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APPLX vs CONWX

Shared holdings
1
APPLX covered by CONWX
4.72%
CONWX covered by APPLX
4.72%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 10 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

APPLX (Dec. 31, 2025)

SecurityWeight
MONEY MARKET FUND80.89%
Sprott Physical Gold Trust USD Class8.39%
VanEck Merk Gold ETF4.06%
SHS BEN INT1.94%
Bollore SE EUR0.161.65%
Sprott Physical Uranium Trust1.52%
US ULTRA BOND CBT Sep250.98%
Diana Shipping, Inc.0.57%
Moscow Exchange MICEX-RTS PJSC RUB1(RUB)0.00%
SBERBANK OF RUSSIA /USD/OFAC FAIL/ 0.000000000.00%

CONWX (March 31, 2026)

SecurityWeight
TEXAS PACIFIC LAND CORP6.28%
MSILF-GOVT-INS4.96%
Sprott Physical Gold Trust USD Class4.72%
US TREASURY N/B4.36%
BLACK STONE MINERALS LP PARTNERSHIP SHARES3.37%
TICEMORAN3.27%
LLR EQUITY PARTNERS V, L.P.3.22%
MLP3.11%
EXXON MOBIL CORP2.99%
DIAMONDBACK ENERGY INC2.86%
EXPAND ENERGY CORP2.78%
OCCIDENTAL PETROLEUM CORP2.69%
JPMORGAN CHASE and CO2.68%
Pioneer ILS Interval Fund2.68%
Invesco Government & Agency Portfolio, Institutional Class2.38%
AMAZON.COM INC2.31%
JPM ULTRA-SHT IN2.25%
U.S. Treasury Bills2.22%
ABBVIE INC2.03%
TJX COS INC2.02%
Absolute Convertible Arbitrage Fund1.94%
CHUBB LTD1.81%
MICROSOFT CORP1.81%
FIRST INDUSTRIAL REALTY TRUST1.80%
HERSHEY CO/THE1.70%
FRANCO-NEVADA CORP1.70%
BUNGE GLOBAL SA1.57%
CISCO SYSTEMS INC1.55%
HUBBELL INC1.53%
PIMCO Flexible Credit Income Fund1.49%
LOUISIANA PACIFIC CORP1.39%
BERKSHIRE HATH-B1.38%
PIMCO ENHANCED SHORT MATURITY PIMCO ENHANCED SHORT MATURIT1.34%
MARTIN MAR MTLS1.31%
JOHNSON&JOHNSON1.30%
LOWES COS INC1.15%
CANADIAN PACIFIC KANSAS CITY LTD1.14%
US TREASURY N/B1.11%
RCPSELECT1.11%
CLICAPITA1.06%
LRVHEALTH, LP1.03%
Regan Total Return Income Fund1.00%
NORTHROP GRUMMAN CORP0.99%
JPMorgan Nasdaq Equity Premium Income ETF0.89%
LLR Equity Partners VII, LP0.76%
Baron Real Estate Fund0.69%
Nuveen Preferred And Income ETF0.69%
DISCOVER BANK0.50%
FREEPORT-MCMORAN0.39%
CHENIERE ENERGY0.34%

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