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ITCSX vs NLSAX

Shared holdings
20
ITCSX covered by NLSAX
30.54%
NLSAX covered by ITCSX
30.54%

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.

ITCSX (March 31, 2026)

SecurityWeight
AMAZON.COM INC4.78%
MICROSOFT CORP4.24%
META PLATFORMS INC CL A3.67%
US TREASURY N/B3.61%
APPLE INC3.59%
NVIDIA CORP3.07%
US TREASURY N/B2.88%
US TREASURY N/B2.58%
CENTERPOINT ENERGY INC2.36%
ALPHABET INC CL A2.30%
NISOURCE INC2.13%
REVVITY INC1.87%
BROADCOM INC1.76%
US TREASURY N/B1.75%
PTC INC1.67%
US TREASURY N/B1.65%
US TREASURY N/B1.61%
ADV MICRO DEVICE1.45%
APPLIED SYST FRN 2/311.41%
BECTON DICKINSON and CO1.40%
CENCORA INC1.32%
HUB INTL LTD1.31%
US TREASURY N/B1.27%
WATERS CORP1.23%
US TREASURY N/B1.13%
STARBUCKS CORP1.08%
T Rowe Price Government Reserve Investment Fund1.04%
WAYMO LLC SER A-2 CVT PFD UNITS PP1.02%
US TREASURY N/B1.02%
USD/SEK FORWARD1.00%
AURORA INNOVATION INC0.99%
KEURIG DR PEPPER SER A CV0.95%
TAIWAN SEMIC MFG CO LTD SP ADR0.92%
MASTERCARD INC CL A0.92%
Ascendis Pharma A/S0.91%
HUB International Ltd.0.87%
LILLY ELI and CO0.86%
ALNYLAM PHARMACEUTICALS INC0.85%
UNITEDHEALTH GRP0.79%
INGERSOLL RAND INC0.76%
STATE OF WISCONSIN INVESTMENT BOARD0.76%
AMWINS TERM B 1LN 01/30/20320.74%
BROPAR TL B4 1L USD0.74%
NETFLIX INC0.71%
AMEREN CORP0.71%
DOORDASH INC-A0.70%
PPL CORPORATION0.68%
VISA INC-CLASS A0.66%
JPMORGAN CHASE and CO0.66%
APOGEE THERAPEUTICS INC0.65%

NLSAX (Jan. 31, 2026)

SecurityWeight
State Street Navigator Securities Lending Portfolio II6.34%
ALPHABET INC CL A5.72%
AMAZON.COM INC5.27%
NVIDIA CORP5.08%
MICROSOFT CORP4.65%
APPLE INC4.54%
META PLATFORMS INC CL A2.92%
HOME DEPOT INC1.93%
BROADCOM INC1.91%
CENTERPOINT ENERGY INC1.77%
BROOKFIELD INFRASTRUCTURE PARTNERS LP (CAD)1.75%
FANATICS HOLDINGS INC CLASS A1.70%
VISA INC-CLASS A1.60%
MASTERCARD INC CL A1.47%
NVENT ELECTRIC PLC1.44%
FIRSTENERGY CORP1.43%
TJX COS INC1.42%
AMPHENOL CORPORATION CL A1.39%
NETFLIX INC1.39%
CME GROUP INC CL A1.38%
MCDONALDS CORP1.37%
NEXTERA ENERGY INC1.35%
S&P GLOBAL INC1.30%
BROOKFIELD ASSET MANAGEMENT LTD A1.28%
LILLY ELI and CO1.23%
BOSTON SCIENTIFIC CORP1.18%
SYNOPSYS INC1.13%
JPMORGAN CHASE and CO1.12%
EQUINIX INC1.12%
WASTE MANAGEMENT INC1.12%
CHEVRON CORP1.11%
ASML HOLDING-NY1.08%
GENERAL ELECTRIC CO0.99%
WALMART INC0.91%
UNION PACIFIC CORP0.90%
Enterprise Products Partners LP0.87%
SERVICENOW INC0.87%
CROWDSTRIKE HOLDINGS INC0.86%
WAYSTAR HOLDING CORP0.85%
WELLS FARGO & CO0.83%
WILLIAMS COS INC0.80%
WALT DISNEY CO/T0.77%
ABBVIE INC0.77%
Airbus SE0.71%
JACOBS SOLUTIONS INC0.69%
COSTCO WHOLESALE CORP0.68%
ADV MICRO DEVICE0.66%
AVERY DENNISON CORP0.65%
JOHNSON&JOHNSON0.62%
PEPSICO INC0.62%

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