Compare fund portfolios

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

vs

FVALX vs ESN

Shared holdings
9
FVALX covered by ESN
17.74%
ESN covered by FVALX
17.74%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FVALX (March 31, 2026)

SecurityWeight
U.S. Treasury Bills19.54%
U.S. Treasury Bills8.32%
MSILF Treasury Portfolio, Class Institutional6.69%
VERIZON COMMUNICATIONS INC3.13%
EXXON MOBIL CORP2.61%
JOHNSON&JOHNSON2.46%
ALTRIA GROUP INC2.27%
ALAMOS GOLD INC A2.24%
KROGER CO2.23%
TRAVELERS COS IN2.20%
FIRSTENERGY CORP2.12%
EBAY INC2.11%
CHUBB LTD2.10%
US BANCORP DEL2.09%
3M CO2.03%
ALLSTATE CORPORATION2.03%
EXELON CORP2.03%
JM SMUCKER CO/THE2.02%
DOMINION ENERGY INC2.02%
CARDINAL HEALTH INC2.01%
FEDEX CORP1.99%
AGNICO EAGLE MINES LTD1.99%
AMGEN INC1.97%
WOLFSPEED INC1.81%
TEVA PHARMACEUTICAL IND ADR1.77%
MLP1.62%
TYSON FOODS INC CL A1.61%
CVS HEALTH CORP1.61%
QUANTA SVCS INC1.54%
KRAFT HEINZ CO/T1.46%
CHEVRON CORP1.45%
GENERAL MILLS INC1.42%
INTL BUS MACH CORP1.36%
THE CIGNA GROUP1.19%
DIAMONDBACK ENERGY INC1.11%
BAXTER INTL INC0.94%
AON PLC-CLASS A0.90%
THE CAMPBELL'S COMPANY0.75%
LULULEMON ATHLETICA INC0.68%
UNITEDHEALTH GRP0.61%

ESN (Feb. 28, 2026)

SecurityWeight
VERIZON COMMUNICATIONS INC2.98%
FEDEX CORP2.97%
SYSCO CORP2.91%
EXXON MOBIL CORP2.89%
NUTRIEN LTD2.87%
CME GROUP INC CL A2.84%
JOHNSON&JOHNSON2.80%
FREEPORT MCMORAN INC2.80%
LOCKHEED MARTIN CORP2.79%
NEWMONT CORP2.77%
Enterprise Products Partners LP2.72%
CHUBB LTD2.68%
DUKE ENERGY CORP NEW2.66%
WASTE MANAGEMENT INC2.64%
MARATHON PETROLEUM CORP2.62%
PFIZER INC2.61%
COSTCO WHOLESALE CORP2.55%
AMERICAN WATER WRKS COMPANY2.52%
META PLATFORMS INC CL A2.49%
APPLE INC2.48%
INTEL CORP2.47%
MASCO CORPORATION2.46%
HOME DEPOT INC2.44%
FORD MOTOR CO2.44%
BERKSHIRE HATH-B2.43%
CVS HEALTH CORP2.43%
3M CO2.37%
LILLY ELI and CO2.36%
BOEING CO/THE2.32%
VISA INC-CLASS A2.28%
ALPHABET INC CL A2.28%
DELTA AIR LI2.27%
JPMORGAN CHASE and CO2.25%
AMAZON.COM INC2.10%
UNITEDHEALTH GRP2.03%
MICROSOFT CORP2.02%
AUTOMATIC DATA PROCESSING INC1.96%
PALO ALTO NETWORKS INC1.92%
INTL BUS MACH CORP1.85%
ORACLE CORP1.79%
BBH SWEEP VEHICLE0.96%

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