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SCMIX vs TECHX

Shared holdings
25
SCMIX covered by TECHX
32.44%
TECHX covered by SCMIX
32.44%

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.

SCMIX (Feb. 28, 2026)

SecurityWeight
BLOOM ENERGY CORP CL A10.62%
LAM RESEARCH CORP7.90%
COLUMBIA SHORT TERM CASH FUND5.01%
APPLIED MATERIALS INC4.83%
WESTERN DIGITAL CORP4.70%
NVIDIA CORP4.70%
BROADCOM INC4.46%
ALPHABET INC CL A4.33%
MARVELL TECHNOLOGY INC4.08%
MICROSOFT CORP3.02%
APPLE INC2.96%
TERADYNE INC2.26%
ALPHABET INC CL C2.17%
VISA INC-CLASS A1.82%
SYNAPTICS INC1.82%
GLOBAL PAYMENTS INC1.63%
CISCO SYSTEMS INC1.62%
SEMTECH CORP1.61%
ARISTA NETWORKS INC1.57%
NETAPP INC1.46%
GODADDY INC CL A1.44%
LYFT INC-A1.43%
WIX.COM LTD1.40%
TAIWAN SEMIC MFG CO LTD SP ADR1.34%
HEWLETT PACKARD ENTERPRISE CO1.34%
GEN DIGITAL INC1.31%
ADV ENERGY INDS1.24%
META PLATFORMS INC CL A1.15%
RENESAS ELECTRON1.13%
AMAZON.COM INC1.10%
NXP SEMICONDUCTORS NV1.07%
MATCH GROUP INC1.04%
EBAY INC0.98%
ON SEMICONDUCTOR CORP0.96%
QUALCOMM INC0.85%
ADEIA INC0.85%
PINTEREST INC CL A0.82%
PALO ALTO NETWORKS INC0.74%
SYNOPSYS INC0.71%
SALESFORCE INC0.71%
BLOCK INC CL A0.63%
F5 INC0.59%
AIRBNB INC CLASS A0.57%
ORACLE CORP0.54%
RINGCENTRAL INC CL A0.51%
TENABLE HOLDINGS INC0.36%
BILL HOLDINGS INC0.34%
COHERENT CORP0.30%
DELL TECHNOLOGIES INC CL C0.30%
INTUIT INC0.26%

TECHX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.83%
APPLE INC8.24%
ALPHABET INC CL A7.70%
AMAZON.COM INC6.97%
MICROSOFT CORP6.63%
BROADCOM INC5.69%
META PLATFORMS INC CL A4.11%
TESLA INC3.92%
NETFLIX INC1.70%
MICRON TECHNOLOGY INC1.63%
ABBVIE INC1.54%
ORACLE CORP1.44%
ADV MICRO DEVICE1.34%
CISCO SYSTEMS INC1.27%
LAM RESEARCH CORP1.25%
PALANTIR TECHNOLOGIES INC1.23%
APPLIED MATERIALS INC1.20%
T-MOBILE US INC1.05%
INTL BUS MACH CORP0.96%
AMGEN INC0.95%
KLA CORP0.94%
INTEL CORP0.92%
GILEAD SCIENCES INC0.92%
THERMO FISHER SCIENTIFIC INC0.87%
TEXAS INSTRUMENTS INC0.83%
CORNING INC0.82%
ANALOG DEVICES INC0.81%
ARISTA NETWORKS INC0.78%
AMPHENOL CORPORATION CL A0.77%
WESTERN DIGITAL CORP0.75%
SALESFORCE INC0.72%
DANAHER CORP0.68%
SEAGATE TECHNOLOGY HOLDINGS PLC0.67%
QUALCOMM INC0.64%
VERTEX PHARMACEUTICALS INC0.64%
COMCAST CORP CL A0.63%
ACCENTURE PLC CL A0.59%
REGENERON PHARMACEUTICALS INC0.58%
PALO ALTO NETWORKS INC0.57%
MOTOROLA SOLUTIONS INC0.56%
INTUIT INC0.55%
CROWDSTRIKE HOLDINGS INC0.53%
MARVELL TECHNOLOGY INC0.53%
MERCADOLIBRE INC0.52%
DELL TECHNOLOGIES INC CL C0.51%
SERVICENOW INC0.51%
APPLOVIN CORP0.51%
ADOBE INC0.51%
CLOUDFLARE INC-A0.50%
MONOLITHIC POWER SYS INC0.49%

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