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IMSCX vs APGAX

Shared holdings
12
IMSCX covered by APGAX
43.40%
APGAX covered by IMSCX
43.40%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IMSCX (March 31, 2026)

SecurityWeight
META PLATFORMS INC CL A9.10%
ALPHABET INC CL C8.90%
NVIDIA CORP6.77%
WELLS FARGO & CO6.64%
AMAZON.COM INC5.88%
BROADCOM INC4.50%
CATERPILLAR INC3.99%
UNITEDHEALTH GRP3.98%
APPLE INC3.94%
VERIZON COMMUNICATIONS INC3.80%
MICROSOFT CORP3.73%
DUTCH BROS INC-A3.73%
MONEY MARKET FUND3.40%
NETFLIX INC3.26%
GENERAL ELECTRIC CO2.70%
BANK OF AMERICA CORPORATION2.64%
DIAMONDBACK ENERGY INC2.53%
VISTRA CORP2.33%
US BANCORP DEL2.16%
SCHWAB CHARLES CORP2.10%
TESLA INC2.09%
APPLIED MATERIALS INC1.99%
CAPITAL ONE FINANCIAL CORP1.95%
JOHNSON&JOHNSON1.90%
MARVELL TECHNOLOGY INC1.46%
ARISTA NETWORKS INC1.36%
COSTCO WHOLESALE CORP1.35%
QUALCOMM INC1.35%
PROCTER & GAMBLE0.46%

APGAX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.59%
ALPHABET INC CL C9.47%
MICROSOFT CORP8.16%
AMAZON.COM INC7.53%
BROADCOM INC5.87%
META PLATFORMS INC CL A5.44%
VISA INC-CLASS A3.69%
LILLY ELI and CO3.11%
NETFLIX INC2.57%
TAIWAN SEMIC MFG CO LTD SP ADR2.23%
COSTCO WHOLESALE CORP2.12%
APPLE INC2.07%
MONSTER BEVERAGE CORP2.02%
HOME DEPOT INC1.83%
INTUITIVE SURGICAL INC1.48%
TEXAS INSTRUMENTS INC1.37%
VERTEX PHARMACEUTICALS INC1.35%
STRYKER CORP1.35%
MCKESSON CORP1.31%
SHERWIN WILLIAMS CO1.20%
ASML HOLDING-NY1.17%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio1.17%
VEEVA SYSTEMS-A1.15%
TJX COS INC1.12%
VERISK ANALYTICS INC1.09%
CHIPOTLE MEXICAN GRILL INC1.06%
CBOE GLOBAL MARKETS INC1.03%
CELSIUS HOLDINGS INC0.88%
QUALCOMM INC0.87%
METTLER-TOLEDO INTL INC0.84%
APPLIED MATERIALS INC0.80%
APPLOVIN CORP0.73%
CADENCE DESIGN SYSTEMS INC0.72%
ABBOTT LABS0.65%
PROGRESSIVE CORP OHIO0.65%
SAIA INC0.65%
OTIS WORLDWIDE CORP0.64%
FERRARI NV0.63%
INTUIT INC0.62%
TRACTOR SUPPLY CO.0.60%
SHOPIFY INC CL A0.56%
TEXAS ROADHOUSE INC0.54%
WATERS CORP0.53%
BROADRIDGE FINL0.51%
REDDIT INC-A0.51%
DEXCOM INC0.51%
UNITED RENTALS INC0.51%
UNITEDHEALTH GRP0.50%
ON HOLDING AG0.45%
MOTOROLA SOLUTIONS INC0.41%

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