Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

JCVCX vs TFNS

Shared holdings
10
JCVCX covered by TFNS
16.35%
TFNS covered by JCVCX
16.35%

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.

JCVCX (Jan. 31, 2026)

SecurityWeight
BAXTER INTL INC5.62%
CVS HEALTH CORP4.68%
CITIGROUP INC4.08%
Fresenius Medical Care AG SPON ADR-EACH REP 0.5 NPV4.05%
WELLS FARGO & CO3.88%
DOLLAR GENERAL CORP3.83%
HUMANA INC3.73%
COREBRIDGE FINANCIAL INC3.73%
CAPITAL ONE FINANCIAL CORP3.70%
PPG INDUSTRIES INC3.66%
METLIFE INC3.62%
TYSON FOODS INC CL A3.62%
MAGNA INTL3.61%
BRISTOL-MYERS SQUIBB CO3.51%
GLOBAL PAYMENTS INC3.32%
SKYWORKS SOLUTIONS INC3.27%
BANK OF AMERICA CORPORATION3.13%
CFD_EQS GOLDUS33 22569083.00%
COGNIZANT TECH SOLUTIONS CL A3.00%
DOW INC2.98%
LEAR CORP NEW2.94%
SHELL PLC SPONS ADR2.65%
PFIZER INC2.61%
Medtronic plc (Ireland)2.58%
SS&C TECHNOLOGIE2.41%
VOYA FINANCIAL INC2.03%
NOV INC1.99%
DELTA AIR LI1.97%
UBS GROUP AG USD0.10 (REG S)1.73%
EQUITABLE HOLDINGS INC1.50%
TE CONNECTIVITY1.01%
PVH CORP0.97%
NEWELL BRANDS INC0.92%
STATE STR INSTL INVT TR TREAS MMKT FD INST0.65%

TFNS (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B10.28%
VISA INC-CLASS A6.72%
MASTERCARD INC CL A6.10%
JPMORGAN CHASE and CO4.94%
BANK OF AMERICA CORPORATION4.92%
CITIGROUP INC4.11%
SCHWAB CHARLES CORP4.00%
GOLDMAN SACHS GROUP INC3.91%
WELLS FARGO & CO3.08%
MORGAN STANLEY2.96%
CAPITAL ONE FINANCIAL CORP2.89%
CHUBB LTD2.87%
MARSH & MCLENNAN2.24%
US BANCORP DEL2.11%
ALLSTATE CORPORATION1.73%
S&P GLOBAL INC1.62%
BLACKROCK INC1.52%
INTERCONTINENTAL EXCHANGE INC1.43%
AMERICAN INTERNATIONAL GROUP1.36%
AMERICAN EXPRESS CO1.31%
KKR & CO INC1.25%
APOLLO GLOBAL MANAGEMENT INC1.24%
CME GROUP INC CL A1.08%
METLIFE INC1.05%
PROGRESSIVE CORP OHIO1.03%
POPULAR INC1.02%
FIFTH THIRD BANCORP1.02%
HUNTINGTON BANCSHARES INC0.97%
BANK OF NEW YORK MELLON CORP0.96%
WESTERN ALLIANCE BANCORP0.94%
AON PLC-CLASS A0.92%
AXIS CAPITAL0.89%
AMERIPRISE FINANCIAL INC0.82%
GLOBAL PAYMENTS INC0.79%
INVESCO LTD0.79%
FISERV INC0.76%
WILLIS TOWERS WA0.69%
SLM CORP0.68%
PAYPAL HOLDINGS0.68%
PINNACLE FINANCIAL PARTNERS INC0.66%
CORPAY INC0.58%
COLUMBIA BANKING SYSTEMS INC0.58%
ARES MANAGEMENT CORP CL A0.56%
EAST WEST BNCRP0.54%
ETORO GROUP LTD A COMMON STOCK NPV0.51%
BLOCK INC CL A0.50%
FULTON FINANCIAL CORP0.49%
UBS GROUP AG USD0.10 (REG S)0.49%
UMB FINANCIAL CORP0.46%
STIFEL FINANCIAL CORP0.45%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.