Your funds, side by side
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 · 24 lines · as of Mar 31, 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 |
|---|---|
| EQT Corp | 6.84 % |
| Agnico Eagle Mines Ltd | 6.16 % |
| Newmont Corp | 6.03 % |
| Rush Enterprises Inc | 5.90 % |
| Royal Gold Inc | 5.85 % |
| McKesson Corp | 5.28 % |
| Berkshire Hathaway Inc | 4.51 % |
| SLB Ltd | 3.89 % |
| Westinghouse Air Brake Technologies Corp | 3.49 % |
| Apple Inc | 3.38 % |
| LyondellBasell Industries NV | 3.26 % |
| BGC Group Inc | 3.07 % |
| NMI Holdings Inc | 3.00 % |
| Celanese Corp | 2.99 % |
| MasTec Inc | 2.98 % |
| ALPS ETF Trust | 2.92 % |
| Microchip Technology Inc | 2.87 % |
| Freedom 100 Emerging Markets E | 2.79 % |
| Microsoft Corp | 2.78 % |
| United Rentals Inc | 2.58 % |
| Tencent Holdings Ltd | 2.16 % |
| Taylor Morrison Home Corp | 1.96 % |
| ICON PLC | 1.80 % |
| Equinox Gold Corp | 1.63 % |
1 funds, 24 lines read.