Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ESEIX vs WVALX
Shared holdings
5
ESEIX covered by WVALX
20.51%
WVALX covered by ESEIX
20.51%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
ESEIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TJX COS INC | 6.98% | |
| ALPHABET INC CL C | 6.31% | |
| MARTIN MAR MTLS | 5.27% | |
| VISA INC-CLASS A | 5.18% | |
| ROSS STORES INC | 5.00% | |
| MARKEL GROUP INC | 4.79% | |
| CDW CORPORATION | 4.72% | |
| GODADDY INC CL A | 4.10% | |
| S&P GLOBAL INC | 3.94% | |
| WHITE MOUNTAINS INS GROUP LTD | 3.93% | |
| TRANSUNION | 3.85% | |
| THERMO FISHER SCIENTIFIC INC | 3.79% | |
| INTERCONTINENTAL EXCHANGE INC | 3.69% | |
| STERIS PLC | 3.69% | |
| AUTODESK INC | 3.49% | |
| TRIMBLE INC | 3.34% | |
| AMETEK INC NEW | 3.24% | |
| EQUIFAX INC | 3.14% | |
| DANAHER CORP | 2.64% | |
| SHERWIN WILLIAMS CO | 2.50% | |
| CARLISLE COS INC | 2.49% | |
| O'REILLY AUTOMOTIVE INC | 2.44% | |
| VERISK ANALYTICS INC | 2.26% | |
| BROADRIDGE FINL | 2.24% | |
| MSILF-GOVT-INS | 1.68% | |
| TYLER TECHNOLOGIES INC | 1.19% | |
| LPL FINL HLDGS INC | 1.09% | |
| ZOETIS INC CL A | 1.03% | |
| MSCI INC | 1.01% | |
| THE BOOKING HOLDINGS INC | 0.99% |
WVALX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| DANAHER CORP | 8.15% | |
| THERMO FISHER SCIENTIFIC INC | 5.96% | |
| ALPHABET INC CL C | 5.78% | |
| MICROSOFT CORP | 5.60% | |
| VISA INC-CLASS A | 5.53% | |
| AMAZON.COM INC | 5.05% | |
| BERKSHIRE HATH-B | 4.96% | |
| MASTERCARD INC CL A | 4.93% | |
| VULCAN MATERIALS CO | 4.77% | |
| ANALOG DEVICES INC | 4.73% | |
| META PLATFORMS INC CL A | 4.55% | |
| AON PLC-CLASS A | 4.37% | |
| IDEX CORPORATION | 3.62% | |
| JPM-US GV MM-L | 3.62% | |
| EQUIFAX INC | 3.44% | |
| GLOBAL PAYMENTS INC | 2.30% | |
| ACCENTURE PLC-A | 2.21% | |
| MERCADOLIBRE INC | 2.20% | |
| BIO-TECHNE CORP | 2.04% | |
| OLD DOMINION FRT | 2.02% | |
| SALESFORCE INC | 1.98% | |
| IDEXX LABS INC | 1.79% | |
| COSTAR GROUP INC | 1.70% | |
| CONSTELLATION SOFTWARE INC | 1.54% | |
| ORACLE CORP | 1.29% | |
| ASML Holding NV - NY Reg Shares | 1.16% | |
| U.S. Treasury Bills | 1.11% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.08% | |
| INGERSOLL RAND INC | 0.99% | |
| NVIDIA CORP | 0.97% | |
| HEICO CORP CL A | 0.57% |
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