Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

AALIX vs LFTPX

Shared holdings
18
AALIX covered by LFTPX
38.84%
LFTPX covered by AALIX
38.84%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AALIX (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL C5.86%
APPLE INC4.73%
NVIDIA CORP4.59%
MICROSOFT CORP4.36%
AMAZON.COM INC3.63%
PHILLIPS 663.57%
BROADCOM INC3.55%
CISCO SYSTEMS INC3.51%
MORGAN STANLEY3.44%
CARDINAL HEALTH INC3.40%
DUKE ENERGY CORP NEW3.31%
INTL BUS MACH CORP3.19%
TRUIST FINL CORP3.10%
AstraZeneca PLC ORD USD0.253.09%
ABBVIE INC2.94%
EMERSON ELECTRIC CO2.93%
GENERAL DYNAMICS CORPORATION2.64%
JPMORGAN CHASE and CO2.60%
PEPSICO INC2.51%
HOME DEPOT INC2.47%
MOTOROLA SOLUTIONS INC2.38%
MCDONALDS CORP2.32%
BHP Group Ltd. SPONSORED ADS2.14%
FASTENAL CO2.09%
MSC INDUSTRIAL DIRECT CO CL A2.06%
BLACKROCK INC1.97%
NXP SEMICONDUCTO1.96%
LAZARD INC CL A1.95%
STAG INDUSTRIAL INC CL A1.79%
PROCTER & GAMBLE1.70%
TEXAS ROADHOUSE INC1.41%
GILEAD SCIENCES INC1.29%
CROWN CASTLE INC1.24%
META PLATFORMS INC CL A1.20%
TESLA INC1.12%
CONOCOPHILLIPS1.09%
SNAP-ON INCORPORATED1.07%
CAVANAL HILL GOVERNMENT SECURITIES MONEY MARKET1.03%
S P 500 INDEX PUT OPTION0.76%

LFTPX (April 30, 2026)

SecurityWeight
NVIDIA CORP8.24%
APPLE INC6.95%
ALPHABET INC CL C6.74%
MICROSOFT CORP5.02%
AMAZON.COM INC4.26%
BROADCOM INC3.60%
CATERPILLAR INC2.28%
META PLATFORMS INC CL A2.22%
JPMORGAN CHASE and CO2.07%
TESLA INC1.83%
JOHNSON&JOHNSON1.77%
BERKSHIRE HATH-B1.64%
MICRON TECHNOLOGY INC1.48%
EXXON MOBIL CORP1.45%
HILTON WORLDWIDE HOLDINGS INC1.34%
LILLY ELI and CO1.32%
CISCO SYSTEMS INC1.32%
SEMPRA ENERGY1.30%
ADV MICRO DEVICE1.22%
GOLDMAN SACHS GROUP INC1.20%
BANK OF AMERICA CORPORATION1.20%
MORGAN STANLEY1.18%
VISA INC-CLASS A1.13%
WALMART INC1.12%
ILLINOIS TOOL WORKS INC1.09%
OCCIDENTAL PETROLEUM CORP1.08%
DTE ENERGY CO1.08%
COSTCO WHOLESALE CORP1.04%
DOVER CORP1.03%
CHEVRON CORP0.99%
MASTERCARD INC CL A0.95%
INTEL CORP0.94%
WELLS FARGO & CO0.93%
LINDE PLC0.92%
GENERAL ELECTRIC CO0.92%
ABBVIE INC0.90%
AMERICAN EXPRESS CO0.89%
PHILIP MORRIS INTL INC0.88%
APPLIED MATERIALS INC0.85%
RTX CORP0.85%
HOME DEPOT INC0.85%
PROCTER & GAMBLE0.84%
BLACKROCK INC0.82%
NETFLIX INC0.80%
PEPSICO INC0.76%
PNC FINANCIAL SERVICES GRP INC0.74%
EATON CORP PLC0.69%
REALTY INCOME CORP REIT0.68%
PALANTIR TECHNOLOGIES INC0.66%
UNITEDHEALTH GRP0.66%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.