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LAMYX vs TDVG

Shared holdings
30
LAMYX covered by TDVG
40.81%
TDVG covered by LAMYX
40.81%

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.

LAMYX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP6.34%
MICROSOFT CORP5.93%
BROADCOM INC3.75%
TAIWAN SEMIC MFG CO LTD SP ADR3.44%
JOHNSON&JOHNSON3.24%
LILLY ELI and CO3.10%
EXXON MOBIL CORP3.08%
JPMORGAN CHASE and CO2.91%
PARKER HANNIFIN CORP2.59%
WALMART INC2.46%
LAM RESEARCH CORP2.43%
MORGAN STANLEY2.34%
PHILIP MORRIS INTL INC2.29%
SCHWAB CHARLES CORP2.18%
TJX COS INC2.11%
ENBRIDGE INC2.08%
APPLE INC2.06%
ANALOG DEVICES INC2.03%
CRH PLC1.96%
NORTHROP GRUMMAN CORP1.90%
NEXTERA ENERGY INC1.89%
WELLS FARGO & CO1.84%
ENTERGY CORP1.80%
COCA-COLA CO/THE1.76%
BANK OF AMERICA CORPORATION1.71%
LINDE PLC1.58%
MARATHON PETROLEUM CORP1.56%
L3HARRIS TECHNOLOGIES INC1.51%
FIXED INC CLEARING CORP.REPO1.49%
LOWES COS INC1.46%
CMS ENERGY CORP1.44%
MASTERCARD INC CL A1.43%
MCDONALDS CORP1.37%
DANAHER CORP1.36%
CHUBB LTD1.35%
ARTHUR J GALLAGHAR AND CO1.32%
SHERWIN WILLIAMS CO1.31%
DEERE & CO1.31%
STRYKER CORP1.30%
OLD DOMINION FRT1.21%
WASTE MANAGEMENT INC1.19%
STEEL DYNAMICS INC1.16%
COSTCO WHOLESALE CORP1.07%
MOTOROLA SOLUTIONS INC1.05%
HOME DEPOT INC1.00%
ABBVIE INC0.91%
ALLEGION PLC0.77%
AMETEK INC NEW0.68%
CINTAS CORP0.62%
CBOE GLOBAL MARKETS INC0.62%

TDVG (March 31, 2026)

SecurityWeight
APPLE INC5.11%
MICROSOFT CORP4.47%
BROADCOM INC3.25%
JPMORGAN CHASE and CO3.05%
VISA INC-CLASS A2.57%
EXXON MOBIL CORP2.11%
CHUBB LTD2.07%
GENERAL ELECTRIC CO2.05%
WALMART INC1.92%
BANK OF AMERICA CORPORATION1.80%
ROSS STORES INC1.69%
LILLY ELI and CO1.57%
LINDE PLC1.56%
KLA CORP1.56%
ANALOG DEVICES INC1.55%
COCA-COLA CO/THE1.47%
MORGAN STANLEY1.47%
CONOCOPHILLIPS1.41%
SCHWAB CHARLES CORP1.41%
HILTON WORLDWIDE HOLDINGS INC1.41%
AMERICAN EXPRESS CO1.39%
NORTHROP GRUMMAN CORP1.38%
MCKESSON CORP1.37%
AstraZeneca PLC ORD USD0.251.37%
DEERE & CO1.32%
HOME DEPOT INC1.31%
AMEREN CORP1.30%
MARSH & MCLENNAN1.29%
ABBVIE INC1.28%
HOWMET AEROSPACE INC1.28%
GILEAD SCIENCES INC1.16%
T-MOBILE US INC1.15%
THERMO FISHER SCIENTIFIC INC1.15%
UNITEDHEALTH GRP1.15%
MCDONALDS CORP1.14%
PHILIP MORRIS INTL INC1.08%
AMPHENOL CORPORATION CL A1.06%
UNION PACIFIC CORP1.06%
WASTE CONNECTIONS INC1.04%
COLGATE-PALMOLIVE CO1.04%
CATERPILLAR INC1.01%
TAIWAN SEMIC MFG CO LTD SP ADR1.00%
CISCO SYSTEMS INC0.99%
SHERWIN WILLIAMS CO0.97%
QUEST DIAGNOSTICS INC0.96%
STRYKER CORP0.95%
TE CONNECTIVITY0.95%
MONDELEZ INTL INC0.92%
ATMOS ENERGY CORP0.91%
EQUITY RESIDENTIAL REIT0.91%

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