TCMHX Mutual Fund

TCMHX Mutual Fund

NAV$21.27
See how much of TCMHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 117 holdings · as of Jul 31, 2026
Top 10 weight
27.51%
TCMHX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Cloudflare Inc (180 Day Lockup)Info Tech · Software
3.62%		3.6%82,111$22.91MInfo TechSoftware
2
DDOG
Datadog IncInfo Tech · Software
3.51%		7.1%82,682$22.16MInfo TechSoftware
Sector and industry · Pro
3
COR
Cencora Inc
3.30%		10.4%67,035$20.87M
4
FIX
Comfort Systems USA Inc.
2.78%		13.2%10,170$17.59M
5
TER
Teradyne Inc -
2.72%		15.9%46,740$17.19M
6
CMG
Chipotle Mexican Grill Inc. Class A
2.50%		18.4%424,350$15.79M
7
HEI
Heico Corp. Cl. A
2.43%		20.9%59,710$15.36M
8
SNOW
Snowflake Inc
2.29%		23.1%49,430$14.50M
9
ATI
Ati Inc
2.28%		25.4%76,820$14.40M
10
LITE
Lumentum Holdings Inc
2.08%		27.5%18,410$13.14M
More holdings · Pro
FundXLS Pro
See the other 107 holdings of TCMHX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Cloud ComputingCybersecurityInternet & DigitalNetworking InfrastructureData & AnalyticsAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingInterest RatesInfrastructureEnergy SecuritySupply ChainEnergy TransitionEnvironmental Solutions

TCMHX Mutual Fund Top Holdings

TCMHX holdings top 10 positions. The top 10 holdings account for 27.5% of the fund, led by Cloudflare Inc (180 Day Lockup) at 3.6%, Datadog Inc at 3.5%, Cencora Inc at 3.3%.

TCMHX portfolio concentration is well-diversified, with the top 10 representing 27.5% of total assets. The largest sector exposure is Information Technology at 43.3%.

TCMHX sectors provide a detailed breakdown. TCMHX overlap shows how holdings compare to other funds in your portfolio.