Compare fund portfolios

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

vs

FRDPX vs PFM

Shared holdings
44
FRDPX covered by PFM
45.57%
PFM covered by FRDPX
45.57%

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.

FRDPX (March 31, 2026)

SecurityWeight
MICROSOFT CORP6.06%
BROADCOM INC4.70%
APPLE INC3.83%
JPMORGAN CHASE and CO3.71%
WALMART INC3.54%
LINDE PLC3.27%
VISA INC-CLASS A3.07%
LILLY ELI and CO2.96%
JOHNSON&JOHNSON2.65%
MORGAN STANLEY2.58%
ORACLE CORP2.47%
ANALOG DEVICES INC2.40%
STRYKER CORP2.13%
PROCTER & GAMBLE2.01%
MCDONALDS CORP1.99%
NASDAQ INC1.93%
SCHWAB CHARLES CORP1.89%
ABBOTT LABS1.84%
RTX CORP1.83%
ABBVIE INC1.77%
CHEVRON CORP1.76%
TEXAS INSTRUMENTS INC1.71%
JOHNSON CONTROLS INTERNATIONAL PLC1.71%
PARKER HANNIFIN CORP1.70%
APPLIED MATERIALS INC1.66%
WW GRAINGER INC1.65%
LOWES COS INC1.59%
DANAHER CORP1.52%
NVENT ELECTRIC PLC1.49%
NEXTERA ENERGY INC1.46%
GENERAL DYNAMICS CORPORATION1.46%
ROSS STORES INC1.41%
EXXON MOBIL CORP1.38%
ARES MANAGEMENT CORP CL A1.38%
ECOLAB INC1.28%
EOG RESOURCES INC1.23%
WEC ENERGY GROUP INC1.21%
CINTAS CORP1.20%
AMEREN CORP1.18%
CASEY'S GENERAL1.17%
OLD DOMINION FRT1.13%
Franklin Institutional US Government Money Market Fund1.10%
TRACTOR SUPPLY CO.1.01%
MERCK & CO1.00%
MOTOROLA SOLUTIONS INC0.98%
PEPSICO INC0.97%
HONEYWELL INTL INC0.94%
STERIS PLC0.91%
DR HORTON INC0.86%
CARLISLE COS INC0.86%

PFM (Jan. 31, 2026)

SecurityWeight
LILLY ELI and CO3.77%
WALMART INC3.66%
APPLE INC3.64%
MICROSOFT CORP3.42%
BROADCOM INC3.21%
JPMORGAN CHASE and CO3.21%
EXXON MOBIL CORP2.29%
JOHNSON&JOHNSON2.10%
VISA INC-CLASS A2.09%
MASTERCARD INC CL A1.85%
ORACLE CORP1.80%
COSTCO WHOLESALE CORP1.60%
ABBVIE INC1.51%
BANK OF AMERICA CORPORATION1.49%
HOME DEPOT INC1.43%
CHEVRON CORP1.37%
PROCTER & GAMBLE1.36%
COCA-COLA CO/THE1.24%
CISCO SYSTEMS INC1.19%
CATERPILLAR INC1.18%
LAM RESEARCH CORP1.13%
MORGAN STANLEY1.12%
INTL BUS MACH CORP1.10%
GOLDMAN SACHS GROUP INC1.08%
PHILIP MORRIS INTL INC1.07%
MERCK & CO1.05%
RTX CORP1.04%
UNITEDHEALTH GRP1.00%
MCDONALDS CORP0.86%
LINDE PLC0.82%
PEPSICO INC0.81%
TEXAS INSTRUMENTS INC0.75%
ABBOTT LABS0.73%
VERIZON COMMUNICATIONS INC0.72%
KLA CORP0.72%
AMGEN INC0.71%
NEXTERA ENERGY INC0.70%
AMPHENOL CORPORATION CL A0.68%
BLACKROCK INC0.67%
ACCENTURE PLC-A0.63%
QUALCOMM INC0.62%
S&P GLOBAL INC0.61%
DANAHER CORP0.59%
ANALOG DEVICES INC0.58%
PFIZER INC0.58%
LOWES COS INC0.58%
LOCKHEED MARTIN CORP0.56%
HONEYWELL INTL INC0.56%
STRYKER CORP0.54%
UNION PACIFIC CORP0.54%

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