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ACFSX vs VWUSX

Shared holdings
20
ACFSX covered by VWUSX
43.02%
VWUSX covered by ACFSX
43.02%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ACFSX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP18.92%
ALPHABET INC CL C17.45%
AMAZON.COM INC10.29%
TESLA INC7.56%
MICROSOFT CORP4.07%
ROCKET LAB CORP3.26%
Ascendis Pharma A/S3.09%
NETFLIX INC2.88%
CADENCE DESIGN SYSTEMS INC2.76%
MASTERCARD INC CL A2.35%
ALNYLAM PHARMACEUTICALS INC2.12%
REGENERON PHARMACEUTICALS INC1.98%
INTUITIVE SURGICAL INC1.76%
MONOLITHIC POWER SYS INC1.58%
ARGENX SE SPONSORED ADR1.44%
SHOPIFY INC CL A1.40%
ADYEN NV1.39%
STRUCTURE THERAPEUTICS INC ADR1.28%
DOORDASH INC-A1.18%
PALANTIR TECHNOLOGIES INC1.18%
WESTINGHOUSE AIR BRAKE TECH CORP1.00%
Spotify Technology SA1.00%
COHERENT CORP0.99%
INSMED INC0.83%
OKTA INC CL A0.82%
ARM HOLDINGS LTD0.81%
APPLOVIN CORP0.78%
INTUIT INC0.61%
S&P GLOBAL INC0.56%
BLOOM ENERGY CORP CL A0.49%
KINSALE CAPITAL GROUP INC0.48%
AURORA INNOVATION INC0.48%
DOCUSIGN INC0.48%
CHIPOTLE MEXICAN GRILL INC0.47%
VERISK ANALYTICS INC0.42%
TECHNIPFMC PLC0.41%
HUBSPOT INC0.38%
PAYLOCITY HOLDING CORP0.33%
LAM RESEARCH CORP0.24%
OKLO INC0.19%
CAVA GROUP INC0.13%
Fixed Income Clearing Corp 3.66 02/02/20260.11%
FIGMA INC-CL A0.07%
SOLD ZAR/BOUGHT USD0.00%
State Street Navigator Securities Lending Portfolio II0.00%

VWUSX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP11.39%
APPLE INC6.77%
MICROSOFT CORP6.74%
AMAZON.COM INC6.58%
ALPHABET INC CL C5.03%
META PLATFORMS INC CL A4.56%
BROADCOM INC4.18%
LILLY ELI and CO3.55%
TESLA INC2.82%
NETFLIX INC2.59%
MASTERCARD INC CL A2.03%
GENERAL ELECTRIC CO1.98%
SHOPIFY INC CL A1.81%
ALPHABET INC CL A1.74%
DOORDASH INC-A1.52%
TAIWAN SEMIC-ADR1.27%
Spotify Technology SA1.22%
CLOUDFLARE INC-A1.22%
INTUITIVE SURGICAL INC1.12%
Vanguard Market Liquidity Fund1.03%
CADENCE DESIGN SYSTEMS INC1.02%
STRYKER CORP0.98%
WELLTOWER INC0.84%
FASTENAL CO0.84%
APPLOVIN CORP0.83%
VISA INC-CLASS A0.82%
ASML HOLDING-NY0.77%
AXON ENTERPRISE INC0.70%
WASTE CONNECTIONS INC0.67%
ANALOG DEVICES INC0.62%
WALMART INC0.62%
SNOWFLAKE INC CL A0.62%
BOEING CO/THE0.59%
ARISTA NETWORKS INC0.58%
COSTCO WHOLESALE CORP0.56%
GUARDANT HEALTH INC0.56%
UBER TECHNOLOGIES INC0.54%
CONSTELLATION ENERGY CORP0.53%
ENSIGN GROUP INC0.53%
HILTON WORLDWIDE HOLDINGS INC0.52%
DATADOG INC CL A0.48%
ADV MICRO DEVICE0.47%
IDEXX LABS INC0.47%
MSCI INC0.44%
CROWDSTRIKE HOLDINGS INC0.44%
INTUIT INC0.43%
WALT DISNEY CO/T0.43%
AMPHENOL CORPORATION CL A0.42%
COSTAR GROUP INC0.42%
ALNYLAM PHARMACEUTICALS INC0.42%

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