Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
HART vs SWANX
Shared holdings
6
HART covered by SWANX
17.64%
SWANX covered by HART
17.64%
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.
HART (July 31, 2025)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 5.76% | |
| JOHNSON&JOHNSON | 5.48% | |
| ASTRAZENECA PLC | 5.35% | |
| APPLE INC | 5.33% | |
| Novartis AG (Registered) | 5.23% | |
| LILLY ELI and CO | 5.18% | |
| BOSTON SCIENTIFIC CORP | 5.14% | |
| PFIZER INC | 5.12% | |
| ABBOTT LABS | 4.87% | |
| UNITEDHEALTH GRP | 4.27% | |
| MEDTRONIC PLC | 3.92% | |
| NOVO NORDISK-B | 3.60% | |
| Sanofi SA | 3.46% | |
| BRISTOL-MYERS SQUIBB CO | 2.98% | |
| NIKE INC CL B | 2.94% | |
| ELEVANCE HEALTH INC | 2.18% | |
| HCA HEALTHCARE INC | 2.12% | |
| EDWARDS LIFESCIENCES CORP | 1.55% | |
| GARMIN LTD | 1.20% | |
| ADIDAS AG | 1.08% | |
| GENERAL MILLS INC | 0.91% | |
| RHYTHM PHARMACEUTICALS INC | 0.72% | |
| KONINKLIJKE PHIL | 0.69% | |
| Fresenius SE & Company KGaA | 0.67% | |
| BUMRUNGRAD HOSPITAL PCL | 0.63% | |
| CYTOKINETICS INC | 0.63% | |
| DICKS SPORTING GOODS INC | 0.61% | |
| TECHNOGYM SPA | 0.59% | |
| HAYWARD HOLDINGS INC | 0.57% | |
| PENTAIR PLC | 0.57% | |
| BASIC-FIT NV | 0.56% | |
| THULE GROUP AB/T | 0.56% | |
| PLANET FITNESS INC CL A | 0.55% | |
| ASICS CORP | 0.55% | |
| DECKERS OUTDOOR CORP | 0.54% | |
| FLUIDRA SA | 0.53% | |
| SIEMENS HEALTHINEERS AG COMMON STOCK | 0.53% | |
| POOL CORP | 0.53% | |
| ATRICURE INC | 0.52% | |
| RAMSAY HEALTH CARE LTD | 0.52% | |
| ASAHI INTECC CO | 0.52% | |
| BANGKOK DUSIT MEDICAL SERVICES PCL | 0.52% | |
| IRHYTHM TECHNOLOGIES INC | 0.51% | |
| UNDER ARMOUR INC CL A | 0.51% | |
| TENET HEALTHCARE CORP | 0.51% | |
| FENG TAY | 0.51% | |
| GIANT MANUFACTUR | 0.50% | |
| SELECT MEDICAL HLDGS CORP | 0.50% | |
| IHH HEALTHCARE B | 0.50% | |
| ACADIA HEALTHCARE CO INC | 0.50% |
SWANX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 10.20% | |
| MICROSOFT CORP | 8.00% | |
| ALPHABET INC CL A | 8.00% | |
| APPLE INC | 6.60% | |
| META PLATFORMS INC CL A | 5.15% | |
| BROADCOM INC | 4.36% | |
| AMAZON.COM INC | 3.75% | |
| LILLY ELI and CO | 2.91% | |
| EXXON MOBIL CORP | 2.66% | |
| FIDELITY NATL INFORM SVCS INC | 2.58% | |
| VISA INC-CLASS A | 2.41% | |
| UNITEDHEALTH GRP | 2.08% | |
| CATERPILLAR INC | 1.97% | |
| TJX COS INC | 1.95% | |
| WEC ENERGY GROUP INC | 1.71% | |
| SALESFORCE INC | 1.63% | |
| PROGRESSIVE CORP OHIO | 1.52% | |
| BECTON DICKINSON and CO | 1.39% | |
| ROCKWELL AUTOMATION INC | 1.38% | |
| ASML HOLDING-NY | 1.29% | |
| NEXTERA ENERGY INC | 1.23% | |
| PROCTER & GAMBLE | 1.20% | |
| EOG RESOURCES INC | 1.19% | |
| LINDE PLC | 1.15% | |
| WALMART INC | 1.15% | |
| BOSTON SCIENTIFIC CORP | 1.14% | |
| REPUBLIC SVCS | 1.14% | |
| ZOETIS INC CL A | 1.12% | |
| MOTOROLA SOLUTIONS INC | 1.12% | |
| THERMO FISHER SCIENTIFIC INC | 1.12% | |
| CNH INDUSTRIAL NV | 1.03% | |
| SERVICENOW INC | 1.01% | |
| ROLLINS INC | 0.99% | |
| MORGAN STANLEY | 0.98% | |
| DUKE ENERGY CORP NEW | 0.95% | |
| INTUITIVE SURGICAL INC | 0.93% | |
| ARISTA NETWORKS INC | 0.92% | |
| PALO ALTO NETWORKS INC | 0.91% | |
| BLACKROCK INC | 0.87% | |
| L'Oreal S.A. ADR | 0.85% | |
| DEERE & CO | 0.84% | |
| CONSTELLATION BRANDS INC CL A | 0.79% | |
| CME GROUP INC CL A | 0.79% | |
| PARKER HANNIFIN CORP | 0.76% | |
| ACCENTURE PLC CL A | 0.64% | |
| MSCI INC | 0.64% | |
| THE BOOKING HOLDINGS INC | 0.55% | |
| TEXAS INSTRUMENTS INC | 0.53% | |
| PUBLIC STORAGE | 0.49% | |
| FASTENAL CO | 0.45% |
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