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HAVLX vs VGIIX

Shared holdings
14
HAVLX covered by VGIIX
17.90%
VGIIX covered by HAVLX
17.90%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HAVLX (Jan. 31, 2026)

SecurityWeight
PARKER HANNIFIN CORP4.92%
ALPHABET INC CL C4.17%
MICROSOFT CORP3.58%
CAPITAL ONE FINANCIAL CORP3.57%
CORTEVA INC3.39%
MARTIN MAR MTLS3.02%
AMERIPRISE FINANCIAL INC2.83%
US BANCORP DEL2.60%
ECOLAB INC2.57%
Mitsubishi UFJ Financial Group Inc. SPON ADS EACH REP 1 ORD SHS2.57%
AMGEN INC2.54%
TELEDYNE TECHNOLOGIES INC2.42%
Sony Group Corp. SPON ADR EACH REPR 1 ORD2.41%
WELLS FARGO & CO2.37%
GENERAL DYNAMICS CORPORATION2.30%
PNC FINANCIAL SERVICES GRP INC2.26%
COCA-COLA CO/THE2.24%
LENNAR CORP CL A2.23%
QUALCOMM INC2.22%
VERIZON COMMUNICATIONS INC2.17%
XCEL ENERGY INC2.14%
MICROCHIP TECHNOLOGY2.13%
SYNOPSYS INC2.13%
TOTALENERGIES SE2.08%
LOWES COS INC2.07%
UBER TECHNOLOGIES INC2.02%
ATMOS ENERGY CORP2.01%
COTERRA ENERGY INC1.98%
AMERICAN INTERNATIONAL GROUP1.97%
MCCORMICK-N/V1.92%
RPM INTL INC1.91%
AMERICAN WATER WRKS COMPANY1.88%
DANAHER CORP1.85%
AIR PRODUCTS and CHEMICALS INC1.84%
MERCK & CO1.83%
BLACKSTONE INC1.82%
ALCON INC1.74%
PROCTER & GAMBLE1.74%
OSHKOSH CORP1.73%
MEDTRONIC PLC1.64%
CULLEN FROST BANKERS INC1.60%
ADOBE INC1.56%
EQUITY LIFESTYLE PPTYS INC1.35%
MOTOROLA SOLUTIONS INC0.62%
LENNAR CORP CL B0.06%

VGIIX (March 31, 2026)

SecurityWeight
WELLS FARGO & CO2.90%
ALPHABET INC CL C2.46%
CHEVRON CORP2.41%
CONOCOPHILLIPS2.34%
AMAZON.COM INC2.24%
JOHNSON&JOHNSON2.13%
PHILIP MORRIS INTL INC2.03%
ANALOG DEVICES INC2.03%
BANK OF AMERICA CORPORATION2.02%
EATON CORP PLC1.95%
RTX CORP1.95%
EOG RESOURCES INC1.83%
SCHWAB CHARLES CORP1.82%
MORGAN STANLEY1.76%
CARRIER GLOBAL CORP1.74%
GENERAL DYNAMICS CORPORATION1.72%
AIR PRODUCTS and CHEMICALS INC1.62%
UNION PACIFIC CORP1.60%
CITIGROUP INC1.58%
LOWES COS INC1.53%
DOVER CORP1.51%
MERCK & CO1.48%
AMERICAN EXPRESS CO1.42%
BANK OF NEW YORK MELLON CORP1.36%
MICROSOFT CORP1.35%
TEXAS INSTRUMENTS INC1.35%
CAPITAL ONE FINANCIAL CORP1.34%
3M CO1.34%
THERMO FISHER SCIENTIFIC INC1.30%
MCDONALDS CORP1.30%
NEXTERA ENERGY INC1.30%
BERKSHIRE HATH-B1.29%
TJX COS INC1.29%
VULCAN MATERIALS CO1.27%
DEERE & CO1.27%
WALT DISNEY CO/T1.25%
ABBVIE INC1.22%
HOME DEPOT INC1.21%
GOLDMAN SACHS GROUP INC1.20%
WESTERN DIGITAL CORP1.18%
WALMART INC1.15%
NXP SEMICONDUCTORS NV1.08%
META PLATFORMS INC CL A1.05%
CSX CORP1.05%
XCEL ENERGY INC1.01%
CMS ENERGY CORP1.00%
VENTAS INC REIT0.97%
UNITEDHEALTH GRP0.95%
CVS HEALTH CORP0.93%
PROCTER & GAMBLE0.91%

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