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CPCTX vs GARTX

Shared holdings
1
CPCTX covered by GARTX
24.58%
GARTX covered by CPCTX
24.58%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CPCTX (March 31, 2026)

SecurityWeight
MONEYMKT24.58%
U.S. Treasury Bills12.83%
U.S. Treasury Bills12.79%
U.S. Treasury Bills12.77%
U.S. Treasury Bill12.72%
U.S. Treasury Bills12.64%
US TREASURY N/B7.70%
U.S. Treasury Bills3.80%
CP HI YLD TREND0.14%
FH-INS H/Y B-IS0.01%
BRNDY-COR CR-I0.01%
PIMCO-H/Y-INS0.00%
BLKR-HI YLD-INS0.00%
PGIM-HI YLD-Z0.00%
LA-FLTNG RT-I0.00%
BRNDY-COR CR-IS0.00%
BRNDY-H/Y-I0.00%
BLK-FLOAT RA-INS0.00%
F/A-F/R HI-I0.00%
NUVEEN HIGH YIEL0.00%
GS-H/Y FL RT-INS0.00%
Transamerica High Yield Bond0.00%
FID-HI INC-I0.00%
FID-HI INC-Z0.00%
PRINC-H/Y-INS0.00%
JPM-HIGH YLD-I0.00%
Lord Abbett High Yield Fund0.00%
TRP-HI YLD-I0.00%
IVY-HI INC-I0.00%
EV-INC FD B-INS0.00%
NYLI MacKay High Yield Corporate Bond Fund, Class I0.00%

GARTX (March 31, 2026)

SecurityWeight
MONEYMKT26.19%
VANGUARD SHORT-TERM TIPS MUTUAL FUND9.16%
ISHARES CORE MSCI EMERGING MUTUAL FUND5.58%
State Street SPDR Portfolio Emerging Markets ETF5.13%
U.S. Treasury Bills2.67%
State Street Industrial Select Sector SPDR ETF USD Class2.55%
APPLE INC2.29%
NVIDIA CORP2.12%
MICROSOFT CORP1.81%
State Street Health Care Select Sector SPDR ETF USD Class1.65%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND1.61%
Goldman Sachs Access U.S. Preferred Stock and Hybrid ETF1.45%
AMAZON.COM INC1.37%
STATE STREET SPDR BLACKSTONE SENIOR LOAN MUTUAL FUND1.25%
ISHARES CONVT BD1.20%
STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND0.89%
META PLATFORMS INC CL A0.88%
ALPHABET INC CL A0.82%
BROADCOM INC0.74%
ALPHABET INC CL C0.71%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND0.71%
TESLA INC0.56%
State Street SPDR Bloomberg Convertible Securities ETF0.55%
JPMORGAN CHASE and CO0.52%
EXXON MOBIL CORP0.44%
BERKSHIRE HATH-B0.44%
ZOOM COMMUNICATIONS INC CLASS A0.41%
LILLY ELI and CO0.40%
VISA INC-CLASS A0.40%
ZOOM COMMUNICATIONS INC0.38%
Vanguard Real Estate Index Fund ETF Shares0.37%
NETFLIX INC0.32%
MASTERCARD INC CL A0.32%
V/E F ANGL HI YL0.29%
ZOETIS INC CFD0.28%
CHEVRON CORP0.27%
JOHNSON&JOHNSON0.26%
WALMART INC0.24%
COSTCO WHOLESALE CORP0.23%
BANK OF AMERICA CORPORATION0.22%
GENERAL ELECTRIC CO0.22%
CISCO SYSTEMS INC0.21%
USD P ZAR C @16.70000 EO0.21%
ABBVIE INC0.20%
RTX CORP0.19%
WELLS FARGO & CO0.18%
UNITEDHEALTH GRP0.17%
LINDE PLC0.17%
INTL BUS MACH CORP0.17%
HOME DEPOT INC0.16%

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