Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CVTCX vs SWPPX
Shared holdings
82
CVTCX covered by SWPPX
57.80%
SWPPX covered by CVTCX
57.80%
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.
CVTCX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 6.53% | |
| APPLE INC | 5.69% | |
| ALPHABET INC CL A | 5.30% | |
| MICROSOFT CORP | 4.91% | |
| AMAZON.COM INC | 4.07% | |
| META PLATFORMS INC CL A | 2.58% | |
| BROADCOM INC | 2.52% | |
| TESLA INC | 1.75% | |
| JPMORGAN CHASE and CO | 1.65% | |
| State Street Navigator Securities Lending Government Money Market Portfolio | 1.43% | |
| LILLY ELI and CO | 1.38% | |
| EXXON MOBIL CORP | 1.24% | |
| VISA INC-CLASS A | 1.23% | |
| MASTERCARD INC CL A | 1.15% | |
| JOHNSON&JOHNSON | 1.06% | |
| MKS INC SR UNSECURED 06/30 1.25 | 0.98% | |
| GE VERNOVA LLC | 0.97% | |
| Boeing Co. (The), Conv. Pfd. | 0.95% | |
| GOLDMAN SACHS GROUP INC | 0.94% | |
| MICRON TECHNOLOGY INC | 0.91% | |
| WELLS FARGO & CO | 0.91% | |
| BANK OF AMERICA CORPORATION | 0.90% | |
| WALMART INC | 0.85% | |
| LAM RESEARCH CORP | 0.82% | |
| CSX CORP | 0.81% | |
| US TREASURY N/B | 0.79% | |
| CITIGROUP INC | 0.76% | |
| WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-28 | 0.75% | |
| LINDE PLC | 0.75% | |
| MEDTRONIC PLC | 0.74% | |
| RTX CORP | 0.73% | |
| ABBVIE INC | 0.72% | |
| NETFLIX INC | 0.72% | |
| US TREASURY N/B | 0.70% | |
| MORGAN STANLEY | 0.70% | |
| ISHARES BIOTECHNOLOGY ETF | 0.70% | |
| SHERWIN WILLIAMS CO | 0.68% | |
| PARKER HANNIFIN CORP | 0.67% | |
| DOORDASH INC SR UNSECURED 144A 05/30 0.0000 | 0.66% | |
| DOLLAR GENERAL CORP | 0.65% | |
| MARATHON PETROLEUM CORP | 0.64% | |
| THERMO FISHER SCIENTIFIC INC | 0.64% | |
| SOUTHERN CO/THE SR UNSECURED 06/27 4.5 | 0.64% | |
| COCA-COLA CO/THE | 0.62% | |
| PHILIP MORRIS INTL INC | 0.61% | |
| FREEPORT MCMORAN INC | 0.60% | |
| HOME DEPOT INC | 0.59% | |
| LOWES COS INC | 0.58% | |
| Duke Energy Corporation, Convertible | 0.57% | |
| MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028 | 0.57% |
SWPPX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.84% | |
| APPLE INC | 6.47% | |
| MICROSOFT CORP | 5.40% | |
| AMAZON.COM INC | 3.93% | |
| ALPHABET INC CL A | 3.32% | |
| ALPHABET INC CL C | 2.66% | |
| BROADCOM INC | 2.64% | |
| META PLATFORMS INC CL A | 2.63% | |
| TESLA INC | 2.04% | |
| BERKSHIRE HATH-B | 1.49% | |
| JPMORGAN CHASE and CO | 1.41% | |
| LILLY ELI and CO | 1.39% | |
| EXXON MOBIL CORP | 1.01% | |
| JOHNSON&JOHNSON | 0.92% | |
| VISA INC-CLASS A | 0.92% | |
| WALMART INC | 0.88% | |
| MICRON TECHNOLOGY INC | 0.79% | |
| MASTERCARD INC CL A | 0.75% | |
| COSTCO WHOLESALE CORP | 0.70% | |
| ABBVIE INC | 0.67% | |
| ADV MICRO DEVICE | 0.65% | |
| HOME DEPOT INC | 0.63% | |
| BANK OF AMERICA CORPORATION | 0.60% | |
| PROCTER & GAMBLE | 0.60% | |
| NETFLIX INC | 0.60% | |
| PALANTIR TECHNOLOGIES INC | 0.57% | |
| CHEVRON CORP | 0.57% | |
| GENERAL ELECTRIC CO | 0.55% | |
| CISCO SYSTEMS INC | 0.52% | |
| CATERPILLAR INC | 0.52% | |
| LAM RESEARCH CORP | 0.50% | |
| COCA-COLA CO/THE | 0.49% | |
| INTL BUS MACH CORP | 0.48% | |
| WELLS FARGO & CO | 0.48% | |
| GOLDMAN SACHS GROUP INC | 0.47% | |
| PHILIP MORRIS INTL INC | 0.47% | |
| ORACLE CORP | 0.47% | |
| MERCK & CO | 0.46% | |
| RTX CORP | 0.45% | |
| UNITEDHEALTH GRP | 0.44% | |
| APPLIED MATERIALS INC | 0.43% | |
| MCDONALDS CORP | 0.38% | |
| MORGAN STANLEY | 0.37% | |
| THERMO FISHER SCIENTIFIC INC | 0.37% | |
| LINDE PLC | 0.36% | |
| PEPSICO INC | 0.35% | |
| INTEL CORP | 0.35% | |
| CITIGROUP INC | 0.35% | |
| SALESFORCE INC | 0.34% | |
| WALT DISNEY CO/T | 0.34% |
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