43%
VERTIV HOLDINGS CO1.39%
WINGSTOP INC1.32%
WIX.COM LTD0.94%
ELF BEAUTY INC0.91%
FIXED INC CLEARING CORP.REPO0.21%

JACFX (March 31, 2026)

SecurityWeight
VERTIV HOLDINGS CO5.19%
CLOUDFLARE INC-A4.36%
HOWMET AEROSPACE INC3.76%
ROYAL CARIBBEAN3.70%
NATERA INC3.44%
CORNING INC3.43%
AXON ENTERPRISE INC2.58%
FLEX LTD2.44%
FTAI AVIATION LTD COMMON STOCK USD1.02.37%
ECHOSTAR CORP CL A2.32%
QUANTA SVCS INC2.24%
DRAFTKINGS INC2.22%
NRG ENERGY INC2.20%
CELESTICA INC SUB VTG2.14%
DATADOG INC CL A1.93%
TRIMBLE INC1.89%
ENSIGN GROUP INC1.88%
TARGA RESOURCES CORP1.88%
REDDIT INC-A1.80%
SAMSARA INC-CL A1.73%
On Holding AG1.67%
MARRIOTT INTL-A1.67%
VEEVA SYSTEMS-A1.65%
EVERCORE INC A1.57%
ARITZIA INC-SUB1.54%
OLLIES BARGAIN OUTLET HOLDINGS INC1.50%
DOORDASH INC-A1.49%
CARVANA CO CL A1.45%
GUIDEWIRE SOFTWARE INC1.43%
LIFE TIME GROUP HOLDINGS INC1.38%
ILLUMINA INC1.35%
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C1.24%
FIVE BELOW INC1.22%
ROBLOX CORP - A1.21%
TRADEWEB MARKETS INC A1.20%
SANDISK CORPORATION1.19%
SSC GOVERNMENT MM GVMXX /1.18%
MKS INSTRUMENTS INC1.18%
CLEAN HARBORS INC1.17%
CAMECO CORP1.13%
KRATOS DEFENSE and SEC SOLTN INC1.12%
CARPENTER TECHNOLOGY CORP1.10%
ARGENX SE SPONSORED ADR1.07%
CH ROBINSON WORLDWIDE INC1.07%
UNITED THERAPEUTICS CORP DEL1.06%
MEDPACE HOLDINGS INC1.05%
KKR & CO INC1.03%
EXPEDIA INC0.96%
AST SPACEMOBILE INC0.93%
Amer Sports Inc. COM SHS0.91%

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