Compare fund portfolios

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

vs

BUFDX vs IRLIX

Shared holdings
52
BUFDX covered by IRLIX
37.23%
IRLIX covered by BUFDX
37.23%

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.

BUFDX (March 31, 2026)

SecurityWeight
APPLE INC4.73%
META PLATFORMS INC CL A4.57%
MICROSOFT CORP4.14%
ROYAL CARIBBEAN CRUISES LTD2.83%
Lumentum Holdings, Inc.2.76%
VIPER ENERGY INC A2.54%
JPMORGAN CHASE and CO2.47%
VISA INC-CLASS A2.34%
HCA HEALTHCARE INC2.30%
ALPHABET INC CL C2.24%
ALPHABET INC CL A2.17%
PARKER HANNIFIN CORP2.12%
MLP1.88%
BANK OF AMERICA CORPORATION1.84%
MONEYMKT1.84%
S&P GLOBAL INC1.82%
MARATHON PETROLEUM CORP1.78%
VISTRA CORP1.74%
LILLY ELI and CO1.74%
CITIGROUP INC1.66%
CRH PLC1.61%
ARTHUR J GALLAGHAR AND CO1.50%
CITIZENS FINANCIAL GROUP INC1.47%
AMAZON.COM INC1.37%
EDISON INTL1.34%
MASTERCARD INC CL A1.32%
MCKESSON CORP1.30%
CHEVRON CORP1.26%
AMERICAN ELECTRIC POWER CO INC1.23%
CRESCENT ENERGY INC A1.22%
VALERO ENERGY CORP1.17%
CINTAS CORP1.14%
INTL BUS MACH CORP1.12%
NORTHERN OIL AND GAS INC1.11%
SS&C TECHNOLOGIE1.08%
Enterprise Products Partners LP1.06%
INTERCONTINENTAL EXCHANGE INC1.05%
JOHNSON&JOHNSON1.05%
PRIMO BRANDS CORP A1.00%
WELLTOWER INC0.94%
UNITEDHEALTH GRP0.91%
PG&E CORP0.87%
HOME DEPOT INC0.83%
CISCO SYSTEMS INC0.83%
PUBLIC STORAGE0.81%
TRUIST FINL CORP0.79%
Boeing Co. (The), Conv. Pfd.0.78%
WALMART INC0.77%
LAMAR ADVERTISING CO CL A0.76%
NVIDIA CORP0.74%

IRLIX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.58%
APPLE INC7.69%
MICROSOFT CORP5.77%
AMAZON.COM INC4.20%
ALPHABET INC CL A3.51%
BROADCOM INC3.01%
ALPHABET INC CL C2.85%
META PLATFORMS INC CL A2.63%
TESLA INC2.21%
BERKSHIRE HATH-B1.86%
JPMORGAN CHASE and CO1.68%
LILLY ELI and CO1.55%
EXXON MOBIL CORP1.51%
JOHNSON&JOHNSON1.24%
WALMART INC1.14%
VISA INC-CLASS A1.07%
COSTCO WHOLESALE CORP0.93%
NETFLIX INC0.86%
MASTERCARD INC CL A0.85%
CHEVRON CORP0.82%
ABBVIE INC0.81%
MICRON TECHNOLOGY INC0.79%
PROCTER & GAMBLE0.71%
CATERPILLAR INC0.69%
ADV MICRO DEVICE0.69%
HOME DEPOT INC0.69%
BANK OF AMERICA CORPORATION0.67%
PALANTIR TECHNOLOGIES INC0.67%
CISCO SYSTEMS INC0.65%
MERCK & CO0.63%
COCA-COLA CO/THE0.62%
GENERAL ELECTRIC CO0.62%
APPLIED MATERIALS INC0.57%
LAM RESEARCH CORP0.56%
iShares Russell Top 200 ETF0.54%
RTX CORP0.54%
PHILIP MORRIS INTL INC0.54%
GOLDMAN SACHS GROUP INC0.52%
ORACLE CORP0.52%
WELLS FARGO & CO0.52%
UNITEDHEALTH GRP0.52%
GE VERNOVA LLC0.50%
LINDE PLC0.49%
INTL BUS MACH CORP0.47%
MCDONALDS CORP0.47%
PEPSICO INC0.45%
VERIZON COMMUNICATIONS INC0.45%
AT&T INC0.42%
CITIGROUP INC0.41%
INTEL CORP0.41%

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