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GVCIX vs GCAEX

Shared holdings
44
GVCIX covered by GCAEX
25.19%
GCAEX covered by GVCIX
25.19%

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%

GCAEX (March 31, 2026)

SecurityWeight
BANK OF NEW YORK MELLON CORP5.01%
CHEVRON CORP3.33%
NEWMONT CORP3.11%
GENUINE PARTS CO3.11%
DEERE & CO3.03%
GATX CORP2.73%
STATE STREET CORP2.73%
NATL FUEL GAS CO2.32%
TEXTRON INC1.92%
PARKER HANNIFIN CORP1.91%
FLOWSERVE CORP1.88%
FOMENTO ECONO MEX(FEMSA)SP ADR1.85%
MICROSOFT CORP1.80%
CRANE CO1.79%
ITT INC1.71%
HEINEKEN NV1.54%
DEUTSCHE TELEKOM AG SPON ADR ADR1.52%
GOLDMAN SACHS GROUP INC1.50%
INTERACTIVE BROKERS GROUP INC1.32%
MUELLER INDUSTRIES INC1.28%
LOEWS CORP1.22%
TELEPHONE & DATA1.20%
BRISTOL-MYERS SQUIBB CO1.18%
COSTCO WHOLESALE CORP1.13%
FREEPORT MCMORAN INC1.12%
ONEOK INC1.10%
TE CONNECTIVITY PLC1.09%
BROWN FORMAN CORP CL A1.08%
MASTERCARD INC CL A1.07%
GRUPO BIMBO-A1.06%
CATERPILLAR INC0.96%
JOHNSON CONTROLS INTERNATIONAL PLC0.95%
INTL BUS MACH CORP0.92%
S&P GLOBAL INC0.89%
INGLES MARKETS INC-CL A0.88%
MARATHON PETROLEUM CORP0.83%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT0.82%
HALLIBURTON CO0.78%
PEPSICO INC0.76%
CVS HEALTH CORP0.75%
APPLE INC0.75%
GRACO INC0.74%
NISSIN FOODS HOL0.68%
NESTLE SA (REG)0.68%
JULIUS BAER GROU0.66%
VERIZON COMMUNICATIONS INC0.63%
Sony Group Corp. SPON ADR EACH REPR 1 ORD0.61%
OGE ENERGY CORP0.61%
PENTAIR PLC0.58%
ITO EN LTD0.56%

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