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PY vs QARP

Shared holdings
63
PY covered by QARP
36.72%
QARP covered by PY
36.72%

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%

QARP (Feb. 27, 2026)

SecurityWeight
APPLE INC5.62%
NVIDIA CORP5.24%
BERKSHIRE HATH-B4.37%
AMAZON.COM INC4.17%
ALPHABET INC CL A4.04%
META PLATFORMS INC CL A3.95%
ALPHABET INC CL C3.36%
WALMART INC3.23%
JOHNSON&JOHNSON2.53%
CHEVRON CORP2.36%
COSTCO WHOLESALE CORP2.03%
MCKESSON CORP1.67%
VISA INC-CLASS A1.66%
APPLIED MATERIALS INC1.56%
EXXON MOBIL CORP1.42%
MERCK & CO1.42%
MASTERCARD INC CL A1.33%
PROCTER & GAMBLE1.28%
LAM RESEARCH CORP1.07%
CATERPILLAR INC1.06%
CISCO SYSTEMS INC0.95%
TJX COS INC0.88%
ALTRIA GROUP INC0.87%
PHILIP MORRIS INTL INC0.78%
CENCORA INC0.72%
CARDINAL HEALTH INC0.71%
THE CIGNA GROUP0.70%
VERIZON COMMUNICATIONS INC0.69%
AT&T INC0.69%
MICROSOFT CORP0.66%
HOME DEPOT INC0.65%
EOG RESOURCES INC0.60%
NEWMONT CORP0.59%
THE BOOKING HOLDINGS INC0.59%
LOCKHEED MARTIN CORP0.59%
GE VERNOVA LLC0.58%
QUALCOMM INC0.58%
COMCAST CORP CL A0.53%
ABBOTT LABS0.53%
MICRON TECHNOLOGY INC0.51%
UNITED PARCEL SERVICE INC CL B0.49%
ACCENTURE PLC CL A0.47%
PROGRESSIVE CORP OHIO0.47%
NIKE INC CL B0.47%
ADOBE INC0.44%
REGENERON PHARMACEUTICALS INC0.43%
PEPSICO INC0.41%
UNITEDHEALTH GRP0.40%
HCA HEALTHCARE INC0.39%
ROSS STORES INC0.36%

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