Compare fund portfolios

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PY vs FVAL

Shared holdings
45
PY covered by FVAL
34.95%
FVAL covered by PY
34.95%

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.

PY (March 31, 2026)

SecurityWeight
APPLE INC7.62%
EXXON MOBIL CORP2.93%
AMAZON.COM INC2.78%
WALMART INC2.77%
PROCTER & GAMBLE1.95%
BANK OF AMERICA CORPORATION1.90%
MERCK & CO1.89%
JOHNSON&JOHNSON1.67%
UNITEDHEALTH GRP1.62%
VERIZON COMMUNICATIONS INC1.53%
PEPSICO INC1.52%
AT&T INC1.52%
NEXTERA ENERGY INC1.41%
SALESFORCE INC1.35%
CISCO SYSTEMS INC1.28%
QUALCOMM INC1.23%
BRISTOL-MYERS SQUIBB CO1.22%
MASTERCARD INC CL A1.20%
CHUBB LTD1.19%
ALTRIA GROUP INC1.16%
CAPITAL ONE FINANCIAL CORP1.16%
ACCENTURE PLC CL A1.15%
LOCKHEED MARTIN CORP1.14%
SLB LTD1.12%
MCKESSON CORP1.11%
COMCAST CORP CL A1.07%
TJX COS INC1.06%
APA CORP1.04%
FEDEX CORP1.04%
NORTHROP GRUMMAN CORP1.02%
ADOBE INC1.02%
THE CIGNA GROUP1.01%
AUTOMATIC DATA PROCESSING INC0.99%
CORTEVA INC0.98%
KEYSIGHT TECHNOLOGIES INC0.97%
ILLINOIS TOOL WORKS INC0.97%
TRAVELERS COS IN0.96%
L3HARRIS TECHNOLOGIES INC0.95%
ARCHER DANIELS MIDLAND CO0.95%
ALLSTATE CORPORATION0.94%
STATE STREET CORP0.93%
CARDINAL HEALTH INC0.92%
PARKER HANNIFIN CORP0.92%
AMETEK INC NEW0.92%
ROSS STORES INC0.91%
FIFTH THIRD BANCORP0.90%
BANK OF NEW YORK MELLON CORP0.90%
FORD MOTOR CO0.89%
BAKER HUGHES CO0.89%
EDISON INTL0.88%

FVAL (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.11%
APPLE INC6.17%
ALPHABET INC CL A5.11%
MICROSOFT CORP4.73%
Fidelity Cash Central Fund4.24%
MICRON TECHNOLOGY INC3.48%
AMAZON.COM INC3.47%
META PLATFORMS INC CL A2.46%
TESLA INC2.08%
BERKSHIRE HATH-B1.80%
LILLY ELI and CO1.78%
JOHNSON&JOHNSON1.40%
VISA INC-CLASS A1.28%
EXXON MOBIL CORP1.10%
ABBVIE INC1.10%
BANK OF AMERICA CORPORATION1.05%
GOLDMAN SACHS GROUP INC1.03%
MERCK & CO1.03%
QUALCOMM INC1.02%
ACCENTURE PLC CL A0.98%
ZOOM VIDEO COMMUNICATIONS INC CL A0.97%
CATERPILLAR INC0.93%
SALESFORCE INC0.92%
COGNIZANT TECH SOLUTIONS CL A0.91%
CITIGROUP INC0.89%
UNITEDHEALTH GRP0.89%
AMERICAN EXPRESS CO0.89%
AVNET INC0.86%
COSTCO WHOLESALE CORP0.86%
GENERAL ELECTRIC CO0.84%
ARROW ELECTRONICS INC0.84%
HOME DEPOT INC0.82%
ADOBE INC0.82%
RTX CORP0.81%
PROCTER & GAMBLE0.79%
CENTENE CORP0.78%
CAPITAL ONE FINANCIAL CORP0.72%
BRISTOL-MYERS SQUIBB CO0.72%
REGENERON PHARMACEUTICALS INC0.71%
PFIZER INC0.71%
CHEVRON CORP0.70%
LOCKHEED MARTIN CORP0.69%
ELEVANCE HEALTH INC0.65%
HP INC0.63%
TRAVELERS COS IN0.63%
CUMMINS INC0.62%
MCDONALDS CORP0.62%
SKYWORKS SOLUTIONS INC0.62%
ANNALY CAPITAL MGMT INC REIT0.61%
PRUDENTL FINL0.60%

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