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GVCIX vs BOYAX

Shared holdings
10
GVCIX covered by BOYAX
21.71%
BOYAX covered by GVCIX
21.71%

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.

GVCIX (March 31, 2026)

SecurityWeight
NEWMONT CORP8.14%
MADISON SQUARE GARDEN SPORTS CORP6.59%
BANK OF NEW YORK MELLON CORP6.25%
NATL FUEL GAS CO5.17%
Sony Group Corp. SPON ADR EACH REPR 1 ORD4.49%
REPUBLIC SVCS3.75%
SPHERE ENTERTAINMENT CO3.67%
CRANE CO3.54%
AMERICAN EXPRESS CO3.33%
U.S. Treasury Bills3.15%
ATLANTA BRAVES HOLDINGS INC2.24%
MADISON SQUARE GARDEN ENTERTAINMENT CORP1.80%
GENUINE PARTS CO1.73%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT1.70%
WASTE CONNECTIONS INC1.63%
TELEPHONE & DATA1.59%
RYMAN HOSPITALITY PPTYS INC1.54%
CNH INDUSTRIAL NV1.51%
WARNER BROS DISCOVERY INC1.44%
FLOWSERVE CORP1.41%
Grupo Televisa SAB1.41%
LOEWS CORP1.34%
ATLANTA BRAVES HOLDINGS IN-A1.18%
WALT DISNEY CO/T1.16%
U.S. Treasury Bills1.15%
VALMONT INDUSTRIES INC1.04%
VERSANT MEDIA GROUP INC - A1.01%
ROGERS COMMUNICATIONS INC COMMON STOCK0.98%
ECHOSTAR CORP CL A0.98%
US CELLULAR CORP0.97%
SINCLAIR INC CL A0.94%
APA CORP0.93%
CITIGROUP INC0.93%
FOX CORP CL A0.89%
UST BILLS 0% 05/14/20260.88%
EXXON MOBIL CORP0.85%
CHART INDUSTRIES INC0.85%
U.S. Treasury Bills0.80%
COMCAST CORP CL A0.78%
HONEYWELL INTL INC0.76%
MONDELEZ INTL INC0.72%
SUNRISE COMMUNIC0.69%
U.S. Treasury Bills0.68%
SCOTTS MIRACLE GRO CO0.67%
BOLLORE SE0.65%
GOLDMAN SACHS GROUP INC0.64%
LIBERTY GLOBAL LTD CL A0.61%
GARRETT MOTION INC0.59%
U.S. Treasury Bills0.54%
ZIMMER BIOMET HO0.53%

BOYAX (March 31, 2026)

SecurityWeight
AMERIPRISE FINANCIAL INC8.58%
MICROSOFT CORP7.30%
HOME DEPOT INC7.22%
JPMORGAN CHASE and CO6.41%
MADISON SQUARE GARDEN SPORTS CORP5.92%
BANK OF NEW YORK MELLON CORP5.63%
UBER TECHNOLOGIES INC5.43%
BANK OF AMERICA CORPORATION5.22%
ATLANTA BRAVES HOLDINGS INC4.26%
CISCO SYSTEMS INC3.62%
MCDONALDS CORP3.49%
WALT DISNEY CO/T3.42%
ALPHABET INC CL A2.91%
ACUSHNET HOLDINGS CORP2.87%
SPHERE ENTERTAINMENT CO2.84%
DREY-INS PRE-HAM2.43%
MUELLER WATER PRODUCTS INC A2.31%
MONDELEZ INTL INC1.94%
UNITED PARCEL SERVICE INC CL B1.83%
SCOTTS MIRACLE GRO CO1.79%
CVS HEALTH CORP1.74%
MADISON SQUARE GARDEN ENTERTAINMENT CORP1.68%
PFIZER INC1.68%
JOHNSON&JOHNSON1.54%
COMCAST CORP CL A1.42%
MGM RESORTS INTERNATIONAL1.31%
SS&C TECHNOLOGIE1.24%
MATCH GROUP INC1.20%
BRISTOL-MYERS SQUIBB CO1.08%
SYSCO CORP0.89%
COCA-COLA CO/THE0.73%
VERSANT MEDIA GROUP INC - A0.07%

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