Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
INCE vs LOMAX
Shared holdings
21
INCE covered by LOMAX
29.52%
LOMAX covered by INCE
29.52%
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.
INCE (March 31, 2026)
| Security | Weight | |
|---|---|---|
| EXXON MOBIL CORP | 4.20% | |
| CHEVRON CORP | 3.61% | |
| PEPSICO INC | 3.03% | |
| VERIZON COMMUNICATIONS INC | 2.76% | |
| Franklin Institutional US Government Money Market Fund | 2.76% | |
| SOUTHERN CO | 2.75% | |
| LOCKHEED MARTIN CORP | 2.67% | |
| PROCTER & GAMBLE | 2.61% | |
| JOHNSON CONTROLS INTERNATIONAL PLC | 2.54% | |
| RIO TINTO PLC SPON ADR | 2.25% | |
| RTX CORP | 2.07% | |
| Toronto-Dominion Bank (The) into Starbucks Corp. | 2.01% | |
| Royal Bank of Canada into Texas Instruments, Inc. | 1.91% | |
| ALBEMARLE CORP PFD | 1.85% | |
| BNP Paribas Issuance BV into Freeport-McMoRan, Inc. | 1.84% | |
| Citigroup Global Markets Holdings Inc/United States | 1.81% | |
| Royal Bank of Canada into Analog Devices, Inc. | 1.80% | |
| AIR PRODUCTS and CHEMICALS INC | 1.62% | |
| JPMORGAN CHASE and CO | 1.61% | |
| BNP Paribas Issuance BV into NextEra Energy, Inc. | 1.57% | |
| TOTALENERGIES SE | 1.53% | |
| UNION PACIFIC CORP | 1.52% | |
| PHILIP MORRIS INTL INC | 1.50% | |
| Merrill Lynch S.A. | 1.47% | |
| COCA-COLA CO/THE | 1.44% | |
| DUKE ENERGY CORP NEW | 1.43% | |
| NEXTERA ENERGY INC PREFFERD STOCK | 1.43% | |
| WELLS FARGO SEC LLC | 1.37% | |
| JP MORGAN SECURITIES LLC | 1.28% | |
| Merrill Lynch BV | 1.24% | |
| JPMorgan Chase Bank NA/London | 1.22% | |
| PFIZER INC | 1.14% | |
| Boeing Co. (The), Conv. Pfd. | 1.12% | |
| JOHNSON&JOHNSON | 1.10% | |
| Toronto-Dominion Bank/The | 1.09% | |
| MCDONALDS CORP | 1.08% | |
| BARCLAYS CAPITAL INC | 1.08% | |
| NESTLE S A SPONSORED ADR | 1.08% | |
| INTL BUS MACH CORP | 1.07% | |
| US BANCORP DEL | 1.06% | |
| Citigroup Global Markets Holdings Inc/United States | 1.05% | |
| TEXAS INSTRUMENTS INC | 1.05% | |
| Morgan Stanley Finance LLC | 1.05% | |
| SEMPRA ENERGY | 1.03% | |
| Oracle Corp., Series D | 0.99% | |
| HONEYWELL INTL INC | 0.97% | |
| Toronto-Dominion Bank (The) into Lowe's Cos., Inc. | 0.96% | |
| Barclays Bank PLC | 0.96% | |
| BANK OF AMERICA CORPORATION | 0.95% | |
| Wells Fargo Bank NA | 0.93% |
LOMAX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| FEDEX CORP | 5.00% | |
| TARGET CORP | 4.86% | |
| CHEVRON CORP | 4.66% | |
| MONDELEZ INTL INC | 4.04% | |
| UNITEDHEALTH GRP | 4.02% | |
| CVS HEALTH CORP | 3.67% | |
| Invesco Treasury Portfolio, Institutional Class | 3.46% | |
| DUKE ENERGY CORP NEW | 3.12% | |
| GENERAL DYNAMICS CORPORATION | 3.06% | |
| US BANCORP DEL | 2.95% | |
| NEXTERA ENERGY INC | 2.93% | |
| EXXON MOBIL CORP | 2.90% | |
| PROCTER & GAMBLE | 2.83% | |
| SOUTHERN CO | 2.74% | |
| PFIZER INC | 2.69% | |
| AT&T INC | 2.57% | |
| JOHNSON&JOHNSON | 2.12% | |
| COMCAST CORP CL A | 2.09% | |
| BRISTOL-MYERS SQUIBB CO | 1.89% | |
| COCA-COLA CO/THE | 1.73% | |
| LOCKHEED MARTIN CORP | 1.67% | |
| SCHWAB CHARLES CORP | 1.59% | |
| TEXAS INSTRUMENTS INC | 1.58% | |
| MORGAN STANLEY | 1.57% | |
| GILEAD SCIENCES INC | 1.56% | |
| CONOCOPHILLIPS | 1.56% | |
| WELLS FARGO & CO | 1.48% | |
| BANK OF AMERICA CORPORATION | 1.48% | |
| JPMORGAN CHASE and CO | 1.45% | |
| UNION PACIFIC CORP | 1.41% | |
| STARBUCKS CORP | 1.39% | |
| HOME DEPOT INC | 1.37% | |
| PEPSICO INC | 1.37% | |
| ACCENTURE PLC CL A | 1.36% | |
| ABBOTT LABS | 1.34% | |
| AMERICAN INTERNATIONAL GROUP | 1.33% | |
| AMERICAN TOWER CORP | 1.30% | |
| METLIFE INC | 1.27% | |
| MEDTRONIC PLC | 1.21% | |
| AMGEN INC | 1.19% | |
| MERCK & CO | 1.18% | |
| ABBVIE INC | 1.10% | |
| NIKE INC CL B | 1.01% | |
| GOLDMAN SACHS GROUP INC | 0.86% | |
| BANK OF NEW YORK MELLON CORP | 0.82% | |
| GENERAL MOTORS CO | 0.82% | |
| CITIGROUP INC | 0.79% | |
| VERIZON COMMUNICATIONS INC | 0.46% | |
| UNITED PARCEL SERVICE INC CL B | 0.45% | |
| SIMON PROPERTY | 0.44% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.