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PPAEX vs LSVVX

Shared holdings
80
PPAEX covered by LSVVX
41.43%
LSVVX covered by PPAEX
41.43%

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.

PPAEX (Feb. 28, 2026)

SecurityWeight
EXXON MOBIL CORP4.14%
JOHNSON&JOHNSON3.88%
MERCK & CO3.10%
ALPHABET INC CL A2.95%
VERIZON COMMUNICATIONS INC2.68%
CHEVRON CORP2.43%
PROCTER & GAMBLE2.35%
BANK OF AMERICA CORPORATION2.29%
PFIZER INC2.27%
COMCAST CORP CL A2.04%
QUALCOMM INC1.94%
BRISTOL-MYERS SQUIBB CO1.90%
META PLATFORMS INC CL A1.75%
AT&T INC1.70%
JPMORGAN CHASE and CO1.66%
CISCO SYSTEMS INC1.63%
THE CIGNA GROUP1.57%
EOG RESOURCES INC1.51%
TARGET CORP1.35%
UNITED PARCEL SERVICE INC CL B1.30%
CITIGROUP INC1.22%
PNC FINANCIAL SERVICES GRP INC1.20%
CVS HEALTH CORP1.20%
GENERAL MOTORS CO1.16%
FEDEX CORP1.16%
US BANCORP DEL1.13%
PROGRESSIVE CORP OHIO1.11%
CONOCOPHILLIPS1.10%
PEPSICO INC1.08%
CAPITAL ONE FINANCIAL CORP1.05%
REGENERON PHARMACEUTICALS INC1.05%
HARTFORD INSURANCE GROUP INC/THE0.93%
ALLSTATE CORPORATION0.88%
UNITEDHEALTH GRP0.85%
CHUBB LTD0.84%
EBAY INC0.81%
FORD MOTOR CO0.77%
GILEAD SCIENCES INC0.77%
PAYPAL HOLDINGS0.76%
TRUIST FINL CORP0.74%
NORTHROP GRUMMAN CORP0.72%
COGNIZANT TECH SOLUTIONS CL A0.71%
KROGER CO0.70%
DR HORTON INC0.69%
ELEVANCE HEALTH INC0.67%
STATE STREET CORP0.66%
AFLAC INC0.66%
TRAVELERS COS IN0.65%
SKYWORKS SOLUTIONS INC0.63%
M&T BANK CORP0.60%

LSVVX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.05%
JPMORGAN CHASE and CO2.43%
EXXON MOBIL CORP2.30%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.98%
US ULTRA BOND CBT Sep251.74%
PUT Amazon.com, Inc. 01/02/2026 P2051.67%
ALPHABET INC CL C1.50%
CISCO SYSTEMS INC1.50%
MICRON TECHNOLOGY INC1.44%
WELLS FARGO & CO1.29%
GOLDMAN SACHS GROUP INC1.29%
CITIGROUP INC1.26%
MORGAN STANLEY1.26%
BANK OF AMERICA CORP COMMON STOCK1.12%
VERIZON COMMUNICATIONS INC1.11%
JOHNSON&JOHNSON1.11%
AT&T INC1.06%
WALMART INC1.03%
MERCK & CO1.03%
WALT DISNEY CO/T1.02%
PFIZER INC0.97%
BANK OF NEW YORK MELLON CORP COMMON STOCK0.93%
ALTRIA GROUP INC0.92%
FEDEX CORP0.92%
QUALCOMM INC0.90%
BRISTOL-MYERS SQUIBB CO0.88%
CVS HEALTH CORP0.86%
NEWMONT CORP0.85%
CONOCOPHILLIPS0.85%
UNITEDHEALTH GRP0.82%
DELL TECHNOLOGIES INC CL C0.82%
MARATHON PETROLEUM CORP0.82%
GENERAL MOTORS CO0.79%
WESTERN DIGITAL CORP0.77%
GILEAD SCIENCES INC0.73%
CUMMINS INC0.68%
CATERPILLAR INC0.68%
VALERO ENERGY CORP0.67%
DELTA AIR LI0.67%
US BANCORP DEL0.67%
STATE STREET CORP0.66%
EBAY INC0.66%
PROCTER & GAMBLE0.65%
COMCAST CORP CL A0.64%
HEWLETT PACKARD ENTERPRISE CO0.63%
REGENERON PHARMACEUTICALS INC0.63%
THE CIGNA GROUP0.61%
ALLSTATE CORP COMMON STOCK0.61%
HCA HEALTHCARE INC0.61%
SALESFORCE INC0.59%

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