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SJCIX vs LMUPX

Shared holdings
34
SJCIX covered by LMUPX
44.42%
LMUPX covered by SJCIX
44.42%

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.

SJCIX (Jan. 30, 2026)

SecurityWeight
APPLE INC6.94%
NVIDIA CORP6.53%
MICROSOFT CORP5.63%
ALPHABET INC CL A4.62%
AMAZON.COM INC2.59%
MASTERCARD INC CL A1.84%
VISA INC-CLASS A1.83%
META PLATFORMS INC CL A1.63%
BANK OF AMERICA CORPORATION1.57%
BROADCOM INC1.51%
CISCO SYSTEMS INC1.47%
MCKESSON CORP1.42%
SCHWAB CHARLES CORP1.36%
CITIGROUP INC1.32%
QUALCOMM INC1.29%
GILEAD SCIENCES INC1.29%
EMCOR GROUP INC1.23%
JONES LANG LASALLE INC1.22%
AMERICAN EXPRESS CO1.20%
AMERIPRISE FINANCIAL INC1.20%
TJX COS INC1.19%
US BANCORP DEL1.18%
ADOBE INC1.17%
CBRE GROUP INC - CL A1.16%
BANK OF NEW YORK MELLON CORP1.16%
PNC FINANCIAL SERVICES GRP INC1.14%
POPULAR INC1.14%
THE BOOKING HOLDINGS INC1.14%
COMCAST CORP CL A1.13%
VERIZON COMMUNICATIONS INC1.11%
CARDINAL HEALTH INC1.10%
GAP INC/THE1.10%
EBAY INC1.09%
JABIL INC1.08%
TECHNIPFMC PLC1.08%
CORTEVA INC1.08%
HARTFORD INSURANCE GROUP INC/THE1.08%
WEX INC1.05%
AIRBNB INC CLASS A1.03%
MACYS INC1.01%
JANUS HENDERSON1.01%
MILLICOM INTL CELLULAR S.A. COMMON STOCK USD1.51.01%
ADT INC1.01%
RALPH LAUREN CORP1.01%
JACOBS SOLUTIONS INC1.00%
BORGWARNER INC1.00%
APTIV PLC0.99%
GRAND CANYON EDUCATION INC0.99%
TESLA INC0.98%
AGCO CORP0.97%

LMUPX (Feb. 27, 2026)

SecurityWeight
NVIDIA CORP7.09%
APPLE INC6.63%
MICROSOFT CORP4.63%
ALPHABET INC CL A3.14%
AMAZON.COM INC2.68%
META PLATFORMS INC CL A2.63%
ALPHABET INC CL C2.57%
BROADCOM INC1.95%
WALMART INC1.54%
MICRON TECHNOLOGY INC1.42%
TESLA INC1.34%
VISA INC-CLASS A1.34%
GENERAL ELECTRIC CO1.27%
ABBVIE INC1.26%
Invesco Treasury Portfolio, Institutional Class1.25%
JPMORGAN CHASE and CO1.14%
LAM RESEARCH CORP1.12%
CATERPILLAR INC1.11%
CHEVRON CORP1.10%
BERKSHIRE HATH-B1.06%
MASTERCARD INC CL A1.06%
GOLDMAN SACHS GROUP INC1.00%
NEWMONT CORP0.99%
WESTERN DIGITAL CORP0.94%
CITIGROUP INC0.91%
PROCTER & GAMBLE0.88%
GILEAD SCIENCES INC0.88%
BANK OF AMERICA CORPORATION0.87%
AMGEN INC0.86%
GENERAL MOTORS CO0.78%
TJX COS INC0.78%
CISCO SYSTEMS INC0.78%
BANK OF NEW YORK MELLON CORP0.76%
BRISTOL-MYERS SQUIBB CO0.76%
PALANTIR TECHNOLOGIES INC0.76%
MCKESSON CORP0.76%
ALTRIA GROUP INC0.75%
AT&T INC0.75%
TAPESTRY INC0.75%
CARDINAL HEALTH INC0.74%
REGENERON PHARMACEUTICALS INC0.74%
LOCKHEED MARTIN CORP0.73%
COMCAST CORP CL A0.71%
RTX CORP0.70%
HCA HEALTHCARE INC0.70%
QUALCOMM INC0.69%
LOWES COS INC0.69%
DOLLAR TREE INC0.69%
APA CORP0.68%
DEVON ENERGY CORP0.65%

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