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ICFSX vs VFAIX

Shared holdings
13
ICFSX covered by VFAIX
12.96%
VFAIX covered by ICFSX
12.96%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 23 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ICFSX (March 31, 2026)

SecurityWeight
HARTFORD INSURANCE GROUP INC/THE6.47%
VISA INC-CLASS A6.14%
Koninklijke Ahold Delhaize NV SPONSORED ADR NE6.12%
RENAISSANCERE6.10%
ARCH CAPITAL GRP5.81%
AMERICAN EXPRESS CO5.78%
LPL FINL HLDGS INC5.64%
COCA COLA EUROPEAN PARTNERS PLC5.58%
EQUITABLE HOLDINGS INC5.42%
HUNTINGTON BANCSHARES INC5.38%
GILDAN ACTIVEWEAR INC4.81%
EBAY INC4.34%
VOYA FINANCIAL INC4.28%
MASTERCARD INC CL A4.18%
EVEREST RE GROUP4.17%
ASSURANT INC4.11%
FIDELITY NATIONAL FINL INC3.79%
RH3.01%
VISTEON CORP2.83%
BOSTON BEER COMPANY CL A2.31%
BRUNSWICK CORP2.03%
GENTHERM INC1.42%
FRST AM-GV OB-X0.28%

VFAIX (Feb. 28, 2026)

SecurityWeight
JPMORGAN CHASE and CO9.32%
BERKSHIRE HATH-B8.38%
MASTERCARD INC CL A5.31%
VISA INC-CLASS A4.22%
BANK OF AMERICA CORPORATION4.02%
Vanguard Market Liquidity Fund3.19%
WELLS FARGO & CO3.14%
GOLDMAN SACHS GROUP INC2.98%
MORGAN STANLEY2.40%
CITIGROUP INC2.30%
AMERICAN EXPRESS CO2.07%
SCHWAB CHARLES CORP1.98%
BLACKROCK INC1.88%
S&P GLOBAL INC1.66%
CHUBB LTD1.55%
PROGRESSIVE CORP OHIO1.51%
CAPITAL ONE FINANCIAL CORP1.51%
CME GROUP INC CL A1.39%
INTERCONTINENTAL EXCHANGE INC1.13%
MARSH & MCLENNAN1.11%
US BANCORP DEL1.02%
BANK OF NEW YORK MELLON CORP1.01%
PNC FINANCIAL SERVICES GRP INC1.01%
BLACKSTONE INC1.01%
MOODYS CORP0.93%
TRAVELERS COS IN0.84%
AON PLC-CLASS A0.83%
TRUIST FINL CORP0.77%
ARTHUR J GALLAGHAR AND CO0.70%
AFLAC INC0.69%
ALLSTATE CORPORATION0.68%
ROBINHOOD MARKETS INC0.67%
KKR & CO INC0.66%
APOLLO GLOBAL MANAGEMENT INC0.55%
AMERICAN INTERNATIONAL GROUP0.54%
FIFTH THIRD BANCORP0.54%
AMERIPRISE FINANCIAL INC0.53%
MSCI INC0.53%
METLIFE INC0.49%
NASDAQ INC0.48%
HARTFORD INSURANCE GROUP INC/THE0.48%
PAYPAL HOLDINGS0.47%
ARCH CAPITAL GRP0.45%
STATE STREET CORP0.44%
COINBASE GLOBAL INC0.43%
BLOCK INC CL A0.42%
PRUDENTL FINL0.42%
HUNTINGTON BANCSHARES INC0.41%
M&T BANK CORP0.41%
FISERV INC0.41%

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