Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TPLIX vs AIFD
Shared holdings
10
TPLIX covered by AIFD
23.09%
AIFD covered by TPLIX
23.09%
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.
TPLIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TP US LRG/MD CAP | 10.03% | |
| BROADCOM INC | 7.44% | |
| COSTCO WHOLESALE CORP | 5.37% | |
| KLA CORP | 5.10% | |
| MONEYMKT | 4.70% | |
| ANALOG DEVICES INC | 4.46% | |
| CATERPILLAR INC | 3.69% | |
| ARISTA NETWORKS INC | 3.08% | |
| AMPHENOL CORPORATION CL A | 3.04% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 2.88% | |
| LINDE PLC | 2.41% | |
| PALO ALTO NETWORKS INC | 2.39% | |
| CIENA CORP | 2.36% | |
| O'REILLY AUTOMOTIVE INC | 2.32% | |
| STRYKER CORP | 1.92% | |
| INTUITIVE SURGICAL INC | 1.84% | |
| INTERCONTINENTAL EXCHANGE INC | 1.84% | |
| CADENCE DESIGN SYSTEMS INC | 1.78% | |
| GE VERNOVA LLC | 1.73% | |
| VERTIV HOLDINGS CO | 1.73% | |
| SHOPIFY INC CL A | 1.44% | |
| TRANE TECHNOLOGI | 1.43% | |
| ROSS STORES INC | 1.27% | |
| CANADIAN PACIFIC KANSAS CITY LTD | 1.23% | |
| PROLOGIS INC REIT | 1.19% | |
| CROWDSTRIKE HOLDINGS INC | 1.18% | |
| SHERWIN WILLIAMS CO | 1.14% | |
| CINTAS CORP | 1.13% | |
| APPLOVIN CORP | 1.06% | |
| FASTENAL CO | 1.03% | |
| MARTIN MAR MTLS | 1.01% | |
| PALANTIR TECHNOLOGIES INC | 0.97% | |
| WILLIAMS COS INC | 0.91% | |
| WASTE MANAGEMENT INC | 0.91% | |
| HCA HEALTHCARE INC | 0.83% | |
| TRANSDIGM GROUP INC | 0.82% | |
| HOWMET AEROSPACE INC | 0.81% | |
| SNOWFLAKE INC CL A | 0.79% | |
| AMERICAN TOWER CORP | 0.79% | |
| GUIDEWIRE SOFTWARE INC | 0.77% | |
| CLOUDFLARE INC-A | 0.75% | |
| LPL FINL HLDGS INC | 0.75% | |
| DATADOG INC CL A | 0.73% | |
| UNITED THERAPEUTICS CORP DEL | 0.66% | |
| COMFORT SYSTEMS USA INC | 0.66% | |
| TRACTOR SUPPLY CO. | 0.66% | |
| QUANTA SVCS INC | 0.64% | |
| CARVANA CO CL A | 0.55% | |
| PROGRESSIVE CORP OHIO | 0.54% | |
| AMERICAN ELECTRIC POWER CO INC | 0.52% |
AIFD (April 30, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.32% | |
| LUMENTUM HOLDINGS INC | 7.23% | |
| BROADCOM INC | 6.80% | |
| ALPHABET INC CL A | 6.27% | |
| ARISTA NETWORKS INC | 6.08% | |
| VERTIV HOLDINGS CO | 5.00% | |
| MARVELL TECHNOLOGY INC | 4.73% | |
| AMAZON.COM INC | 4.42% | |
| MICRON TECHNOLOGY INC | 4.20% | |
| DIGITALOCEAN HOLDINGS INC | 3.85% | |
| PALO ALTO NETWORKS INC | 3.63% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 3.55% | |
| EATON CORP PLC | 2.99% | |
| ASML Holding NV - NY Reg Shares | 2.79% | |
| SYMBOTIC INC | 2.77% | |
| KLA CORP | 2.57% | |
| MOTOROLA SOLUTIONS INC | 2.47% | |
| INTL BUS MACH CORP | 2.37% | |
| TESLA INC | 2.13% | |
| REDDIT INC-A | 2.06% | |
| COGNEX CORP | 2.00% | |
| Spotify Technology SA | 1.82% | |
| PALANTIR TECHNOLOGIES INC | 1.80% | |
| CELESTICA INC SUB VTG | 1.75% | |
| CADENCE DESIGN SYSTEMS INC | 1.66% | |
| DEERE & CO | 1.59% | |
| DATADOG INC CL A | 1.45% | |
| Yandex NV | 1.18% | |
| MICROSOFT CORP | 1.17% | |
| ORACLE CORP | 1.12% | |
| SERVICENOW INC | 0.68% | |
| COREWEAVE INC | 0.55% |
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