Compare fund portfolios

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

vs

HAVGX vs KCGIX

Shared holdings
15
HAVGX covered by KCGIX
36.82%
KCGIX covered by HAVGX
36.82%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HAVGX (April 30, 2026)

SecurityWeight
APPLE INC COMMON STOCK6.97%
ALPHABET INC CL A6.57%
MICROSOFT CORP5.99%
NVIDIA CORP5.74%
JPMORGAN CHASE and CO5.12%
COSTCO WHOLESALE CORP4.93%
RTX CORPORATION COMMON STOCK4.44%
BLACKROCK INC4.11%
EATON CORP PLC3.99%
MASTERCARD INC CL A3.82%
HONEYWELL INTL INC3.78%
LILLY ELI and CO3.53%
JOHNSON&JOHNSON3.38%
TJX COS INC3.35%
LOWES COS INC2.96%
NEXTERA ENERGY INC2.94%
PEPSICO INC2.43%
MCKESSON CORP2.27%
TEXAS INSTRUMENTS INC2.18%
BROADCOM INC2.17%
ACCENTURE PLC-A2.14%
COCA-COLA CO/THE2.08%
META PLATFORMS INC CL A2.06%
S&P GLOBAL INC1.91%
STRYKER CORP1.63%
AON PLC-CLASS A1.61%
CHEVRON CORP1.49%
THERMO FISHER SCIENTIFIC INC1.44%
MEDTRONIC PLC1.18%
WASTE MANAGEMENT INC1.07%
AIR PRODUCTS & CHEMICALS INC COMMON STOCK0.86%
VISA INC-CLASS A0.83%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)0.52%
LINDE PLC0.50%

KCGIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.94%
APPLE INC COMMON STOCK9.68%
MICROSOFT CORP8.25%
ALPHABET INC CL A4.68%
BROADCOM INC4.09%
ALPHABET INC CL C4.06%
META PLATFORMS INC CL A3.74%
TESLA INC3.06%
JPMORGAN CHASE and CO2.19%
VISA INC-CLASS A1.89%
CATERPILLAR INC1.29%
MASTERCARD INC CL A1.28%
GENERAL ELECTRIC CO1.27%
WALMART INC1.23%
KLA CORP1.03%
CUMMINS INC1.03%
COCA-COLA CO/THE1.02%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.00%
COSTCO WHOLESALE CORP1.00%
GOLDMAN SACHS GROUP INC0.99%
WASTE MANAGEMENT INC0.97%
Common Stock0.95%
BANK OF NEW YORK MELLON CORP COMMON STOCK0.94%
PROCTER & GAMBLE0.93%
UBER TECHNOLOGIES INC0.91%
SIMON PROPERTY0.90%
SALESFORCE INC0.88%
ECOLAB INC0.87%
TJX COS INC0.87%
PROGRESSIVE CORP OHIO0.85%
AMERICAN EXPRESS CO COMMON STOCK0.85%
NETFLIX INC0.84%
GE VERNOVA LLC0.81%
DARDEN RESTAURANTS INC0.80%
EVERCORE INC A0.79%
ENTERGY CORP0.78%
BOSTON SCIENTIFIC CORP0.77%
INTUITIVE SURGICAL INC0.77%
TEXAS INSTRUMENTS INC0.76%
MUELLER INDUSTRIES INC0.74%
MONSTER BEVERAGE CORP0.71%
AUTOZONE INC COMMON STOCK0.67%
BAKER HUGHES CO0.66%
WALT DISNEY CO/T0.65%
CBRE GROUP INC - CL A0.65%
ORACLE CORP0.65%
LAM RESEARCH CORP0.64%
ATI INC0.64%
GILEAD SCIENCES INC0.62%
INTUIT INC0.62%

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