Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
REDWX vs SWANX
Shared holdings
14
REDWX covered by SWANX
44.19%
SWANX covered by REDWX
44.19%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
REDWX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.62% | |
| ALPHABET INC CL A | 7.59% | |
| MICROSOFT CORP | 6.27% | |
| AMAZON.COM INC | 4.80% | |
| VISA INC-CLASS A | 3.61% | |
| COSTCO WHOLESALE CORP | 2.99% | |
| BROADCOM INC | 2.97% | |
| LILLY ELI and CO | 2.94% | |
| TJX COS INC | 2.86% | |
| APPLE INC | 2.76% | |
| MARSH & MCLENNAN | 2.59% | |
| UNITEDHEALTH GRP | 2.40% | |
| INTL FLVR & FRAG | 2.35% | |
| BRISTOL-MYERS SQUIBB CO | 2.27% | |
| CADENCE DESIGN SYSTEMS INC | 1.99% | |
| FIRST HORIZON CORP | 1.92% | |
| CAPITAL ONE FINANCIAL CORP | 1.92% | |
| VERTEX PHARMACEUTICALS INC | 1.90% | |
| JACK HENRY | 1.73% | |
| PROGRESSIVE CORP OHIO | 1.72% | |
| APOLLO GLOBAL MANAGEMENT INC | 1.66% | |
| GATES INDUSTRIAL | 1.64% | |
| ADV MICRO DEVICE | 1.62% | |
| WALT DISNEY CO/T | 1.60% | |
| SERVICENOW INC | 1.56% | |
| ECOLAB INC | 1.55% | |
| BIO RAD LABS CL A | 1.50% | |
| MICRON TECHNOLOGY INC | 1.47% | |
| QUALCOMM INC | 1.43% | |
| ADVANCED DRAINAGE SYSTEMS INC | 1.36% | |
| T-MOBILE US INC | 1.36% | |
| WASTE MANAGEMENT INC | 1.32% | |
| AMERICAN WATER WRKS COMPANY | 1.27% | |
| CHIPOTLE MEXICAN GRILL INC | 1.26% | |
| APTIV PLC | 1.25% | |
| INGERSOLL RAND INC | 1.21% | |
| XYLEM INC | 1.20% | |
| SPROUTS FMRS MKT INC | 1.17% | |
| DEXCOM INC | 1.16% | |
| JOHN BEAN TECHNOLOGIES CORP | 1.14% | |
| MICROCHIP TECHNOLOGY | 1.03% | |
| MONEYMKT | 1.01% | |
| DYNATRACE INC | 0.98% | |
| RIVIAN AUTOMOTIVE INC | 0.95% | |
| SALESFORCE INC | 0.90% | |
| AECOM | 0.89% | |
| James Hardie Industries PLC | 0.64% | |
| ATLASSIAN CORP PLC CLS A | 0.63% |
SWANX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 10.20% | |
| MICROSOFT CORP | 8.00% | |
| ALPHABET INC CL A | 8.00% | |
| APPLE INC | 6.60% | |
| META PLATFORMS INC CL A | 5.15% | |
| BROADCOM INC | 4.36% | |
| AMAZON.COM INC | 3.75% | |
| LILLY ELI and CO | 2.91% | |
| EXXON MOBIL CORP | 2.66% | |
| FIDELITY NATL INFORM SVCS INC | 2.58% | |
| VISA INC-CLASS A | 2.41% | |
| UNITEDHEALTH GRP | 2.08% | |
| CATERPILLAR INC | 1.97% | |
| TJX COS INC | 1.95% | |
| WEC ENERGY GROUP INC | 1.71% | |
| SALESFORCE INC | 1.63% | |
| PROGRESSIVE CORP OHIO | 1.52% | |
| BECTON DICKINSON and CO | 1.39% | |
| ROCKWELL AUTOMATION INC | 1.38% | |
| ASML HOLDING-NY | 1.29% | |
| NEXTERA ENERGY INC | 1.23% | |
| PROCTER & GAMBLE | 1.20% | |
| EOG RESOURCES INC | 1.19% | |
| LINDE PLC | 1.15% | |
| WALMART INC | 1.15% | |
| BOSTON SCIENTIFIC CORP | 1.14% | |
| REPUBLIC SVCS | 1.14% | |
| ZOETIS INC CL A | 1.12% | |
| MOTOROLA SOLUTIONS INC | 1.12% | |
| THERMO FISHER SCIENTIFIC INC | 1.12% | |
| CNH INDUSTRIAL NV | 1.03% | |
| SERVICENOW INC | 1.01% | |
| ROLLINS INC | 0.99% | |
| MORGAN STANLEY | 0.98% | |
| DUKE ENERGY CORP NEW | 0.95% | |
| INTUITIVE SURGICAL INC | 0.93% | |
| ARISTA NETWORKS INC | 0.92% | |
| PALO ALTO NETWORKS INC | 0.91% | |
| BLACKROCK INC | 0.87% | |
| L'Oreal S.A. ADR | 0.85% | |
| DEERE & CO | 0.84% | |
| CONSTELLATION BRANDS INC CL A | 0.79% | |
| CME GROUP INC CL A | 0.79% | |
| PARKER HANNIFIN CORP | 0.76% | |
| ACCENTURE PLC CL A | 0.64% | |
| MSCI INC | 0.64% | |
| THE BOOKING HOLDINGS INC | 0.55% | |
| TEXAS INSTRUMENTS INC | 0.53% | |
| PUBLIC STORAGE | 0.49% | |
| FASTENAL CO | 0.45% |
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