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FBLAX vs SWDSX

Shared holdings
28
FBLAX covered by SWDSX
25.48%
SWDSX covered by FBLAX
25.48%

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.

FBLAX (Jan. 31, 2026)

SecurityWeight
G2 MB06862.90%
G2 MB02052.41%
CHEVRON CORP2.30%
PROCTER & GAMBLE1.97%
U.S. Treasury Bonds Principal STRIPS1.86%
Franklin Institutional US Government Money Market Fund1.78%
TEXAS INSTRUMENTS INC1.71%
US TREASURY N/B1.69%
EXXON MOBIL CORP1.63%
HOME DEPOT INC1.62%
PEPSICO INC1.55%
LOCKHEED MARTIN CORP1.37%
MERCK & CO1.35%
SOUTHERN CO1.29%
FR SD83421.20%
CISCO SYSTEMS INC1.19%
JOHNSON&JOHNSON1.15%
AIR PRODUCTS and CHEMICALS INC1.10%
ABBVIE INC1.06%
DUKE ENERGY CORP NEW1.05%
Merrill Lynch BV into Freeport-McMoRan, Inc.1.05%
FN FS72521.03%
UNION PACIFIC CORP1.02%
FNMA POOL MA5011 FN 05/53 FIXED 60.97%
RTX CORP0.90%
ANALOG DEVICES INC0.90%
INTL BUS MACH CORP0.89%
BAT CAPITAL CORP0.84%
Wells Fargo Bank NA into Target Corp.0.83%
MORGAN STANLEY0.79%
ABBOTT LABS0.79%
PHILIP MORRIS INTL INC0.78%
BANK OF AMERICA CORPORATION0.77%
WELLS FARGO CO0.75%
CENTENE CORP0.70%
NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.2340.70%
JOHNSON CONTROLS INTERNATIONAL PLC0.69%
COMCAST CORP CL A0.69%
DELTA/SKYMILES0.67%
URI 6 12/15/29 144A0.67%
Goldman Sachs Bank USA into Applied Materials, Inc.0.66%
RIO TINTO PLC SPON ADR0.66%
HONEYWELL INTL INC0.66%
BROWN & BROWN0.65%
COCA-COLA CO/THE0.65%
Boeing Co. (The), Conv. Pfd.0.65%
FR SD84740.65%
Mizuho Markets Cayman LP into Microsoft Corp.0.64%
BNP Paribas Issuance BV into NextEra Energy, Inc.0.64%
SEMPRA ENERGY0.63%

SWDSX (Jan. 31, 2026)

SecurityWeight
MORGAN STANLEY3.87%
JPMORGAN CHASE and CO3.73%
WALMART INC3.59%
EXXON MOBIL CORP3.45%
BROADCOM INC3.23%
PHILIP MORRIS INTL INC3.07%
COCA-COLA CO/THE2.98%
LOCKHEED MARTIN CORP2.79%
INTL BUS MACH CORP2.74%
JOHNSON&JOHNSON2.67%
BLACKROCK INC2.55%
MICROSOFT CORP2.52%
DUKE ENERGY CORP NEW2.52%
ALPHABET INC CL A2.47%
CHEVRON CORP2.45%
ABBVIE INC2.18%
PROCTER & GAMBLE2.03%
MCDONALDS CORP2.00%
VERIZON COMMUNICATIONS INC1.99%
PARKER HANNIFIN CORP1.98%
TJX COS INC1.95%
CISCO SYSTEMS INC1.91%
BANK OF AMERICA CORPORATION1.86%
HOME DEPOT INC1.84%
NEXTERA ENERGY INC1.43%
MEDTRONIC PLC1.42%
RTX CORP1.41%
FIDELITY NATL INFORM SVCS INC1.39%
VISA INC-CLASS A1.31%
ALLSTATE CORPORATION1.30%
KINDER MORGAN INC1.29%
ABBOTT LABS1.28%
PNC FINANCIAL SERVICES GRP INC1.27%
COMCAST CORP CL A1.26%
ELEVANCE HEALTH INC1.13%
PUBLIC STORAGE1.12%
APPLE INC1.10%
EOG RESOURCES INC1.09%
TRUIST FINL CORP1.09%
CATERPILLAR INC1.07%
TEXAS INSTRUMENTS INC1.05%
BECTON DICKINSON and CO1.03%
EVERSOURCE ENERGY0.90%
MERCK & CO0.90%
FASTENAL CO0.87%
ACCENTURE PLC CL A0.86%
ALTRIA GROUP INC0.86%
GENERAL DYNAMICS CORPORATION0.86%
PROGRESSIVE CORP OHIO0.85%
LAMAR ADVERTISING CO CL A0.84%

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