OPPG vs MFMO overlap
OPPG and MFMO overlap 3.1% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OPPG | MFMO | Overlap |
|---|---|---|---|
| Cummins Inc.CMI | 1.52% | 1.40% | 1.40% |
| Chevron Corp.CVX | 0.93% | 3.31% | 0.93% |
| Truist FinancialTFC | 1.17% | 0.39% | 0.39% |
| First Solar Inc.FSLR | 1.14% | 0.27% | 0.27% |
| Oshkosh Corp.OSK | 1.22% | 0.10% | 0.10% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: OPPG, SEC Form N-PORT, June 30, 2026; MFMO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: OPPG institutional holders, MFMO institutional holders.
Frequently asked questions
How much do OPPG and MFMO overlap?
3.1% by weight, with 5 holdings in common, using holdings for OPPG as of June 30, 2026 and MFMO as of May 31, 2026. The largest shared position is CMI.
Do institutions hold both OPPG and MFMO?
0 Form 13F filers report positions in both, out of 3 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.