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RECS vs FCEUX

Shared holdings
109
RECS covered by FCEUX
49.55%
FCEUX covered by RECS
49.55%

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.

RECS (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.70%
APPLE INC8.23%
MICROSOFT CORP6.75%
ALPHABET INC CL C3.09%
META PLATFORMS INC CL A2.88%
PROCTER & GAMBLE2.33%
WELLS FARGO & CO1.88%
THE BOOKING HOLDINGS INC1.82%
ALPHABET INC CL A1.81%
EXXON MOBIL CORP1.71%
MORGAN STANLEY1.34%
CITIGROUP INC1.34%
PFIZER INC1.18%
SCHWAB CHARLES CORP1.15%
Vanguard Communication Services ETF1.12%
S&P GLOBAL INC1.05%
UBER TECHNOLOGIES INC0.99%
CHEVRON CORP0.95%
GENERAL MOTORS CO0.90%
BRISTOL-MYERS SQUIBB CO0.87%
UNION PACIFIC CORP0.87%
State Street Communication Services Select Sector SPDR ETF0.86%
MCKESSON CORP0.83%
HILTON WORLDWIDE HOLDINGS INC0.81%
ADV MICRO DEVICE0.81%
CVS HEALTH CORP0.74%
V/E SEMICONDUCT0.70%
ROSS STORES INC0.70%
ALTRIA GROUP INC0.67%
HCA HEALTHCARE INC0.67%
CISCO SYSTEMS INC0.66%
PALANTIR TECHNOLOGIES INC0.66%
LAM RESEARCH CORP0.64%
ABBVIE INC0.63%
FORD MOTOR CO0.62%
AUTOMATIC DATA PROCESSING INC0.62%
THE CIGNA GROUP0.59%
US BANCORP DEL0.56%
GENERAL DYNAMICS CORPORATION0.55%
BANK OF NEW YORK MELLON CORP0.54%
NEWMONT CORP0.54%
CENCORA INC0.52%
MOODYS CORP0.51%
EBAY INC0.48%
ILLINOIS TOOL WORKS INC0.48%
DR HORTON INC0.47%
TRUIST FINL CORP0.43%
AMERICAN TOWER CORP0.43%
FEDEX CORP0.42%
CARDINAL HEALTH INC0.41%

FCEUX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.73%
APPLE INC7.43%
MICROSOFT CORP6.26%
AMAZON.COM INC3.92%
META PLATFORMS INC CL A3.70%
ALPHABET INC CL A2.64%
ALPHABET INC CL C2.36%
WALMART INC1.91%
BROADCOM INC1.90%
MASTERCARD INC CL A1.71%
LILLY ELI and CO1.68%
GENERAL ELECTRIC CO1.48%
GILEAD SCIENCES INC1.44%
AT&T INC1.40%
WELLS FARGO & CO1.40%
TESLA INC1.37%
GE VERNOVA LLC1.33%
CITIGROUP INC1.30%
APPLIED MATERIALS INC1.29%
NEWMONT CORP1.19%
NETFLIX INC1.19%
BRISTOL-MYERS SQUIBB CO1.19%
THE BOOKING HOLDINGS INC1.16%
FEDEX CORP1.13%
QUALCOMM INC1.13%
GENERAL MOTORS CO1.12%
GENERAL DYNAMICS CORPORATION1.11%
KLA CORP1.10%
ADOBE INC1.09%
PG&E CORP1.02%
COMCAST CORP CL A0.98%
ALTRIA GROUP INC0.96%
MGIC INVT CORP0.92%
EOG RESOURCES INC0.89%
Franklin Institutional US Government Money Market Fund0.86%
COLGATE-PALMOLIVE CO0.84%
FORD MOTOR CO0.83%
INTUITIVE SURGICAL INC0.81%
JPMORGAN CHASE and CO0.79%
PAYPAL HOLDINGS0.75%
INTUIT INC0.75%
SEI INVESTMENTS0.65%
MONSTER BEVERAGE CORP0.64%
JONES LANG LASALLE INC0.64%
JANUS HENDERSON GROUP PLC0.63%
PHILIP MORRIS INTL INC0.61%
EXXON MOBIL CORP0.60%
AIRBNB INC CLASS A0.59%
ARISTA NETWORKS INC0.59%
BERKSHIRE HATH-B0.55%

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