Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MADFX vs WDIAX
Shared holdings
12
MADFX covered by WDIAX
25.25%
WDIAX covered by MADFX
25.25%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
MADFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| LOCKHEED MARTIN CORP | 5.46% | |
| MICROSOFT CORP | 5.41% | |
| TEXAS INSTRUMENTS INC | 5.33% | |
| NEXTERA ENERGY INC | 5.32% | |
| TARGET CORP | 5.12% | |
| AMGEN INC | 4.93% | |
| PNC FINANCIAL SERVICES GRP INC | 4.82% | |
| PEPSICO INC | 4.76% | |
| US BANCORP DEL | 4.67% | |
| QUALCOMM INC | 4.59% | |
| STARBUCKS CORP | 4.54% | |
| MEDTRONIC PLC | 4.54% | |
| AMERICAN ELECTRIC POWER CO INC | 4.51% | |
| HOME DEPOT INC | 4.45% | |
| MORGAN STANLEY | 4.23% | |
| JPMORGAN CHASE and CO | 4.12% | |
| M&T BANK CORP | 3.70% | |
| BANK OF NEW YORK MELLON CORP | 3.49% | |
| COMCAST CORP CL A | 2.84% | |
| NESTLE S A SPONSORED ADR | 2.68% | |
| TYSON FOODS INC CL A | 2.54% | |
| CONSTELLATION BRANDS INC CL A | 2.28% | |
| ACCENTURE PLC-A | 2.01% | |
| PROCTER & GAMBLE | 1.46% | |
| AUTOMATIC DATA PROCESSING INC | 1.20% | |
| FRST AM-GV OB-X | 1.01% |
WDIAX (Jan. 30, 2026)
| Security | Weight | |
|---|---|---|
| JPMORGAN CHASE and CO | 5.50% | |
| BANK OF AMERICA CORPORATION | 4.50% | |
| MORGAN STANLEY | 3.83% | |
| JOHNSON CONTROLS INTERNATIONAL PLC | 3.65% | |
| JOHNSON&JOHNSON | 3.32% | |
| BROADCOM INC | 3.32% | |
| VERIZON COMMUNICATIONS INC | 3.20% | |
| CISCO SYSTEMS INC | 3.01% | |
| INTL BUS MACH CORP | 2.83% | |
| CHEVRON CORP | 2.59% | |
| PFIZER INC | 2.57% | |
| ABBVIE INC | 2.56% | |
| CATERPILLAR INC | 2.55% | |
| QUALCOMM INC | 2.44% | |
| TEXAS INSTRUMENTS INC | 2.41% | |
| BLACKROCK INC | 2.30% | |
| AMERICAN ELECTRIC POWER CO INC | 2.26% | |
| MEDTRONIC PLC | 2.26% | |
| VALERO ENERGY CORP | 2.14% | |
| EXXON MOBIL CORP | 2.10% | |
| DUKE ENERGY CORP NEW | 2.09% | |
| OLD REPUBLIC INTL CORP | 2.07% | |
| UNITEDHEALTH GRP | 2.01% | |
| PHILIP MORRIS INTL INC | 2.00% | |
| METLIFE INC | 1.97% | |
| HEALTHPEAK PROPERTIES INC | 1.87% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 1.80% | |
| LOCKHEED MARTIN CORP | 1.80% | |
| VICI PROPERTIES | 1.80% | |
| PACCAR INC | 1.75% | |
| DREY-GVT CSH-I | 1.73% | |
| CME GROUP INC CL A | 1.67% | |
| STARBUCKS CORP | 1.65% | |
| REGIONS FINANCIAL CORP | 1.53% | |
| HOME DEPOT INC | 1.51% | |
| AT&T INC | 1.49% | |
| SANOFI SPON ADR | 1.47% | |
| AIR PRODUCTS and CHEMICALS INC | 1.47% | |
| TARGET CORP | 1.45% | |
| UNION PACIFIC CORP | 1.39% | |
| NEXTERA ENERGY INC | 1.28% | |
| PEPSICO INC | 1.27% | |
| ENBRIDGE INC | 1.27% | |
| PROCTER & GAMBLE | 1.22% | |
| MCDONALDS CORP | 1.11% | |
| WALMART INC | 0.00% | |
| RRP FNMA 30YR REPO | 0.00% | |
| USD/SEK FORWARD | 0.00% | |
| CF SECURED LLC TRI PARTY | 0.00% | |
| CITI TREAS TRI-PARTY | 0.00% |
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