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AMRGX vs LDRX

Shared holdings
16
AMRGX covered by LDRX
33.13%
LDRX covered by AMRGX
33.13%

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.

AMRGX (April 30, 2026)

SecurityWeight
TERADYNE INC20.11%
APPLE INC8.66%
CATERPILLAR INC6.50%
ALPHABET INC CL A5.98%
CHEMED CORP5.17%
CISCO SYSTEMS INC4.89%
NVIDIA CORP4.72%
MICROSOFT CORP4.35%
AMGEN INC4.14%
CANADIAN PACIFIC KANSAS CITY LTD4.07%
WASTE MANAGEMENT INC3.98%
MIDDLEBY CORP3.57%
AMAZON.COM INC3.02%
HONEYWELL INTL INC2.25%
HOME DEPOT INC2.09%
EATON CORP PLC2.03%
FAIR ISAAC CORP1.68%
T-MOBILE US INC1.65%
BALCHEM CORP1.59%
HCA HEALTHCARE INC1.50%
GENERAL DYNAMICS CORPORATION1.45%
JOHNSON&JOHNSON1.42%
FREEPORT MCMORAN INC1.09%
TRACTOR SUPPLY CO.1.04%
LOCKHEED MARTIN CORP0.95%
MARKEL GROUP INC0.83%
CONOCOPHILLIPS0.44%
EXXON MOBIL CORP0.43%
BWX TECHNOLOGIES INC0.41%

LDRX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP10.47%
APPLE INC9.45%
ALPHABET INC CL A7.86%
MICROSOFT CORP6.99%
AMAZON.COM INC4.89%
BROADCOM INC3.64%
META PLATFORMS INC CL A3.37%
TESLA INC2.72%
BERKSHIRE HATH-B2.30%
LILLY ELI and CO2.02%
JPMORGAN CHASE and CO2.02%
EXXON MOBIL CORP1.56%
JOHNSON&JOHNSON1.49%
VISA INC-CLASS A1.31%
COSTCO WHOLESALE CORP1.05%
MASTERCARD INC CL A1.03%
ABBVIE INC1.03%
NETFLIX INC1.00%
PROCTER & GAMBLE0.98%
HOME DEPOT INC0.93%
GENERAL ELECTRIC CO0.87%
CHEVRON CORP0.87%
FRST AM-GV OB-X0.86%
CATERPILLAR INC0.84%
BANK OF AMERICA CORPORATION0.83%
ADV MICRO DEVICE0.78%
COCA-COLA CO/THE0.77%
CISCO SYSTEMS INC0.77%
MERCK & CO0.75%
PALANTIR TECHNOLOGIES INC0.74%
PHILIP MORRIS INTL INC0.73%
WALMART INC0.69%
UNITEDHEALTH GRP0.65%
WELLS FARGO & CO0.64%
GOLDMAN SACHS GROUP INC0.61%
RTX CORP0.60%
MCDONALDS CORP0.59%
ORACLE CORP0.58%
LINDE PLC0.57%
PEPSICO INC0.57%
VERIZON COMMUNICATIONS INC0.54%
AMGEN INC0.53%
INTL BUS MACH CORP0.52%
ABBOTT LABS0.51%
AT&T INC0.51%
CITIGROUP INC0.50%
TEXAS INSTRUMENTS INC0.50%
MORGAN STANLEY0.49%
NEXTERA ENERGY INC0.48%
INTEL CORP0.47%

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