Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SAOSX vs Leuthold Core Investment Fund
Shared holdings
21
SAOSX covered by B
9.48%
B covered by SAOSX
9.48%
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.
SAOSX (Sept. 30, 2024)
| Security | Weight | |
|---|---|---|
| Goldman Sachs Financial Square Treasury Instruments Fund Institutional Shares | 5.07% | |
| ZYMEWORKS INC CFD | 2.94% | |
| ZTO EXPRESS CAYMAN INC (GS) (CFD) | 2.60% | |
| UFP INDUSTRIES INC | 1.04% | |
| ACUITY INC | 1.03% | |
| ALLISON TRANSMISSION HLDGS INC | 1.03% | |
| BOISE CASCADE CO | 1.03% | |
| MUELLER INDUSTRIES INC | 1.01% | |
| APOGEE ENTERPRISES INC | 1.01% | |
| Teekay Tankers Ltd., Class A | 0.99% | |
| ENTERGY CORP | 0.99% | |
| INCYTE CORP | 0.98% | |
| GILEAD SCIENCES INC | 0.98% | |
| PACCAR INC | 0.97% | |
| SNAP-ON INCORPORATED | 0.97% | |
| INTERDIGITAL INC | 0.96% | |
| FIDELITY NATIONAL FINL INC | 0.96% | |
| MONARCH CASINO and RESORT INC | 0.95% | |
| AVNET INC | 0.95% | |
| CAL-MAINE FOODS INC | 0.94% | |
| HARTFORD INSURANCE GROUP INC/THE | 0.94% | |
| ENACT HOLDINGS INC | 0.94% | |
| OGE ENERGY CORP | 0.94% | |
| SPIRE INC | 0.93% | |
| BLACK HILLS CORP | 0.93% | |
| INGREDION INC | 0.93% | |
| NATL FUEL GAS CO | 0.93% | |
| HOLOGIC INC | 0.93% | |
| MGIC INVT CORP | 0.92% | |
| OFG BANCORP | 0.92% | |
| ESSENT GROUP LTD | 0.92% | |
| REINSURANCE GROUP OF AMERICA | 0.92% | |
| AT&T INC | 0.91% | |
| DUKE ENERGY CORP NEW | 0.90% | |
| Teekay Shipping (Canada) Ltd. | 0.90% | |
| INNOVIVA INC | 0.89% | |
| JOHNSON&JOHNSON | 0.89% | |
| ROYALTY PHARMA PLC | 0.89% | |
| LEAR CORP NEW | 0.88% | |
| MERCK & CO | 0.87% | |
| UNITED THERAPEUTICS CORP DEL | 0.87% | |
| F5 INC | 0.86% | |
| AXIS CAPITAL HOLDINGS LTD | 0.85% | |
| NMI HOLDINGS INC A | 0.85% | |
| IDT CORP CL B NEW | 0.84% | |
| SCORPIO TANKERS INC | 0.83% | |
| REGENERON PHARMACEUTICALS INC | 0.83% | |
| INTERNATIONAL SEAWAYS INC | 0.82% | |
| ALARM.COM HOLDINGS INC | 0.81% | |
| OWENS CORNING INC | 0.80% |
Leuthold Core Investment Fund (Dec. 31, 2024)
| Security | Weight | |
|---|---|---|
| MONEYMKT | 12.16% | |
| U.S. Treasury Bills | 3.22% | |
| MICROSOFT CORP | 2.79% | |
| META PLATFORMS INC CL A | 2.28% | |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF | 1.99% | |
| US TREASURY N/B | 1.86% | |
| NETFLIX INC | 1.70% | |
| ALPHABET INC CL A | 1.69% | |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 1.54% | |
| ORACLE CORP | 1.48% | |
| PULTEGROUP INC | 1.37% | |
| iShares International Treasury Bond ETF | 1.29% | |
| UNITED RENTALS INC | 1.26% | |
| GOLDMAN SACHS GROUP INC | 1.22% | |
| MCKESSON CORP | 1.16% | |
| DR HORTON INC | 1.16% | |
| JABIL INC | 1.14% | |
| ISHARES MBS ETF MUTUAL FUND | 1.10% | |
| REINSURANCE GROUP OF AMERICA | 1.08% | |
| T-MOBILE US INC | 1.07% | |
| MORGAN STANLEY | 1.06% | |
| MASTERCARD INC CL A | 1.05% | |
| SPDR Bloomberg International Treasury Bond ETF | 1.04% | |
| UNITED KINGDOM GILT BONDS REGS 07/34 4.25 | 1.03% | |
| FLEX LTD | 1.00% | |
| JPMORGAN CHASE and CO | 0.98% | |
| JANUS HENDERSON AAA CLO ETF MUTUAL FUND | 0.96% | |
| TOLL BROTHERS INC | 0.96% | |
| CARDINAL HEALTH INC | 0.95% | |
| French Republic Government Bond OAT | 0.94% | |
| SIMPLIFY MBS ETF | 0.91% | |
| BANK OF AMERICA CORPORATION | 0.90% | |
| JPMorgan Chase & Co | 0.90% | |
| RENAISSANCERE HLDGS LTD | 0.88% | |
| CENCORA INC | 0.88% | |
| VISA INC-CLASS A | 0.83% | |
| DELTA AIR LI | 0.83% | |
| TJX COS INC | 0.80% | |
| FORTINET INC | 0.77% | |
| WALT DISNEY CO/T | 0.76% | |
| CITIGROUP INC | 0.75% | |
| TE CONNECTIVITY PLC | 0.73% | |
| AERCAP HOLDINGS NV | 0.73% | |
| CHECK POINT SOFTWARE TECHS LTD | 0.73% | |
| BERKSHIRE HATH-B | 0.72% | |
| KINROSS GOLD CORP | 0.72% | |
| AT&T INC | 0.71% | |
| V/E JPM EM L C B | 0.71% | |
| EVEREST REINSURANCE GROUP LTD | 0.68% | |
| LENNAR CORP CL A | 0.68% |
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