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TMLCX vs CATH

Shared holdings
201
TMLCX covered by CATH
50.20%
CATH covered by TMLCX
50.20%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TMLCX (March 31, 2026)

SecurityWeight
MICROSOFT CORP4.29%
APPLE INC COMMON STOCK3.77%
NVIDIA CORP3.15%
ALPHABET INC CL A3.15%
JOHNSON&JOHNSON2.40%
ALPHABET INC CL C2.04%
PUT Amazon.com, Inc. 01/02/2026 P2051.76%
META PLATFORMS INC CL A1.64%
MOODYS CORP1.49%
BROADCOM INC1.46%
VISA INC-CLASS A1.32%
MASTERCARD INC CL A1.27%
MERCK & CO1.22%
BANK OF AMERICA CORP COMMON STOCK1.21%
TJX COS INC1.17%
METTLER-TOLEDO INTL INC1.17%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.15%
AT&T INC1.11%
CITIGROUP INC1.06%
JPMORGAN CHASE and CO1.03%
LINDE PLC1.01%
CISCO SYSTEMS INC0.97%
MORGAN STANLEY0.97%
LOWES COS INC0.87%
RTX CORPORATION COMMON STOCK0.85%
AUTOZONE INC COMMON STOCK0.83%
CHEVRON CORP0.76%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK0.74%
ORACLE CORP0.73%
ADOBE INC0.71%
US ULTRA BOND CBT Sep250.71%
PEPSICO INC0.70%
KROGER CO0.70%
ALTRIA GROUP INC0.66%
PHILIP MORRIS INTL INC0.66%
F5 INC0.63%
Common Stock0.63%
Common Stock0.63%
PROCTER & GAMBLE0.62%
GILEAD SCIENCES INC0.61%
GRACO INC0.60%
OTIS WORLDWIDE CORP0.59%
CONOCOPHILLIPS0.56%
UNITEDHEALTH GRP0.55%
NETFLIX INC0.55%
CME GROUP INC CL A0.55%
TRANSDIGM GROUP INC0.53%
SHERWIN WILLIAMS CO0.52%
QUALCOMM INC0.52%
CENCORA INC COMMON STOCK0.50%

CATH (April 30, 2026)

SecurityWeight
NVIDIA CORP8.18%
APPLE INC COMMON STOCK6.72%
MICROSOFT CORP5.11%
PUT Amazon.com, Inc. 01/02/2026 P2054.24%
ALPHABET INC CL A3.64%
BROADCOM INC3.34%
ALPHABET INC CL C2.90%
META PLATFORMS INC CL A2.18%
TESLA INC1.76%
JPMORGAN CHASE and CO1.57%
WALMART INC1.25%
EXXON MOBIL CORP1.05%
VISA INC-CLASS A1.03%
MICRON TECHNOLOGY INC0.98%
COSTCO WHOLESALE CORP0.97%
Common Stock0.87%
CATERPILLAR INC0.86%
MASTERCARD INC CL A0.76%
INTUITIVE SURGICAL INC0.75%
GILEAD SCIENCES INC0.75%
INTEL CORP0.75%
PROCTER & GAMBLE0.74%
BANK OF AMERICA CORP COMMON STOCK0.66%
NETFLIX INC0.64%
GENERAL ELECTRIC CO0.63%
CISCO SYSTEMS INC0.61%
GE VERNOVA LLC0.60%
CHEVRON CORP0.59%
LAM RESEARCH CORP0.54%
PALANTIR TECHNOLOGIES INC0.54%
HOME DEPOT INC0.54%
APPLIED MATERIALS INC COMMON STOCK0.53%
GOLDMAN SACHS GROUP INC0.52%
STRYKER CORP0.50%
CVS HEALTH CORP0.49%
MEDTRONIC PLC0.48%
WELLS FARGO & CO0.47%
PEPSICO INC0.47%
MCKESSON CORP0.46%
ORACLE CORP0.46%
TEXAS INSTRUMENTS INC0.43%
MORGAN STANLEY0.43%
CITIGROUP INC0.42%
BOSTON SCIENTIFIC CORP0.40%
KLA CORP0.39%
ELEVANCE HEALTH INC COMMON STOCK0.39%
LINDE PLC0.38%
THE CIGNA GROUP0.36%
EATON CORP PLC0.35%
MCDONALDS CORP0.34%

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