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JDVFX vs BPAIX

Shared holdings
25
JDVFX covered by BPAIX
26.40%
BPAIX covered by JDVFX
26.40%

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.

JDVFX (March 31, 2026)

SecurityWeight
JPMORGAN CHASE and CO4.11%
SSC GOVERNMENT MM GVMXX /3.06%
AMAZON.COM INC2.69%
PHILIP MORRIS INTL INC2.29%
KINROSS GOLD CORP2.23%
MARATHON PETROLEUM CORP2.09%
US FOODS HOLDING CORP2.07%
MICRON TECHNOLOGY INC2.03%
APPLIED MATERIALS INC1.96%
CRH PLC1.94%
CENCORA INC1.83%
HONEYWELL INTL INC1.79%
DIAMONDBACK ENERGY INC1.70%
MORGAN STANLEY1.70%
CONOCOPHILLIPS1.63%
MCKESSON CORP1.62%
FIRSTENERGY CORP1.60%
META PLATFORMS INC CL A1.59%
UBER TECHNOLOGIES INC1.57%
WELLS FARGO & CO1.50%
AMERICAN EXPRESS CO1.46%
NXP SEMICONDUCTO1.46%
FEDEX CORP1.37%
GILEAD SCIENCES INC1.36%
NEWMONT CORP1.36%
GOLDMAN SACHS GROUP INC1.35%
LPL FINL HLDGS INC1.34%
L3HARRIS TECHNOLOGIES INC1.32%
UNITED RENTALS INC1.31%
MICROCHIP TECHNOLOGY1.31%
DELL TECHNOLOGIES INC CL C1.31%
WALT DISNEY CO/T1.27%
PPL CORPORATION1.25%
QUEST DIAGNOSTICS INC1.23%
GENERAL DYNAMICS CORPORATION1.23%
INTERCONTINENTAL EXCHANGE INC1.18%
HUNTINGTON BANCSHARES INC1.16%
COCA-COLA CO/THE1.15%
HUBBELL INC1.13%
CUMMINS INC1.13%
CENOVUS ENERGY INC1.13%
FLEX LTD1.11%
ABBVIE INC1.09%
ENTERGY CORP1.08%
AON PLC-CLASS A1.07%
THE BOOKING HOLDINGS INC1.04%
VISA INC-CLASS A1.02%
SCHWAB CHARLES CORP1.02%
CH ROBINSON WORLDWIDE INC1.00%
SYSCO CORP0.98%

BPAIX (Feb. 28, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC2.90%
BANK OF AMERICA CORPORATION2.60%
ALPHABET INC CL A2.57%
JOHNSON&JOHNSON2.51%
Tri-State Deposit2.50%
CORPAY INC2.18%
PHILIP MORRIS INTL INC2.16%
JPMORGAN CHASE and CO1.96%
META PLATFORMS INC CL A1.95%
ABBVIE INC1.90%
MICRON TECHNOLOGY INC1.77%
WELLS FARGO & CO1.77%
MEDTRONIC PLC1.72%
CISCO SYSTEMS INC1.64%
CHUBB LTD1.60%
SANOFI SPON ADR1.56%
FLEX LTD1.42%
ANALOG DEVICES INC1.42%
CRH PLC1.40%
MARKEL GROUP INC1.40%
AMERICAN INTERNATIONAL GROUP1.38%
CDW CORPORATION1.38%
ARROW ELECTRONICS INC1.32%
GOLDMAN SACHS GROUP INC1.32%
CENCORA INC1.31%
VISA INC-CLASS A1.31%
LOEWS CORP1.30%
THE BOOKING HOLDINGS INC1.26%
CHECK POINT SOFTWARE TECHS LTD1.25%
AMGEN INC1.21%
WALT DISNEY CO/T1.19%
RENAISSANCERE HLDGS LTD1.17%
COGNIZANT TECH SOLUTIONS CL A1.17%
JABIL INC1.15%
FIRST AMERICAN FINANCIAL CORP1.14%
SS&C TECHNOLOGIE1.11%
MICROCHIP TECHNOLOGY1.08%
SYSCO CORP1.06%
WHITE MOUNTAINS INS GROUP LTD1.06%
ORACLE CORP1.03%
ALLEGION PLC0.97%
CITIGROUP INC0.95%
APPLIED MATERIALS INC0.95%
ALLISON TRANSMISSION HLDGS INC0.95%
LAM RESEARCH CORP0.95%
TRAVELERS COS IN0.94%
NVR INC0.94%
WESTINGHOUSE AIR BRAKE TECH CORP0.92%
THE CIGNA GROUP0.91%
KLA CORP0.83%

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