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CBSE vs RYAWX

Shared holdings
9
CBSE covered by RYAWX
16.79%
RYAWX covered by CBSE
16.79%

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%

RYAWX (March 31, 2026)

SecurityWeight
SANDISK CORPORATION4.02%
COMFORT SYSTEMS USA INC3.23%
CIENA CORP2.55%
BERKSHIRE HATH-B2.55%
HOWMET AEROSPACE INC2.33%
MONOLITHIC POWER SYS INC2.26%
ECHOSTAR CORP CL A2.25%
VERTIV HOLDINGS CO2.16%
KLA CORP2.08%
AMPHENOL CORPORATION CL A2.02%
TKO GROUP HOLDINGS INC1.97%
INTERACTIVE BROKERS GROUP INC1.89%
HCA HEALTHCARE INC1.88%
PALANTIR TECHNOLOGIES INC1.85%
QUANTA SVCS INC1.82%
GE VERNOVA LLC1.79%
EMCOR GROUP INC1.78%
TAPESTRY INC1.77%
LILLY ELI and CO1.74%
NEWMONT CORP1.74%
INCYTE CORP1.73%
MICRON TECHNOLOGY INC1.70%
WYNN RESORTS LTD1.69%
NVIDIA CORP1.69%
LAM RESEARCH CORP1.63%
RTX CORP1.62%
ARISTA NETWORKS INC1.62%
CARNIVAL CORP1.61%
RALPH LAUREN CORP1.57%
ROYAL CARIBBEAN CRUISES LTD1.56%
CROWDSTRIKE HOLDINGS INC1.55%
FIRST SOLAR INC1.53%
BROADCOM INC1.52%
LAS VEGAS SANDS CORP1.51%
LUMENTUM HOLDINGS INC1.42%
HILTON WORLDWIDE HOLDINGS INC1.37%
APPLOVIN CORP1.35%
EXPEDIA INC1.34%
COHERENT CORP1.32%
ADV MICRO DEVICE1.29%
UBER TECHNOLOGIES INC1.27%
CATERPILLAR INC1.27%
VISTRA CORP1.26%
APPLIED MATERIALS INC1.26%
MARRIOTT INTL-A1.25%
ROBINHOOD MARKETS INC1.23%
META PLATFORMS INC CL A1.23%
IDEXX LABS INC1.21%
WELLTOWER INC1.16%
MONSTER BEVERAGE CORP1.15%

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