Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SAMT vs RSMV
Shared holdings
8
SAMT covered by RSMV
23.50%
RSMV covered by SAMT
23.50%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SAMT (March 31, 2026)
| Security | Weight | |
|---|---|---|
| QUANTA SERVICES INC COMMON STOCK | 4.38% | |
| ENTERGY CORP | 3.93% | |
| EDISON INTL | 3.68% | |
| OCCIDENTAL PETROLEUM CORP | 3.68% | |
| MARRIOTT INTL-A | 3.57% | |
| VENTURE GLOBAL INC | 3.48% | |
| SPHERE ENTERTAINMENT CO | 3.40% | |
| CHEVRON CORP | 3.31% | |
| WALMART INC | 3.27% | |
| AMPRIUS TECHNOLOGIES INC | 3.20% | |
| CME GROUP INC CL A | 3.15% | |
| ALPHABET INC CL A | 3.13% | |
| PLANET LABS PBC A | 3.10% | |
| WASTE MANAGEMENT INC | 3.06% | |
| JOHNSON&JOHNSON | 2.96% | |
| DUKE ENERGY CORP NEW | 2.95% | |
| COSTCO WHOLESALE CORP | 2.93% | |
| ARCHER-DANIELS-MIDLAND CO COMMON STOCK | 2.92% | |
| MERCK & CO | 2.91% | |
| iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF | 2.90% | |
| US TREASURY 3 MONTH BILL ETF | 2.90% | |
| COCA-COLA CO/THE | 2.89% | |
| VENTAS INC REIT | 2.88% | |
| GE VERNOVA LLC | 2.85% | |
| AFLAC INC COMMON STOCK | 2.68% | |
| ROCKWELL AUTOMATION INC | 2.65% | |
| APPLE INC COMMON STOCK | 2.64% | |
| ONTO INNOVATION INC | 2.60% | |
| MCDONALDS CORP | 2.37% | |
| MARVELL TECHNOLOGY INC | 2.20% | |
| ROCKET LAB CORP | 2.13% | |
| WESTERN DIGITAL CORP | 1.83% | |
| SALESFORCE INC | 1.77% | |
| KLA CORP | 1.70% |
RSMV (March 31, 2026)
| Security | Weight | |
|---|---|---|
| iShares Trust CORE US AGGREGATE BD ETF | 4.41% | |
| EXXON MOBIL CORP | 3.84% | |
| GE VERNOVA LLC | 3.76% | |
| CHEVRON CORP | 3.75% | |
| MERCK & CO | 3.73% | |
| ASTRAZENECA PLC | 3.72% | |
| JOHNSON&JOHNSON | 3.68% | |
| CATERPILLAR INC | 3.61% | |
| INTEL CORP | 3.60% | |
| COSTCO WHOLESALE CORP | 3.60% | |
| LINDE PLC | 3.60% | |
| LILLY ELI and CO | 3.58% | |
| WALMART INC | 3.57% | |
| PEPSICO INC | 3.56% | |
| ABBVIE INC | 3.53% | |
| COCA-COLA CO/THE | 3.52% | |
| T-MOBILE US INC | 3.52% | |
| APPLIED MATERIALS INC | 3.51% | |
| BERKSHIRE HATH-B | 3.51% | |
| ASML HOLDING-NY | 3.45% | |
| LAM RESEARCH CORP | 3.43% | |
| PROCTER & GAMBLE | 3.43% | |
| RTX CORP | 3.43% | |
| MCDONALDS CORP | 3.42% | |
| PHILIP MORRIS INTL INC | 3.41% | |
| GENERAL ELECTRIC CO | 3.39% | |
| ALPHABET INC CL C | 3.35% | |
| MICRON TECHNOLOGY INC | 2.65% | |
| US BANK MMDA - USBGFS 9 | 0.44% |
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