Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CSRYX vs CVLFX
Shared holdings
12
CSRYX covered by CVLFX
27.29%
CVLFX covered by CSRYX
27.29%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CSRYX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| VERIZON COMMUNICATIONS INC | 3.75% | |
| CONSTELLATION BRANDS INC CL A | 3.50% | |
| AES CORP | 3.47% | |
| EPAM SYSTEMS INC | 3.42% | |
| AMERICAN TOWER CORP | 3.33% | |
| CVS HEALTH CORP | 3.29% | |
| FREEPORT MCMORAN INC | 3.26% | |
| SALESFORCE INC | 3.23% | |
| PHILIP MORRIS INTL INC | 3.04% | |
| PG&E CORP | 3.02% | |
| COLUMBIA SHORT TERM CASH FUND | 3.02% | |
| WILLIAMS COS INC | 3.00% | |
| LOWES COS INC | 2.98% | |
| APPLIED MATERIALS INC | 2.92% | |
| TECHNIPFMC PLC | 2.90% | |
| BOEING CO/THE | 2.79% | |
| CORNING INC | 2.78% | |
| RTX CORP | 2.77% | |
| THE CIGNA GROUP | 2.69% | |
| AMERICAN INTERNATIONAL GROUP | 2.68% | |
| BARRICK MINING CORP | 2.64% | |
| MORGAN STANLEY | 2.53% | |
| CHEVRON CORP | 2.46% | |
| WELLS FARGO & CO | 2.46% | |
| BRISTOL-MYERS SQUIBB CO | 2.45% | |
| TENET HEALTHCARE CORP | 2.40% | |
| CSX CORP | 2.38% | |
| CITIGROUP INC | 2.30% | |
| BANK OF AMERICA CORPORATION | 2.26% | |
| JPMORGAN CHASE and CO | 2.14% | |
| SOUTHWEST AIRLINES CO | 2.07% | |
| CATERPILLAR INC | 1.94% | |
| CENTENE CORP | 1.78% | |
| MARATHON PETROLEUM CORP | 1.73% | |
| ALPHABET INC CL A | 1.61% | |
| CAPITAL ONE FINANCIAL CORP | 1.55% | |
| METLIFE INC | 1.52% | |
| QUALCOMM INC | 1.42% | |
| TERADATA CORP | 0.52% |
CVLFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| CITIGROUP INC | 5.07% | |
| APPLIED MATERIALS INC | 5.00% | |
| RTX CORP | 4.68% | |
| CISCO SYSTEMS INC | 3.52% | |
| JOHNSON&JOHNSON | 3.43% | |
| MORGAN STANLEY | 3.41% | |
| CHUBB LTD | 3.28% | |
| ALLSTATE CORPORATION | 3.20% | |
| JOHNSON CONTROLS | 3.20% | |
| JPMORGAN CHASE and CO | 3.10% | |
| CHEVRON CORP | 2.94% | |
| ARROW ELECTRONICS INC | 2.83% | |
| GENERAL DYNAMICS CORPORATION | 2.81% | |
| NEXTERA ENERGY INC | 2.66% | |
| BANK OF AMERICA CORPORATION | 2.64% | |
| LOWES COS INC | 2.61% | |
| CONOCOPHILLIPS | 2.61% | |
| MERCK & CO | 2.41% | |
| SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT | 2.31% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 2.21% | |
| PFIZER INC | 2.16% | |
| MEDTRONIC PLC | 2.13% | |
| PACKAGING CORP OF AMERICA | 2.09% | |
| THE CIGNA GROUP | 2.06% | |
| VERIZON COMMUNICATIONS INC | 2.06% | |
| ORACLE CORP | 1.94% | |
| AMERICAN EXPRESS CO | 1.87% | |
| BORGWARNER INC | 1.73% | |
| US ULTRA BOND CBT Sep25 | 1.72% | |
| MONDELEZ INTL INC | 1.72% | |
| BOEING CO/THE | 1.69% | |
| WALT DISNEY CO/T | 1.62% | |
| CAN NATL RAILWAY | 1.53% | |
| BRISTOL-MYERS SQUIBB CO | 1.48% | |
| UNITEDHEALTH GRP | 1.44% | |
| AXALTA COATING S | 1.40% | |
| ARCHER DANIELS MIDLAND CO | 1.32% | |
| COMCAST CORP CL A | 1.23% | |
| MERCEDES-BENZ GROUP-UNSP ADR 0.00000000 | 1.22% | |
| BECTON DICKINSON and CO | 1.12% | |
| TRUIST FINL CORP | 1.06% | |
| SENSATA TECHNOLO | 1.01% | |
| WATERS CORP | 0.29% | |
| The Magnum Ice Cream Co. NV | 0.13% | |
| VERSANT MEDIA GROUP INC - A | 0.06% |
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