Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DGVRX vs IVES
Shared holdings
12
DGVRX covered by IVES
41.71%
IVES covered by DGVRX
41.71%
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.
DGVRX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| TAIWAN SEMIC MFG CO LTD SP ADR | 8.30% | |
| NVIDIA CORP | 6.48% | |
| LAM RESEARCH CORP | 5.52% | |
| MICRON TECHNOLOGY INC | 5.10% | |
| APPLIED MATERIALS INC | 4.85% | |
| INTEL CORP | 4.16% | |
| AMAZON.COM INC | 4.15% | |
| ALPHABET INC CL C | 3.99% | |
| META PLATFORMS INC CL A | 3.98% | |
| MICROSOFT CORP | 3.97% | |
| TEXAS INSTRUMENTS INC | 3.91% | |
| ALIBABA GROUP HOLDING LTD SPON ADR | 3.81% | |
| ORACLE CORP | 2.97% | |
| APPLE INC | 2.77% | |
| SHOPIFY INC CL A | 2.76% | |
| NETFLIX INC | 2.71% | |
| SERVICENOW INC | 2.57% | |
| INTUIT INC | 2.43% | |
| Dreyfus Institutional Preferred Government Plus Money Market Fund | 2.37% | |
| AXON ENTERPRISE INC | 2.22% | |
| ASML HOLDING-NY | 2.04% | |
| QUALCOMM INC | 1.99% | |
| AMPHENOL CORPORATION CL A | 1.87% | |
| Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD | 1.60% | |
| SYNAPTICS INC | 1.55% | |
| MASTERCARD INC CL A | 1.39% | |
| SYNOPSYS INC | 1.34% | |
| MONGODB INC CL A | 1.19% | |
| DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND | 1.12% | |
| DATABRICKS INC SER L PC PP | 1.06% | |
| KLAVIYO INC-A | 1.05% | |
| HUBSPOT INC | 1.02% | |
| COSTAR GROUP INC | 1.00% | |
| JFROG LTD | 0.87% | |
| SPOTIFY TECHNOLOGY SA | 0.86% | |
| DATADOG INC CL A | 0.58% | |
| DATABRICKS INC SERIES J | 0.36% | |
| Databricks Inc Series I Preferred | 0.07% | |
| ROOFSTOCK | 0.03% |
IVES (April 30, 2026)
| Security | Weight | |
|---|---|---|
| ADV MICRO DEVICE | 6.32% | |
| BROADCOM INC | 5.44% | |
| AMAZON.COM INC | 5.41% | |
| ALPHABET INC CL A | 5.37% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 4.94% | |
| NVIDIA CORP | 4.83% | |
| APPLE INC | 4.71% | |
| MICRON TECHNOLOGY INC | 4.65% | |
| MICROSOFT CORP | 4.43% | |
| GE VERNOVA LLC | 4.24% | |
| META PLATFORMS INC CL A | 4.17% | |
| TESLA INC | 4.05% | |
| ORACLE CORP | 3.44% | |
| ALIBABA GROUP HOLDING LTD SPON ADR | 3.39% | |
| PALANTIR TECHNOLOGIES INC | 3.22% | |
| PALO ALTO NETWORKS INC | 3.00% | |
| INTL BUS MACH CORP | 3.00% | |
| SHOPIFY INC CL A | 2.83% | |
| SALESFORCE INC | 2.72% | |
| CROWDSTRIKE HOLDINGS INC | 2.67% | |
| COREWEAVE INC | 2.55% | |
| Nebius Group NV, Class A | 2.20% | |
| SERVICENOW INC | 2.10% | |
| SNOWFLAKE INC CL A | 1.73% | |
| IREN LTD | 1.69% | |
| MONGODB INC CL A | 1.68% | |
| OKLO INC | 1.67% | |
| ZSCALER INC | 1.39% | |
| INNODATA INC | 1.00% | |
| PEGASYSTEMS INC | 0.99% | |
| Short-Term Investment | 0.15% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.