Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

LMPPX vs SWANX

Shared holdings
24
LMPPX covered by SWANX
51.99%
SWANX covered by LMPPX
51.99%

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.

LMPPX (April 30, 2026)

SecurityWeight
NVIDIA CORP8.74%
ALPHABET INC CL A6.74%
APPLE INC4.80%
MICROSOFT CORP4.43%
AMAZON.COM INC3.72%
BROADCOM INC3.57%
NETFLIX INC2.83%
JPMORGAN CHASE and CO2.66%
EATON CORP PLC2.30%
LILLY ELI and CO2.24%
JOHNSON&JOHNSON2.09%
WALMART INC2.05%
TJX COS INC2.02%
ALPHABET INC CL C1.94%
ASML HOLDING-NY1.93%
BERKSHIRE HATHAWAY INC CL A1.85%
VISA INC-CLASS A1.84%
META PLATFORMS INC CL A1.83%
TRAVELERS COS IN1.76%
EXXON MOBIL CORP1.68%
LINDE PLC1.64%
VULCAN MATERIALS CO1.62%
Western Asset Premier Institutional US Treasury Reserves1.60%
JPMorgan 100% U.S. Treasury Securities Money Market Fund, Class L1.60%
PROCTER & GAMBLE1.59%
BANK OF AMERICA CORPORATION1.59%
BOEING CO/THE1.48%
WASTE MANAGEMENT INC1.46%
RTX CORP1.37%
ENTERGY CORP1.36%
THERMO FISHER SCIENTIFIC INC1.28%
HONEYWELL INTL INC1.20%
EMERSON ELECTRIC CO1.20%
COCA-COLA CO/THE1.18%
ARISTA NETWORKS INC1.15%
ASM INTERNATIONAL NV REG SHS ADR1.04%
STRYKER CORP0.91%
WALT DISNEY CO/T0.91%
KINDER MORGAN INC0.90%
TEXAS INSTRUMENTS INC0.88%
MARSH & MCLENNAN0.82%
CHEVRON CORP0.82%
INTERCONTINENTAL EXCHANGE INC0.79%
AMERICAN TOWER CORP0.76%
ECOLAB INC0.70%
TESLA INC0.69%
T-MOBILE US INC0.69%
L3HARRIS TECHNOLOGIES INC0.68%
UNION PACIFIC CORP0.67%
FERGUSON ENTERPRISES INC0.67%

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%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.