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USMF vs FEX

Shared holdings
99
USMF covered by FEX
26.21%
FEX covered by USMF
26.21%

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.

USMF (March 31, 2026)

SecurityWeight
VERISIGN INC1.71%
MOTOROLA SOLUTIONS INC1.54%
TELEDYNE TECHNOLOGIES INC1.38%
CISCO SYSTEMS INC1.37%
F5 INC1.22%
ZOOM VIDEO COMMUNICATIONS INC CL A1.19%
CIRRUS LOGIC INC1.19%
AT&T INC1.15%
ADOBE INC1.15%
AUTODESK INC1.14%
GODADDY INC CL A1.13%
INTUIT INC1.12%
NEW YORK TIMES CO CL A1.09%
SALESFORCE INC1.08%
GEN DIGITAL INC1.06%
PTC INC1.04%
NETAPP INC1.03%
VERIZON COMMUNICATIONS INC1.03%
AKAMAI TECHNOLOGIES INC1.01%
COMCAST CORP CL A1.00%
NEWS CORP NEW CL A0.98%
WORKDAY INC CL A0.95%
T-MOBILE US INC0.92%
FOX CORP CL A0.88%
CORNING INC0.84%
WESTERN DIGITAL CORP0.82%
GARTNER INC0.82%
INTERDIGITAL INC0.82%
DOCUSIGN INC0.81%
QORVO INC0.81%
FIRST SOLAR INC0.79%
NUTANIX INC CL A0.78%
LAM RESEARCH CORP0.74%
CIENA CORP0.74%
MATCH GROUP INC0.73%
PEGASYSTEMS INC0.70%
MICRON TECHNOLOGY INC0.68%
NETFLIX INC0.67%
SIRIUS XM HOLDINGS INC0.65%
MKS INSTRUMENTS INC0.62%
LUMENTUM HOLDINGS INC0.61%
NEXSTAR MEDIA GROUP INC0.59%
CHARTER COMMUNICATIONS INC A0.59%
TTM TECHNOLOGIES INC0.58%
FAIR ISAAC CORP0.57%
HARTFORD INSURANCE GROUP INC/THE0.55%
SERVICE CORP INTERNATIONAL INC0.54%
TJX COS INC0.54%
CBOE GLOBAL MARKETS INC0.53%
ALLSTATE CORPORATION0.52%

FEX (April 30, 2026)

SecurityWeight
BLOOM ENERGY CORP CL A0.86%
SANDISK CORPORATION0.71%
SEAGATE TECHNOLOGY HOLDINGS PLC0.70%
WESTERN DIGITAL CORP0.66%
MICRON TECHNOLOGY INC0.63%
ADV MICRO DEVICE0.57%
CIENA CORP0.56%
COMFORT SYSTEMS USA INC0.55%
MARVELL TECHNOLOGY INC0.55%
QUANTA SVCS INC0.54%
VERTIV HOLDINGS CO0.54%
ELEVANCE HEALTH INC0.53%
LUMENTUM HOLDINGS INC0.53%
DELL TECHNOLOGIES INC CL C0.52%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC0.52%
GE VERNOVA LLC0.51%
KEYSIGHT TECHNOLOGIES INC0.51%
MKS INSTRUMENTS INC0.51%
MASTEC INC0.50%
CORNING INC0.49%
EMCOR GROUP INC0.49%
SUPER MICRO COMPUTER INC0.49%
MONOLITHIC POWER SYS INC0.48%
TERADYNE INC0.47%
T ROWE PRICE GRP0.47%
API GROUP CORP0.46%
FISERV INC0.46%
DR HORTON INC0.46%
SYNCHRONY FINANCIAL0.46%
PAYPAL HOLDINGS0.45%
EQUITY RESIDENTIAL REIT0.45%
HUMANA INC0.45%
THE CIGNA GROUP0.45%
ANNALY CAPITAL MGMT INC REIT0.44%
WALT DISNEY CO/T0.44%
COHERENT CORP0.44%
GLOBAL PAYMENTS INC0.44%
VICI PROPERTIES0.44%
ATI INC0.44%
NUCOR CORP0.44%
ROSS STORES INC0.43%
ALLSTATE CORPORATION0.43%
TRAVELERS COS IN0.43%
PULTEGROUP INC0.43%
LENNAR CORP CL A0.43%
TAPESTRY INC0.42%
NEWMONT CORP0.42%
DELTA AIR LI0.42%
DECKERS OUTDOOR CORP0.42%
DEVON ENERGY CORP0.42%

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