Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
PY vs IVE
Shared holdings
98
PY covered by IVE
42.71%
IVE covered by PY
42.71%
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)
| Security | Weight | |
|---|---|---|
| APPLE INC | 7.62% | |
| EXXON MOBIL CORP | 2.93% | |
| AMAZON.COM INC | 2.78% | |
| WALMART INC | 2.77% | |
| PROCTER & GAMBLE | 1.95% | |
| BANK OF AMERICA CORPORATION | 1.90% | |
| MERCK & CO | 1.89% | |
| JOHNSON&JOHNSON | 1.67% | |
| UNITEDHEALTH GRP | 1.62% | |
| VERIZON COMMUNICATIONS INC | 1.53% | |
| PEPSICO INC | 1.52% | |
| AT&T INC | 1.52% | |
| NEXTERA ENERGY INC | 1.41% | |
| SALESFORCE INC | 1.35% | |
| CISCO SYSTEMS INC | 1.28% | |
| QUALCOMM INC | 1.23% | |
| BRISTOL-MYERS SQUIBB CO | 1.22% | |
| MASTERCARD INC CL A | 1.20% | |
| CHUBB LTD | 1.19% | |
| ALTRIA GROUP INC | 1.16% | |
| CAPITAL ONE FINANCIAL CORP | 1.16% | |
| ACCENTURE PLC CL A | 1.15% | |
| LOCKHEED MARTIN CORP | 1.14% | |
| SLB LTD | 1.12% | |
| MCKESSON CORP | 1.11% | |
| COMCAST CORP CL A | 1.07% | |
| TJX COS INC | 1.06% | |
| APA CORP | 1.04% | |
| FEDEX CORP | 1.04% | |
| NORTHROP GRUMMAN CORP | 1.02% | |
| ADOBE INC | 1.02% | |
| THE CIGNA GROUP | 1.01% | |
| AUTOMATIC DATA PROCESSING INC | 0.99% | |
| CORTEVA INC | 0.98% | |
| KEYSIGHT TECHNOLOGIES INC | 0.97% | |
| ILLINOIS TOOL WORKS INC | 0.97% | |
| TRAVELERS COS IN | 0.96% | |
| L3HARRIS TECHNOLOGIES INC | 0.95% | |
| ARCHER DANIELS MIDLAND CO | 0.95% | |
| ALLSTATE CORPORATION | 0.94% | |
| STATE STREET CORP | 0.93% | |
| CARDINAL HEALTH INC | 0.92% | |
| PARKER HANNIFIN CORP | 0.92% | |
| AMETEK INC NEW | 0.92% | |
| ROSS STORES INC | 0.91% | |
| FIFTH THIRD BANCORP | 0.90% | |
| BANK OF NEW YORK MELLON CORP | 0.90% | |
| FORD MOTOR CO | 0.89% | |
| BAKER HUGHES CO | 0.89% | |
| EDISON INTL | 0.88% |
IVE (March 31, 2026)
| Security | Weight | |
|---|---|---|
| APPLE INC | 6.89% | |
| AMAZON.COM INC | 3.54% | |
| EXXON MOBIL CORP | 2.62% | |
| WALMART INC | 2.02% | |
| COSTCO WHOLESALE CORP | 1.64% | |
| TESLA INC | 1.47% | |
| CHEVRON CORP | 1.43% | |
| PROCTER & GAMBLE | 1.24% | |
| HOME DEPOT INC | 1.21% | |
| BANK OF AMERICA CORPORATION | 1.20% | |
| MERCK & CO | 1.10% | |
| JPMORGAN CHASE and CO | 0.94% | |
| WELLS FARGO & CO | 0.91% | |
| UNITEDHEALTH GRP | 0.91% | |
| JOHNSON&JOHNSON | 0.89% | |
| LINDE PLC | 0.86% | |
| VISA INC-CLASS A | 0.85% | |
| PEPSICO INC | 0.79% | |
| VERIZON COMMUNICATIONS INC | 0.78% | |
| ABBVIE INC | 0.77% | |
| INTEL CORP | 0.77% | |
| AT&T INC | 0.75% | |
| CITIGROUP INC | 0.73% | |
| NEXTERA ENERGY INC | 0.72% | |
| THERMO FISHER SCIENTIFIC INC | 0.68% | |
| ABBOTT LABS | 0.66% | |
| TEXAS INSTRUMENTS INC | 0.65% | |
| SALESFORCE INC | 0.65% | |
| COCA-COLA CO/THE | 0.63% | |
| WALT DISNEY CO/T | 0.63% | |
| CONOCOPHILLIPS | 0.60% | |
| PFIZER INC | 0.59% | |
| SCHWAB CHARLES CORP | 0.58% | |
| ANALOG DEVICES INC | 0.58% | |
| CISCO SYSTEMS INC | 0.53% | |
| UNION PACIFIC CORP | 0.53% | |
| HONEYWELL INTL INC | 0.53% | |
| GENERAL ELECTRIC CO | 0.53% | |
| DEERE & CO | 0.53% | |
| EATON CORP PLC | 0.51% | |
| BLACKROCK INC | 0.51% | |
| QUALCOMM INC | 0.51% | |
| MASTERCARD INC CL A | 0.50% | |
| LOWES COS INC | 0.49% | |
| MCDONALDS CORP | 0.46% | |
| BRISTOL-MYERS SQUIBB CO | 0.46% | |
| PROLOGIS INC REIT | 0.45% | |
| LOCKHEED MARTIN CORP | 0.45% | |
| ACCENTURE PLC CL A | 0.45% | |
| ORACLE CORP | 0.44% |
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