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ALCEX vs PALC

Shared holdings
62
ALCEX covered by PALC
35.00%
PALC covered by ALCEX
35.00%

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.

ALCEX (Feb. 28, 2026)

SecurityWeight
MICRON TECHNOLOGY INC3.49%
EXXON MOBIL CORP2.83%
CATERPILLAR INC2.79%
MERCK & CO2.57%
LAM RESEARCH CORP2.38%
COSTCO WHOLESALE CORP2.34%
APPLE INC2.25%
AMAZON.COM INC2.23%
META PLATFORMS INC CL A2.05%
TJX COS INC1.86%
VERIZON COMMUNICATIONS INC1.82%
MICROSOFT CORP1.79%
GILEAD SCIENCES INC1.75%
UNION PACIFIC CORP1.71%
JPMORGAN CHASE and CO1.60%
NETFLIX INC1.60%
CONOCOPHILLIPS1.59%
VISA INC-CLASS A1.49%
APPLIED MATERIALS INC1.47%
FEDEX CORP1.26%
FREEPORT MCMORAN INC1.21%
CSX CORP1.19%
TRAVELERS COS IN1.14%
AMERICAN EXPRESS CO1.11%
WILLIAMS COS INC1.11%
ROSS STORES INC1.10%
GENERAL MOTORS CO1.03%
MORGAN STANLEY1.01%
ROYAL CARIBBEAN0.97%
PROGRESSIVE CORP OHIO0.94%
TARGA RESOURCES CORP0.91%
ALLSTATE CORPORATION0.90%
TARGET CORP0.80%
HARTFORD INSURANCE GROUP INC/THE0.78%
UNITED PARCEL SERVICE INC CL B0.74%
WW GRAINGER INC0.74%
EOG RESOURCES INC0.74%
DELTA AIR LI0.69%
CUMMINS INC0.63%
UNITED AIRLINES HOLDINGS INC0.62%
ULTA BEAUTY INC0.61%
DOLLAR GENERAL CORP0.60%
NORFOLK SOUTHERN CORP0.59%
TECHNIPFMC PLC0.59%
COMCAST CORP CL A0.59%
KROGER CO0.58%
ARCHER DANIELS MIDLAND CO0.58%
TRACTOR SUPPLY CO.0.58%
CHENIERE ENERGY INC0.58%
OCCIDENTAL PETROLEUM CORP0.57%

PALC (April 30, 2026)

SecurityWeight
EXXON MOBIL CORP2.84%
COSTCO WHOLESALE CORP2.45%
VISA INC-CLASS A2.39%
UNITEDHEALTH GRP2.32%
APPLE INC2.30%
CHEVRON CORP2.28%
MASTERCARD INC CL A2.20%
BANK OF AMERICA CORPORATION2.17%
BERKSHIRE HATH-B2.12%
GENERAL ELECTRIC CO2.12%
LAM RESEARCH CORP2.08%
CATERPILLAR INC1.92%
VERIZON COMMUNICATIONS INC1.90%
CITIGROUP INC1.82%
CISCO SYSTEMS INC1.80%
PROCTER & GAMBLE1.76%
AT&T INC1.75%
COCA-COLA CO/THE1.70%
KLA CORP1.67%
GE VERNOVA LLC1.60%
WELLS FARGO & CO1.54%
MERCK & CO1.46%
APPLIED MATERIALS INC1.42%
Mount Vernon Liquid Assets Portfolio, LLC1.16%
GILEAD SCIENCES INC1.16%
COMCAST CORP CL A1.16%
WESTERN DIGITAL CORP1.10%
QUALCOMM INC1.03%
CONOCOPHILLIPS1.02%
CVS HEALTH CORP0.97%
THE CIGNA GROUP0.96%
ELEVANCE HEALTH INC0.95%
ALLSTATE CORPORATION0.92%
TJX COS INC0.91%
EOG RESOURCES INC0.88%
CHUBB LTD0.86%
GENERAL MOTORS CO0.86%
EATON CORP PLC0.84%
APPLOVIN CORP0.79%
MCKESSON CORP0.76%
CENCORA INC0.75%
ADOBE INC0.73%
PROGRESSIVE CORP OHIO0.72%
TRANE TECHNOLOGIES PLC0.66%
TARGET CORP0.64%
FORD MOTOR CO0.64%
US BANCORP DEL0.63%
FEDEX CORP0.62%
NEWMONT CORP0.62%
MARATHON PETROLEUM CORP0.62%

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