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SGLVX vs MODL

Shared holdings
69
SGLVX covered by MODL
25.57%
MODL covered by SGLVX
25.57%

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.

SGLVX (Feb. 28, 2026)

SecurityWeight
NEWMONT CORP3.89%
COLGATE-PALMOLIVE CO3.63%
MICRON TECHNOLOGY INC3.52%
PROGRESSIVE CORP OHIO3.29%
REGENERON PHARMACEUTICALS INC3.14%
PEPSICO INC3.13%
COSTCO WHOLESALE CORP3.11%
MONSTER BEVERAGE CORP3.09%
MASTERCARD INC CL A2.84%
META PLATFORMS INC CL A2.81%
DTE ENERGY CO2.73%
AUTOMATIC DATA PROCESSING INC2.60%
ALPHABET INC CL C2.54%
INCYTE CORP2.37%
BIOMARIN PHARMACEUTICAL INC2.28%
CMS ENERGY CORP2.24%
MERCK & CO2.01%
LILLY ELI and CO1.96%
NVIDIA CORP1.95%
CARDINAL HEALTH INC1.68%
AMPHENOL CORPORATION CL A1.67%
MCKESSON CORP1.54%
EXELON CORP1.48%
BERKSHIRE HATH-B1.47%
CONSOLIDATED EDISON INC1.43%
CBRE GROUP INC - CL A1.43%
EVERGY INC1.37%
Mount Vernon Liquid Assets Portfolio, LLC1.37%
CF INDUSTRIES HOLDINGS INC1.29%
MICROSOFT CORP1.23%
UNITED THERAPEUTICS CORP DEL1.10%
NISOURCE INC1.09%
WASTE MANAGEMENT INC1.09%
FREEPORT MCMORAN INC1.07%
CBOE GLOBAL MARKETS INC1.03%
EMCOR GROUP INC1.01%
EVEREST REINSURANCE GROUP LTD0.99%
TRAVELERS COS IN0.96%
ALLSTATE CORPORATION0.95%
CENCORA INC0.94%
U.S. Bank Money Market Deposit Account0.85%
WELLTOWER INC0.77%
ATMOS ENERGY CORP0.75%
ARCH CAPITAL GROUP LTD0.71%
UNITED AIRLINES HOLDINGS INC0.69%
VERISIGN INC0.64%
ADOBE INC0.61%
ELEVANCE HEALTH INC0.60%
AMEREN CORP0.60%
PALANTIR TECHNOLOGIES INC0.59%

MODL (March 31, 2026)

SecurityWeight
NVIDIA CORP5.64%
APPLE INC5.15%
ALPHABET INC CL A4.51%
ALPHABET INC CL C3.91%
MICROSOFT CORP3.74%
META PLATFORMS INC CL A3.37%
ABBVIE INC2.38%
JPMORGAN CHASE and CO2.20%
WALMART INC2.07%
BROADCOM INC1.98%
BERKSHIRE HATH-B1.95%
AMAZON.COM INC1.85%
LILLY ELI and CO1.78%
COSTCO WHOLESALE CORP1.68%
VISA INC-CLASS A1.41%
JOHNSON&JOHNSON1.34%
PROCTER & GAMBLE1.28%
COCA-COLA CO/THE1.24%
AMGEN INC1.17%
MASTERCARD INC CL A1.13%
NETFLIX INC1.09%
GILEAD SCIENCES INC1.07%
PHILIP MORRIS INTL INC0.98%
BANK OF AMERICA CORPORATION0.97%
TESLA INC0.96%
PEPSICO INC0.80%
NEXTERA ENERGY INC0.73%
VERTEX PHARMACEUTICALS INC0.70%
GOLDMAN SACHS GROUP INC0.70%
WELLS FARGO & CO0.68%
MERCK & CO0.68%
AMERICAN EXPRESS CO0.58%
VERIZON COMMUNICATIONS INC0.56%
CITIGROUP INC0.55%
UNITEDHEALTH GRP0.55%
MORGAN STANLEY0.55%
AT&T INC0.55%
BERKSHIRE HATHAWAY INC CL A0.54%
MICRON TECHNOLOGY INC0.52%
REGENERON PHARMACEUTICALS INC0.48%
WALT DISNEY CO/T0.46%
ADV MICRO DEVICE0.46%
ABBOTT LABS0.45%
PALANTIR TECHNOLOGIES INC0.44%
SCHWAB CHARLES CORP0.43%
CISCO SYSTEMS INC0.42%
THERMO FISHER SCIENTIFIC INC0.42%
ALTRIA GROUP INC0.41%
SOUTHERN CO0.41%
BLACKROCK INC0.39%

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