Compare fund portfolios

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

vs

OCFS vs UTRN

Shared holdings
3
OCFS covered by UTRN
8.30%
UTRN covered by OCFS
8.30%

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%

UTRN (Feb. 28, 2025)

SecurityWeight
BANK OF AMERICA CORPORATION4.14%
KINDER MORGAN INC4.10%
VISA INC-CLASS A4.08%
FIDELITY NATL INFORM SVCS INC4.06%
PNC FINANCIAL SERVICES GRP INC4.05%
MASTERCARD INC CL A4.05%
US BANCORP DEL4.05%
RAYMOND JAMES FINANCIAL INC.4.04%
COMCAST CORP CL A4.04%
STATE STREET CORP4.04%
BROADRIDGE FINL4.03%
SEAGATE TECHNOLO4.02%
TAKE-TWO INTERACTV SOFTWR INC4.00%
JACOBS SOLUTIONS INC4.00%
MOODYS CORP3.98%
JUNIPER NETWORKS INC3.97%
S&P GLOBAL INC3.97%
ANSYS INC3.97%
CORNING INC3.96%
DUPONT DE NEMOURS INC3.96%
CORTEVA INC3.96%
CISCO SYSTEMS INC3.94%
ADOBE INC3.92%
APTIV PLC3.88%
GE HEALTHCARE TECHNOLOGIES INC WI3.80%

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