Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
INVTX vs CFSIX
Shared holdings
12
INVTX covered by CFSIX
37.30%
CFSIX covered by INVTX
37.30%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
INVTX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 8.37% | |
| AMAZON.COM INC | 7.65% | |
| BROADCOM INC | 6.67% | |
| META PLATFORMS INC CL A | 5.71% | |
| MICRON TECHNOLOGY INC | 5.50% | |
| KRYSTAL BIOTECH INC | 5.43% | |
| MICROSOFT CORP | 4.97% | |
| CACI INTL-A | 4.42% | |
| AXON ENTERPRISE INC | 4.28% | |
| COMMSTCK | 3.88% | |
| NETFLIX INC | 3.82% | |
| Ascendis Pharma A/S | 3.41% | |
| Viking Holdings Ltd | 3.30% | |
| SEA LTD ADR | 3.27% | |
| VISA INC-CLASS A | 3.25% | |
| TRADEWEB MARKETS INC A | 3.18% | |
| ROBLOX CORP - A | 2.85% | |
| ABBOTT LABS | 2.76% | |
| PROCEPT BIOROBOTICS CORP | 2.38% | |
| PALO ALTO NETWORKS INC | 2.25% | |
| FIRST AM-TR OB-X | 2.15% | |
| RUBRIK INC-A | 2.05% | |
| MERCADOLIBRE INC | 1.96% | |
| SAMSARA INC-CL A | 1.91% | |
| AFFIRM HOLDINGS INC | 1.81% | |
| SHOPIFY INC CL A | 1.60% | |
| AEROVIRONMENT INC | 1.15% |
CFSIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 14.84% | |
| DREY-GVT CSH-I | 7.22% | |
| META PLATFORMS INC CL A | 6.19% | |
| AMAZON.COM INC | 6.09% | |
| Spotify Technology SA | 4.71% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 4.56% | |
| SHOPIFY INC CL A | 4.51% | |
| ALPHABET INC CL A | 4.43% | |
| MICROSOFT CORP | 4.13% | |
| BROADCOM INC | 3.58% | |
| CARVANA CO CL A | 3.55% | |
| CARPENTER TECHNOLOGY CORP | 3.26% | |
| BLOCK INC CL A | 3.04% | |
| VISA INC-CLASS A | 2.72% | |
| NU Holdings Ltd/Cayman Islands | 2.62% | |
| NETFLIX INC | 2.47% | |
| INTERCONTINENTAL EXCHANGE INC | 2.41% | |
| SEA LTD ADR | 2.36% | |
| QUANTA SVCS INC | 2.34% | |
| CLOUDFLARE INC-A | 1.96% | |
| SEAGATE TECHNOLO | 1.95% | |
| SAMSARA INC-CL A | 1.93% | |
| DOORDASH INC-A | 1.83% | |
| LAM RESEARCH CORP | 1.47% | |
| APPLOVIN CORP | 1.47% | |
| ROBLOX CORP - A | 1.35% | |
| DATADOG INC CL A | 1.35% | |
| AXON ENTERPRISE INC | 0.95% | |
| ULTRAGENYX PHARMA INC | 0.71% |
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