Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AFPIX vs JPIVX
Shared holdings
9
AFPIX covered by JPIVX
10.67%
JPIVX covered by AFPIX
10.67%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
AFPIX (June 30, 2025)
| Security | Weight | |
|---|---|---|
| Federated Inst'l Prime Obligations Fund | 11.96% | |
| HUNTINGTON INGALLS INDUSTRIES INC | 5.08% | |
| Barrick Gold Corp. | 4.51% | |
| NEWMONT CORP | 4.40% | |
| BROADCOM INC | 4.31% | |
| JACKSON FINANCIAL INC | 4.20% | |
| AGNICO EAGLE MINES LTD | 4.05% | |
| PHILIP MORRIS INTL INC | 3.99% | |
| Himax Technologies Inc. SPONSORED ADR | 3.44% | |
| BLACKSTONE GROUP L P COM UNIT RE | 3.29% | |
| PUB SERV ENTERP | 3.07% | |
| PEABODY ENERGY CORP | 2.84% | |
| DUKE ENERGY CORP NEW | 2.77% | |
| FIFTH THIRD BANCORP | 2.77% | |
| META PLATFORMS INC CL A | 2.76% | |
| ORACLE CORP | 2.59% | |
| RTX CORP | 2.55% | |
| METLIFE INC | 2.53% | |
| EQUITY RESIDENTIAL REIT | 2.44% | |
| BANK OF AMERICA CORPORATION | 2.38% | |
| KIMBERLY CLARK CORP | 2.30% | |
| DOMINION ENERGY INC | 2.25% | |
| EQUINIX INC | 2.23% | |
| STATE STREET CORP | 2.19% | |
| HERCULES CAPITAL INC | 2.06% | |
| Seagate Technology Holdings plc | 2.06% | |
| BAKER HUGHES CO | 2.04% | |
| AVALONBAY COMMUNITIES INC REIT | 1.99% | |
| VENTAS INC REIT | 1.99% | |
| FIDELITY NATL INFORM SVCS INC | 1.79% | |
| TJX COS INC | 1.69% | |
| PACKAGING CORP OF AMERICA | 1.46% |
JPIVX (June 30, 2025)
| Security | Weight | |
|---|---|---|
| AMAZON.COM INC | 2.48% | |
| WELLS FARGO & CO | 2.42% | |
| BANK OF AMERICA CORPORATION | 2.14% | |
| EXXON MOBIL CORP | 2.10% | |
| BERKSHIRE HATH-B | 2.09% | |
| PHILIP MORRIS INTL INC | 2.05% | |
| ALPHABET INC CL C | 1.81% | |
| META PLATFORMS INC CL A | 1.74% | |
| MORGAN STANLEY | 1.71% | |
| TRAVELERS COS IN | 1.59% | |
| EATON CORP PLC | 1.53% | |
| LOEWS CORP | 1.44% | |
| CONOCOPHILLIPS | 1.40% | |
| BLACKROCK INC | 1.37% | |
| PARKER HANNIFIN CORP | 1.32% | |
| RTX CORP | 1.29% | |
| NEXTERA ENERGY INC | 1.26% | |
| AT&T INC | 1.24% | |
| UNITEDHEALTH GRP | 1.24% | |
| MICROSOFT CORP | 1.22% | |
| DEERE & CO | 1.21% | |
| COMCAST CORP CL A | 1.20% | |
| TEXAS INSTRUMENTS INC | 1.19% | |
| LOWES COS INC | 1.18% | |
| MEDTRONIC PLC | 1.17% | |
| ANALOG DEVICES INC | 1.16% | |
| MCDONALDS CORP | 1.11% | |
| LINDE PLC | 1.11% | |
| MONDELEZ INTL INC | 1.09% | |
| DOVER CORP | 1.09% | |
| WALMART INC | 1.08% | |
| SCHWAB CHARLES CORP | 1.06% | |
| JOHNSON&JOHNSON | 1.06% | |
| PROCTER & GAMBLE | 1.03% | |
| NORFOLK SOUTHERN CORP | 1.02% | |
| CBRE GROUP INC - CL A | 1.00% | |
| EOG RESOURCES INC | 0.99% | |
| BRISTOL-MYERS SQUIBB CO | 0.97% | |
| PNC FINANCIAL SERVICES GRP INC | 0.97% | |
| BOSTON SCIENTIFIC CORP | 0.96% | |
| SALESFORCE INC | 0.96% | |
| CSX CORP | 0.95% | |
| CME GROUP INC CL A | 0.93% | |
| CHENIERE ENERGY INC | 0.89% | |
| THE CIGNA GROUP | 0.88% | |
| M&T BANK CORP | 0.88% | |
| AXALTA COATING SYSTEMS LTD | 0.86% | |
| CMS ENERGY CORP | 0.84% | |
| PUB SERV ENTERP | 0.84% | |
| AUTOZONE INC | 0.82% |
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