Compare fund portfolios

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

vs

ICWIX vs XLE

Shared holdings
13
ICWIX covered by XLE
29.14%
XLE covered by ICWIX
29.14%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ICWIX (Jan. 30, 2026)

SecurityWeight
CHENIERE ENERGY INC7.90%
BAKER HUGHES CO4.54%
TARGA RESOURCES CORP4.51%
KODIAK GAS SERVICES INC4.11%
TEXAS PACIFIC LAND CORP4.10%
ARCHROCK INC4.05%
TC ENERGY CORP3.65%
VALERO ENERGY CORP3.62%
ENTERGY CORP3.58%
PHILLIPS 663.31%
NRG ENERGY INC3.23%
CHEVRON CORP3.19%
GULFPORT ENERGY CORP3.05%
VERTIV HOLDINGS CO3.01%
Landbridge Company, LLC2.97%
WILLIAMS COS INC2.72%
ANTERO RESOURCES2.72%
EQT CORPORATION2.70%
EXPAND ENERGY CORP2.66%
PERMIAN RESOURCES CORP CL A2.51%
VISTRA CORP2.47%
FIRST SOLAR INC2.25%
XCEL ENERGY INC1.89%
BADGER METER INC1.83%
SLB LTD1.81%
EXCELERATE ENERGY INC1.40%
TECHNIPFMC PLC1.39%
NEXTRACKER INC CL A1.39%
GE VERNOVA LLC1.36%
DIAMONDBACK ENERGY INC1.33%
CONOCOPHILLIPS1.30%
PRIMORIS SVCS CORP1.29%
TESLA INC1.21%
CAMECO CORP1.15%
MURPHY USA INC1.05%
BLOOM ENERGY CORP CL A0.94%
EXXON MOBIL CORP0.88%
CONSTELLATION ENERGY CORP0.87%
SHOALS TECHNOLOGIES GROUP INC0.76%
TENARIS SA SPON ADR0.69%
GENERAC HOLDINGS INC0.42%
EXPRO GROUP HOLD0.20%

XLE (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP23.77%
CHEVRON CORP17.33%
CONOCOPHILLIPS7.22%
EOG RESOURCES INC4.15%
SLB LTD4.07%
WILLIAMS COS INC4.07%
VALERO ENERGY CORP3.99%
PHILLIPS 663.89%
MARATHON PETROLEUM CORP3.81%
KINDER MORGAN INC3.48%
BAKER HUGHES CO3.20%
ONEOK INC3.01%
TARGA RESOURCES CORP2.85%
OCCIDENTAL PETROLEUM CORP2.48%
EQT CORPORATION2.10%
DIAMONDBACK ENERGY INC2.03%
HALLIBURTON CO1.73%
DEVON ENERGY CORP1.65%
TEXAS PACIFIC LAND CORP1.46%
COTERRA ENERGY INC1.41%
EXPAND ENERGY CORP1.38%
APA CORP0.80%
State Street Navigator Securities Lending Portfolio II0.11%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.01%

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