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OCFS vs IDAT

Shared holdings
3
OCFS covered by IDAT
8.38%
IDAT covered by OCFS
8.38%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

OCFS (July 31, 2025)

SecurityWeight
LPL FINL HLDGS INC5.10%
VERTIV HOLDINGS CO4.67%
PARSONS CORP4.59%
DRAFTKINGS INC4.59%
GPGI INC4.57%
F5 INC4.47%
FLEX LTD4.28%
HOLOGIC INC4.21%
L3HARRIS TECHNOLOGIES INC4.16%
WR BERKLEY CORP4.12%
BRP GROUP INC-A4.10%
AVANTOR INC4.00%
CORNING INC3.55%
NASDAQ INC3.54%
GUIDEWIRE SOFTWARE INC3.29%
3M CO3.19%
CENTERPOINT ENERGY INC3.18%
QUANTA SVCS INC3.15%
WORKDAY INC CL A3.12%
INTERCONTINENTAL EXCHANGE INC3.00%
BLOCK INC CL A2.94%
SBA COMMUNICATIONS CORP2.60%
GE HEALTHCARE TECHNOLOGIES INC WI2.42%
RYAN SPECIALTY HOLDINGS INC2.36%
TAKE-TWO INTERACTV SOFTWR INC2.33%
BROWN & BROWN2.33%
COHERENT CORP2.28%
EPAM SYSTEMS INC1.94%
CANADIAN PACIFIC KANSAS CITY LTD1.90%

IDAT (July 31, 2025)

SecurityWeight
SEAGATE TECHNOLOGY HOLDINGS PLC3.84%
BROADCOM INC3.82%
SUPER MICRO COMPUTER INC3.66%
ADV MICRO DEVICE3.23%
CORNING INC3.15%
NVIDIA CORP3.06%
CIENA CORP3.01%
VERTIV HOLDINGS CO2.76%
NUTANIX INC CL A2.76%
ARISTA NETWORKS INC2.74%
WESTERN DIGITAL CORP2.73%
INFINEON TECH2.71%
MEDIATEK2.57%
MICRON TECHNOLOGY INC2.55%
CROWN CASTLE INC2.52%
AMERICAN TOWER CORP2.48%
QORVO INC2.48%
SBA COMMUNICATIONS CORP2.47%
CELLNEX TELECOM2.41%
INTEL CORP2.34%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.33%
NXP SEMICONDUCTORS NV2.33%
PURE STORAGE INC CL A2.32%
KEYSIGHT TECHNOLOGIES INC2.32%
DYNATRACE INC2.22%
NOKIA OYJ2.22%
QUALCOMM INC2.18%
MURATA MFG CO2.18%
DATADOG INC CL A2.13%
ERICSSON (LM) TELE CO CL B2.10%
DUPONT DE NEMOURS INC2.09%
SKYWORKS SOLUTIONS INC1.82%
CHINA TOWER CO-H1.80%
MARVELL TECHNOLOGY INC1.72%
AKAMAI TECHNOLOGIES INC1.69%
BELDEN INC1.55%
ECHOSTAR CORP CL A1.32%
KYNDRYL HOLDINGS INC1.29%
INFRASTRUTTURE W1.27%
ELASTIC NV1.14%
LUMENTUM HOLDINGS INC1.12%
WIWYNN CORP1.03%
NORDIC SEMICOND0.70%
NETLINK NBN TRUS0.65%
SOITEC0.33%
COMPUTACENTER PL0.29%
MEGAPORT LTD0.25%
HFCL LTD0.24%
BlackRock Cash Funds: Treasury, SL Agency Shares0.11%

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