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PBQAX vs HBTA

Shared holdings
46
PBQAX covered by HBTA
39.47%
HBTA covered by PBQAX
39.47%

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.

PBQAX (Feb. 27, 2026)

SecurityWeight
NVIDIA CORP3.48%
AMAZON.COM INC2.92%
BROADCOM INC2.75%
ALPHABET INC CL A2.56%
MICROSOFT CORP2.39%
APPLE INC2.27%
LILLY ELI and CO2.00%
WALMART INC1.82%
META PLATFORMS INC CL A1.74%
GENERAL ELECTRIC CO1.68%
JPMORGAN CHASE and CO1.52%
TAIWAN SEMIC MFG CO LTD SP ADR1.49%
BOEING CO/THE1.47%
(PIPA070) PGIM Core Government Money Market Fund1.45%
NISOURCE INC1.39%
EXXON MOBIL CORP1.38%
ALPHABET INC CL C1.31%
ADV MICRO DEVICE1.16%
SHELL PLC SPONS ADR1.11%
TESLA INC1.08%
WALT DISNEY CO/T1.05%
JOHNSON CONTROLS INTERNATIONAL PLC0.97%
PARKER HANNIFIN CORP0.94%
ELDORADO GOLD0.89%
GOLDMAN SACHS GROUP INC0.89%
RTX CORP0.87%
PNC FINANCIAL SERVICES GRP INC0.79%
M&T BANK CORP0.77%
CISCO SYSTEMS INC0.76%
ASTRAZENECA PLC0.74%
GENERAL MOTORS CO0.72%
BANK OF AMERICA CORPORATION0.71%
CENTERPOINT ENERGY INC0.65%
3M CO0.62%
AMERIS BANCORP0.61%
MASTERCARD INC CL A0.60%
NETFLIX INC0.60%
METLIFE INC0.59%
VSE CORP0.58%
ABBVIE INC0.58%
NORTHROP GRUMMAN CORP0.58%
COSTCO WHOLESALE CORP0.57%
UNION PACIFIC CORP0.57%
APPLIED MATERIALS INC0.56%
CONSTELLATION ENERGY CORP0.54%
Roche Holding AG0.54%
TOLL BROTHERS INC0.53%
CAMDEN PROP TR0.52%
SPOTIFY TECHNOLOGY SA0.51%
CATERPILLAR INC0.51%

HBTA (Feb. 28, 2026)

SecurityWeight
Roundhill Magnificent Seven ETF8.50%
NVIDIA CORP6.40%
APPLE INC5.70%
ALPHABET INC CL A4.39%
MICROSOFT CORP4.01%
BROADCOM INC3.90%
AMAZON.COM INC3.36%
LILLY ELI and CO2.66%
WALMART INC2.43%
META PLATFORMS INC CL A1.83%
TESLA INC1.74%
JPMORGAN CHASE and CO1.69%
ORACLE CORP1.04%
GENERAL ELECTRIC CO1.03%
ABBVIE INC1.01%
CATERPILLAR INC0.99%
JOHNSON&JOHNSON0.95%
MICRON TECHNOLOGY INC0.91%
VISA INC-CLASS A0.90%
BANK OF AMERICA CORPORATION0.88%
EXXON MOBIL CORP0.86%
PALANTIR TECHNOLOGIES INC0.75%
ADV MICRO DEVICE0.75%
GOLDMAN SACHS GROUP INC0.75%
MORGAN STANLEY0.74%
MASTERCARD INC CL A0.68%
RTX CORP0.68%
NETFLIX INC0.66%
GE VERNOVA LLC0.66%
CISCO SYSTEMS INC0.64%
AMERICAN EXPRESS CO0.61%
CITIGROUP INC0.56%
LAM RESEARCH CORP0.55%
AMGEN INC0.55%
APPLIED MATERIALS INC0.53%
WELLS FARGO & CO0.53%
THERMO FISHER SCIENTIFIC INC0.53%
INTUITIVE SURGICAL INC0.52%
COCA-COLA CO/THE0.50%
PUT SPDR S&P 500 ETF 01/16/2026 P6430.49%
COSTCO WHOLESALE CORP0.49%
TJX COS INC0.46%
GILEAD SCIENCES INC0.46%
INTL BUS MACH CORP0.42%
NEWMONT CORP0.42%
PARKER HANNIFIN CORP0.41%
DANAHER CORP0.39%
PROLOGIS INC REIT0.39%
NEXTERA ENERGY INC0.38%
WELLTOWER INC0.38%

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