Compare fund portfolios

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

vs

GFCIX vs TLGUX

Shared holdings
104
GFCIX covered by TLGUX
37.98%
TLGUX covered by GFCIX
37.98%

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.

GFCIX (June 30, 2024)

SecurityWeight
MICROSOFT CORP6.86%
APPLE INC5.75%
NVIDIA CORP5.29%
AMAZON.COM INC2.76%
ALPHABET INC CL A2.50%
META PLATFORMS INC CL A1.95%
BERKSHIRE HATH-B1.93%
VALERO ENERGY CORP1.77%
HARTFORD INSURANCE GROUP INC/THE1.76%
LOCKHEED MARTIN CORP1.72%
WW GRAINGER INC1.71%
SYNCHRONY FINANCIAL1.45%
LOWES COS INC1.41%
PRUDENTL FINL1.32%
CHENIERE ENERGY INC1.31%
BROADCOM INC1.31%
TRAVELERS COS IN1.30%
CATERPILLAR INC1.28%
ARISTA NETWORKS INC1.24%
AMGEN INC1.16%
CUMMINS INC1.16%
MCKESSON CORP1.13%
DEERE & CO1.12%
SNAP-ON INCORPORATED1.12%
UNITED RENTALS INC1.11%
VERTEX PHARMACEUTICALS INC1.08%
DR HORTON INC1.06%
MERCK & CO1.02%
GENERAL DYNAMICS CORPORATION1.02%
TD SYNNEX CORP0.99%
NUCOR CORP0.99%
CAPITAL ONE FINANCIAL CORP0.98%
UNITEDHEALTH GRP0.97%
PROGRESSIVE CORP OHIO0.96%
QUALCOMM INC0.94%
CISCO SYSTEMS INC0.93%
CITIGROUP INC0.91%
PULTEGROUP INC0.91%
AMPHENOL CORPORATION CL A0.90%
EBAY INC0.90%
KLA CORP0.88%
SPDR S&P 500 ETF Trust0.86%
AVNET INC0.86%
GILEAD SCIENCES INC0.86%
REGENERON PHARMACEUTICALS INC0.85%
ELEVANCE HEALTH INC0.85%
AMERICAN EXPRESS CO0.85%
UNITED THERAPEUTICS CORP DEL0.84%
FEDEX CORP0.84%
MOTOROLA SOLUTIONS INC0.82%

TLGUX (Nov. 30, 2024)

SecurityWeight
MICROSOFT CORP5.47%
NVIDIA CORP4.60%
APPLE INC4.38%
AMAZON.COM INC3.66%
META PLATFORMS INC CL A2.05%
ALPHABET INC CL A1.73%
JPMORGAN CHASE and CO1.51%
VISA INC-CLASS A1.44%
ALPHABET INC CL C1.39%
BERKSHIRE HATH-B1.36%
UNITEDHEALTH GRP1.31%
NETFLIX INC1.25%
TESLA INC1.24%
MASTERCARD INC CL A1.06%
BROADCOM INC1.05%
EXXON MOBIL CORP0.98%
LILLY ELI and CO0.84%
THERMO FISHER SCIENTIFIC INC0.79%
FUTURE CONTRACT ON S&P500 EMINI FUT DEC24 0.000000000.73%
BANK OF AMERICA CORPORATION0.73%
INTUIT INC0.72%
PROCTER & GAMBLE0.68%
WELLS FARGO & CO0.65%
ADOBE INC0.65%
ABBVIE INC0.64%
COSTCO WHOLESALE CORP0.64%
PROGRESSIVE CORP OHIO0.63%
JOHNSON&JOHNSON0.61%
BROOKFIELD CORP CL A0.60%
S&P GLOBAL INC0.59%
RTX CORP0.58%
TRANSDIGM GROUP INC0.57%
WALT DISNEY CO/T0.56%
ORACLE CORP0.55%
CISCO SYSTEMS INC0.54%
SALESFORCE INC0.54%
ABBOTT LABS0.53%
DANAHER CORP0.52%
BLACKROCK INC0.52%
BOSTON SCIENTIFIC CORP0.50%
HOME DEPOT INC0.50%
CATERPILLAR INC0.49%
KKR & CO INC0.48%
CADENCE DESIGN SYSTEMS INC0.48%
WALMART INC0.47%
LOWES COS INC0.47%
HONEYWELL INTL INC0.47%
MERCK & CO0.46%
PEPSICO INC0.46%
NEXTERA ENERGY INC0.44%

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