Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
KAUAX vs SAGAX
Shared holdings
22
KAUAX covered by SAGAX
20.14%
SAGAX covered by KAUAX
20.14%
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.
KAUAX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| QUANTA SVCS INC | 5.92% | |
| GE VERNOVA LLC | 4.03% | |
| COMFORT SYSTEMS USA INC | 3.20% | |
| Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class | 2.97% | |
| ARGENX SE | 2.90% | |
| GENERAL ELECTRIC CO | 2.37% | |
| AMAZON.COM INC | 1.93% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.89% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 1.77% | |
| KLA CORP | 1.73% | |
| MICRON TECHNOLOGY INC | 1.72% | |
| GUARDANT HEALTH INC | 1.71% | |
| AGNICO EAGLE MINES LTD | 1.61% | |
| VIKING HOLDINGS LTD | 1.56% | |
| NATERA INC | 1.48% | |
| PHILIP MORRIS INTL INC | 1.42% | |
| NVIDIA CORP | 1.39% | |
| ADV MICRO DEVICE | 1.39% | |
| TRANE TECHNOLOGIES PLC | 1.36% | |
| SHOPIFY INC CL A | 1.23% | |
| CROWDSTRIKE HOLDINGS INC | 1.22% | |
| COSTCO WHOLESALE CORP | 1.16% | |
| SPOTIFY TECHNOLOGY SA | 1.13% | |
| HEICO CORP | 1.08% | |
| MARTIN MAR MTLS | 1.08% | |
| LOAR HOLDINGS INC | 1.07% | |
| CENTESSA PHARMACEUTICALS LTD ADR | 1.04% | |
| NEXTERA ENERGY INC | 1.00% | |
| RHYTHM PHARMACEUTICALS INC | 0.98% | |
| S&P GLOBAL INC | 0.92% | |
| BLACKROCK INC | 0.91% | |
| DATADOG INC CL A | 0.89% | |
| TJX COS INC | 0.89% | |
| VERTIV HOLDINGS CO | 0.89% | |
| INTUITIVE SURGICAL INC | 0.85% | |
| RUBRIK INC-A | 0.82% | |
| UL SOLUTIONS INC CL A | 0.81% | |
| UBER TECHNOLOGIES INC | 0.80% | |
| EYEPOINT PHARMACEUTICALS INC | 0.78% | |
| APPLIED INDU TEC | 0.77% | |
| PALVELLA THERAPEUTICS INC | 0.76% | |
| STRYKER CORP | 0.75% | |
| HOWMET AEROSPACE INC | 0.73% | |
| QXO | 0.73% | |
| COSTAR GROUP INC | 0.72% | |
| FORTE BIOSCIENCES INC | 0.72% | |
| MOTOROLA SOLUTIONS INC | 0.71% | |
| CASEY'S GENERAL | 0.69% | |
| MONGODB INC CL A | 0.68% | |
| JFROG LTD | 0.65% |
SAGAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 9.63% | |
| TESLA INC | 7.60% | |
| SHOPIFY INC CL A | 6.44% | |
| MERCADOLIBRE INC | 5.63% | |
| AXON ENTERPRISE INC | 5.41% | |
| AMAZON.COM INC | 4.83% | |
| ALPHABET INC CL A | 4.07% | |
| ROCKET LAB CORP | 3.61% | |
| VERTIV HOLDINGS CO | 3.52% | |
| QUANTA SVCS INC | 3.51% | |
| ADV MICRO DEVICE | 3.50% | |
| NATERA INC | 3.31% | |
| MONOLITHIC POWER SYS INC | 3.27% | |
| META PLATFORMS INC CL A | 3.00% | |
| SNOWFLAKE INC CL A | 2.95% | |
| KARMAN HOLDINGS INC | 2.90% | |
| NETFLIX INC | 2.80% | |
| UBER TECHNOLOGIES INC | 2.58% | |
| CROWDSTRIKE HOLDINGS INC | 2.05% | |
| TRANSMEDICS GROUP INC | 1.97% | |
| TOAST INC-A | 1.92% | |
| INSULET CORP | 1.92% | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 1.78% | |
| SPOTIFY TECHNOLOGY SA | 1.53% | |
| APPLOVIN CORP | 1.47% | |
| SAMSARA INC-CL A | 1.25% | |
| SERVICENOW INC | 1.20% | |
| VEEVA SYSTEMS-A | 1.08% | |
| ON HOLDING AG | 1.04% | |
| SHARKNINJA INC | 1.01% | |
| WINGSTOP INC | 0.92% | |
| NLIGHT INC | 0.71% | |
| CARIS LIFE SCIENCES INC | 0.70% | |
| ARCUTIS BIOTHERAPEUTICS INC | 0.63% | |
| AMPRIUS TECHNOLOGIES INC | 0.25% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.