Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AMFEX vs SWDSX
Shared holdings
16
AMFEX covered by SWDSX
29.47%
SWDSX covered by AMFEX
29.47%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
AMFEX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| Vanguard S&P 500 ETF | 13.68% | |
| iShares Core S&P 500 ETF | 9.96% | |
| U.S. Treasury Bills | 6.67% | |
| EXXON MOBIL CORP | 4.18% | |
| FREEPORT MCMORAN INC | 3.93% | |
| WALMART INC | 3.19% | |
| JOHNSON&JOHNSON | 3.14% | |
| APPLIED MATERIALS INC | 2.95% | |
| WW GRAINGER INC | 2.95% | |
| ALPHABET INC CL A | 2.92% | |
| EMERSON ELECTRIC CO | 2.75% | |
| CISCO SYSTEMS INC | 2.73% | |
| CHEVRON CORP | 2.57% | |
| AT&T INC | 2.56% | |
| VISA INC-CLASS A | 2.52% | |
| RTX CORP | 2.41% | |
| AMAZON.COM INC | 2.41% | |
| T-MOBILE US INC | 2.41% | |
| JPMORGAN CHASE and CO | 2.37% | |
| MICROSOFT CORP | 2.03% | |
| KROGER CO | 1.98% | |
| APPLE INC | 1.88% | |
| FIRST AM-UT MM-Z | 1.84% | |
| QUALCOMM INC | 1.75% | |
| TEXAS INSTRUMENTS INC | 1.65% | |
| HOME DEPOT INC | 1.50% | |
| MASTERCARD INC CL A | 1.48% | |
| AMGEN INC | 1.41% | |
| UNION PACIFIC CORP | 1.28% | |
| PROCTER & GAMBLE | 1.14% | |
| PEPSICO INC | 1.10% | |
| NORFOLK SOUTHERN CORP | 1.09% | |
| AMERICAN ELECTRIC POWER CO INC | 0.81% | |
| DUKE ENERGY CORP NEW | 0.67% | |
| SOUTHERN CO | 0.65% | |
| PUB SERV ENTERP | 0.54% | |
| UNITED PARCEL SERVICE INC CL B | 0.53% | |
| EXELON CORP | 0.39% |
SWDSX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MORGAN STANLEY | 3.87% | |
| JPMORGAN CHASE and CO | 3.73% | |
| WALMART INC | 3.59% | |
| EXXON MOBIL CORP | 3.45% | |
| BROADCOM INC | 3.23% | |
| PHILIP MORRIS INTL INC | 3.07% | |
| COCA-COLA CO/THE | 2.98% | |
| LOCKHEED MARTIN CORP | 2.79% | |
| INTL BUS MACH CORP | 2.74% | |
| JOHNSON&JOHNSON | 2.67% | |
| BLACKROCK INC | 2.55% | |
| MICROSOFT CORP | 2.52% | |
| DUKE ENERGY CORP NEW | 2.52% | |
| ALPHABET INC CL A | 2.47% | |
| CHEVRON CORP | 2.45% | |
| ABBVIE INC | 2.18% | |
| PROCTER & GAMBLE | 2.03% | |
| MCDONALDS CORP | 2.00% | |
| VERIZON COMMUNICATIONS INC | 1.99% | |
| PARKER HANNIFIN CORP | 1.98% | |
| TJX COS INC | 1.95% | |
| CISCO SYSTEMS INC | 1.91% | |
| BANK OF AMERICA CORPORATION | 1.86% | |
| HOME DEPOT INC | 1.84% | |
| NEXTERA ENERGY INC | 1.43% | |
| MEDTRONIC PLC | 1.42% | |
| RTX CORP | 1.41% | |
| FIDELITY NATL INFORM SVCS INC | 1.39% | |
| VISA INC-CLASS A | 1.31% | |
| ALLSTATE CORPORATION | 1.30% | |
| KINDER MORGAN INC | 1.29% | |
| ABBOTT LABS | 1.28% | |
| PNC FINANCIAL SERVICES GRP INC | 1.27% | |
| COMCAST CORP CL A | 1.26% | |
| ELEVANCE HEALTH INC | 1.13% | |
| PUBLIC STORAGE | 1.12% | |
| APPLE INC | 1.10% | |
| EOG RESOURCES INC | 1.09% | |
| TRUIST FINL CORP | 1.09% | |
| CATERPILLAR INC | 1.07% | |
| TEXAS INSTRUMENTS INC | 1.05% | |
| BECTON DICKINSON and CO | 1.03% | |
| EVERSOURCE ENERGY | 0.90% | |
| MERCK & CO | 0.90% | |
| FASTENAL CO | 0.87% | |
| ACCENTURE PLC CL A | 0.86% | |
| ALTRIA GROUP INC | 0.86% | |
| GENERAL DYNAMICS CORPORATION | 0.86% | |
| PROGRESSIVE CORP OHIO | 0.85% | |
| LAMAR ADVERTISING CO CL A | 0.84% |
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