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PDP vs BOBP

Shared holdings
25
PDP covered by BOBP
28.05%
BOBP covered by PDP
28.05%

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.

PDP (Jan. 31, 2026)

SecurityWeight
COMFORT SYSTEMS USA INC3.00%
APPLE INC2.76%
AMPHENOL CORPORATION CL A2.74%
BROADCOM INC2.61%
MEDPACE HOLDINGS INC1.97%
KLA CORP1.97%
CARVANA CO CL A1.91%
APPLOVIN CORP1.83%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC1.81%
HOWMET AEROSPACE INC1.77%
QUANTA SVCS INC1.75%
ATI INC1.74%
CARPENTER TECHNOLOGY CORP1.73%
WESTERN DIGITAL CORP1.69%
APPLIED MATERIALS INC1.62%
MICRON TECHNOLOGY INC1.58%
SEAGATE TECHNOLO1.46%
MUELLER INDUSTRIES INC1.43%
ALPHABET INC CL A1.41%
INSMED INC1.35%
LAM RESEARCH CORP1.32%
API GROUP CORP1.29%
TENET HEALTHCARE CORP1.28%
GE VERNOVA LLC1.28%
CIENA CORP1.24%
CURTISS WRIGHT CORPORATION1.22%
JABIL INC1.22%
Invesco Private Prime Fund1.16%
NATERA INC1.10%
MCKESSON CORP1.02%
GENERAL ELECTRIC CO1.02%
INTUITIVE SURGICAL INC1.01%
ENSIGN GROUP INC1.01%
MICROSOFT CORP1.00%
BRIDGEBIO PHARMA INC1.00%
PERFORMANCE FOOD GROUP CO0.99%
MASTEC INC0.98%
INTERACTIVE BROKERS GROUP INC0.98%
PARKER HANNIFIN CORP0.97%
TAPESTRY INC0.94%
COHERENT CORP0.93%
CATERPILLAR INC0.91%
FTAI AVIATION LT0.91%
CARDINAL HEALTH INC0.91%
SPX TECHNOLOGIES INC0.90%
NEWMONT CORP0.84%
DYCOM INDUSTRIES INC0.83%
ALBEMARLE CORP0.83%
TERADYNE INC0.82%
CASEY'S GENERAL0.78%

BOBP (Jan. 31, 2026)

SecurityWeight
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND9.62%
CH ROBINSON WORLDWIDE INC3.23%
LAM RESEARCH CORP2.86%
SEAGATE TECHNOLO2.42%
ALPHABET INC CL A2.34%
GOLDMAN SACHS GROUP INC2.20%
WESTERN DIGITAL CORP2.20%
KLA CORP2.12%
Common Stock2.05%
ROCKWELL AUTOMATION INC2.03%
TERADYNE INC2.00%
BROADCOM INC1.97%
MONOLITHIC POWER SYS INC1.95%
ALBEMARLE CORP COMMON STOCK1.94%
QUANTA SERVICES INC COMMON STOCK1.94%
EXPEDIA INC1.93%
FORD MOTOR CO1.91%
INTEL CORP1.87%
FRANKLIN RESOURCES INC1.87%
CATERPILLAR INC1.87%
MICRON TECHNOLOGY INC1.85%
Common Stock1.82%
DOLLAR GENERAL CORP1.81%
HOWMET AEROSPACE INC1.80%
INTERACTIVE BROKERS GROUP INC1.78%
PALANTIR TECHNOLOGIES INC1.78%
TE CONNECTIVITY1.76%
NVIDIA CORP1.75%
CARDINAL HEALTH INC1.73%
JOHNSON CONTROLS1.70%
3M CO1.69%
MORGAN STANLEY1.65%
STEEL DYNAMICS INC1.64%
CARVANA CO CL A1.64%
INTL BUS MACH CORP1.63%
TAKE-TWO INTERACTV SOFTWR INC1.61%
GENERAL ELECTRIC CO1.59%
CRH PLC1.59%
NRG ENERGY INC1.59%
COMFORT SYSTEMS USA INC1.55%
CVS HEALTH CORP1.54%
GENERAL MOTORS CO1.54%
HASBRO INC1.52%
MICROCHIP TECHNOLOGY1.51%
IDEXX LABS INC1.41%
UBER TECHNOLOGIES INC1.41%
APPLOVIN CORP1.40%
BOEING CO/THE COMMON STOCK1.39%
FIRST SOLAR INC1.37%
ROBINHOOD MARKETS INC1.37%

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