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CBSE vs AMOM

Shared holdings
9
CBSE covered by AMOM
14.78%
AMOM covered by CBSE
14.78%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CBSE (April 30, 2026)

SecurityWeight
SEAGATE TECHNOLO3.48%
SABLE OFFSHORE CORP3.47%
PURECYCLE TECHNOLOGIES INC3.31%
MONOLITHIC POWER SYS INC3.26%
WESTERN DIGITAL CORP3.23%
QUANTA SVCS INC3.04%
VENTURE GLOBAL INC3.01%
LUMENTUM HOLDINGS INC3.01%
HALLIBURTON CO2.91%
SITIME CORP2.91%
SLB LTD2.90%
NVENT ELECTRIC2.87%
OSCAR HEALTH INC - CLASS A2.79%
LAM RESEARCH CORP2.76%
KLA CORP2.72%
SOLARIS OIL IN-A2.69%
PLANET LABS PBC A2.69%
INDIE SEMICONDUCTOR INC2.67%
CORNING INC2.63%
OKLO INC2.59%
STERLING INFRASTRUCTURE INC2.58%
VERTIV HOLDINGS CO2.57%
Viking Holdings Ltd2.52%
CARNIVAL CORP2.49%
CONSTELLATION ENERGY CORP2.46%
STRATEGY INC CL A2.44%
AMPHENOL CORPORATION CL A2.44%
TAIWAN SEMIC MFG CO LTD SP ADR2.44%
NRG ENERGY INC2.41%
KRYSTAL BIOTECH INC2.41%
X-ENERGY INC COM CL A2.37%
GE VERNOVA LLC2.35%
SERVICE CORP INTERNATIONAL INC2.26%
Curaleaf Holdings Inc2.10%
FREDDIE MAC2.00%
2x Long VIX Futures ETF1.82%
FEDERAL NATIONAL MORTGAGE ASSOCIATION1.74%
BLKR-LIQ T-INS1.64%

AMOM (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.77%
ALPHABET INC CL A6.84%
TESLA INC5.51%
BROADCOM INC5.09%
LILLY ELI and CO4.60%
MICRON TECHNOLOGY INC2.96%
CATERPILLAR INC2.89%
GENERAL ELECTRIC CO2.75%
GOLDMAN SACHS GROUP INC2.66%
MORGAN STANLEY2.66%
PALANTIR TECHNOLOGIES INC2.53%
ADV MICRO DEVICE2.37%
CITIGROUP INC2.22%
ARISTA NETWORKS INC2.17%
AMPHENOL CORPORATION CL A2.14%
LAM RESEARCH CORP2.13%
APPLIED MATERIALS INC1.89%
SEAGATE TECHNOLO1.87%
NEWMONT CORP1.86%
WESTERN DIGITAL CORP1.82%
WELLTOWER INC1.81%
PARKER HANNIFIN CORP1.78%
CORNING INC1.65%
ROYAL CARIBBEAN1.64%
MCKESSON CORP1.62%
CUMMINS INC1.54%
BANK OF NEW YORK MELLON CORP1.49%
KLA CORP1.49%
HOWMET AEROSPACE INC1.48%
QUANTA SVCS INC1.45%
GENERAL MOTORS CO1.45%
CONSTELLATION ENERGY CORP1.32%
WARNER BROS DISCOVERY INC1.31%
CARDINAL HEALTH INC1.21%
VISTRA CORP1.19%
TARGA RESOURCES CORP1.15%
AXON ENTERPRISE INC0.95%
CH ROBINSON WORLDWIDE INC0.94%
UNITED AIRLINES HOLDINGS INC0.93%
EXPEDIA INC0.91%
NRG ENERGY INC0.90%
JABIL INC0.89%
TAPESTRY INC0.88%
SYNCHRONY FINANCIAL0.82%
TKO GROUP HOLDINGS INC0.71%
FOX CORP CL A0.70%
RALPH LAUREN CORP0.68%
INVESCO LTD0.66%
TERADYNE INC0.29%
BBH SWEEP VEHICLE0.27%

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