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AFVLX vs TLARX

Shared holdings
24
AFVLX covered by TLARX
27.30%
TLARX covered by AFVLX
27.30%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFVLX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.97%
APPLIED MATERIALS INC3.88%
KLA CORP3.80%
CISCO SYSTEMS INC3.68%
APPLE INC3.63%
MICROSOFT CORP2.82%
META PLATFORMS INC CL A2.72%
ORACLE CORP2.70%
HP INC2.65%
INTL BUS MACH CORP2.62%
WALT DISNEY CO/T2.61%
VERIZON COMMUNICATIONS INC2.56%
QUANTA SVCS INC2.49%
ROPER TECHNOLOGIES INC2.33%
ADOBE INC2.28%
DR HORTON INC2.16%
BANK OF AMERICA CORPORATION2.11%
VALERO ENERGY CORP2.07%
DARDEN RESTAURANTS INC2.04%
JPMORGAN CHASE and CO2.04%
CUMMINS INC2.03%
MARRIOTT INTL-A2.00%
TRAVELERS COS IN2.00%
METLIFE INC1.96%
LOWES COS INC1.96%
WESTINGHOUSE AIR BRAKE TECH CORP1.95%
UNITED RENTALS INC1.95%
MASTERCARD INC CL A1.81%
AMERIPRISE FINANCIAL INC1.80%
CONOCOPHILLIPS1.76%
UNION PACIFIC CORP1.75%
CBRE GROUP INC - CL A1.68%
APTIV PLC1.57%
TARGET CORP1.38%
TYSON FOODS INC CL A1.37%
KEURIG DR PEPPER INC1.36%
CVS HEALTH CORP1.35%
INCYTE CORP1.28%
DTE ENERGY CO1.22%
STEEL DYNAMICS INC1.21%
REGENERON PHARMACEUTICALS INC1.21%
CONSTELLATION BRANDS INC CL A1.21%
FISERV INC1.17%
MERCK & CO1.12%
PUB SERV ENTERP1.11%
MCKESSON CORP1.08%
THERMO FISHER SCIENTIFIC INC1.08%
DANAHER CORP1.05%
STRYKER CORP0.99%
SHERWIN WILLIAMS CO0.83%

TLARX (April 30, 2026)

SecurityWeight
NVIDIA CORP8.79%
MICROSOFT CORP5.87%
APPLE INC5.26%
BROADCOM INC3.81%
ALPHABET INC CL A3.14%
AMAZON.COM INC2.96%
JPMORGAN CHASE and CO2.30%
ALPHABET INC CL C2.20%
LILLY ELI and CO1.95%
VISA INC-CLASS A1.90%
MASTERCARD INC CL A1.60%
PROCTER & GAMBLE1.52%
BANK OF AMERICA CORPORATION1.52%
CATERPILLAR INC1.50%
ABBVIE INC1.45%
HOME DEPOT INC1.41%
LAM RESEARCH CORP1.36%
GOLDMAN SACHS GROUP INC1.31%
MICRON TECHNOLOGY INC1.30%
CISCO SYSTEMS INC1.23%
LINDE PLC1.22%
CONOCOPHILLIPS1.21%
VERIZON COMMUNICATIONS INC1.18%
META PLATFORMS INC CL A1.18%
MERCK & CO1.17%
BAKER HUGHES CO1.17%
AUTOMATIC DATA PROCESSING INC1.17%
TRANE TECHNOLOGIES PLC1.16%
BRISTOL-MYERS SQUIBB CO1.13%
ADV MICRO DEVICE1.08%
HONEYWELL INTL INC1.05%
ELECTRONIC ARTS INC1.02%
DARDEN RESTAURANTS INC1.02%
ADOBE INC0.97%
THE BOOKING HOLDINGS INC0.95%
AMERICAN EXPRESS CO0.90%
INTUIT INC0.88%
SEMPRA ENERGY0.85%
VALERO ENERGY CORP0.85%
HARTFORD INSURANCE GROUP INC/THE0.82%
SPDR S&P 500 ETF Trust0.74%
GENERAL DYNAMICS CORPORATION0.72%
APPLIED MATERIALS INC0.71%
CHUBB LTD0.70%
HOWMET AEROSPACE INC0.69%
QUALCOMM INC0.69%
UNION PACIFIC CORP0.69%
PROLOGIS INC REIT0.66%
CUMMINS INC0.65%
COCA-COLA CO/THE0.65%

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