Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
HFCIX vs DAVPX
Shared holdings
4
HFCIX covered by DAVPX
13.37%
DAVPX covered by HFCIX
13.37%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
HFCIX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| AST SPACEMOBILE INC | 22.49% | |
| BROOKFIELD CORP CL A | 7.18% | |
| Ashtead Group PLC | 6.69% | |
| APPLIED MATERIALS INC | 6.23% | |
| MARKEL GROUP INC | 5.44% | |
| FIRST AM-TR OB-X | 5.14% | |
| FRST AM-GV OB-X | 5.14% | |
| O'REILLY AUTOMOTIVE INC | 5.12% | |
| AON PLC | 4.79% | |
| HILTON WORLDWIDE HOLDINGS INC | 3.44% | |
| BROOKFIELD ASSET MANAGEMENT LTD A | 3.10% | |
| NVR INC | 3.02% | |
| DANAHER CORP | 2.79% | |
| TRANSDIGM GROUP INC | 2.77% | |
| AMERICAN TOWER CORP | 2.47% | |
| CDW CORPORATION | 2.46% | |
| COGENT COMMUNICATIONS HOLDINGS INC | 2.15% | |
| RH | 1.90% | |
| CARMAX INC | 1.76% | |
| SHENANDOAH TELECOM CO | 1.70% | |
| ALTUS GROUP LTD | 1.52% | |
| MONEYMKT | 1.47% | |
| FLOOR & DECOR-A | 0.74% | |
| Relx PLC SPON ADS EACH REPR 1 ORD | 0.30% | |
| BROOKFIELD WEALT | 0.19% |
DAVPX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| AMAZON.COM INC | 5.42% | |
| NVIDIA CORP | 5.39% | |
| FIRST AM-TR OB-X | 4.83% | |
| MICROSOFT CORP | 4.58% | |
| BROOKFIELD CORP CL A | 4.54% | |
| APPLE INC | 4.20% | |
| ROCKWELL AUTOMATION INC | 3.11% | |
| UNITEDHEALTH GRP | 3.11% | |
| ALPHABET INC CL A | 2.93% | |
| ANALOG DEVICES INC | 2.74% | |
| TJX COS INC | 2.69% | |
| MASTERCARD INC CL A | 2.66% | |
| BERKSHIRE HATH-B | 2.58% | |
| MARTIN MAR MTLS | 2.53% | |
| EOG RESOURCES INC | 2.51% | |
| DANAHER CORP | 2.47% | |
| UNION PACIFIC CORP | 2.45% | |
| META PLATFORMS INC CL A | 2.30% | |
| AON PLC-CLASS A | 2.27% | |
| BROADCOM INC | 2.26% | |
| SHERWIN WILLIAMS CO | 2.16% | |
| INTERCONTINENTAL EXCHANGE INC | 2.09% | |
| VISA INC-CLASS A | 2.09% | |
| COSTCO WHOLESALE CORP | 1.97% | |
| UBER TECHNOLOGIES INC | 1.95% | |
| VERTEX PHARMACEUTICALS INC | 1.92% | |
| MARVELL TECHNOLOGY INC | 1.88% | |
| ACCENTURE PLC-A | 1.80% | |
| CONSTELLATION ENERGY CORP | 1.72% | |
| SERVICENOW INC | 1.70% | |
| QUANTA SVCS INC | 1.68% | |
| Spotify Technology SA | 1.66% | |
| TRANE TECHNOLOGI | 1.65% | |
| ABBOTT LABS | 1.63% | |
| MARKEL GROUP INC | 1.53% | |
| REPUBLIC SVCS | 1.52% | |
| INTUITIVE SURGICAL INC | 1.52% | |
| CINTAS CORP | 1.48% | |
| PALO ALTO NETWORKS INC | 1.47% | |
| HOME DEPOT INC | 1.00% |
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