Compare fund portfolios

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

vs

IGIVX vs PBFDX

Shared holdings
9
IGIVX covered by PBFDX
30.08%
PBFDX covered by IGIVX
30.08%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IGIVX (Jan. 30, 2026)

SecurityWeight
NVIDIA CORP8.16%
LAM RESEARCH CORP7.10%
KLA CORP6.45%
APPLE INC4.48%
VISA INC-CLASS A3.97%
TRANE TECHNOLOGI3.80%
DIGITALOCEAN HOLDINGS INC3.40%
ADV MICRO DEVICE3.31%
MASTERCARD INC CL A3.10%
CLOUDFLARE INC-A3.06%
JPMORGAN CHASE and CO3.02%
NEXTERA ENERGY INC2.53%
QUALCOMM INC2.49%
AIR PRODUCTS and CHEMICALS INC2.46%
THERMO FISHER SCIENTIFIC INC2.38%
WASTE MANAGEMENT INC2.37%
EXELON CORP2.21%
LOWES COS INC2.19%
DEERE & CO2.17%
S&P GLOBAL INC2.17%
CATERPILLAR INC2.16%
CYBERARK SOFTWARE LTD/ISRAEL COMMON STOCK ILS.012.12%
MICROSOFT CORP2.12%
INTUIT INC2.05%
KINDER MORGAN INC1.88%
FEDEX CORP1.85%
HOME DEPOT INC1.85%
PNC FINANCIAL SERVICES GRP INC1.83%
KIMBERLY CLARK CORP1.72%
TARGET CORP1.56%
UNITEDHEALTH GRP1.41%
AT&T INC1.40%
PEPSICO INC1.39%
EDWARDS LIFESCIENCES CORP1.34%
monday.com Ltd. (Israel)1.32%
BANK OF AMERICA CORPORATION1.31%
CISCO SYSTEMS INC0.97%
TYLER TECHNOLOGIES INC0.91%

PBFDX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.60%
ALPHABET INC CL A8.56%
MICROSOFT CORP7.78%
APPLE INC7.74%
BROADCOM INC6.08%
AMAZON.COM INC5.54%
META PLATFORMS INC CL A4.57%
JPMORGAN CHASE and CO4.29%
ASML Holding NV - NY Reg Shares3.45%
ABBVIE INC3.31%
ISHARES CORE DIVIDEND GROWTH MUTUAL FUND3.11%
LAM RESEARCH CORP2.93%
CATERPILLAR INC2.90%
HONEYWELL INTL INC2.86%
MASTERCARD INC CL A2.80%
THERMO FISHER SCIENTIFIC INC2.38%
TJX COS INC2.33%
SALESFORCE INC2.21%
HUBBELL INC2.15%
AUTOZONE INC2.12%
AMETEK INC NEW2.11%
VISA INC-CLASS A2.03%
NVENT ELECTRIC1.98%
MARATHON PETROLEUM CORP1.79%
AMGEN INC1.74%
L3HARRIS TECHNOLOGIES INC1.47%
CHEVRON CORP1.46%
DANAHER CORP0.92%
ACCENTURE PLC-A0.79%

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