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APLIX vs BBLU

Shared holdings
15
APLIX covered by BBLU
35.89%
BBLU covered by APLIX
35.89%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

APLIX (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL C5.86%
APPLE INC4.73%
NVIDIA CORP4.59%
MICROSOFT CORP4.36%
AMAZON.COM INC3.63%
PHILLIPS 663.57%
BROADCOM INC3.55%
CISCO SYSTEMS INC3.51%
MORGAN STANLEY3.44%
CARDINAL HEALTH INC3.40%
DUKE ENERGY CORP NEW3.31%
INTL BUS MACH CORP3.19%
TRUIST FINL CORP3.10%
AstraZeneca PLC ORD USD0.253.09%
ABBVIE INC2.94%
EMERSON ELECTRIC CO2.93%
GENERAL DYNAMICS CORPORATION2.64%
JPMORGAN CHASE and CO2.60%
PEPSICO INC2.51%
HOME DEPOT INC2.47%
MOTOROLA SOLUTIONS INC2.38%
MCDONALDS CORP2.32%
BHP Group Ltd. SPONSORED ADS2.14%
FASTENAL CO2.09%
MSC INDUSTRIAL DIRECT CO CL A2.06%
BLACKROCK INC1.97%
NXP SEMICONDUCTO1.96%
LAZARD INC CL A1.95%
STAG INDUSTRIAL INC CL A1.79%
PROCTER & GAMBLE1.70%
TEXAS ROADHOUSE INC1.41%
GILEAD SCIENCES INC1.29%
CROWN CASTLE INC1.24%
META PLATFORMS INC CL A1.20%
TESLA INC1.12%
CONOCOPHILLIPS1.09%
SNAP-ON INCORPORATED1.07%
CAVANAL HILL GOVERNMENT SECURITIES MONEY MARKET1.03%
S P 500 INDEX PUT OPTION0.76%

BBLU (March 31, 2026)

SecurityWeight
NVIDIA CORP3.76%
JPMORGAN CHASE and CO3.72%
BROADCOM INC3.70%
EXXON MOBIL CORP3.63%
CHEVRON CORP3.50%
APPLE INC3.32%
VERIZON COMMUNICATIONS INC3.15%
ADV MICRO DEVICE3.10%
JOHNSON&JOHNSON3.03%
MERCK & CO2.97%
LILLY ELI and CO2.96%
COSTCO WHOLESALE CORP2.95%
WELLS FARGO & CO2.94%
VISA INC-CLASS A2.93%
WALMART INC2.86%
COCA-COLA CO/THE2.79%
RTX CORP2.70%
NETFLIX INC2.62%
MICROSOFT CORP2.62%
MCDONALDS CORP2.61%
PROCTER & GAMBLE2.58%
CISCO SYSTEMS INC2.58%
ABBVIE INC2.49%
HOME DEPOT INC2.44%
BERKSHIRE HATH-B2.43%
AMAZON.COM INC2.31%
BANK OF AMERICA CORPORATION2.27%
MASTERCARD INC CL A2.23%
META PLATFORMS INC CL A2.21%
PALANTIR TECHNOLOGIES INC2.19%
WALT DISNEY CO/T2.18%
TESLA INC2.10%
UNITEDHEALTH GRP2.10%
INTL BUS MACH CORP2.09%
ORACLE CORP2.01%
ALPHABET INC CL A1.86%
ALPHABET INC CL C1.80%
FRST AM-GV OB-X0.28%

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