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SJVCX vs LSVVX

Shared holdings
47
SJVCX covered by LSVVX
33.37%
LSVVX covered by SJVCX
33.37%

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.

SJVCX (Jan. 30, 2026)

SecurityWeight
ALPHABET INC CL A4.76%
JPMORGAN CHASE and CO2.63%
BANK OF AMERICA CORPORATION2.08%
CISCO SYSTEMS INC2.02%
INTL BUS MACH CORP1.92%
WELLS FARGO & CO1.91%
BERKSHIRE HATH-B1.88%
MORGAN STANLEY1.72%
VERIZON COMMUNICATIONS INC1.71%
GOLDMAN SACHS GROUP INC1.68%
AT&T INC1.68%
SCHWAB CHARLES CORP1.55%
CITIGROUP INC1.54%
SALESFORCE INC1.50%
PARKER HANNIFIN CORP1.47%
ACCENTURE PLC-A1.44%
GILEAD SCIENCES INC1.44%
PROLOGIS INC REIT1.43%
QUALCOMM INC1.42%
AMERICAN EXPRESS CO1.38%
MEDTRONIC PLC1.37%
COMCAST CORP CL A1.35%
NEWMONT CORP1.32%
TJX COS INC1.29%
US BANCORP DEL1.27%
PNC FINANCIAL SERVICES GRP INC1.22%
BANK OF NEW YORK MELLON CORP1.22%
CARDINAL HEALTH INC1.18%
WESTERN DIGITAL CORP1.18%
THE BOOKING HOLDINGS INC1.17%
CVS HEALTH CORP1.17%
CORTEVA INC1.14%
STATE STREET CORP1.13%
AMAZON.COM INC1.12%
GENERAL DYNAMICS CORPORATION1.10%
DELL TECHNOLOGIES INC CL C1.08%
AMGEN INC1.07%
CBRE GROUP INC - CL A1.07%
AGCO CORP1.07%
HARTFORD INSURANCE GROUP INC/THE1.06%
NORTHERN TRUST CORP1.05%
GENERAL MOTORS CO1.05%
GAP INC/THE1.05%
POPULAR INC1.05%
FLEX LTD1.04%
SYNCHRONY FINANCIAL1.02%
CIRRUS LOGIC INC1.02%
MACYS INC1.02%
JANUS HENDERSON1.02%
ADT INC1.01%

LSVVX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.05%
JPMORGAN CHASE and CO2.43%
EXXON MOBIL CORP2.30%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.98%
US ULTRA BOND CBT Sep251.74%
PUT Amazon.com, Inc. 01/02/2026 P2051.67%
ALPHABET INC CL C1.50%
CISCO SYSTEMS INC1.50%
MICRON TECHNOLOGY INC1.44%
WELLS FARGO & CO1.29%
GOLDMAN SACHS GROUP INC1.29%
CITIGROUP INC1.26%
MORGAN STANLEY1.26%
BANK OF AMERICA CORP COMMON STOCK1.12%
VERIZON COMMUNICATIONS INC1.11%
JOHNSON&JOHNSON1.11%
AT&T INC1.06%
WALMART INC1.03%
MERCK & CO1.03%
WALT DISNEY CO/T1.02%
PFIZER INC0.97%
BANK OF NEW YORK MELLON CORP COMMON STOCK0.93%
ALTRIA GROUP INC0.92%
FEDEX CORP0.92%
QUALCOMM INC0.90%
BRISTOL-MYERS SQUIBB CO0.88%
CVS HEALTH CORP0.86%
NEWMONT CORP0.85%
CONOCOPHILLIPS0.85%
UNITEDHEALTH GRP0.82%
DELL TECHNOLOGIES INC CL C0.82%
MARATHON PETROLEUM CORP0.82%
GENERAL MOTORS CO0.79%
WESTERN DIGITAL CORP0.77%
GILEAD SCIENCES INC0.73%
CUMMINS INC0.68%
CATERPILLAR INC0.68%
VALERO ENERGY CORP0.67%
DELTA AIR LI0.67%
US BANCORP DEL0.67%
STATE STREET CORP0.66%
EBAY INC0.66%
PROCTER & GAMBLE0.65%
COMCAST CORP CL A0.64%
HEWLETT PACKARD ENTERPRISE CO0.63%
REGENERON PHARMACEUTICALS INC0.63%
THE CIGNA GROUP0.61%
ALLSTATE CORP COMMON STOCK0.61%
HCA HEALTHCARE INC0.61%
SALESFORCE INC0.59%

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