Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

DIVL vs LOMAX

Shared holdings
16
DIVL covered by LOMAX
31.07%
LOMAX covered by DIVL
31.07%

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.

DIVL (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP5.45%
CHEVRON CORP5.27%
JOHNSON&JOHNSON5.25%
NEXTERA ENERGY INC4.34%
CME GROUP INC CL A4.20%
HONEYWELL INTL INC3.93%
PROCTER & GAMBLE3.72%
CONOCOPHILLIPS3.69%
TEXAS INSTRUMENTS INC3.43%
ILLINOIS TOOL WORKS INC3.12%
UNION PACIFIC CORP3.09%
ABBVIE INC3.05%
HOME DEPOT INC2.84%
MEDTRONIC PLC2.78%
ANALOG DEVICES INC2.76%
SLB LTD2.72%
LOWES COS INC2.63%
COCA-COLA CO/THE2.62%
MCDONALDS CORP2.55%
AMGEN INC2.42%
AIR PRODUCTS and CHEMICALS INC2.39%
AGNICO EAGLE MINES LTD2.36%
FASTENAL CO2.32%
PROLOGIS INC REIT2.25%
COLGATE-PALMOLIVE CO2.14%
JPMORGAN CHASE and CO1.98%
BLACKROCK INC1.95%
NUTRIEN LTD1.63%
CUMMINS INC1.63%
MORGAN STANLEY1.56%
BANK OF AMERICA CORPORATION1.54%
EXPEDITORS INTL OF WASH INC1.54%
BUNGE GLOBAL SA1.26%
EOG RESOURCES INC1.25%
STATE STREET CORP1.16%
ROCKWELL AUTOMATION INC1.02%
WEC ENERGY GROUP INC0.98%
MARSH & MCLENNAN0.97%
US BANK MMDA - USBGFS 90.24%

LOMAX (Jan. 31, 2026)

SecurityWeight
FEDEX CORP5.00%
TARGET CORP4.86%
CHEVRON CORP4.66%
MONDELEZ INTL INC4.04%
UNITEDHEALTH GRP4.02%
CVS HEALTH CORP3.67%
Invesco Treasury Portfolio, Institutional Class3.46%
DUKE ENERGY CORP NEW3.12%
GENERAL DYNAMICS CORPORATION3.06%
US BANCORP DEL2.95%
NEXTERA ENERGY INC2.93%
EXXON MOBIL CORP2.90%
PROCTER & GAMBLE2.83%
SOUTHERN CO2.74%
PFIZER INC2.69%
AT&T INC2.57%
JOHNSON&JOHNSON2.12%
COMCAST CORP CL A2.09%
BRISTOL-MYERS SQUIBB CO1.89%
COCA-COLA CO/THE1.73%
LOCKHEED MARTIN CORP1.67%
SCHWAB CHARLES CORP1.59%
TEXAS INSTRUMENTS INC1.58%
MORGAN STANLEY1.57%
GILEAD SCIENCES INC1.56%
CONOCOPHILLIPS1.56%
WELLS FARGO & CO1.48%
BANK OF AMERICA CORPORATION1.48%
JPMORGAN CHASE and CO1.45%
UNION PACIFIC CORP1.41%
STARBUCKS CORP1.39%
HOME DEPOT INC1.37%
PEPSICO INC1.37%
ACCENTURE PLC CL A1.36%
ABBOTT LABS1.34%
AMERICAN INTERNATIONAL GROUP1.33%
AMERICAN TOWER CORP1.30%
METLIFE INC1.27%
MEDTRONIC PLC1.21%
AMGEN INC1.19%
MERCK & CO1.18%
ABBVIE INC1.10%
NIKE INC CL B1.01%
GOLDMAN SACHS GROUP INC0.86%
BANK OF NEW YORK MELLON CORP0.82%
GENERAL MOTORS CO0.82%
CITIGROUP INC0.79%
VERIZON COMMUNICATIONS INC0.46%
UNITED PARCEL SERVICE INC CL B0.45%
SIMON PROPERTY0.44%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.