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AWEIX vs SSPIX

Shared holdings
59
AWEIX covered by SSPIX
45.39%
SSPIX covered by AWEIX
45.39%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AWEIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.76%
MICROSOFT CORP7.18%
PUT Amazon.com, Inc. 01/02/2026 P2055.95%
ALPHABET INC CL A5.43%
APPLE INC COMMON STOCK5.33%
VISA INC-CLASS A2.70%
META PLATFORMS INC CL A2.69%
ALPHABET INC CL C2.64%
BROADCOM INC2.22%
ASTRAZENECA-ADR2.08%
RTX CORPORATION COMMON STOCK1.99%
EXXON MOBIL CORP1.89%
JPMORGAN CHASE and CO1.89%
ASML Holding NV - NY Reg Shares1.65%
NEXTERA ENERGY INC1.65%
BLACKSTONE INC1.56%
INTERCONTINENTAL EXCHANGE INC1.55%
FRST AM-GV OB-X1.53%
UNION PACIFIC CORP1.49%
LINDE PLC1.48%
DANAHER CORP1.44%
TE CONNECTIVITY1.37%
TJX COS INC1.28%
IQVIA HOLDINGS INC1.23%
MCDONALDS CORP1.22%
EXPAND ENERGY CORP1.21%
THERMO FISHER SCIENTIFIC INC1.19%
Common Stock1.13%
CME GROUP INC CL A1.13%
MARTIN MAR MTLS1.11%
MONDELEZ INTL INC1.09%
MONSTER BEVERAGE CORP1.09%
DEXCOM INC1.07%
PROLOGIS INC REIT1.06%
PNC FINANCIAL SERVICES GRP INC1.04%
BLACKROCK INC1.00%
S&P GLOBAL INC0.98%
UNITEDHEALTH GRP0.97%
TESLA INC0.96%
QUALCOMM INC0.93%
LILLY ELI and CO0.93%
OTIS WORLDWIDE CORP0.93%
WALT DISNEY CO/T0.89%
AUTOMATIC DATA PROCESSING COMMON STOCK0.87%
EATON CORP PLC0.84%
HOME DEPOT INC0.84%
SALESFORCE INC0.82%
INTUIT INC0.80%
CHENIERE ENERGY INC0.80%
STRYKER CORP0.79%

SSPIX (March 31, 2026)

SecurityWeight
NVIDIA CORP7.33%
APPLE INC COMMON STOCK6.44%
MICROSOFT CORP4.75%
PUT Amazon.com, Inc. 01/02/2026 P2053.52%
ALPHABET INC CL A2.90%
BROADCOM INC2.54%
ALPHABET INC CL C2.32%
META PLATFORMS INC CL A2.16%
TESLA INC1.81%
US ULTRA BOND CBT Sep251.76%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.56%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.52%
JPMORGAN CHASE and CO1.37%
LILLY ELI and CO1.26%
EXXON MOBIL CORP1.23%
JOHNSON&JOHNSON1.02%
WALMART INC0.94%
VISA INC-CLASS A0.88%
COSTCO WHOLESALE CORP0.77%
MASTERCARD INC CL A0.70%
NETFLIX INC0.70%
CHEVRON CORP0.67%
ABBVIE INC0.67%
MICRON TECHNOLOGY INC0.66%
PROCTER & GAMBLE0.58%
PALANTIR TECHNOLOGIES INC0.58%
Common Stock0.57%
CATERPILLAR INC0.57%
HOME DEPOT INC0.57%
BANK OF AMERICA CORP COMMON STOCK0.56%
CISCO SYSTEMS INC0.53%
MERCK & CO0.52%
GENERAL ELECTRIC CO0.51%
COCA-COLA CO/THE0.51%
APPLIED MATERIALS INC COMMON STOCK0.47%
LAM RESEARCH CORP0.46%
RTX CORPORATION COMMON STOCK0.45%
PHILIP MORRIS INTL INC0.45%
GOLDMAN SACHS GROUP INC0.44%
ORACLE CORP0.43%
WELLS FARGO & CO0.43%
UNITEDHEALTH GRP0.42%
GE VERNOVA LLC0.41%
LINDE PLC0.40%
INTL BUS MACH CORP0.39%
MCDONALDS CORP0.38%
PEPSICO INC0.37%
VERIZON COMMUNICATIONS INC0.37%
INTEL CORP0.36%
AT&T INC0.35%

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