Compare fund portfolios

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

vs

FLDZ vs SWMCX

Shared holdings
223
FLDZ covered by SWMCX
29.01%
SWMCX covered by FLDZ
29.01%

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.

FLDZ (March 31, 2026)

SecurityWeight
MADRIGAL PHARMACEUTICALS INC0.56%
HCA HEALTHCARE INC0.52%
CASEY'S GENERAL0.50%
EMCOR GROUP INC0.49%
LOWES COS INC0.48%
UNITEDHEALTH GRP0.48%
STATE STREET INST U.S. GOVERNMENT MMKT ADMN CLASS0.48%
THE CIGNA GROUP0.47%
REPUBLIC SVCS0.47%
CSX CORP0.46%
IES HOLDINGS INC0.46%
MADISON SQUARE GARDEN SPORTS CORP0.44%
ROSS STORES INC0.44%
EOG RESOURCES INC0.44%
ARROWHEAD PHARMACEUTICALS INC0.44%
COMFORT SYSTEMS USA INC0.44%
MLP0.44%
ALTRIA GROUP INC0.44%
HUNT J B TRANSPORT SERVICES IN0.43%
AT&T INC0.43%
BURLINGTON STORES INC0.43%
IONIS PHARMACEUTICALS INC0.43%
KINDER MORGAN INC0.43%
ONEOK INC0.43%
CVS HEALTH CORP0.43%
MPLX LP PARTNERSHIP SHARES0.43%
SERVICE CORP INTERNATIONAL INC0.43%
MASTEC INC0.43%
VERIZON COMMUNICATIONS INC0.43%
DILLARDS INC CL A0.43%
UNITED THERAPEUTICS CORP DEL0.43%
Enterprise Products Partners LP0.43%
NATERA INC0.43%
NEUROCRINE BIOSCIENCES INC0.42%
ENSIGN GROUP INC0.42%
AXSOME THERAPEUTICS INC0.42%
ELEVANCE HEALTH INC0.42%
TARGA RESOURCES CORP0.42%
WILLIAMS COS INC0.42%
FIRST SOLAR INC0.42%
HUMANA INC0.42%
TARGET CORP0.42%
HUNTINGTON INGALLS INDUSTRIES INC0.41%
CHEMED CORP0.41%
QUEST DIAGNOSTICS INC0.41%
DICKS SPORTING GOODS INC0.41%
CARVANA CO CL A0.41%
HEALTHEQUITY INC0.41%
PERFORMANCE FOOD GROUP CO0.41%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC0.41%

SWMCX (Jan. 31, 2026)

SecurityWeight
WESTERN DIGITAL CORP0.66%
BANK OF NEW YORK MELLON CORP0.65%
HOWMET AEROSPACE INC0.65%
ROYAL CARIBBEAN CRUISES LTD0.64%
CORNING INC0.62%
CUMMINS INC0.62%
SANDISK CORPORATION0.60%
ROBINHOOD MARKETS INC0.57%
VERTIV HOLDINGS CO0.55%
QUANTA SVCS INC0.54%
HILTON WORLDWIDE HOLDINGS INC0.53%
CENCORA INC0.51%
WARNER BROS DISCOVERY INC0.50%
L3HARRIS TECHNOLOGIES INC0.50%
SIMON PROPERTY0.48%
State Street Navigator Securities Lending Portfolio II0.47%
ROSS STORES INC0.47%
KINDER MORGAN INC0.46%
PHILLIPS 660.45%
DIGITAL REALTY TRUST INC0.44%
REALTY INCOME CORP REIT0.43%
CLOUDFLARE INC-A0.43%
BAKER HUGHES CO0.43%
VALERO ENERGY CORP0.43%
CARVANA CO CL A0.42%
FORD MOTOR CO0.42%
MARATHON PETROLEUM CORP0.41%
VISTRA CORP0.41%
IDEXX LABS INC0.41%
ALLSTATE CORPORATION0.41%
MONOLITHIC POWER SYS INC0.40%
AMETEK INC NEW0.40%
ELECTRONIC ARTS INC0.40%
CARDINAL HEALTH INC0.40%
CBRE GROUP INC - CL A0.39%
CORTEVA INC0.39%
FASTENAL CO0.39%
UNITED RENTALS INC0.38%
ONEOK INC0.38%
AMERIPRISE FINANCIAL INC0.38%
FERGUSON ENTERPRISES INC0.37%
ROCKWELL AUTOMATION INC0.37%
WW GRAINGER INC0.37%
ANGLOGOLD ASHANTI PLC0.36%
EXELON CORP0.35%
CHENIERE ENERGY INC0.35%
XCEL ENERGY INC0.35%
MSCI INC0.34%
NASDAQ INC0.34%
COINBASE GLOBAL INC0.34%

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