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USMF vs ONEO

Shared holdings
187
USMF covered by ONEO
29.83%
ONEO covered by USMF
29.83%

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%●

ONEO (March 31, 2026)

SecurityWeight
WESTERN DIGITAL CORP1.15%●
State Street Navigator Securities Lending Portfolio II0.80%
MCKESSON CORP0.80%●
MONOLITHIC POWER SYS INC0.70%
FLEX LTD0.68%
MARATHON PETROLEUM CORP0.65%
TECHNIPFMC PLC0.64%
JABIL INC0.63%
DOLLAR GENERAL CORP0.61%
VALERO ENERGY CORP0.56%
QNITY ELECTRONICS INC0.55%
TERADYNE INC0.55%
MICRON TECHNOLOGY INC0.54%●
LAM RESEARCH CORP0.52%●
KLA CORP0.50%
ALTRIA GROUP INC0.49%●
APPLIED MATERIALS INC0.48%
UNITED THERAPEUTICS CORP DEL0.47%●
SYNCHRONY FINANCIAL0.46%●
VERISIGN INC0.46%●
EOG RESOURCES INC0.46%●
APTIV PLC0.46%
LEIDOS HOLDINGS INC0.46%●
GENERAL MOTORS CO0.45%●
THE CIGNA GROUP0.44%●
DEVON ENERGY CORP0.44%●
EMCOR GROUP INC0.44%
PERMIAN RESOURCES CORP CL A0.43%
PULTEGROUP INC0.42%●
SLB LTD0.41%
NRG ENERGY INC0.41%
TD SYNNEX CORP0.41%
CF INDUSTRIES HOLDINGS INC0.40%●
EBAY INC0.40%●
ROYALTY PHARMA PLC0.39%
NUCOR CORP0.39%
NEWMONT CORP0.39%●
COTERRA ENERGY INC0.38%
BAKER HUGHES CO0.38%
DELL TECHNOLOGIES INC CL C0.38%
STEEL DYNAMICS INC0.36%
SUPER MICRO COMPUTER INC0.36%
TENET HEALTHCARE CORP0.36%●
ARCH CAPITAL GROUP LTD0.36%
CVS HEALTH CORP0.36%●
COMFORT SYSTEMS USA INC0.35%
BORGWARNER INC0.35%●
HEWLETT PACKARD ENTERPRISE CO0.35%
SOLSTICE ADV MAT0.35%
EXPEDITORS INTL OF WASH INC0.34%

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