Compare fund portfolios

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

vs

BQLIX vs HAVGX

Shared holdings
14
BQLIX covered by HAVGX
41.16%
HAVGX covered by BQLIX
41.16%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BQLIX (May 31, 2026)

SecurityWeight
MICROSOFT CORP7.39%
ALPHABET INC CL A6.58%
NVIDIA CORP5.15%
MASTERCARD INC CL A4.11%
APPLE INC3.88%
MERCK & CO3.74%
VEEVA SYSTEMS-A3.32%
INTUIT INC3.31%
UNION PACIFIC CORP3.12%
THERMO FISHER SCIENTIFIC INC3.00%
HONEYWELL INTL INC2.77%
TEXAS INSTRUMENTS INC2.64%
VISA INC-CLASS A2.51%
ACCENTURE PLC CL A2.49%
BLACKROCK INC2.44%
SCHWAB CHARLES CORP2.42%
TJX COS INC2.40%
LULULEMON ATHLETICA INC2.33%
NEXTERA ENERGY INC2.12%
S&P GLOBAL INC2.12%
PEPSICO INC2.08%
NIKE INC CL B2.04%
LINDE PLC1.93%
MSILF-GOVT-INS1.91%
NETFLIX INC1.91%
ELEVANCE HEALTH INC1.83%
INTERCONTINENTAL EXCHANGE INC1.82%
VERIZON COMMUNICATIONS INC1.80%
WALMART INC1.77%
COPART INC1.65%
SLB LTD1.57%
JPMORGAN CHASE and CO1.46%
MORGAN STANLEY1.43%
iShares U.S. Energy ETF1.33%
EXXON MOBIL CORP1.29%
COLGATE-PALMOLIVE CO1.18%
AMAZON.COM INC1.14%
EOG RESOURCES INC1.04%
WEC ENERGY GROUP INC1.03%
ECOLAB INC1.02%
ZOETIS INC CL A0.93%

HAVGX (April 30, 2026)

SecurityWeight
APPLE INC COMMON STOCK6.97%
ALPHABET INC CL A6.57%
MICROSOFT CORP5.99%
NVIDIA CORP5.74%
JPMORGAN CHASE and CO5.12%
COSTCO WHOLESALE CORP4.93%
RTX CORPORATION COMMON STOCK4.44%
BLACKROCK INC4.11%
EATON CORP PLC3.99%
MASTERCARD INC CL A3.82%
HONEYWELL INTL INC3.78%
LILLY ELI and CO3.53%
JOHNSON&JOHNSON3.38%
TJX COS INC3.35%
LOWES COS INC2.96%
NEXTERA ENERGY INC2.94%
PEPSICO INC2.43%
MCKESSON CORP2.27%
TEXAS INSTRUMENTS INC2.18%
BROADCOM INC2.17%
ACCENTURE PLC-A2.14%
COCA-COLA CO/THE2.08%
META PLATFORMS INC CL A2.06%
S&P GLOBAL INC1.91%
STRYKER CORP1.63%
AON PLC-CLASS A1.61%
CHEVRON CORP1.49%
THERMO FISHER SCIENTIFIC INC1.44%
MEDTRONIC PLC1.18%
WASTE MANAGEMENT INC1.07%
AIR PRODUCTS & CHEMICALS INC COMMON STOCK0.86%
VISA INC-CLASS A0.83%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)0.52%
LINDE PLC0.50%

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