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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)

SecurityWeight
NVIDIA CORP6.16%
MICROSOFT CORP5.67%
ALPHABET INC CL A4.28%
META PLATFORMS INC CL A3.68%
CENCORA INC3.66%
DEUTSCHE BOERSE AG COMMON STOCK3.37%
LONDON STOCK EXCHANGE GROUP PL COMMON STOCK GBP.069186053.23%
CIE FINANCIERE RICHEMONT SA COMMON STOCK CHF1.03.13%
MARSH & MCLENNAN3.10%
ABBOTT LABS3.03%
SCHNEIDER ELECTRIC SE COMMON STOCK EUR4.03.00%
VISA INC-CLASS A2.87%
AVERY DENNISON CORP2.85%
CISCO SYSTEMS INC2.82%
AMAZON.COM INC2.70%
LOWES COS INC2.65%
WASTE CONNECTIONS INC2.65%
INTERTEK GROUP PLC COMMON STOCK GBP.012.60%
SIEMENS AG REG COMMON STOCK2.49%
MOTOROLA SOLUTIONS INC2.40%
KONINKLIJKE AHOLD DELHAIZE NV COMMON STOCK EUR.012.40%
TEXAS INSTRUMENTS INC2.39%
BROADCOM INC2.33%
AECOM2.33%
ALLEGION PLC2.33%
KEYENCE CORP COMMON STOCK2.28%
GIVAUDAN SA COMMON STOCK CHF10.02.00%
PUBLICIS GROUPE SA COMMON STOCK EUR.41.93%
UNITEDHEALTH GRP1.87%
BOSTON SCIENTIFIC CORP1.84%
SYSCO CORP1.76%
WATERS CORP1.49%
Medtronic plc (Ireland)1.46%
RELX PLC COMMON STOCK GBP.001443971.43%
LENNOX INTL INC1.41%
UNION PACIFIC CORP1.39%
OTIS WORLDWIDE CORP0.92%
JH COLLATERAL0.87%
ARTHUR J GALLAGHAR AND CO0.80%
AMETEK INC NEW0.44%

SWANX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.20%
MICROSOFT CORP8.00%
ALPHABET INC CL A8.00%
APPLE INC6.60%
META PLATFORMS INC CL A5.15%
BROADCOM INC4.36%
AMAZON.COM INC3.75%
LILLY ELI and CO2.91%
EXXON MOBIL CORP2.66%
FIDELITY NATL INFORM SVCS INC2.58%
VISA INC-CLASS A2.41%
UNITEDHEALTH GRP2.08%
CATERPILLAR INC1.97%
TJX COS INC1.95%
WEC ENERGY GROUP INC1.71%
SALESFORCE INC1.63%
PROGRESSIVE CORP OHIO1.52%
BECTON DICKINSON and CO1.39%
ROCKWELL AUTOMATION INC1.38%
ASML HOLDING-NY1.29%
NEXTERA ENERGY INC1.23%
PROCTER & GAMBLE1.20%
EOG RESOURCES INC1.19%
LINDE PLC1.15%
WALMART INC1.15%
BOSTON SCIENTIFIC CORP1.14%
REPUBLIC SVCS1.14%
ZOETIS INC CL A1.12%
MOTOROLA SOLUTIONS INC1.12%
THERMO FISHER SCIENTIFIC INC1.12%
CNH INDUSTRIAL NV1.03%
SERVICENOW INC1.01%
ROLLINS INC0.99%
MORGAN STANLEY0.98%
DUKE ENERGY CORP NEW0.95%
INTUITIVE SURGICAL INC0.93%
ARISTA NETWORKS INC0.92%
PALO ALTO NETWORKS INC0.91%
BLACKROCK INC0.87%
L'Oreal S.A. ADR0.85%
DEERE & CO0.84%
CONSTELLATION BRANDS INC CL A0.79%
CME GROUP INC CL A0.79%
PARKER HANNIFIN CORP0.76%
ACCENTURE PLC CL A0.64%
MSCI INC0.64%
THE BOOKING HOLDINGS INC0.55%
TEXAS INSTRUMENTS INC0.53%
PUBLIC STORAGE0.49%
FASTENAL CO0.45%

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