Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

QLMVIX vs DALVX

Shared holdings
23
QLMVIX covered by DALVX
34.22%
DALVX covered by QLMVIX
34.22%

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.

QLMVIX (March 31, 2026)

SecurityWeight
JPMORGAN CHASE and CO4.23%
JOHNSON&JOHNSON3.96%
XPO LOGISTICS INC2.92%
CHEVRON CORP2.63%
PARKER HANNIFIN CORP2.60%
ALPHABET INC CL A2.59%
CONOCOPHILLIPS2.58%
AIR PRODUCTS and CHEMICALS INC2.51%
WEC ENERGY GROUP INC2.46%
SCHWAB CHARLES CORP2.44%
TRAVELERS COS IN2.39%
THERMO FISHER SCIENTIFIC INC2.22%
RTX CORP2.19%
TAIWAN SEMIC MFG CO LTD SP ADR2.16%
Enterprise Products Partners LP2.16%
MCKESSON CORP2.05%
BERKSHIRE HATH-B2.03%
MICROCHIP TECHNOLOGY1.99%
MARTIN MAR MTLS1.97%
DEERE & CO1.97%
CVS HEALTH CORP1.93%
BANK OF AMERICA CORPORATION1.90%
BROADCOM INC1.90%
SEMPRA ENERGY1.88%
MOTOROLA SOLUTIONS INC1.76%
MARSH & MCLENNAN1.74%
LINDE PLC1.72%
INTEL CORP1.68%
AMAZON.COM INC1.68%
SHERWIN WILLIAMS CO1.59%
UNITEDHEALTH GRP1.55%
BECTON DICKINSON and CO1.53%
HONEYWELL INTL INC1.52%
PROCTER & GAMBLE1.50%
AMERICAN EXPRESS CO1.47%
O'REILLY AUTOMOTIVE INC1.44%
HALEON PLC SPONS ADR1.44%
META PLATFORMS INC CL A1.42%
HOME DEPOT INC1.41%
VISA INC-CLASS A1.40%
EXXON MOBIL CORP1.35%
PNC FINANCIAL SERVICES GRP INC1.28%
CAPITAL ONE FINANCIAL CORP1.27%
ASTRAZENECA PLC1.24%
Roche Holding AG1.23%
THE BOOKING HOLDINGS INC1.11%
PEPSICO INC1.10%
MICROSOFT CORP1.09%
AMERICAN TOWER CORP1.02%
T-MOBILE US INC1.02%

DALVX (Jan. 31, 2026)

SecurityWeight
ALPHABET INC CL A4.05%
JPMORGAN CHASE and CO3.58%
MICRON TECHNOLOGY INC2.72%
AMAZON.COM INC2.66%
RTX CORP2.59%
PARKER HANNIFIN CORP2.31%
EXXON MOBIL CORP2.20%
BANK OF AMERICA CORPORATION2.09%
CISCO SYSTEMS INC2.03%
WELLS FARGO & CO1.99%
LINDE PLC1.97%
BLACKROCK INC1.84%
WALT DISNEY CO/T1.83%
Invesco Treasury Portfolio, Institutional Class1.81%
BERKSHIRE HATH-B1.77%
ABBOTT LABS1.67%
GILEAD SCIENCES INC1.66%
GOLDMAN SACHS GROUP INC1.66%
LOWES COS INC1.65%
MERCK & CO1.64%
NEXTERA ENERGY INC1.63%
HARTFORD INSURANCE GROUP INC/THE1.52%
L3HARRIS TECHNOLOGIES INC1.52%
JOHNSON CONTROLS1.51%
ROCKWELL AUTOMATION INC1.49%
TRAVELERS COS IN1.43%
THERMO FISHER SCIENTIFIC INC1.41%
CSX CORP1.37%
FOX CORP CL A1.37%
CENCORA INC1.36%
MARTIN MAR MTLS1.34%
DELTA AIR LI1.32%
INTERCONTINENTAL EXCHANGE INC1.32%
PROCTER & GAMBLE1.29%
GENERAL MOTORS CO1.29%
QUANTA SVCS INC1.28%
META PLATFORMS INC CL A1.27%
TJX COS INC1.23%
CONOCOPHILLIPS1.23%
BOEING CO/THE1.20%
DUKE ENERGY CORP NEW1.18%
SLB LTD1.18%
AMERICAN EXPRESS CO1.14%
FREEPORT MCMORAN INC1.13%
UNITEDHEALTH GRP1.09%
MOTOROLA SOLUTIONS INC1.09%
OTIS WORLDWIDE CORP1.08%
MONDELEZ INTL INC1.07%
BROADCOM INC1.04%
S&P GLOBAL INC1.03%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.