Compare fund portfolios

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

vs

DSPIX vs SWPPX

Shared holdings
500
DSPIX covered by SWPPX
99.25%
SWPPX covered by DSPIX
99.25%

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.

DSPIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.79%
APPLE INC6.43%
MICROSOFT CORP5.37%
AMAZON.COM INC3.91%
ALPHABET INC CL A3.30%
ALPHABET INC CL C2.64%
BROADCOM INC2.63%
META PLATFORMS INC CL A2.62%
TESLA INC2.03%
BERKSHIRE HATH-B1.48%
JPMORGAN CHASE and CO1.40%
LILLY ELI and CO1.38%
EXXON MOBIL CORP1.00%
JOHNSON&JOHNSON0.92%
VISA INC-CLASS A0.91%
WALMART INC0.88%
MICRON TECHNOLOGY INC0.78%
MASTERCARD INC CL A0.74%
COSTCO WHOLESALE CORP0.70%
ABBVIE INC0.66%
ADV MICRO DEVICE0.65%
HOME DEPOT INC0.63%
BANK OF AMERICA CORPORATION0.60%
PROCTER & GAMBLE0.60%
NETFLIX INC0.59%
DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND0.58%
PALANTIR TECHNOLOGIES INC0.56%
CHEVRON CORP0.56%
GENERAL ELECTRIC CO0.54%
CISCO SYSTEMS INC0.52%
CATERPILLAR INC0.52%
LAM RESEARCH CORP0.49%
COCA-COLA CO/THE0.49%
INTL BUS MACH CORP0.48%
WELLS FARGO & CO0.48%
GOLDMAN SACHS GROUP INC0.47%
PHILIP MORRIS INTL INC0.47%
ORACLE CORP0.46%
MERCK & CO0.46%
RTX CORP0.45%
UNITEDHEALTH GRP0.44%
APPLIED MATERIALS INC0.43%
MCDONALDS CORP0.38%
MORGAN STANLEY0.37%
THERMO FISHER SCIENTIFIC INC0.36%
LINDE PLC0.36%
PEPSICO INC0.35%
INTEL CORP0.35%
CITIGROUP INC0.35%
SALESFORCE INC0.34%

SWPPX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.84%
APPLE INC6.47%
MICROSOFT CORP5.40%
AMAZON.COM INC3.93%
ALPHABET INC CL A3.32%
ALPHABET INC CL C2.66%
BROADCOM INC2.64%
META PLATFORMS INC CL A2.63%
TESLA INC2.04%
BERKSHIRE HATH-B1.49%
JPMORGAN CHASE and CO1.41%
LILLY ELI and CO1.39%
EXXON MOBIL CORP1.01%
JOHNSON&JOHNSON0.92%
VISA INC-CLASS A0.92%
WALMART INC0.88%
MICRON TECHNOLOGY INC0.79%
MASTERCARD INC CL A0.75%
COSTCO WHOLESALE CORP0.70%
ABBVIE INC0.67%
ADV MICRO DEVICE0.65%
HOME DEPOT INC0.63%
BANK OF AMERICA CORPORATION0.60%
PROCTER & GAMBLE0.60%
NETFLIX INC0.60%
PALANTIR TECHNOLOGIES INC0.57%
CHEVRON CORP0.57%
GENERAL ELECTRIC CO0.55%
CISCO SYSTEMS INC0.52%
CATERPILLAR INC0.52%
LAM RESEARCH CORP0.50%
COCA-COLA CO/THE0.49%
INTL BUS MACH CORP0.48%
WELLS FARGO & CO0.48%
GOLDMAN SACHS GROUP INC0.47%
PHILIP MORRIS INTL INC0.47%
ORACLE CORP0.47%
MERCK & CO0.46%
RTX CORP0.45%
UNITEDHEALTH GRP0.44%
APPLIED MATERIALS INC0.43%
MCDONALDS CORP0.38%
MORGAN STANLEY0.37%
THERMO FISHER SCIENTIFIC INC0.37%
LINDE PLC0.36%
PEPSICO INC0.35%
INTEL CORP0.35%
CITIGROUP INC0.35%
SALESFORCE INC0.34%
WALT DISNEY CO/T0.34%

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