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SDYAX vs SLGFX

Shared holdings
498
SDYAX covered by SLGFX
69.02%
SLGFX covered by SDYAX
69.02%

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.

SDYAX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2528.12%
MICROSOFT CORP5.99%
NVIDIA CORP4.93%
APPLE INC COMMON STOCK4.33%
PUT Amazon.com, Inc. 01/02/2026 P2052.37%
ZSCALER INC CFD1.96%
ALPHABET INC CL A1.94%
BROADCOM INC1.71%
ALPHABET INC CL C1.56%
META PLATFORMS INC CL A1.45%
TESLA INC1.22%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.07%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.02%
JPMORGAN CHASE and CO0.92%
LILLY ELI and CO0.85%
EXXON MOBIL CORP0.82%
JOHNSON&JOHNSON0.69%
WALMART INC0.63%
VISA INC-CLASS A0.59%
COSTCO WHOLESALE CORP0.51%
MASTERCARD INC CL A0.47%
NETFLIX INC0.47%
CHEVRON CORP0.45%
ABBVIE INC0.45%
MICRON TECHNOLOGY INC0.44%
PROCTER & GAMBLE0.39%
PALANTIR TECHNOLOGIES INC0.39%
Common Stock0.39%
CATERPILLAR INC0.38%
HOME DEPOT INC0.38%
BANK OF AMERICA CORP COMMON STOCK0.38%
CISCO SYSTEMS INC0.36%
MERCK & CO0.35%
GENERAL ELECTRIC CO0.34%
COCA-COLA CO/THE0.34%
APPLIED MATERIALS INC COMMON STOCK0.32%
LAM RESEARCH CORP0.31%
RTX CORPORATION COMMON STOCK0.30%
PHILIP MORRIS INTL INC0.30%
GOLDMAN SACHS GROUP INC0.30%
SWPT 12/15/2027 2 C SWAPTION0.29%
ORACLE CORP0.29%
WELLS FARGO & CO0.29%
UNITEDHEALTH GRP0.28%
GE VERNOVA LLC0.28%
LINDE PLC0.27%
WHEAT MAY 260.27%
INTL BUS MACH CORP0.26%
MCDONALDS CORP0.26%
PEPSICO INC0.25%

SLGFX (March 31, 2026)

SecurityWeight
NVIDIA CORP6.56%
APPLE INC COMMON STOCK5.88%
MICROSOFT CORP4.41%
PUT Amazon.com, Inc. 01/02/2026 P2053.21%
ALPHABET INC CL A2.69%
BROADCOM INC2.30%
ALPHABET INC CL C2.18%
US ULTRA BOND CBT Sep252.05%
META PLATFORMS INC CL A2.01%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.84%
TESLA INC1.69%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.42%
JPMORGAN CHASE and CO1.28%
LILLY ELI and CO1.18%
EXXON MOBIL CORP1.15%
JOHNSON&JOHNSON0.94%
WALMART INC0.87%
VISA INC-CLASS A0.82%
COSTCO WHOLESALE CORP0.71%
NETFLIX INC0.66%
MASTERCARD INC CL A0.65%
CHEVRON CORP0.62%
ABBVIE INC0.62%
MICRON TECHNOLOGY INC0.61%
PROCTER & GAMBLE0.55%
CATERPILLAR INC0.53%
Common Stock0.53%
HOME DEPOT INC0.53%
BANK OF AMERICA CORP COMMON STOCK0.51%
PALANTIR TECHNOLOGIES INC0.51%
CISCO SYSTEMS INC0.50%
MERCK & CO0.48%
COCA-COLA CO/THE0.48%
GENERAL ELECTRIC CO0.47%
APPLIED MATERIALS INC COMMON STOCK0.44%
LAM RESEARCH CORP0.43%
RTX CORPORATION COMMON STOCK0.41%
PHILIP MORRIS INTL INC0.41%
GOLDMAN SACHS GROUP INC0.40%
ORACLE CORP0.40%
WELLS FARGO & CO0.40%
UNITEDHEALTH GRP0.40%
GE VERNOVA LLC0.38%
LINDE PLC0.37%
INTL BUS MACH CORP0.36%
MCDONALDS CORP0.36%
PEPSICO INC0.34%
VERIZON COMMUNICATIONS INC0.34%
AT&T INC0.32%
CITIGROUP INC0.32%

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