Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AMRCX vs FSUVX
Shared holdings
18
AMRCX covered by FSUVX
32.08%
FSUVX covered by AMRCX
32.08%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
AMRCX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| TERADYNE INC | 20.11% | |
| APPLE INC | 8.66% | |
| CATERPILLAR INC | 6.50% | |
| ALPHABET INC CL A | 5.98% | |
| CHEMED CORP | 5.17% | |
| CISCO SYSTEMS INC | 4.89% | |
| NVIDIA CORP | 4.72% | |
| MICROSOFT CORP | 4.35% | |
| AMGEN INC | 4.14% | |
| CANADIAN PACIFIC KANSAS CITY LTD | 4.07% | |
| WASTE MANAGEMENT INC | 3.98% | |
| MIDDLEBY CORP | 3.57% | |
| AMAZON.COM INC | 3.02% | |
| HONEYWELL INTL INC | 2.25% | |
| HOME DEPOT INC | 2.09% | |
| EATON CORP PLC | 2.03% | |
| FAIR ISAAC CORP | 1.68% | |
| T-MOBILE US INC | 1.65% | |
| BALCHEM CORP | 1.59% | |
| HCA HEALTHCARE INC | 1.50% | |
| GENERAL DYNAMICS CORPORATION | 1.45% | |
| JOHNSON&JOHNSON | 1.42% | |
| FREEPORT MCMORAN INC | 1.09% | |
| TRACTOR SUPPLY CO. | 1.04% | |
| LOCKHEED MARTIN CORP | 0.95% | |
| MARKEL GROUP INC | 0.83% | |
| CONOCOPHILLIPS | 0.44% | |
| EXXON MOBIL CORP | 0.43% | |
| BWX TECHNOLOGIES INC | 0.41% |
FSUVX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 6.55% | |
| APPLE INC | 6.32% | |
| NVIDIA CORP | 5.21% | |
| ALPHABET INC CL A | 3.18% | |
| JOHNSON&JOHNSON | 3.15% | |
| LILLY ELI and CO | 2.79% | |
| VISA INC-CLASS A | 2.66% | |
| PROCTER & GAMBLE | 2.49% | |
| CISCO SYSTEMS INC | 2.38% | |
| HOME DEPOT INC | 2.29% | |
| INTL BUS MACH CORP | 2.19% | |
| PHILIP MORRIS INTL INC | 2.03% | |
| UNITEDHEALTH GRP | 1.96% | |
| MCDONALDS CORP | 1.72% | |
| AMAZON.COM INC | 1.68% | |
| LINDE PLC | 1.64% | |
| TEXAS INSTRUMENTS INC | 1.50% | |
| VERIZON COMMUNICATIONS INC | 1.44% | |
| AT&T INC | 1.44% | |
| AMGEN INC | 1.41% | |
| AMPHENOL CORPORATION CL A | 1.35% | |
| TJX COS INC | 1.28% | |
| MERCK & CO | 1.21% | |
| LOWES COS INC | 1.15% | |
| HONEYWELL INTL INC | 1.11% | |
| LOCKHEED MARTIN CORP | 1.00% | |
| ANALOG DEVICES INC | 0.99% | |
| PROGRESSIVE CORP OHIO | 0.93% | |
| CHUBB LTD | 0.88% | |
| PEPSICO INC | 0.85% | |
| CME GROUP INC CL A | 0.80% | |
| AUTOMATIC DATA PROCESSING INC | 0.77% | |
| SOUTHERN CO | 0.75% | |
| T-MOBILE US INC | 0.73% | |
| DUKE ENERGY CORP NEW | 0.72% | |
| NORTHROP GRUMMAN CORP | 0.71% | |
| MARSH & MCLENNAN | 0.71% | |
| GENERAL DYNAMICS CORPORATION | 0.68% | |
| O'REILLY AUTOMOTIVE INC | 0.64% | |
| WASTE MANAGEMENT INC | 0.63% | |
| WILLIAMS COS INC | 0.63% | |
| CADENCE DESIGN SYSTEMS INC | 0.62% | |
| EQUINIX INC | 0.62% | |
| BROADCOM INC | 0.61% | |
| Fidelity Securities Lending Cash Central Fund | 0.60% | |
| REGENERON PHARMACEUTICALS INC | 0.58% | |
| AON PLC | 0.58% | |
| COLGATE-PALMOLIVE CO | 0.56% | |
| COMCAST CORP CL A | 0.53% | |
| MOTOROLA SOLUTIONS INC | 0.51% |
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