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CVSE vs JCTR

Shared holdings
113
CVSE covered by JCTR
45.67%
JCTR covered by CVSE
45.67%

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.

CVSE (Sept. 30, 2025)

SecurityWeight
NVIDIA CORP8.45%
MICROSOFT CORP7.60%
APPLE INC6.39%
NETFLIX INC2.46%
PARKER HANNIFIN CORP2.21%
BLACKROCK INC1.92%
VISA INC-CLASS A1.81%
AMERICAN EXPRESS CO1.72%
LILLY ELI and CO1.71%
EATON CORP PLC1.67%
ABBOTT LABS1.57%
MASTERCARD INC CL A1.56%
AUTOMATIC DATA PROCESSING INC1.54%
CAPITAL ONE FINANCIAL CORP1.40%
CISCO SYSTEMS INC1.38%
BOSTON SCIENTIFIC CORP1.24%
ACCENTURE PLC CL A1.18%
PROLOGIS INC REIT1.10%
WALT DISNEY CO/T1.09%
INTUIT INC1.05%
S&P GLOBAL INC1.02%
SERVICENOW INC1.00%
SCHWAB CHARLES CORP0.95%
PROGRESSIVE CORP OHIO0.94%
EMERSON ELECTRIC CO0.93%
ECOLAB INC0.90%
CINTAS CORP0.89%
METLIFE INC0.85%
EBAY INC0.84%
HOME DEPOT INC0.84%
SALESFORCE INC0.83%
EXELON CORP0.80%
DEERE & CO0.79%
UNITED RENTALS INC0.79%
TRANE TECHNOLOGIES PLC0.79%
PALO ALTO NETWORKS INC0.79%
ELECTRONIC ARTS INC0.75%
LAM RESEARCH CORP0.74%
CITIZENS FINANCIAL GROUP INC0.71%
CBRE GROUP INC - CL A0.70%
PUB SERV ENTERP0.69%
AUTODESK INC0.69%
CRH PLC0.68%
DARDEN RESTAURANTS INC0.66%
HP INC0.64%
PNC FINANCIAL SERVICES GRP INC0.62%
MERCK & CO0.62%
ADV MICRO DEVICE0.62%
GENERAL MILLS INC0.61%
APPLIED MATERIALS INC0.61%

JCTR (July 31, 2025)

SecurityWeight
NVIDIA CORP7.55%
MICROSOFT CORP6.65%
APPLE INC5.57%
AMAZON.COM INC3.65%
ALPHABET INC CL A3.32%
META PLATFORMS INC CL A2.69%
BROADCOM INC2.66%
TESLA INC1.76%
VISA INC-CLASS A1.28%
LILLY ELI and CO1.26%
NETFLIX INC1.11%
MASTERCARD INC CL A1.07%
PALANTIR TECHNOLOGIES INC0.92%
HOME DEPOT INC0.90%
BERKSHIRE HATH-B0.88%
ADV MICRO DEVICE0.88%
ABBVIE INC0.77%
CISCO SYSTEMS INC0.77%
GOLDMAN SACHS GROUP INC0.70%
CATERPILLAR INC0.70%
CONOCOPHILLIPS0.68%
MCDONALDS CORP0.66%
INTL BUS MACH CORP0.65%
INTUIT INC0.65%
LINDE PLC0.65%
SERVICENOW INC0.61%
THE BOOKING HOLDINGS INC0.60%
S&P GLOBAL INC0.60%
UBER TECHNOLOGIES INC0.59%
CITIGROUP INC0.59%
CHEVRON CORP0.57%
AMERICAN EXPRESS CO0.56%
MORGAN STANLEY0.56%
WALT DISNEY CO/T0.56%
INTUITIVE SURGICAL INC0.56%
COSTCO WHOLESALE CORP0.54%
WALMART INC0.54%
BOSTON SCIENTIFIC CORP0.54%
AMGEN INC0.52%
JOHNSON&JOHNSON0.51%
WILLIAMS COS INC0.51%
ACCENTURE PLC CL A0.51%
GILEAD SCIENCES INC0.49%
ORACLE CORP0.49%
ADOBE INC0.49%
PROGRESSIVE CORP OHIO0.48%
BANK OF AMERICA CORPORATION0.48%
STRYKER CORP0.46%
QUALCOMM INC0.46%
APPLIED MATERIALS INC0.45%

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