Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
YCGEX vs DFDPX
Shared holdings
14
YCGEX covered by DFDPX
30.46%
DFDPX covered by YCGEX
30.46%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
YCGEX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| MOODYS CORP | 6.29% | |
| MASTERCARD INC CL A | 5.65% | |
| Hermes International SCA | 5.21% | |
| MSCI INC | 4.53% | |
| MICROSOFT CORP | 4.44% | |
| WASTE MANAGEMENT INC | 4.40% | |
| COPART INC | 4.11% | |
| FAIR ISAAC CORP | 4.09% | |
| REPUBLIC SVCS | 4.00% | |
| LINDE PLC | 3.93% | |
| AON PLC | 3.88% | |
| CME GROUP INC CL A | 3.76% | |
| MARSH & MCLENNAN | 3.47% | |
| TRANSDIGM GROUP INC | 3.38% | |
| UST BILLS 0% 05/14/2026 | 3.08% | |
| S&P GLOBAL INC | 2.87% | |
| ALPHABET INC CL C | 2.85% | |
| AMAZON.COM INC | 2.79% | |
| CANADIAN PACIFIC KANSAS CITY LTD | 2.49% | |
| CAN NATL RAILWAY | 2.43% | |
| VERISK ANALYTICS INC | 2.26% | |
| INTUIT INC | 2.06% | |
| FERRARI NV | 1.89% | |
| VISA INC-CLASS A | 1.68% | |
| PROCTER & GAMBLE | 1.35% | |
| CBRE GROUP INC - CL A | 1.34% | |
| COSTAR GROUP INC | 1.32% | |
| U.S. Treasury Bills | 1.28% | |
| META PLATFORMS INC CL A | 1.15% | |
| U.S. Treasury Bills | 1.11% | |
| PROGRESSIVE CORP OHIO | 1.06% | |
| APPLE INC | 1.02% | |
| VULCAN MATERIALS CO | 0.94% | |
| CRH PLC | 0.80% | |
| ADOBE INC | 0.78% | |
| MARTIN MAR MTLS | 0.77% | |
| U.S. Treasury Bills | 0.50% | |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.47% | |
| COLGATE-PALMOLIVE CO | 0.45% | |
| United States Treasury Bill | 0.11% | |
| United States Treasury Bill | 0.02% | |
| U.S. Treasury Bills | 0.01% | |
| U.S. Treasury Bills | 0.00% | |
| U.S. Treasury Bills | 0.00% | |
| U.S. Treasury Bills | 0.00% |
DFDPX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| AMAZON.COM INC | 6.95% | |
| ALPHABET INC CL C | 6.51% | |
| VISA INC-CLASS A | 4.84% | |
| MASTERCARD INC CL A | 4.82% | |
| MICROSOFT CORP | 4.15% | |
| HEICO CORP CL A | 4.05% | |
| MONOLITHIC POWER SYS INC | 3.73% | |
| TRANSDIGM GROUP INC | 3.58% | |
| VULCAN MATERIALS CO | 3.30% | |
| MOTOROLA SOLUTIONS INC | 3.05% | |
| ASML Holding NV - NY Reg Shares | 2.85% | |
| DANAHER CORP | 2.83% | |
| CBRE GROUP INC - CL A | 2.78% | |
| UBER TECHNOLOGIES INC | 2.66% | |
| NETFLIX INC | 2.63% | |
| MOODYS CORP | 2.56% | |
| WASTE CONNECTIONS INC | 2.54% | |
| PROCORE TECHNOLOGIES INC | 2.51% | |
| APPLE INC | 2.50% | |
| GUIDEWIRE SOFTWARE INC | 2.50% | |
| VEEVA SYSTEMS-A | 2.49% | |
| CADENCE DESIGN SYSTEMS INC | 2.47% | |
| PERIMETER SOLUTIONS SA | 2.45% | |
| TYLER TECHNOLOGIES INC | 2.44% | |
| INTUITIVE SURGICAL INC | 2.29% | |
| BROADCOM INC | 2.28% | |
| SHERWIN WILLIAMS CO | 2.26% | |
| ECOLAB INC | 1.82% | |
| S&P GLOBAL INC | 1.72% | |
| MSCI INC | 1.72% | |
| KINSALE CAPITAL GROUP INC | 1.51% | |
| BIO-TECHNE CORP | 1.46% | |
| THERMO FISHER SCIENTIFIC INC | 1.12% | |
| COSTAR GROUP INC | 0.99% | |
| AMPHENOL CORPORATION CL A | 0.95% | |
| COPART INC | 0.50% | |
| SERVICENOW INC | 0.11% | |
| FIRST AM-TR OB-X | 0.09% |
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