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FLQL vs APUE

Shared holdings
116
FLQL covered by APUE
56.66%
APUE covered by FLQL
56.66%

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.

FLQL (March 31, 2026)

SecurityWeight
APPLE INC7.13%
NVIDIA CORP6.66%
MICROSOFT CORP4.39%
ALPHABET INC CL A3.57%
ALPHABET INC CL C2.89%
AMAZON.COM INC2.75%
BROADCOM INC2.45%
META PLATFORMS INC CL A2.11%
JOHNSON&JOHNSON1.93%
WALMART INC1.63%
ABBVIE INC1.55%
CATERPILLAR INC1.49%
CISCO SYSTEMS INC1.47%
TESLA INC1.43%
HOME DEPOT INC1.39%
APPLIED MATERIALS INC1.38%
LAM RESEARCH CORP1.35%
CITIGROUP INC1.33%
VERIZON COMMUNICATIONS INC1.31%
PHILIP MORRIS INTL INC1.30%
GOLDMAN SACHS GROUP INC1.27%
KLA CORP1.26%
JPMORGAN CHASE and CO1.20%
MCDONALDS CORP1.16%
BERKSHIRE HATH-B1.12%
TJX COS INC1.11%
AMPHENOL CORPORATION CL A1.04%
RTX CORP1.03%
LILLY ELI and CO1.00%
GILEAD SCIENCES INC0.99%
MORGAN STANLEY0.92%
NEWMONT CORP0.85%
QUALCOMM INC0.84%
MERCK & CO0.82%
ALTRIA GROUP INC0.81%
ARISTA NETWORKS INC0.80%
WELLTOWER INC0.75%
BRISTOL-MYERS SQUIBB CO0.74%
CORNING INC0.74%
PFIZER INC0.68%
PARKER HANNIFIN CORP0.63%
EXXON MOBIL CORP0.63%
MEDTRONIC PLC0.61%
HOWMET AEROSPACE INC0.58%
AMGEN INC0.52%
NEXTERA ENERGY INC0.51%
BANK OF NEW YORK MELLON CORP0.50%
HCA HEALTHCARE INC0.48%
GENERAL MOTORS CO0.44%
ILLINOIS TOOL WORKS INC0.44%

APUE (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP6.09%
APPLE INC5.86%
DIMENSIONAL US SMALL CAP ETF MUTUAL FUND4.66%
MICROSOFT CORP4.49%
AMAZON.COM INC3.01%
ALPHABET INC CL A2.96%
ALPHABET INC CL C2.30%
BROADCOM INC2.26%
META PLATFORMS INC CL A2.10%
TESLA INC1.67%
LILLY ELI and CO1.38%
JPMORGAN CHASE and CO1.30%
Mount Vernon Liquid Assets Portfolio, LLC1.11%
JOHNSON&JOHNSON1.10%
EXXON MOBIL CORP1.08%
WALMART INC0.96%
MICRON TECHNOLOGY INC0.81%
BERKSHIRE HATH-B0.77%
CISCO SYSTEMS INC0.76%
VISA INC-CLASS A0.70%
NETFLIX INC0.60%
LAM RESEARCH CORP0.60%
APPLIED MATERIALS INC0.59%
FRST AM-GV OB-X0.56%
ABBVIE INC0.56%
CITIGROUP INC0.54%
MERCK & CO0.53%
BANK OF NEW YORK MELLON CORP0.53%
COCA-COLA CO/THE0.50%
ADV MICRO DEVICE0.50%
RTX CORP0.49%
PROCTER & GAMBLE0.48%
AERCAP HOLDINGS NV0.47%
MASTERCARD INC CL A0.47%
AMPHENOL CORPORATION CL A0.47%
COSTCO WHOLESALE CORP0.45%
PALANTIR TECHNOLOGIES INC0.45%
ALTRIA GROUP INC0.44%
GENERAL DYNAMICS CORPORATION0.42%
KLA CORP0.41%
GENERAL ELECTRIC CO0.41%
GILEAD SCIENCES INC0.39%
CATERPILLAR INC0.39%
GOLDMAN SACHS GROUP INC0.39%
WHITE MOUNTAINS INS GROUP LTD0.38%
UNITEDHEALTH GRP0.38%
INTL BUS MACH CORP0.38%
ABBOTT LABS0.38%
MEDTRONIC PLC0.37%
LOEWS CORP0.37%

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