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USMF vs ROUS

Shared holdings
111
USMF covered by ROUS
32.76%
ROUS covered by USMF
32.76%

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%

ROUS (Jan. 31, 2026)

SecurityWeight
SEAGATE TECHNOLOGY HOLDINGS PLC2.15%
WESTERN DIGITAL CORP1.72%
ALPHABET INC CL A1.47%
MICRON TECHNOLOGY INC1.29%
LAM RESEARCH CORP1.15%
GILEAD SCIENCES INC1.04%
AMPHENOL CORPORATION CL A0.98%
NEWMONT CORP0.97%
MICROSOFT CORP0.96%
CORNING INC0.94%
CISCO SYSTEMS INC0.93%
MERCK & CO0.90%
KROGER CO0.90%
NVIDIA CORP0.88%
JOHNSON&JOHNSON0.86%
CH ROBINSON WORLDWIDE INC0.86%
INTERDIGITAL INC0.85%
KLA CORP0.84%
META PLATFORMS INC CL A0.83%
COGNIZANT TECH SOLUTIONS CL A0.83%
ULTA BEAUTY INC0.82%
VERIZON COMMUNICATIONS INC0.82%
ELECTRONIC ARTS INC0.81%
EMCOR GROUP INC0.81%
CARDINAL HEALTH INC0.78%
VERISIGN INC0.76%
APPLIED MATERIALS INC0.75%
CAL-MAINE FOODS INC0.75%
TE CONNECTIVITY PLC0.74%
BROADCOM INC0.73%
BANK OF NEW YORK MELLON CORP0.73%
ALTRIA GROUP INC0.72%
APPLE INC0.72%
STATE STREET CORP0.69%
BRISTOL-MYERS SQUIBB CO0.69%
INTL BUS MACH CORP0.68%
FASTENAL CO0.68%
EBAY INC0.67%
EOG RESOURCES INC0.66%
FERGUSON ENTERPRISES INC0.62%
DELL TECHNOLOGIES INC CL C0.62%
INTERACTIVE BROKERS GROUP INC0.60%
EXXON MOBIL CORP0.60%
AT&T INC0.59%
CADENCE DESIGN SYSTEMS INC0.59%
WALMART INC0.59%
WW GRAINGER INC0.58%
UNITEDHEALTH GRP0.56%
UL SOLUTIONS INC CL A0.56%
State Street Navigator Securities Lending Government Money Market Portfolio0.54%

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