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IBD vs IBDW

Shared holdings
34
IBD covered by IBDW
5.26%
IBDW covered by IBD
5.26%

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%

IBDW (Jan. 31, 2026)

SecurityWeight
BlackRock Cash Funds: Institutional, SL Agency Shares5.56%
VERIZON COMM INC0.89%
FRANCE TELECOM0.79%
ORACLE CORP0.76%
AT&T INC0.73%
AMAZON.COM INC0.68%
BROADCOM INC0.65%
CISCO SYSTEMS0.65%
APPLE INC0.62%
T-MOBILE USA INC0.60%
WALT DISNEY CO0.60%
T-MOBILE USA INC0.59%
GMAC LLC0.58%
VERIZON COMM INC0.52%
ABBVIE INC0.52%
DAIMLERCHRYS NA0.48%
BlackRock Cash Funds: Treasury, SL Agency Shares0.48%
HCA INC0.47%
PACIFIC GAS&ELEC0.47%
MERCK & CO INC0.47%
WALMART INC0.44%
CENTENE CORP0.42%
BROADCOM INC0.41%
COMCAST CORP0.41%
HUMANA INC0.40%
BANCO SANTANDER0.40%
CHARTER COMM OPT0.40%
CHENIERE ENERGYP0.37%
COMCAST CORP0.37%
WILLIAMS COS INC0.36%
LOWE'S COS INC0.36%
UNITEDHEALTH GRP0.35%
BOEING CO0.35%
ROYAL BK CANADA0.35%
CIGNA GROUP/THE0.35%
SALESFORCE.COM0.35%
VMWARE LLC0.35%
MPLX L.P.0.34%
FORD MOTOR CRED0.34%
PHILIP MORRIS IN0.34%
BRISTOL-MYERS0.34%
ENTERPRISE PRODU0.33%
HONEYWELL INTL0.33%
ONEOK INC0.33%
HP ENTERPRISE0.33%
PHILLIPS 66 CO0.33%
CANADIAN PACIFIC0.32%
DELL INT / EMC0.32%
AT&T INC0.32%
FORD MOTOR CO0.31%

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