Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SAMT vs SELV
Shared holdings
9
SAMT covered by SELV
18.63%
SELV covered by SAMT
18.63%
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% |
SELV (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JOHNSON&JOHNSON | 3.08% | |
| WALMART INC | 3.06% | |
| AT&T INC | 2.89% | |
| CARDINAL HEALTH INC | 2.87% | |
| CISCO SYSTEMS INC | 2.85% | |
| GILEAD SCIENCES INC | 2.83% | |
| MCKESSON CORP | 2.73% | |
| APPLE INC COMMON STOCK | 2.73% | |
| MERCK & CO | 2.54% | |
| VERIZON COMMUNICATIONS INC | 2.50% | |
| CHEVRON CORP | 2.40% | |
| MOTOROLA SOLUTIONS INC | 2.33% | |
| REPUBLIC SVCS | 2.33% | |
| ALPHABET INC CL C | 2.28% | |
| ALTRIA GROUP INC | 2.27% | |
| ROPER TECHNOLOGIES INC | 2.17% | |
| COLGATE-PALMOLIVE CO | 2.13% | |
| MICROSOFT CORP | 2.12% | |
| MASTERCARD INC CL A | 2.08% | |
| COGNIZANT TECH SOLUTIONS CL A | 2.07% | |
| VISA INC-CLASS A | 2.03% | |
| PROCTER & GAMBLE | 2.01% | |
| CONSOLIDATED EDISON INC | 1.99% | |
| DUKE ENERGY CORP NEW | 1.94% | |
| COMCAST CORP CL A | 1.87% | |
| TELEDYNE TECHNOLOGIES INC | 1.86% | |
| EXPEDITORS INTL OF WASH INC | 1.75% | |
| VERISIGN INC COMMON STOCK | 1.74% | |
| CHUBB LTD | 1.62% | |
| ACCENTURE PLC-A | 1.61% | |
| INTL BUS MACH CORP | 1.57% | |
| BRISTOL-MYERS SQUIBB CO | 1.57% | |
| WASTE MANAGEMENT INC | 1.50% | |
| THE BOOKING HOLDINGS INC | 1.43% | |
| F5 INC | 1.43% | |
| VERISK ANALYTICS INC | 1.35% | |
| CENCORA INC COMMON STOCK | 1.30% | |
| MARKEL GROUP INC | 1.26% | |
| MCDONALDS CORP | 1.20% | |
| FOX CORP CL A | 1.09% | |
| QUEST DIAGNOSTICS INC | 1.07% | |
| PHILIP MORRIS INTL INC | 0.97% | |
| TRAVELERS COS INC/THE COMMON STOCK | 0.95% | |
| DOMINOS PIZZA INC | 0.93% | |
| ARROW ELECTRONICS INC COMMON STOCK | 0.88% | |
| WR BERKLEY CORP COMMON STOCK | 0.84% | |
| GEN DIGITAL INC | 0.83% | |
| CFD_EQS GOLDUS33 2256908 | 0.78% | |
| NATL FUEL GAS CO | 0.77% | |
| ATMOS ENERGY CORP COMMON STOCK | 0.75% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.