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SEPI vs SCLZ

Shared holdings
23
SEPI covered by SCLZ
53.76%
SCLZ covered by SEPI
53.76%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SEPI (March 31, 2026)

SecurityWeight
CATERPILLAR INC5.73%
APPLE INC5.50%
EXXON MOBIL CORP4.58%
ALPHABET INC CL A4.50%
NVIDIA CORP4.21%
MICROSOFT CORP4.07%
GOLDMAN SACHS GROUP INC3.92%
JOHNSON&JOHNSON3.82%
AMAZON.COM INC3.52%
META PLATFORMS INC CL A3.39%
ADV MICRO DEVICE3.16%
BROADCOM INC3.02%
MERCK & CO3.00%
DUKE ENERGY CORP NEW2.58%
EBAY INC2.41%
MICRON TECHNOLOGY INC2.29%
GENERAL MOTORS CO2.26%
WALMART INC2.22%
BERKSHIRE HATH-B2.14%
AKAMAI TECHNOLOGIES INC2.10%
NEWMONT CORP2.09%
CARDINAL HEALTH INC2.03%
HERSHEY CO/THE2.03%
NETFLIX INC1.96%
JPMORGAN CHASE and CO1.91%
HILTON WORLDWIDE HOLDINGS INC1.89%
ARISTA NETWORKS INC1.89%
CBRE GROUP INC - CL A1.86%
MASTERCARD INC CL A1.81%
TRAVELERS COS IN1.75%
CITIGROUP INC1.59%
RTX CORP1.54%
SALESFORCE INC1.50%
CVS HEALTH CORP1.49%
PALANTIR TECHNOLOGIES INC1.44%
NORFOLK SOUTHERN CORP1.25%
VERIZON COMMUNICATIONS INC1.15%
PROCTER & GAMBLE0.98%
LEIDOS HOLDINGS INC0.92%
DR HORTON INC0.47%

SCLZ (March 31, 2026)

SecurityWeight
APPLE INC6.59%
NVIDIA CORP6.37%
BROADCOM INC4.80%
ALPHABET INC CL A4.55%
MICROSOFT CORP4.27%
META PLATFORMS INC CL A3.70%
AMAZON.COM INC3.64%
LILLY ELI and CO3.62%
JPMORGAN CHASE and CO3.58%
BERKSHIRE HATH-B3.38%
MICRON TECHNOLOGY INC3.10%
JOHNSON&JOHNSON2.83%
EXXON MOBIL CORP2.61%
CISCO SYSTEMS INC2.48%
GENERAL ELECTRIC CO2.36%
FRST AM-GV OB-X2.31%
VISA INC-CLASS A2.28%
ADV MICRO DEVICE2.18%
PALANTIR TECHNOLOGIES INC2.13%
MASTERCARD INC CL A1.93%
ABBVIE INC1.93%
WALMART INC1.85%
TESLA INC1.77%
HOME DEPOT INC1.57%
RTX CORP1.55%
NETFLIX INC1.46%
CATERPILLAR INC1.39%
WELLS FARGO & CO1.27%
UBER TECHNOLOGIES INC1.26%
DEERE & CO1.18%
DUKE ENERGY CORP NEW1.13%
COSTCO WHOLESALE CORP1.09%
LINDE PLC1.07%
CHEVRON CORP1.06%
TJX COS INC0.99%
MCDONALDS CORP0.99%
PHILIP MORRIS INTL INC0.97%
COCA-COLA CO/THE0.93%
WELLTOWER INC0.83%
LOWES COS INC0.79%
HONEYWELL INTL INC0.71%
CONSTELLATION ENERGY CORP0.70%
AMERICAN ELECTRIC POWER CO INC0.64%
EQUINIX INC0.63%
MERCK & CO0.47%
ALTRIA GROUP INC0.42%
NEWMONT CORP0.42%
DIGITAL REALTY TRUST INC0.42%
AMGEN INC0.42%
WILLIAMS COS INC0.32%

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