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PY vs GVALX

Shared holdings
65
PY covered by GVALX
36.47%
GVALX covered by PY
36.47%

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.

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%

GVALX (March 31, 2026)

SecurityWeight
CATERPILLAR INC2.27%
LAM RESEARCH CORP2.26%
VERIZON COMMUNICATIONS INC1.72%
PFIZER INC1.54%
APPLIED MATERIALS INC1.49%
JOHNSON&JOHNSON1.43%
COCA-COLA CO/THE1.37%
CONOCOPHILLIPS1.37%
PEPSICO INC1.30%
PHILIP MORRIS INTL INC1.29%
ALTRIA GROUP INC1.28%
GILEAD SCIENCES INC1.27%
NEWMONT CORP1.27%
HONEYWELL INTL INC1.24%
LOCKHEED MARTIN CORP1.24%
QUALCOMM INC1.22%
PROCTER & GAMBLE1.22%
BRISTOL-MYERS SQUIBB CO1.21%
MERCK & CO1.18%
ACCENTURE PLC CL A1.15%
CISCO SYSTEMS INC1.13%
UNITEDHEALTH GRP1.08%
T-MOBILE US INC1.05%
COMCAST CORP CL A1.05%
THE BOOKING HOLDINGS INC1.02%
MCKESSON CORP1.01%
HCA HEALTHCARE INC1.00%
CITIGROUP INC0.99%
UNION PACIFIC CORP0.99%
DELL TECHNOLOGIES INC CL C0.90%
ADOBE INC0.90%
WALT DISNEY CO/T0.86%
ILLINOIS TOOL WORKS INC0.86%
GENERAL DYNAMICS CORPORATION0.86%
JOHNSON CONTROLS INTERNATIONAL PLC0.82%
MARRIOTT INTL-A0.81%
MARSH & MCLENNAN0.78%
FEDEX CORP0.78%
AUTOMATIC DATA PROCESSING INC0.78%
UNITED PARCEL SERVICE INC CL B0.77%
AT&T INC0.72%
CVS HEALTH CORP0.71%
TE CONNECTIVITY PLC0.71%
PROLOGIS INC REIT0.70%
VALERO ENERGY CORP0.69%
THE CIGNA GROUP0.66%
S&P GLOBAL INC0.65%
PARKER HANNIFIN CORP0.64%
CUMMINS INC0.64%
CHUBB LTD0.64%

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