Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CHDRX vs SWDSX
Shared holdings
22
CHDRX covered by SWDSX
37.31%
SWDSX covered by CHDRX
37.31%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CHDRX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JOHNSON&JOHNSON | 4.16% | |
| NEXTERA ENERGY INC | 3.45% | |
| RTX CORP | 3.42% | |
| CITIGROUP INC | 3.30% | |
| CISCO SYSTEMS INC | 3.26% | |
| Novartis AG | 3.23% | |
| TRAVELERS COS IN | 3.16% | |
| MORGAN STANLEY | 3.13% | |
| CONOCOPHILLIPS | 3.12% | |
| CHUBB LTD | 3.08% | |
| GENERAL DYNAMICS CORPORATION | 2.99% | |
| BANK OF AMERICA CORPORATION | 2.92% | |
| DUKE ENERGY CORP NEW | 2.91% | |
| AT&T INC | 2.88% | |
| JOHNSON CONTROLS | 2.86% | |
| JPMORGAN CHASE and CO | 2.85% | |
| EXXON MOBIL CORP | 2.80% | |
| SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT | 2.75% | |
| MERCK & CO | 2.73% | |
| PHILIP MORRIS INTL INC | 2.60% | |
| CHEVRON CORP | 2.47% | |
| MEDTRONIC PLC | 2.42% | |
| LOWES COS INC | 2.31% | |
| BROADCOM INC | 2.27% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 2.20% | |
| ALTRIA GROUP INC | 1.86% | |
| TARGET CORP | 1.83% | |
| VICI PROPERTIES | 1.82% | |
| MICROSOFT CORP | 1.80% | |
| GENUINE PARTS CO | 1.71% | |
| TRUIST FINL CORP | 1.63% | |
| CROWN CASTLE INC | 1.49% | |
| HEALTHPEAK PROPERTIES INC | 1.43% | |
| UNITED PARCEL SERVICE INC CL B | 1.41% | |
| COMCAST CORP CL A | 1.38% | |
| PFIZER INC | 1.31% | |
| DOW INC | 1.23% | |
| RESTAURANT BRANDS INTERNATIONAL INC | 1.21% | |
| UNITEDHEALTH GRP | 1.15% | |
| BCE INC | 1.07% | |
| OMNICOM GROUP INC | 1.04% | |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 1.01% | |
| QUALCOMM INC | 0.93% | |
| BECTON DICKINSON and CO | 0.87% | |
| US ULTRA BOND CBT Sep25 | 0.51% |
SWDSX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MORGAN STANLEY | 3.87% | |
| JPMORGAN CHASE and CO | 3.73% | |
| WALMART INC | 3.59% | |
| EXXON MOBIL CORP | 3.45% | |
| BROADCOM INC | 3.23% | |
| PHILIP MORRIS INTL INC | 3.07% | |
| COCA-COLA CO/THE | 2.98% | |
| LOCKHEED MARTIN CORP | 2.79% | |
| INTL BUS MACH CORP | 2.74% | |
| JOHNSON&JOHNSON | 2.67% | |
| BLACKROCK INC | 2.55% | |
| MICROSOFT CORP | 2.52% | |
| DUKE ENERGY CORP NEW | 2.52% | |
| ALPHABET INC CL A | 2.47% | |
| CHEVRON CORP | 2.45% | |
| ABBVIE INC | 2.18% | |
| PROCTER & GAMBLE | 2.03% | |
| MCDONALDS CORP | 2.00% | |
| VERIZON COMMUNICATIONS INC | 1.99% | |
| PARKER HANNIFIN CORP | 1.98% | |
| TJX COS INC | 1.95% | |
| CISCO SYSTEMS INC | 1.91% | |
| BANK OF AMERICA CORPORATION | 1.86% | |
| HOME DEPOT INC | 1.84% | |
| NEXTERA ENERGY INC | 1.43% | |
| MEDTRONIC PLC | 1.42% | |
| RTX CORP | 1.41% | |
| FIDELITY NATL INFORM SVCS INC | 1.39% | |
| VISA INC-CLASS A | 1.31% | |
| ALLSTATE CORPORATION | 1.30% | |
| KINDER MORGAN INC | 1.29% | |
| ABBOTT LABS | 1.28% | |
| PNC FINANCIAL SERVICES GRP INC | 1.27% | |
| COMCAST CORP CL A | 1.26% | |
| ELEVANCE HEALTH INC | 1.13% | |
| PUBLIC STORAGE | 1.12% | |
| APPLE INC | 1.10% | |
| EOG RESOURCES INC | 1.09% | |
| TRUIST FINL CORP | 1.09% | |
| CATERPILLAR INC | 1.07% | |
| TEXAS INSTRUMENTS INC | 1.05% | |
| BECTON DICKINSON and CO | 1.03% | |
| EVERSOURCE ENERGY | 0.90% | |
| MERCK & CO | 0.90% | |
| FASTENAL CO | 0.87% | |
| ACCENTURE PLC CL A | 0.86% | |
| ALTRIA GROUP INC | 0.86% | |
| GENERAL DYNAMICS CORPORATION | 0.86% | |
| PROGRESSIVE CORP OHIO | 0.85% | |
| LAMAR ADVERTISING CO CL A | 0.84% |
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