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CGCV vs FDRR

Shared holdings
34
CGCV covered by FDRR
39.39%
FDRR covered by CGCV
39.39%

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.

CGCV (Feb. 28, 2026)

SecurityWeight
MICROSOFT CORP5.08%
PHILIP MORRIS INTL INC3.52%
RTX CORP3.52%
BROADCOM INC3.51%
LILLY ELI and CO3.15%
APPLE INC2.53%
GENERAL ELECTRIC CO2.41%
CAPITAL GROUP CENTRAL CASH FUND2.31%
ABBVIE INC2.30%
JPMORGAN CHASE and CO2.23%
STARBUCKS CORP2.17%
MONDELEZ INTL INC2.13%
META PLATFORMS INC CL A2.11%
HOME DEPOT INC2.03%
EXXON MOBIL CORP1.98%
CARRIER GLOBAL CORP1.88%
TAIWAN SEMIC MFG CO LTD SP ADR1.83%
APPLIED MATERIALS INC1.76%
LINDE PLC1.63%
INTL PAPER CO1.63%
SPONSORED ADR1.61%
GILEAD SCIENCES INC1.61%
COCA-COLA CO/THE1.60%
CENTERPOINT ENERGY INC1.56%
UNION PACIFIC CORP1.50%
NEXTERA ENERGY INC1.49%
WELLS FARGO & CO1.37%
ABBOTT LABS1.36%
JOHNSON&JOHNSON1.30%
ALPHABET INC CL A1.29%
AMGEN INC1.21%
PNC FINANCIAL SERVICES GRP INC1.20%
ACCENTURE PLC CL A1.19%
TC ENERGY CORP1.13%
AIR PRODUCTS and CHEMICALS INC1.07%
MEDTRONIC PLC1.07%
PROCTER & GAMBLE1.06%
WELLTOWER INC1.01%
BLACKROCK INC0.99%
PROGRESSIVE CORP OHIO0.98%
CONOCOPHILLIPS0.97%
DTE ENERGY CO0.96%
MASTERCARD INC CL A0.92%
DOMINION ENERGY INC0.92%
AUTOMATIC DATA PROCESSING INC0.91%
TEXAS INSTRUMENTS INC0.89%
MCDONALDS CORP0.89%
CHUBB LTD0.88%
ATMOS ENERGY CORP0.88%
AMPHENOL CORPORATION CL A0.88%

FDRR (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.14%
APPLE INC6.68%
MICROSOFT CORP5.55%
ALPHABET INC CL A5.20%
BROADCOM INC3.44%
META PLATFORMS INC CL A2.45%
JPMORGAN CHASE and CO2.07%
LILLY ELI and CO1.98%
JOHNSON&JOHNSON1.73%
ABN AMRO BANK-CV1.60%
CISCO SYSTEMS INC1.48%
GENERAL MOTORS CO1.38%
INTL BUS MACH CORP1.37%
CITIGROUP INC1.36%
BANK OF AMERICA CORPORATION1.33%
ABBVIE INC1.31%
CATERPILLAR INC1.29%
MORGAN STANLEY1.27%
TEXAS INSTRUMENTS INC1.26%
WELLS FARGO & CO1.25%
MICROCHIP TECHNOLOGY1.22%
HOME DEPOT INC1.19%
MERCK & CO1.19%
EXXON MOBIL CORP1.18%
GENERAL ELECTRIC CO1.16%
MCDONALDS CORP1.11%
TJX COS INC1.10%
RTX CORP1.09%
Fidelity Securities Lending Cash Central Fund1.09%
FORD MOTOR CO1.06%
CME GROUP INC CL A1.01%
CVS HEALTH CORP0.98%
US BANCORP DEL0.97%
AMGEN INC0.97%
DELL TECHNOLOGIES INC CL C0.95%
PHILIP MORRIS INTL INC0.94%
COCA-COLA CO/THE0.88%
PROCTER & GAMBLE0.87%
PFIZER INC0.85%
JARDINE MATHESON0.83%
ONEMAIN HOLDINGS INC0.83%
LOCKHEED MARTIN CORP0.83%
MERCEDES-BENZ GR0.83%
ANNALY CAPITAL MGMT INC REIT0.82%
PRUDENTL FINL0.75%
AMERICAN FINL GROUP INC OHIO0.74%
CK HUTCHISON HOLDINGS LTD COMMON STOCK HKD1.00.74%
STARBUCKS CORP0.73%
UNITEDHEALTH GRP0.72%
PEPSICO INC0.71%

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