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CFILX vs STXV

Shared holdings
47
CFILX covered by STXV
18.82%
STXV covered by CFILX
18.82%

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.

CFILX (Feb. 28, 2026)

SecurityWeight
Boeing Co. (The), Conv. Pfd.1.12%
CVS HEALTH CORP1.08%
MERCK & CO1.05%
PEPSICO INC1.05%
CHEVRON CORP1.05%
BRISTOL-MYERS SQUIBB CO1.04%
AT&T INC1.03%
Bank of America Corp., Series L, Conv. Pfd.1.01%
HILCRP 6 04/15/30 144A0.99%
CISCO SYSTEMS INC0.98%
FIRSTENERGY CORP0.97%
VERIZON COMMUNICATIONS INC0.97%
MORGAN STANLEY0.97%
STARWOOD PROPERTY TRUST INC0.96%
NEBIUS GROUP NV CONV 2.75% 09/15/2032 144A0.96%
CLEAR CHANNEL OUTDOOR HO REGD 144A P/P 7.750000000.95%
FRTITA 6.75 01/15/30 144A0.95%
TEXAS INSTRUMENTS INC0.94%
CORNING INC0.93%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20280.93%
QXO INC PREFERRED STOCK 05/28 5.50.92%
HPE 7 5/80.92%
US BANCORP DEL0.91%
STARZ CAPITAL HOLDINGS REGD 144A P/P 5.500000000.88%
MAUSER PACKAGING SOLUT SECURED 144A 04/30 9.250.88%
KKR & Company, Inc., Convertible, 6.250%0.87%
SCIENTIFIC GAMES HOLDINGS LP/SCIENTIFIC GAMES US FINCO INC 6.625% 03/01/2030 144A0.84%
The Southern Company0.83%
AMGEN INC0.82%
EOG RESOURCES INC0.82%
PHILIP MORRIS INTL INC0.79%
MONDELEZ INTL INC0.79%
COLUMBIA SHORT TERM CASH FUND0.77%
WEC ENERGY GROUP INC SR UNSECURED 06/29 4.3750.77%
OCCIDENTAL PETE0.77%
NEXTERA ENERGY INC PREFFERD STOCK0.77%
EXXON MOBIL CORP0.77%
LOCKHEED MARTIN CORP0.76%
ABBVIE INC0.76%
CoreWeave, Inc.0.76%
JPMORGAN CHASE and CO0.75%
SUPER MICRO COMPUTER INC CONV 3.5% 03/01/20290.75%
MIK 7.875 05/01/29 144A0.75%
NLSN 9.29% Secured Nts due 2029 144A0.75%
WISCONSIN ELECTR0.74%
DARDEN RESTAURANTS INC0.74%
OXY 4.5 07/15/440.73%
APLD COMPUTECO LLC SR SECURED 144A 12/30 9.250.73%
MINERVA MERGER SUB INC0.73%
OLYMPUS WTR US HLDG CORP SR UNSECURED 144A 10/29 6.250.72%

STXV (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP4.07%
CHEVRON CORP2.36%
BANK OF AMERICA CORPORATION1.98%
JOHNSON&JOHNSON1.79%
UNITEDHEALTH GRP1.47%
ABBVIE INC1.40%
BERKSHIRE HATH-B1.40%
GOLDMAN SACHS GROUP INC1.34%
MERCK & CO1.25%
PROCTER & GAMBLE1.24%
AT&T INC1.23%
WELLS FARGO & CO1.18%
VERIZON COMMUNICATIONS INC1.17%
CITIGROUP INC1.08%
CONOCOPHILLIPS0.99%
PEPSICO INC0.98%
PFIZER INC0.97%
HOME DEPOT INC0.92%
CISCO SYSTEMS INC0.79%
INTEL CORP0.78%
ABBOTT LABS0.76%
BRISTOL-MYERS SQUIBB CO0.75%
QUALCOMM INC0.74%
GILEAD SCIENCES INC0.70%
Chubb Ltd0.70%
MORGAN STANLEY0.70%
AMGEN INC0.69%
CAPITAL ONE FINANCIAL CORP0.69%
ALTRIA GROUP INC0.67%
COMCAST CORP CL A0.63%
DUKE ENERGY CORP NEW0.62%
JPMORGAN CHASE and CO0.60%
MCKESSON CORP0.60%
WALT DISNEY CO/T0.60%
UNION PACIFIC CORP0.59%
FRST AM-GV OB-X0.59%
Medtronic PLC0.57%
SOUTHERN CO0.57%
CVS HEALTH CORP0.54%
COCA-COLA CO/THE0.50%
LOCKHEED MARTIN CORP0.50%
T-MOBILE US INC0.49%
MICRON TECHNOLOGY INC0.49%
US BANCORP DEL0.49%
LOWES COS INC0.48%
PNC FINANCIAL SERVICES GRP INC0.48%
FEDEX CORP0.46%
EOG RESOURCES INC0.46%
Accenture PLC0.44%
UNITED PARCEL SERVICE INC CL B0.44%

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