Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
JLFSX vs SWANX
Shared holdings
12
JLFSX covered by SWANX
32.33%
SWANX covered by JLFSX
32.33%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
JLFSX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 6.16% | |
| MICROSOFT CORP | 5.67% | |
| ALPHABET INC CL A | 4.28% | |
| META PLATFORMS INC CL A | 3.68% | |
| CENCORA INC | 3.66% | |
| DEUTSCHE BOERSE AG COMMON STOCK | 3.37% | |
| LONDON STOCK EXCHANGE GROUP PL COMMON STOCK GBP.06918605 | 3.23% | |
| CIE FINANCIERE RICHEMONT SA COMMON STOCK CHF1.0 | 3.13% | |
| MARSH & MCLENNAN | 3.10% | |
| ABBOTT LABS | 3.03% | |
| SCHNEIDER ELECTRIC SE COMMON STOCK EUR4.0 | 3.00% | |
| VISA INC-CLASS A | 2.87% | |
| AVERY DENNISON CORP | 2.85% | |
| CISCO SYSTEMS INC | 2.82% | |
| AMAZON.COM INC | 2.70% | |
| LOWES COS INC | 2.65% | |
| WASTE CONNECTIONS INC | 2.65% | |
| INTERTEK GROUP PLC COMMON STOCK GBP.01 | 2.60% | |
| SIEMENS AG REG COMMON STOCK | 2.49% | |
| MOTOROLA SOLUTIONS INC | 2.40% | |
| KONINKLIJKE AHOLD DELHAIZE NV COMMON STOCK EUR.01 | 2.40% | |
| TEXAS INSTRUMENTS INC | 2.39% | |
| BROADCOM INC | 2.33% | |
| AECOM | 2.33% | |
| ALLEGION PLC | 2.33% | |
| KEYENCE CORP COMMON STOCK | 2.28% | |
| GIVAUDAN SA COMMON STOCK CHF10.0 | 2.00% | |
| PUBLICIS GROUPE SA COMMON STOCK EUR.4 | 1.93% | |
| UNITEDHEALTH GRP | 1.87% | |
| BOSTON SCIENTIFIC CORP | 1.84% | |
| SYSCO CORP | 1.76% | |
| WATERS CORP | 1.49% | |
| Medtronic plc (Ireland) | 1.46% | |
| RELX PLC COMMON STOCK GBP.00144397 | 1.43% | |
| LENNOX INTL INC | 1.41% | |
| UNION PACIFIC CORP | 1.39% | |
| OTIS WORLDWIDE CORP | 0.92% | |
| JH COLLATERAL | 0.87% | |
| ARTHUR J GALLAGHAR AND CO | 0.80% | |
| AMETEK INC NEW | 0.44% |
SWANX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 10.20% | |
| MICROSOFT CORP | 8.00% | |
| ALPHABET INC CL A | 8.00% | |
| APPLE INC | 6.60% | |
| META PLATFORMS INC CL A | 5.15% | |
| BROADCOM INC | 4.36% | |
| AMAZON.COM INC | 3.75% | |
| LILLY ELI and CO | 2.91% | |
| EXXON MOBIL CORP | 2.66% | |
| FIDELITY NATL INFORM SVCS INC | 2.58% | |
| VISA INC-CLASS A | 2.41% | |
| UNITEDHEALTH GRP | 2.08% | |
| CATERPILLAR INC | 1.97% | |
| TJX COS INC | 1.95% | |
| WEC ENERGY GROUP INC | 1.71% | |
| SALESFORCE INC | 1.63% | |
| PROGRESSIVE CORP OHIO | 1.52% | |
| BECTON DICKINSON and CO | 1.39% | |
| ROCKWELL AUTOMATION INC | 1.38% | |
| ASML HOLDING-NY | 1.29% | |
| NEXTERA ENERGY INC | 1.23% | |
| PROCTER & GAMBLE | 1.20% | |
| EOG RESOURCES INC | 1.19% | |
| LINDE PLC | 1.15% | |
| WALMART INC | 1.15% | |
| BOSTON SCIENTIFIC CORP | 1.14% | |
| REPUBLIC SVCS | 1.14% | |
| ZOETIS INC CL A | 1.12% | |
| MOTOROLA SOLUTIONS INC | 1.12% | |
| THERMO FISHER SCIENTIFIC INC | 1.12% | |
| CNH INDUSTRIAL NV | 1.03% | |
| SERVICENOW INC | 1.01% | |
| ROLLINS INC | 0.99% | |
| MORGAN STANLEY | 0.98% | |
| DUKE ENERGY CORP NEW | 0.95% | |
| INTUITIVE SURGICAL INC | 0.93% | |
| ARISTA NETWORKS INC | 0.92% | |
| PALO ALTO NETWORKS INC | 0.91% | |
| BLACKROCK INC | 0.87% | |
| L'Oreal S.A. ADR | 0.85% | |
| DEERE & CO | 0.84% | |
| CONSTELLATION BRANDS INC CL A | 0.79% | |
| CME GROUP INC CL A | 0.79% | |
| PARKER HANNIFIN CORP | 0.76% | |
| ACCENTURE PLC CL A | 0.64% | |
| MSCI INC | 0.64% | |
| THE BOOKING HOLDINGS INC | 0.55% | |
| TEXAS INSTRUMENTS INC | 0.53% | |
| PUBLIC STORAGE | 0.49% | |
| FASTENAL CO | 0.45% |
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