Compare fund portfolios

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

vs

IBD vs FIIFX

Shared holdings
27
IBD covered by FIIFX
3.95%
FIIFX covered by IBD
3.95%

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.

IBD (Feb. 28, 2026)

SecurityWeight
CPT 4.9 01/15/342.24%
ALEXANDRIA REAL2.23%
AMPHENOL CORP2.22%
TRIMBLE INC2.20%
VALERO ENERGY2.20%
AUTOMATIC DATA2.18%
CBOE HOLDINGS2.18%
AUTOZONE INC2.18%
BAXTER INTL2.14%
JABIL INC2.13%
CATERPILLAR INC2.10%
EVERGY INC2.10%
ATMOS ENERGY2.10%
CONAGRA BRANDS2.09%
SUN COMMUNITIES2.09%
CARLISLE COS INC2.08%
DIAMONDBACK ENER2.07%
BOSTON PROP LP2.06%
SWK 3 05/15/322.01%
NEWMONT CORP2.01%
EXTRA SPACE STOR2.00%
FORTINET INC1.98%
REVVITY INC1.95%
BAXTER INTL1.91%
REPUBLIC SVCS1.91%
BBH SWEEP VEHICLE1.33%
DEVON FINANCING0.25%
EL PASO CORP0.25%
RYDER SYSTEM INC0.24%
PULTE HOMES INC0.23%
EQT CORP0.23%
ATMOS ENERGY COR0.23%
TARGA RESOURCES0.23%
TENNESSEE GAS PL0.23%
DTE ENERGY CO0.23%
CHENIERE ENERGYP0.23%
FORTUNE BRANDS I0.23%
INGERSOLL RAND0.22%
REINSURANCE GRP0.22%
NORDSON CORP0.22%
EVERSOURCE ENERG0.22%
ONEOK INC0.22%
QUALCOMM INC0.22%
TRMB 6.1 03/15/330.22%
NATIONAL FUEL GA0.22%
COCA-COLA CONSOL0.22%
Westinghouse Air Brake Technologies Corp.0.22%
VRSK 5 3/4 04/01/330.22%
CROWN CASTLE INC0.22%
EQT CORP0.22%

FIIFX (April 30, 2026)

SecurityWeight
Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class1.87%
T-MOBILE USA INC0.62%
US TREASURY N/B0.61%
BANK OF AMER CRP0.57%
CHARTER COMM OPT0.55%
CITIGROUP INC0.51%
BANK OF AMER CRP0.49%
AMGEN INC0.48%
ORACLE CORP0.48%
BANK OF AMER CRP0.47%
WELLS FARGO CO0.46%
TRUIST FINANCIAL0.46%
CVS HEALTH CORP0.46%
ROPER TECHNOLOGI0.45%
GOLDMAN SACHS GP0.45%
HYUNDAI CAPITAL AMERICA SR UNSECURED 144A 01/29 5.30.45%
NEXTERA ENERGY0.44%
AT&T INC0.42%
BAYER US FIN II LLC 4.375% 12/15/2028 144A0.42%
AMER ELEC PWR0.41%
PNC FINANCIAL0.41%
ALLY FINANCIAL0.40%
EXELON CORP0.40%
CITIGROUP INC0.40%
JPMORGAN CHASE0.40%
KRAFT HEINZ FOOD0.40%
UBER TECHNOLOGIE0.39%
GOLDMAN SACHS GP0.39%
BOEING CO0.39%
MORGAN STANLEY0.39%
ORACLE CORP0.38%
NETFLIX INC0.37%
HESS CORP0.37%
VERIZON COMM INC0.37%
ANHEUSER-BUSCH0.37%
BANK OF AMER CRP0.36%
NATL RURAL UTIL0.36%
REGENCY CENTERS0.36%
AMAZON.COM INC0.36%
MARS INC0.36%
GXO LOGISTICS0.36%
MORGAN STANLEY0.35%
DUKE ENERGY COR0.35%
BOEING CO0.35%
LINCOLN NATL CRP0.35%
FITB V6.361 10/27/280.34%
SYNOVUS BANK GA0.34%
NATIONAL FUEL GA0.34%
BANK OF AMER CRP0.34%
PEPSICO INC0.34%

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