Compare fund portfolios

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

vs

SGHIX vs TOWFX

Shared holdings
3
SGHIX covered by TOWFX
9.25%
TOWFX covered by SGHIX
9.25%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SGHIX (Feb. 28, 2026)

SecurityWeight
Southern Copper Corporation COM USD0.017.44%
SEB AB-A5.99%
BHP Group Ltd. SPONSORED ADS5.05%
ORANGE-SPON ADR4.82%
ANZ Group Holdings Ltd. SPONSORED ADS4.82%
Novartis AG4.75%
CISCO SYSTEMS INC4.48%
GSK plc SPONSORED ADR4.33%
TELENOR ASA /NOK/ 0.000000004.18%
SK TELEC-SPN ADR3.76%
KIMBERLY-CLA M-A3.53%
South32 Ltd. SPONSORED ADR3.52%
Nintendo Company Ltd.3.19%
CT CTSHSG 5.8 11/15/20452.88%
NETFLIX INC2.83%
DELTA AIR LINES2.77%
NSC 5.1 08/01/182.70%
F 6.375 02/01/292.60%
COMCAST CORP2.53%
US TREASURY N/B2.50%
CSX CORP2.37%
US TREASURY N/B2.31%
LNC F 04/20/67 *2.31%
BURLINGTON NORTH2.25%
SEKISUI HOUSE US2.20%
BIMBOA 4.875 06/27/44 REGS2.12%
REPUBLIC OF ARGENTINA SR UNSECURED 07/46 VAR1.94%
MD MDSDEV 6.36 09/01/20531.52%
Colombia Government International Bond1.41%
VA VASHSG 5.95 10/01/20661.15%
FHLB 4.5 12/04/29 00001.13%
TX CNYGEN 7.62 10/01/20420.56%
REPUBLIC OF ARGENTINA SR UNSECURED 07/29 10.09%

TOWFX (Feb. 28, 2026)

SecurityWeight
FMR-TREASURY-III13.00%
ALPHABET INC CL A9.48%
MCKESSON CORP6.26%
BANK OF NEW YORK MELLON CORP6.17%
SHELL PLC SPONS ADR4.50%
Novartis AG4.40%
TAPESTRY INC4.30%
CENCORA INC4.02%
BANK OF AMERICA CORPORATION3.07%
GSK plc SPONSORED ADR2.91%
VALERO ENERGY CORP2.90%
GILEAD SCIENCES INC2.90%
AMGEN INC2.86%
BRISTOL-MYERS SQUIBB CO2.37%
JOHNSON&JOHNSON2.22%
PRESTIGE CONSUMER HEALTHCARE INC2.19%
CHUBB LTD2.16%
THE BOOKING HOLDINGS INC2.10%
SCHWAB CHARLES CORP2.05%
EBAY INC1.98%
BHP Group Ltd. SPONSORED ADS1.94%
KROGER CO1.94%
Common Stock1.84%
COCA-COLA CO/THE1.68%
Ituran Location & Control Ltd.1.62%
GENTEX CORP1.44%
ROSS STORES INC1.39%
AMAZON.COM INC1.31%
UNITED NATURAL FOODS INC0.95%
ADOBE INC0.89%
MAPLEBEAR INC0.76%
SOUTHERN MISSOURI BANCORP INC0.75%
STEVEN MADDEN LTD0.62%
OLD SECOND BNCRP0.46%
TORRID HOLDINGS INC0.43%
PAYSAFE LTD COMMON STOCK USD.00010.11%

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