Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IOLZX vs COPLEY INVESTMENT FUND
Shared holdings
4
IOLZX covered by B
10.28%
B covered by IOLZX
10.28%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
IOLZX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SEAGATE TECHNOLO | 7.93% | |
| CENTURY ALUMINUM COMPANY | 5.97% | |
| KAISER ALUMINUM | 5.37% | |
| ARMSTRONG WORLD INDUSTRIES INC | 4.45% | |
| HORACE MANN EDUCATORS CORP | 4.40% | |
| LPL FINL HLDGS INC | 4.32% | |
| JPMORGAN CHASE and CO | 4.25% | |
| TRUIST FINL CORP | 3.79% | |
| DELTA AIR LI | 3.78% | |
| DOUGLAS DYNAMICS INC | 3.62% | |
| LINCOLN NATL CRP | 3.59% | |
| PHILLIPS 66 | 3.50% | |
| MSC INDUSTRIAL DIRECT CO CL A | 3.46% | |
| BANK OF AMERICA CORPORATION | 3.34% | |
| MAGNA INTL | 3.19% | |
| CHEMOURS CO/ THE | 3.06% | |
| STANLEY BLACK and DECKER INC | 2.88% | |
| LAZARD INC CL A | 2.83% | |
| GILDAN ACTIVEWEAR INC | 2.77% | |
| ALAMO GROUP INC | 2.58% | |
| EXTREME NETWORKS INC | 2.55% | |
| Vodafone Group Public Limited Company | 2.50% | |
| INTL PAPER CO | 2.39% | |
| RH | 1.87% | |
| SOUTHWEST AIRLINES CO | 1.78% | |
| GLOBAL PAYMENTS INC | 1.68% | |
| EURONET WORLDWIDE INC | 1.64% | |
| MASTERCARD INC CL A | 1.51% | |
| SYNAPTICS INC | 1.46% | |
| CEVA INC | 1.16% | |
| NVIDIA CORP | 0.92% | |
| Direxion Small Cap Bull 3X Shares | 0.79% | |
| iShares Trust MSCI ACWI ETF | 0.44% | |
| FRST AM-GV OB-X | 0.23% |
COPLEY INVESTMENT FUND (April 30, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 6.55% | |
| MICROSOFT CORP | 5.49% | |
| APPLE INC | 5.11% | |
| DELL TECHNOLOGIES INC CL C | 5.05% | |
| META PLATFORMS INC CL A | 4.95% | |
| MORGAN STANLEY | 4.45% | |
| BANK OF AMERICA CORPORATION | 4.35% | |
| GOLDMAN SACHS GROUP INC | 4.15% | |
| WELLS FARGO & CO | 4.04% | |
| WALT DISNEY CO/T | 4.03% | |
| MARATHON PETROLEUM CORP | 3.97% | |
| JPMORGAN CHASE and CO | 3.81% | |
| COMCAST CORP CL A | 3.53% | |
| AMERICAN EXPRESS CO | 3.50% | |
| AMERICAN INTERNATIONAL GROUP | 3.47% | |
| RTX CORP | 3.14% | |
| BERKSHIRE HATH-B | 3.04% | |
| CVS HEALTH CORP | 2.93% | |
| ORACLE CORP | 2.71% | |
| ABBVIE INC | 2.63% | |
| CSX CORP | 2.17% | |
| PHILIP MORRIS INTL INC | 2.00% | |
| MONEY MARKET FUND | 1.90% | |
| VERIZON COMMUNICATIONS INC | 1.78% | |
| PHILLIPS 66 | 1.59% | |
| RH | 1.54% | |
| TRIPADVISOR INC | 1.47% | |
| MCDONALDS CORP | 1.45% | |
| BOEING CO/THE | 1.33% | |
| US BANCORP DEL | 1.13% | |
| CONOCOPHILLIPS | 1.01% | |
| PEPSICO INC | 0.91% | |
| PROCTER & GAMBLE | 0.61% | |
| VERSANT MEDIA GROUP INC - A | 0.21% |
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