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AMRGX vs SCLZ

Shared holdings
14
AMRGX covered by SCLZ
31.85%
SCLZ covered by AMRGX
31.85%

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%

SCLZ (March 31, 2026)

SecurityWeight
APPLE INC6.59%
NVIDIA CORP6.37%
BROADCOM INC4.80%
ALPHABET INC CL A4.55%
MICROSOFT CORP4.27%
META PLATFORMS INC CL A3.70%
AMAZON.COM INC3.64%
LILLY ELI and CO3.62%
JPMORGAN CHASE and CO3.58%
BERKSHIRE HATH-B3.38%
MICRON TECHNOLOGY INC3.10%
JOHNSON&JOHNSON2.83%
EXXON MOBIL CORP2.61%
CISCO SYSTEMS INC2.48%
GENERAL ELECTRIC CO2.36%
FRST AM-GV OB-X2.31%
VISA INC-CLASS A2.28%
ADV MICRO DEVICE2.18%
PALANTIR TECHNOLOGIES INC2.13%
MASTERCARD INC CL A1.93%
ABBVIE INC1.93%
WALMART INC1.85%
TESLA INC1.77%
HOME DEPOT INC1.57%
RTX CORP1.55%
NETFLIX INC1.46%
CATERPILLAR INC1.39%
WELLS FARGO & CO1.27%
UBER TECHNOLOGIES INC1.26%
DEERE & CO1.18%
DUKE ENERGY CORP NEW1.13%
COSTCO WHOLESALE CORP1.09%
LINDE PLC1.07%
CHEVRON CORP1.06%
TJX COS INC0.99%
MCDONALDS CORP0.99%
PHILIP MORRIS INTL INC0.97%
COCA-COLA CO/THE0.93%
WELLTOWER INC0.83%
LOWES COS INC0.79%
HONEYWELL INTL INC0.71%
CONSTELLATION ENERGY CORP0.70%
AMERICAN ELECTRIC POWER CO INC0.64%
EQUINIX INC0.63%
MERCK & CO0.47%
ALTRIA GROUP INC0.42%
NEWMONT CORP0.42%
DIGITAL REALTY TRUST INC0.42%
AMGEN INC0.42%
WILLIAMS COS INC0.32%

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