Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Muhlenkamp Fund Managed Portfolio Series · 21 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Muhlenkamp Fund |
|---|---|
| Rush Enterprises Inc | 6.70 % |
| Newmont Corp | 5.35 % |
| EQT Corp | 4.96 % |
| Agnico Eagle Mines Ltd | 4.85 % |
| Berkshire Hathaway Inc | 4.84 % |
| McKesson Corp | 4.75 % |
| Royal Gold Inc | 4.72 % |
| Microchip Technology Inc | 4.17 % |
| United Rentals Inc | 4.13 % |
| Apple Inc | 3.97 % |
| Westinghouse Air Brake Technologies Corp | 3.88 % |
| SLB Ltd | 3.62 % |
| BGC Group Inc | 3.45 % |
| NMI Holdings Inc | 3.38 % |
| ALPS ETF TRUST | 2.96 % |
| ICON PLC | 2.91 % |
| Microsoft Corp | 2.88 % |
| Taylor Morrison Home Corp | 2.49 % |
| LyondellBasell Industries NV | 2.19 % |
| Celanese Corp | 2.15 % |
| Equinox Gold Corp | 1.13 % |
Titelia read 21 lines in these 1 funds.