Compare fund portfolios

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

vs

RECS vs SNPE

Shared holdings
129
RECS covered by SNPE
50.39%
SNPE covered by RECS
50.39%

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%

SNPE (Feb. 27, 2026)

SecurityWeight
NVIDIA CORP10.73%
APPLE INC9.73%
MICROSOFT CORP7.27%
ALPHABET INC CL A4.52%
ALPHABET INC CL C3.61%
META PLATFORMS INC CL A3.52%
LILLY ELI and CO2.08%
EXXON MOBIL CORP1.60%
WALMART INC1.39%
VISA INC-CLASS A1.35%
MICRON TECHNOLOGY INC1.15%
COSTCO WHOLESALE CORP1.11%
MASTERCARD INC CL A1.06%
ABBVIE INC1.02%
HOME DEPOT INC0.94%
GENERAL ELECTRIC CO0.90%
CATERPILLAR INC0.86%
BANK OF AMERICA CORPORATION0.83%
COCA-COLA CO/THE0.79%
CISCO SYSTEMS INC0.78%
MERCK & CO0.77%
APPLIED MATERIALS INC0.74%
LAM RESEARCH CORP0.73%
UNITEDHEALTH GRP0.66%
GOLDMAN SACHS GROUP INC0.65%
WELLS FARGO & CO0.63%
LINDE PLC0.59%
PEPSICO INC0.58%
AMGEN INC0.52%
INTEL CORP0.51%
ABBOTT LABS0.50%
MORGAN STANLEY0.50%
AT&T INC0.50%
KLA CORP0.50%
THERMO FISHER SCIENTIFIC INC0.49%
CITIGROUP INC0.49%
WALT DISNEY CO/T0.47%
SALESFORCE INC0.46%
GILEAD SCIENCES INC0.46%
TJX COS INC0.45%
AMERICAN EXPRESS CO0.42%
SCHWAB CHARLES CORP0.40%
DEERE & CO0.39%
UBER TECHNOLOGIES INC0.39%
UNION PACIFIC CORP0.39%
QUALCOMM INC0.38%
BLACKROCK INC0.38%
LOWES COS INC0.37%
EATON CORP PLC0.37%
NEWMONT CORP0.36%

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