Compare fund portfolios

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

vs

SBQIX vs AFPAX

Shared holdings
12
SBQIX covered by AFPAX
33.90%
AFPAX covered by SBQIX
33.90%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SBQIX (June 30, 2025)

SecurityWeight
HUNTINGTON INGALLS INDUSTRIES INC5.26%
NVIDIA CORP4.82%
Barrick Gold Corp.4.61%
MICRON TECHNOLOGY INC4.21%
NEWMONT CORP4.21%
AGNICO EAGLE MINES LTD3.87%
NRG ENERGY INC3.52%
DEXCOM INC3.47%
UNITED RENTALS INC3.46%
VERONA PHARMA PLC ADR3.44%
AMERIPRISE FINANCIAL INC3.43%
PEABODY ENERGY CORP3.02%
Himax Technologies Inc. SPONSORED ADR2.83%
LOEWS CORP2.83%
MICROSOFT CORP2.78%
SYNCHRONY FINANCIAL2.73%
AFLAC INC2.65%
NEXTRACKER INC CL A2.62%
AUTOZONE INC2.59%
NVR INC2.58%
O'REILLY AUTOMOTIVE INC2.56%
CATERPILLAR INC2.50%
ORACLE CORP2.42%
TJX COS INC2.30%
DECKERS OUTDOOR CORP2.24%
METLIFE INC2.22%
NUSCALE POWER CORP2.17%
META PLATFORMS INC CL A1.99%
MCKESSON CORP1.83%
BAKER HUGHES CO1.66%
TG THERAPEUTICS INC1.44%
GARTNER INC1.43%
FAIR ISAAC CORP1.28%
BWX TECHNOLOGIES INC1.15%
GODADDY INC CL A1.10%
BOEING CO/THE1.10%
OLD DOMINION FRT1.08%
Federated Inst'l Prime Obligations Fund0.59%

AFPAX (June 30, 2025)

SecurityWeight
Federated Inst'l Prime Obligations Fund11.96%
HUNTINGTON INGALLS INDUSTRIES INC5.08%
Barrick Gold Corp.4.51%
NEWMONT CORP4.40%
BROADCOM INC4.31%
JACKSON FINANCIAL INC4.20%
AGNICO EAGLE MINES LTD4.05%
PHILIP MORRIS INTL INC3.99%
Himax Technologies Inc. SPONSORED ADR3.44%
BLACKSTONE GROUP L P COM UNIT RE3.29%
PUB SERV ENTERP3.07%
PEABODY ENERGY CORP2.84%
DUKE ENERGY CORP NEW2.77%
FIFTH THIRD BANCORP2.77%
META PLATFORMS INC CL A2.76%
ORACLE CORP2.59%
RTX CORP2.55%
METLIFE INC2.53%
EQUITY RESIDENTIAL REIT2.44%
BANK OF AMERICA CORPORATION2.38%
KIMBERLY CLARK CORP2.30%
DOMINION ENERGY INC2.25%
EQUINIX INC2.23%
STATE STREET CORP2.19%
HERCULES CAPITAL INC2.06%
Seagate Technology Holdings plc2.06%
BAKER HUGHES CO2.04%
AVALONBAY COMMUNITIES INC REIT1.99%
VENTAS INC REIT1.99%
FIDELITY NATL INFORM SVCS INC1.79%
TJX COS INC1.69%
PACKAGING CORP OF AMERICA1.46%

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