Compare fund portfolios

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

vs

BCVCX vs USISX

Shared holdings
35
BCVCX covered by USISX
32.07%
USISX covered by BCVCX
32.07%

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%

USISX (Jan. 31, 2026)

SecurityWeight
JPMORGAN CHASE and CO2.80%
JOHNSON&JOHNSON2.19%
ALPHABET INC CL A2.18%
WELLS FARGO & CO2.13%
GILEAD SCIENCES INC2.05%
MERCK & CO2.02%
ALTRIA GROUP INC1.87%
LOCKHEED MARTIN CORP1.83%
BRISTOL-MYERS SQUIBB CO1.73%
CISCO SYSTEMS INC1.67%
VALERO ENERGY CORP1.65%
ACCENTURE PLC-A1.62%
PNC FINANCIAL SERVICES GRP INC1.61%
EOG RESOURCES INC1.59%
CF INDUSTRIES HOLDINGS INC1.47%
VERIZON COMMUNICATIONS INC1.44%
PROCTER & GAMBLE1.39%
LOWES COS INC1.36%
CUMMINS INC1.36%
QUALCOMM INC1.36%
NEW YORK TIMES CO CL A1.36%
AUTOMATIC DATA PROCESSING INC1.30%
BANK OF NEW YORK MELLON CORP1.26%
EVEREST RE GROUP1.17%
EDISON INTL1.15%
OTIS WORLDWIDE CORP1.14%
ALLSTATE CORPORATION1.09%
MARATHON PETROLEUM CORP1.08%
SYSCO CORP1.07%
APPLIED MATERIALS INC1.07%
AMERIPRISE FINANCIAL INC1.04%
INTL BUS MACH CORP1.04%
GENERAL DYNAMICS CORPORATION1.00%
ABBVIE INC1.00%
CATERPILLAR INC0.98%
KIMBERLY CLARK CORP0.98%
WILLIAMS-SONOMA INC0.90%
YUM! BRANDS INC0.89%
AMERICAN EXPRESS CO0.86%
MEDTRONIC PLC0.85%
GOLDMAN SACHS GROUP INC0.84%
CH ROBINSON WORLDWIDE INC0.81%
RALPH LAUREN CORP0.80%
EVERGY INC0.80%
COLGATE-PALMOLIVE CO0.80%
COMCAST CORP CL A0.79%
CVS HEALTH CORP0.79%
RELIANCE STEEL and ALUMINUM CO0.77%
PFIZER INC0.74%
WEC ENERGY GROUP INC0.73%

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