Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IBD vs IBDX
Shared holdings
25
IBD covered by IBDX
4.27%
IBDX covered by IBD
4.27%
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)
| Security | Weight | |
|---|---|---|
| CPT 4.9 01/15/34 | 2.24% | |
| ALEXANDRIA REAL | 2.23% | |
| AMPHENOL CORP | 2.22% | |
| TRIMBLE INC | 2.20% | |
| VALERO ENERGY | 2.20% | |
| AUTOMATIC DATA | 2.18% | |
| CBOE HOLDINGS | 2.18% | |
| AUTOZONE INC | 2.18% | |
| BAXTER INTL | 2.14% | |
| JABIL INC | 2.13% | |
| CATERPILLAR INC | 2.10% | |
| EVERGY INC | 2.10% | |
| ATMOS ENERGY | 2.10% | |
| CONAGRA BRANDS | 2.09% | |
| SUN COMMUNITIES | 2.09% | |
| CARLISLE COS INC | 2.08% | |
| DIAMONDBACK ENER | 2.07% | |
| BOSTON PROP LP | 2.06% | |
| SWK 3 05/15/32 | 2.01% | |
| NEWMONT CORP | 2.01% | |
| EXTRA SPACE STOR | 2.00% | |
| FORTINET INC | 1.98% | |
| REVVITY INC | 1.95% | |
| BAXTER INTL | 1.91% | |
| REPUBLIC SVCS | 1.91% | |
| BBH SWEEP VEHICLE | 1.33% | |
| DEVON FINANCING | 0.25% | |
| EL PASO CORP | 0.25% | |
| RYDER SYSTEM INC | 0.24% | |
| PULTE HOMES INC | 0.23% | |
| EQT CORP | 0.23% | |
| ATMOS ENERGY COR | 0.23% | |
| TARGA RESOURCES | 0.23% | |
| TENNESSEE GAS PL | 0.23% | |
| DTE ENERGY CO | 0.23% | |
| CHENIERE ENERGYP | 0.23% | |
| FORTUNE BRANDS I | 0.23% | |
| INGERSOLL RAND | 0.22% | |
| REINSURANCE GRP | 0.22% | |
| NORDSON CORP | 0.22% | |
| EVERSOURCE ENERG | 0.22% | |
| ONEOK INC | 0.22% | |
| QUALCOMM INC | 0.22% | |
| TRMB 6.1 03/15/33 | 0.22% | |
| NATIONAL FUEL GA | 0.22% | |
| COCA-COLA CONSOL | 0.22% | |
| Westinghouse Air Brake Technologies Corp. | 0.22% | |
| VRSK 5 3/4 04/01/33 | 0.22% | |
| CROWN CASTLE INC | 0.22% | |
| EQT CORP | 0.22% |
IBDX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| BlackRock Cash Funds: Institutional, SL Agency Shares | 8.05% | |
| VERIZON COMM INC | 1.14% | |
| AERCAP IRELAND | 1.05% | |
| META PLATFORMS | 0.82% | |
| ORACLE CORP | 0.80% | |
| SPRINT CAP CORP | 0.68% | |
| AMAZON.COM INC | 0.67% | |
| ORACLE CORP | 0.65% | |
| AMAZON.COM INC | 0.65% | |
| FORD MOTOR CO | 0.63% | |
| AT&T INC | 0.61% | |
| META PLATFORMS | 0.61% | |
| TORONTO DOM BANK | 0.56% | |
| BROADCOM INC | 0.56% | |
| GSK CONSUMER | 0.54% | |
| ROGERS COMMUNIC | 0.53% | |
| GE HEALTHCARE | 0.52% | |
| BP CAP MKTS AMER | 0.52% | |
| HCA INC | 0.51% | |
| FORD MOTOR CO | 0.50% | |
| BROADCOM INC | 0.49% | |
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.46% | |
| PHILIP MORRIS IN | 0.45% | |
| COCA-COLA CO/THE | 0.45% | |
| ALTRIA GROUP INC | 0.45% | |
| BRISTOL-MYERS | 0.44% | |
| PAYCHEX INC | 0.44% | |
| UNITEDHEALTH GRP | 0.44% | |
| SYNOPSYS INC | 0.44% | |
| VICI PROPERTIE | 0.42% | |
| COREBRIDGE FIN | 0.41% | |
| GENERAL ELECTRIC | 0.41% | |
| UNITEDHEALTH GRP | 0.40% | |
| LOWE'S COS INC | 0.40% | |
| TORONTO DOM BANK | 0.40% | |
| APPLE INC | 0.39% | |
| S&P GLOBAL INC | 0.39% | |
| BAXTER INTL | 0.39% | |
| INTERCONTINENT | 0.38% | |
| FLORIDA POWER & | 0.38% | |
| PFIZER INC | 0.38% | |
| LOWE'S COS INC | 0.37% | |
| CIGNA GROUP/THE | 0.37% | |
| EOG RESOURCES IN | 0.37% | |
| GENERAL MOTORS C | 0.37% | |
| CHEVRON USA INC | 0.37% | |
| HOME DEPOT INC | 0.36% | |
| WALMART INC | 0.36% | |
| ORACLE CORP | 0.36% | |
| PEPSICO INC SR UNSECURED 07/32 3.9 | 0.36% |
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