Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IPFPX vs HULIX
Shared holdings
6
IPFPX covered by HULIX
16.38%
HULIX covered by IPFPX
16.38%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
IPFPX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| UNITED THERAPEUTICS CORP DEL | 6.12% | |
| CITIGROUP INC | 5.48% | |
| NATL FUEL GAS CO | 4.98% | |
| AT&T INC | 4.92% | |
| ALLSTATE CORPORATION | 4.51% | |
| MERCK & CO | 4.46% | |
| TYSON FOODS INC CL A | 4.34% | |
| DOMINION ENERGY INC | 4.08% | |
| FEDEX CORP | 4.06% | |
| CVS HEALTH CORP | 3.88% | |
| GENUINE PARTS CO | 3.87% | |
| NUCOR CORP | 3.55% | |
| EQUITABLE HOLDINGS INC | 3.34% | |
| INTL FLVR & FRAG | 3.20% | |
| STANLEY BLACK and DECKER INC | 2.94% | |
| BAXTER INTL INC | 2.91% | |
| GLOBAL PAYMENTS INC | 2.85% | |
| ALEXANDRIA REAL ES EQ INC REIT | 2.84% | |
| ALLY FINANCIAL INC | 2.71% | |
| DOLLAR TREE INC | 2.55% | |
| MURPHY OIL CORP | 2.54% | |
| INTL BUS MACH CORP | 2.48% | |
| INTEL CORP | 2.17% | |
| CACI INTL-A | 2.16% | |
| SENSATA TECHNOLOGIES HOLDING PLC | 2.13% | |
| VISHAY INTERTECHNOLOGY INC | 1.93% | |
| CENCORA INC | 1.84% | |
| LAS VEGAS SANDS CORP | 1.48% | |
| PAYCHEX INC | 1.31% | |
| CHEVRON CORP | 1.17% | |
| FIRST AM-TR OB-X | 1.14% | |
| MSILF Treasury Portfolio, Class Institutional | 1.05% | |
| HUMANA INC | 0.99% |
HULIX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| GOLAR LNG LTD | 6.62% | |
| CITIGROUP INC | 6.39% | |
| FEDEX CORP | 6.32% | |
| ORACLE CORP | 5.39% | |
| KBR INC | 5.22% | |
| PFIZER INC | 5.11% | |
| BANK OF AMERICA CORPORATION | 4.31% | |
| AT&T INC | 4.26% | |
| COMMSTCK | 4.24% | |
| PHILIP MORRIS INTL INC | 4.09% | |
| MICROSOFT CORP | 4.00% | |
| FRST AM-GV OB-X | 3.94% | |
| LILLY ELI and CO | 3.83% | |
| DOLLAR GENERAL CORP | 3.77% | |
| UPBOUND GROUP INC | 3.41% | |
| ENOVA INTL INC | 2.06% | |
| AMERICAN ELECTRIC POWER CO INC | 1.98% | |
| FIRST HORIZON CORP | 1.90% | |
| TENET HEALTHCARE CORP | 1.80% | |
| MASTERCARD INC CL A | 1.80% | |
| REGIONS FINANCIAL CORP | 1.63% | |
| GENERAL MOTORS CO | 1.47% | |
| TRUIST FINL CORP | 1.39% | |
| NORTHROP GRUMMAN CORP | 1.35% | |
| UNITEDHEALTH GRP | 1.28% | |
| FIRST AM-TR OB-X | 1.27% | |
| CONSTELLATION ENERGY CORP | 1.25% | |
| UNITED RENTALS INC | 1.23% | |
| JPMORGAN CHASE and CO | 1.14% | |
| CHENIERE ENERGY INC | 1.06% | |
| SHELL PLC SPONS ADR | 1.06% | |
| CNO FINANCIAL GROUP INC | 0.99% | |
| NATL FUEL GAS CO | 0.91% | |
| KENVUE INC | 0.77% | |
| FIRST CITIZENS BANCSHARES INC CL A | 0.72% | |
| MERCK & CO | 0.53% | |
| LYFT INC-A | 0.45% | |
| VISTRA CORP | 0.44% | |
| HOME DEPOT INC | 0.36% | |
| TE CONNECTIVITY PLC | 0.14% | |
| LENNAR CORP CL B | 0.10% |
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