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YNOT vs TUG

Shared holdings
28
YNOT covered by TUG
42.78%
TUG covered by YNOT
42.78%

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.

YNOT (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL C10.20%
AMAZON.COM INC7.27%
NVIDIA CORP6.73%
MICROSOFT CORP5.81%
MICRON TECHNOLOGY INC3.27%
TESLA INC3.18%
TAIWAN SEMIC MFG CO LTD SP ADR2.52%
ORACLE CORP2.38%
BROADCOM INC1.88%
Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD1.87%
DEUTSCHE TELEKOM AG SPON ADR ADR1.86%
JPMORGAN CHASE and CO1.85%
PALANTIR TECHNOLOGIES INC1.77%
META PLATFORMS INC CL A1.76%
LAM RESEARCH CORP1.67%
APPLIED MATERIALS INC1.66%
ALIBABA GROUP HOLDING LTD SPON ADR1.54%
CORNING INC1.37%
GE VERNOVA LLC1.31%
ASML HOLDING-NY1.27%
CATERPILLAR INC1.22%
CADENCE DESIGN SYSTEMS INC1.17%
INTL BUS MACH CORP1.16%
KLA CORP1.11%
HITACHI LTD-ADR1.07%
AEROVIRONMENT INC1.05%
SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT1.00%
Southern Copper Corporation COM USD0.010.97%
ARISTA NETWORKS INC0.94%
Siemens Energy AG0.89%
CONSTELLATION ENERGY CORP0.87%
EATON CORP PLC0.85%
INTUITIVE SURGICAL INC0.82%
AMPHENOL CORPORATION CL A0.80%
COGNIZANT TECH SOLUTIONS CL A0.74%
Schneider Electric SE ADR0.71%
SYNOPSYS INC0.70%
FREEPORT MCMORAN INC0.70%
TOKYO ELECTRON LTD UNSPN ADR0.70%
COMMSTCK0.66%
RIO TINTO PLC SPON ADR0.62%
UBER TECHNOLOGIES INC0.62%
VERTIV HOLDINGS CO0.59%
WESTERN DIGITAL CORP0.58%
Nebius Group NV, Class A0.56%
INTERACTIVE BROKERS GROUP INC0.56%
INTEL CORP0.54%
DELL TECHNOLOGIES INC CL C0.52%
SANDISK CORPORATION0.50%
ADV MICRO DEVICE0.49%

TUG (March 31, 2026)

SecurityWeight
NVIDIA CORP8.92%
APPLE INC8.20%
MICROSOFT CORP5.99%
AMAZON.COM INC4.75%
ALPHABET INC CL A3.62%
WALMART INC3.42%
ALPHABET INC CL C3.35%
BROADCOM INC3.17%
TESLA INC3.12%
META PLATFORMS INC CL A2.74%
NETFLIX INC2.42%
MICRON TECHNOLOGY INC2.37%
COSTCO WHOLESALE CORP2.37%
ADV MICRO DEVICE1.97%
CISCO SYSTEMS INC1.90%
PALANTIR TECHNOLOGIES INC1.89%
LAM RESEARCH CORP1.75%
APPLIED MATERIALS INC1.71%
KLA CORP1.52%
LINDE PLC1.24%
T-MOBILE US INC1.23%
GILEAD SCIENCES INC1.10%
PEPSICO INC1.03%
ANALOG DEVICES INC0.99%
AMGEN INC0.92%
THE BOOKING HOLDINGS INC0.92%
TEXAS INSTRUMENTS INC0.89%
ASML HOLDING-NY0.88%
HONEYWELL INTL INC0.84%
QUALCOMM INC0.82%
SHOPIFY INC CL A0.81%
INTUITIVE SURGICAL INC0.81%
VERTEX PHARMACEUTICALS INC0.71%
APPLOVIN CORP0.70%
PALO ALTO NETWORKS INC0.66%
MARRIOTT INTL-A0.62%
CROWDSTRIKE HOLDINGS INC0.62%
CADENCE DESIGN SYSTEMS INC0.57%
CONSTELLATION ENERGY CORP0.55%
WESTERN DIGITAL CORP0.54%
MERCADOLIBRE INC0.52%
INTEL CORP0.52%
O'REILLY AUTOMOTIVE INC0.51%
MARVELL TECHNOLOGY INC0.51%
ROSS STORES INC0.50%
SEAGATE TECHNOLOGY HOLDINGS PLC0.49%
SYNOPSYS INC0.49%
CSX CORP0.49%
AUTOMATIC DATA PROCESSING INC0.48%
MONSTER BEVERAGE CORP0.44%

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