Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
PHEQ vs VVIPX
Shared holdings
143
PHEQ covered by VVIPX
66.83%
VVIPX covered by PHEQ
66.83%
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.
PHEQ (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.10% | |
| APPLE INC | 6.50% | |
| MICROSOFT CORP | 4.65% | |
| AMAZON.COM INC | 3.55% | |
| ALPHABET INC CL A | 2.99% | |
| ALPHABET INC CL C | 2.60% | |
| BROADCOM INC | 2.54% | |
| META PLATFORMS INC CL A | 2.17% | |
| US ULTRA BOND CBT Sep25 | 2.12% | |
| TESLA INC | 1.86% | |
| EXXON MOBIL CORP | 1.75% | |
| JPMORGAN CHASE and CO | 1.61% | |
| LILLY ELI and CO | 1.55% | |
| MSILF-GOVT-INS | 1.53% | |
| JOHNSON&JOHNSON | 1.48% | |
| BERKSHIRE HATH-B | 1.35% | |
| WALMART INC | 1.23% | |
| VISA INC-CLASS A | 1.09% | |
| CHEVRON CORP | 1.02% | |
| COSTCO WHOLESALE CORP | 1.01% | |
| CISCO SYSTEMS INC | 0.95% | |
| ABBVIE INC | 0.95% | |
| MASTERCARD INC CL A | 0.92% | |
| NETFLIX INC | 0.87% | |
| MERCK & CO | 0.86% | |
| CATERPILLAR INC | 0.83% | |
| PROCTER & GAMBLE | 0.81% | |
| COCA-COLA CO/THE | 0.81% | |
| HOME DEPOT INC | 0.79% | |
| BANK OF AMERICA CORPORATION | 0.78% | |
| KLA CORP | 0.71% | |
| GENERAL ELECTRIC CO | 0.69% | |
| AT&T INC | 0.69% | |
| MICRON TECHNOLOGY INC | 0.66% | |
| LINDE PLC | 0.65% | |
| WELLS FARGO & CO | 0.62% | |
| PALANTIR TECHNOLOGIES INC | 0.61% | |
| AMGEN INC | 0.61% | |
| CORNING INC | 0.61% | |
| PEPSICO INC | 0.61% | |
| LOCKHEED MARTIN CORP | 0.56% | |
| PHILIP MORRIS INTL INC | 0.54% | |
| HOWMET AEROSPACE INC | 0.54% | |
| SCHWAB CHARLES CORP | 0.52% | |
| INTL BUS MACH CORP | 0.50% | |
| THERMO FISHER SCIENTIFIC INC | 0.48% | |
| NEWMONT CORP | 0.48% | |
| BOEING CO/THE | 0.47% | |
| UNITEDHEALTH GRP | 0.47% | |
| GE VERNOVA LLC | 0.45% |
VVIPX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.39% | |
| APPLE INC | 6.50% | |
| MICROSOFT CORP | 4.79% | |
| AMAZON.COM INC | 3.55% | |
| ALPHABET INC CL A | 2.92% | |
| BROADCOM INC | 2.56% | |
| MSILF-GOVT-INS | 2.41% | |
| ALPHABET INC CL C | 2.34% | |
| META PLATFORMS INC CL A | 2.18% | |
| TESLA INC | 1.82% | |
| BERKSHIRE HATH-B | 1.53% | |
| JPMORGAN CHASE and CO | 1.38% | |
| LILLY ELI and CO | 1.27% | |
| EXXON MOBIL CORP | 1.24% | |
| JOHNSON&JOHNSON | 1.03% | |
| WALMART INC | 0.95% | |
| VISA INC-CLASS A | 0.89% | |
| COSTCO WHOLESALE CORP | 0.77% | |
| MASTERCARD INC CL A | 0.71% | |
| NETFLIX INC | 0.71% | |
| CHEVRON CORP | 0.68% | |
| ABBVIE INC | 0.67% | |
| MICRON TECHNOLOGY INC | 0.66% | |
| PROCTER & GAMBLE | 0.59% | |
| PALANTIR TECHNOLOGIES INC | 0.58% | |
| ADV MICRO DEVICE | 0.58% | |
| CATERPILLAR INC | 0.57% | |
| HOME DEPOT INC | 0.57% | |
| BANK OF AMERICA CORPORATION | 0.56% | |
| CISCO SYSTEMS INC | 0.53% | |
| MERCK & CO | 0.52% | |
| GENERAL ELECTRIC CO | 0.52% | |
| COCA-COLA CO/THE | 0.51% | |
| APPLIED MATERIALS INC | 0.47% | |
| LAM RESEARCH CORP | 0.47% | |
| RTX CORP | 0.45% | |
| PHILIP MORRIS INTL INC | 0.45% | |
| GOLDMAN SACHS GROUP INC | 0.44% | |
| ORACLE CORP | 0.44% | |
| WELLS FARGO & CO | 0.43% | |
| UNITEDHEALTH GRP | 0.43% | |
| GE VERNOVA LLC | 0.41% | |
| LINDE PLC | 0.40% | |
| INTL BUS MACH CORP | 0.40% | |
| MCDONALDS CORP | 0.39% | |
| PEPSICO INC | 0.37% | |
| VERIZON COMMUNICATIONS INC | 0.37% | |
| INTEL CORP | 0.36% | |
| AT&T INC | 0.35% | |
| CITIGROUP INC | 0.35% |
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