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CBSLX vs NGUAX

Shared holdings
17
CBSLX covered by NGUAX
45.16%
NGUAX covered by CBSLX
45.16%

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.

CBSLX (April 30, 2026)

SecurityWeight
NVIDIA CORP8.11%
ALPHABET INC CL A5.66%
APPLE INC5.45%
AMAZON.COM INC4.95%
MICROSOFT CORP4.53%
JOHNSON&JOHNSON3.27%
BROADCOM INC3.23%
JPMORGAN CHASE and CO2.86%
NETFLIX INC2.17%
TJX COS INC2.08%
LINDE PLC2.04%
CENTERPOINT ENERGY INC1.98%
VISA INC-CLASS A1.89%
UNITED RENTALS INC1.89%
TRAVELERS COS IN1.82%
EQUINIX INC1.82%
DANAHER CORP1.72%
REPUBLIC SVCS1.70%
BLACKROCK INC1.63%
US FOODS HOLDING CORP1.63%
PALO ALTO NETWORKS INC1.63%
ANALOG DEVICES INC1.60%
HOME DEPOT INC1.53%
ASML HOLDING-NY1.52%
ASM INTERNATIONAL NV REG SHS ADR1.48%
VULCAN MATERIALS CO1.42%
FLEX LTD1.36%
REGAL REXNORD CORP1.35%
VALMONT INDUSTRIES INC1.34%
PROCTER & GAMBLE1.33%
PROLOGIS INC REIT1.28%
BANK OF AMERICA CORPORATION1.26%
FERGUSON ENTERPRISES INC1.22%
EATON CORP PLC1.21%
GILEAD SCIENCES INC1.14%
Brookfield Renewable Partners LP1.10%
MORGAN STANLEY1.10%
CLEAN HARBORS INC1.06%
UL SOLUTIONS INC CL A1.03%
WALT DISNEY CO/T1.00%
MCKESSON CORP0.99%
JPMorgan 100% U.S. Treasury Securities Money Market Fund, Class L0.94%
Western Asset Premier Institutional US Treasury Reserves0.94%
METLIFE INC0.89%
SYNOPSYS INC0.84%
ECOLAB INC0.79%
AMERICAN WATER WRKS COMPANY0.78%
DEERE & CO0.78%
ARGENX SE SPONSORED ADR0.77%
COSTCO WHOLESALE CORP0.74%

NGUAX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP8.20%
ALPHABET INC CL A7.77%
MICROSOFT CORP7.59%
AMAZON.COM INC6.31%
APPLE INC5.90%
META PLATFORMS INC CL A4.75%
BROADCOM INC3.91%
FANATICS HOLDINGS INC CLASS A3.52%
LILLY ELI and CO3.14%
NETFLIX INC3.08%
VISA INC-CLASS A2.91%
GENERAL ELECTRIC CO2.76%
MASTERCARD INC CL A2.44%
HOME DEPOT INC2.21%
ASML HOLDING-NY2.04%
CATERPILLAR INC2.03%
AMPHENOL CORPORATION CL A2.02%
TJX COS INC1.65%
NVENT ELECTRIC PLC1.63%
CENTERPOINT ENERGY INC1.62%
COSTCO WHOLESALE CORP1.58%
CROWDSTRIKE HOLDINGS INC1.37%
SYNOPSYS INC1.35%
BOSTON SCIENTIFIC CORP1.19%
BROOKFIELD ASSET MANAGEMENT LTD A1.09%
ABBVIE INC1.08%
S&P GLOBAL INC1.05%
TESLA INC0.97%
NEXTERA ENERGY INC0.95%
ADV MICRO DEVICE0.89%
WALMART INC0.89%
State Street Institutional Treasury Money Market Fund0.84%
KKR & CO INC0.81%
SERVICENOW INC0.80%
MCDONALDS CORP0.75%
DEERE & CO0.68%
WAYSTAR HOLDING CORP0.68%
WILLIAMS COS INC0.67%
THERMO FISHER SCIENTIFIC INC0.65%
WASTE MANAGEMENT INC0.62%
UNION PACIFIC CORP0.59%
ITT INC0.58%
CLOUDFLARE INC-A0.51%
FABLETICS SERIES G PFD STOCK0.42%
LIVE NATION ENTERTAINMENT INC0.37%
O'REILLY AUTOMOTIVE INC0.35%
BOEING CO/THE0.34%
CHEWY INC- CL A0.33%
CANVA INC COMMON A RESTRICTED0.32%
SHOPIFY INC CL A0.29%

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