Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CAPE vs QARP
Shared holdings
92
CAPE covered by QARP
32.35%
QARP covered by CAPE
32.35%
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.
CAPE (March 31, 2026)
| Security | Weight | |
|---|---|---|
| AMAZON.COM INC | 5.68% | |
| TESLA INC | 4.71% | |
| META PLATFORMS INC CL A | 4.55% | |
| LILLY ELI and CO | 3.44% | |
| JOHNSON&JOHNSON | 2.76% | |
| ALPHABET INC CL A | 2.60% | |
| WELLTOWER INC | 2.43% | |
| PROLOGIS INC REIT | 2.29% | |
| ALPHABET INC CL C | 2.07% | |
| ABBVIE INC | 1.80% | |
| VERIZON COMMUNICATIONS INC | 1.49% | |
| NETFLIX INC | 1.49% | |
| HOME DEPOT INC | 1.48% | |
| AT&T INC | 1.41% | |
| MERCK & CO | 1.40% | |
| T-MOBILE US INC | 1.27% | |
| MCDONALDS CORP | 1.24% | |
| EQUINIX INC | 1.24% | |
| COMCAST CORP CL A | 1.24% | |
| ELECTRONIC ARTS INC | 1.19% | |
| DIGITAL REALTY TRUST INC | 1.16% | |
| UNITEDHEALTH GRP | 1.16% | |
| TJX COS INC | 1.12% | |
| SIMON PROPERTY | 1.11% | |
| REALTY INCOME CORP REIT | 1.10% | |
| WARNER BROS DISCOVERY INC | 1.10% | |
| AMERICAN TOWER CORP | 1.08% | |
| WALT DISNEY CO/T | 1.04% | |
| TAKE-TWO INTERACTV SOFTWR INC | 0.95% | |
| AMGEN INC | 0.89% | |
| THERMO FISHER SCIENTIFIC INC | 0.86% | |
| THE BOOKING HOLDINGS INC | 0.86% | |
| PUBLIC STORAGE | 0.85% | |
| ABBOTT LABS | 0.84% | |
| LOWES COS INC | 0.84% | |
| OMNICOM GROUP INC | 0.83% | |
| LIVE NATION ENTERTAINMENT INC | 0.82% | |
| GILEAD SCIENCES INC | 0.81% | |
| CBRE GROUP INC - CL A | 0.79% | |
| INTUITIVE SURGICAL INC | 0.77% | |
| VENTAS INC REIT | 0.76% | |
| PFIZER INC | 0.75% | |
| CROWN CASTLE INC | 0.70% | |
| CHARTER COMMUNICATIONS INC A | 0.65% | |
| STARBUCKS CORP | 0.64% | |
| IRON MOUNTAIN INC | 0.60% | |
| BRISTOL-MYERS SQUIBB CO | 0.58% | |
| VICI PROPERTIES | 0.58% | |
| DANAHER CORP | 0.56% | |
| EXTRA SPACE STORAGE INC | 0.56% |
QARP (Feb. 27, 2026)
| Security | Weight | |
|---|---|---|
| APPLE INC | 5.62% | |
| NVIDIA CORP | 5.24% | |
| BERKSHIRE HATH-B | 4.37% | |
| AMAZON.COM INC | 4.17% | |
| ALPHABET INC CL A | 4.04% | |
| META PLATFORMS INC CL A | 3.95% | |
| ALPHABET INC CL C | 3.36% | |
| WALMART INC | 3.23% | |
| JOHNSON&JOHNSON | 2.53% | |
| CHEVRON CORP | 2.36% | |
| COSTCO WHOLESALE CORP | 2.03% | |
| MCKESSON CORP | 1.67% | |
| VISA INC-CLASS A | 1.66% | |
| APPLIED MATERIALS INC | 1.56% | |
| EXXON MOBIL CORP | 1.42% | |
| MERCK & CO | 1.42% | |
| MASTERCARD INC CL A | 1.33% | |
| PROCTER & GAMBLE | 1.28% | |
| LAM RESEARCH CORP | 1.07% | |
| CATERPILLAR INC | 1.06% | |
| CISCO SYSTEMS INC | 0.95% | |
| TJX COS INC | 0.88% | |
| ALTRIA GROUP INC | 0.87% | |
| PHILIP MORRIS INTL INC | 0.78% | |
| CENCORA INC | 0.72% | |
| CARDINAL HEALTH INC | 0.71% | |
| THE CIGNA GROUP | 0.70% | |
| VERIZON COMMUNICATIONS INC | 0.69% | |
| AT&T INC | 0.69% | |
| MICROSOFT CORP | 0.66% | |
| HOME DEPOT INC | 0.65% | |
| EOG RESOURCES INC | 0.60% | |
| NEWMONT CORP | 0.59% | |
| THE BOOKING HOLDINGS INC | 0.59% | |
| LOCKHEED MARTIN CORP | 0.59% | |
| GE VERNOVA LLC | 0.58% | |
| QUALCOMM INC | 0.58% | |
| COMCAST CORP CL A | 0.53% | |
| ABBOTT LABS | 0.53% | |
| MICRON TECHNOLOGY INC | 0.51% | |
| UNITED PARCEL SERVICE INC CL B | 0.49% | |
| ACCENTURE PLC CL A | 0.47% | |
| PROGRESSIVE CORP OHIO | 0.47% | |
| NIKE INC CL B | 0.47% | |
| ADOBE INC | 0.44% | |
| REGENERON PHARMACEUTICALS INC | 0.43% | |
| PEPSICO INC | 0.41% | |
| UNITEDHEALTH GRP | 0.40% | |
| HCA HEALTHCARE INC | 0.39% | |
| ROSS STORES INC | 0.36% |
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