Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

BCVCX vs PWV

Shared holdings
26
BCVCX covered by PWV
32.16%
PWV covered by BCVCX
32.16%

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.

BCVCX (March 31, 2026)

SecurityWeight
GOLDMAN SACHS GROUP INC2.47%
VERIZON COMMUNICATIONS INC2.39%
CITIGROUP INC2.39%
AT&T INC2.36%
BRISTOL-MYERS SQUIBB CO2.01%
MORGAN STANLEY2.00%
JPMORGAN CHASE and CO1.97%
ALTRIA GROUP INC1.89%
DUKE ENERGY CORP NEW1.84%
EOG RESOURCES INC1.81%
PHILLIPS 661.79%
VALERO ENERGY CORP1.78%
PNC FINANCIAL SERVICES GRP INC1.78%
MARATHON PETROLEUM CORP1.77%
US BANCORP DEL1.75%
MCKESSON CORP1.73%
CVS HEALTH CORP1.72%
DELL TECHNOLOGIES INC CL C1.71%
GENERAL MOTORS CO1.68%
GILEAD SCIENCES INC1.67%
FEDEX CORP1.64%
ABBVIE INC1.59%
JOHNSON&JOHNSON1.58%
ALLSTATE CORPORATION1.56%
BANK OF NEW YORK MELLON CORP1.55%
DOMINION ENERGY INC1.53%
TRAVELERS COS IN1.52%
MICRON TECHNOLOGY INC1.51%
LOCKHEED MARTIN CORP1.50%
REGENERON PHARMACEUTICALS INC1.48%
HCA HEALTHCARE INC1.47%
BAKER HUGHES CO1.46%
SCHWAB CHARLES CORP1.43%
CUMMINS INC1.42%
REALTY INCOME CORP REIT1.39%
SIMON PROPERTY1.38%
NEWMONT CORP1.36%
LAM RESEARCH CORP1.35%
Southern Copper Corporation COM USD0.011.32%
CHUBB LTD1.29%
Anglogold Ashanti Plc1.29%
AMGEN INC1.19%
SEMPRA ENERGY1.04%
CATERPILLAR INC0.90%
Federated Hermes Treasury Oligations Fund0.85%
SANDISK CORPORATION0.84%
ROSS STORES INC0.82%
PACCAR INC0.70%
COLGATE-PALMOLIVE CO0.66%
TECHNIPFMC PLC0.59%

PWV (Jan. 31, 2026)

SecurityWeight
EXXON MOBIL CORP3.88%
CHEVRON CORP3.76%
LINDE PLC3.57%
WALT DISNEY CO/T3.52%
JOHNSON&JOHNSON3.51%
WELLS FARGO & CO3.40%
MCDONALDS CORP3.29%
CISCO SYSTEMS INC3.27%
JPMORGAN CHASE and CO3.27%
BANK OF AMERICA CORPORATION3.26%
THERMO FISHER SCIENTIFIC INC3.14%
UBER TECHNOLOGIES INC3.04%
T-MOBILE US INC3.03%
BERKSHIRE HATH-B3.01%
QUALCOMM INC2.92%
NEWMONT CORP1.77%
NORTHROP GRUMMAN CORP1.67%
HONEYWELL INTL INC1.64%
GENERAL MOTORS CO1.61%
AMERIPRISE FINANCIAL INC1.61%
US BANCORP DEL1.60%
BAKER HUGHES CO1.55%
GILEAD SCIENCES INC1.55%
BANK OF NEW YORK MELLON CORP1.51%
VERIZON COMMUNICATIONS INC1.51%
ALTRIA GROUP INC1.47%
PHILLIPS 661.47%
FORD MOTOR CO1.46%
EOG RESOURCES INC1.43%
METLIFE INC1.43%
CME GROUP INC CL A1.43%
CHUBB LTD1.43%
VALERO ENERGY CORP1.42%
CHENIERE ENERGY INC1.41%
AT&T INC1.39%
THE CIGNA GROUP1.38%
AFLAC INC1.37%
AMERICAN INTERNATIONAL GROUP1.36%
DUKE ENERGY CORP NEW1.36%
AMERICAN ELECTRIC POWER CO INC1.34%
TRAVELERS COS IN1.33%
KROGER CO1.33%
REGENERON PHARMACEUTICALS INC1.33%
EXELON CORP1.32%
CENCORA INC1.32%
CVS HEALTH CORP1.30%
ALLSTATE CORPORATION1.28%
MARATHON PETROLEUM CORP1.26%
3M CO1.23%
PAYPAL HOLDINGS1.19%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.