Compare fund portfolios

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

vs

SMTH vs UCON

Shared holdings
158
SMTH covered by UCON
44.25%
UCON covered by SMTH
44.25%

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.

SMTH (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B5.03%
US TREASURY N/B4.77%
US TREASURY N/B4.21%
US TREASURY N/B3.67%
US TREASURY N/B3.21%
US TREASURY N/B2.88%
US TREASURY N/B2.83%
US TREASURY N/B2.32%
US TREASURY N/B2.27%
US TREASURY N/B1.86%
MSILF-GOVT-INS1.78%
US TREASURY N/B1.73%
US TREASURY N/B1.47%
U.S. Treasury Inflation-Protected Indexed Notes0.97%
BOEING CO/THE0.96%
US TREASURY N/B0.84%
US TREASURY N/B0.80%
US TREASURY N/B0.75%
FORD MOTOR CRED0.74%
RTX CORP0.67%
US TREASURY N/B0.56%
GILDAN ACTIVEWEAR INC REGD 144A P/P 5.400000000.54%
NORTHROP GRUMMAN0.54%
Fannie Mae Pool0.54%
FIRST CITIZENS BANCSH F2V0.52%
OCCIDENTAL PETE0.49%
KROGER CO0.49%
FNMA, REMIC, Series 2023-12, Class GB0.48%
FOUNDRY JV HOLDC0.48%
BOEING CO/THE0.48%
Jane Street Group / JSG Finance Inc.0.47%
SYNOVUS FINL0.47%
GENERAL MOTORS C0.46%
MEDLINE BORROWER/MEDL CO SR SECURED 144A 04/29 6.250.46%
VF CORP0.45%
TRANSDIGM TERM J 1LN 02/28/20310.44%
L3HARRIS TECH IN0.42%
Carnival Corp.0.41%
Hilcorp Energy I, L.P.0.40%
WELLS FARGO CO0.40%
SYNOPSYS INC0.40%
PILGRIM'S PRIDE0.38%
WELLS FARGO CO0.38%
ALBERTSONS COS/SAFEWAY REGD 144A P/P 6.500000000.38%
Freddie Mac REMICS0.37%
SOLVENTUM CORP0.35%
UBS GROUP AG SR UNSECURED 144A 03/37 VAR0.33%
LOCKHEED MARTIN0.33%
AS Mileage Plan IP Ltd.0.32%
HCA INC0.31%

UCON (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B2.73%
US TREASURY N/B2.53%
US TREASURY N/B2.22%
US TREASURY N/B2.17%
US TREASURY N/B2.04%
U.S. Treasury Inflation-Protected Indexed Notes1.99%
US TREASURY N/B1.73%
US TREASURY N/B1.73%
US TREASURY N/B1.50%
DREY-GVT CSH-I1.48%
US TREASURY N/B1.00%
Fannie Mae REMICS0.85%
BOEING CO/THE0.81%
FR SD84910.79%
ALBERTSONS COS/SAFEWAY REGD 144A P/P 6.500000000.71%
FN BQ79730.68%
Jane Street Group / JSG Finance Inc.0.67%
FORD MOTOR CRED0.64%
Gildan Activewear Inc0.62%
PR 7 01/15/32 144A0.57%
FR SD07780.56%
Citadel Securities Global Holdings LLC0.55%
FN FA45410.54%
FIRST CITIZENS BANCSH F2V0.53%
UBS Group AG0.50%
VF CORP0.49%
CVS Health Corp.0.49%
UMBS0.49%
RAISING CANE'S RESTAURANTS TERM B 1LN 11/03/20320.49%
THERMO FISHER0.49%
BOEING CO/THE0.49%
Caesars Entertainment Inc0.48%
GOLF 5.625 12/01/33 144A0.48%
Amneal Pharmaceuticals LLC0.48%
PETSMART LLC/PETSMART FI SR SECURED 144A 09/32 7.50.48%
Uniform Mortgage-Backed Securities0.48%
CELANESE US HOLDINGS LLC SR UNSEC 7.0% 02-15-310.47%
NORTHROP GRUMMAN0.47%
KENNEDY-WILSON INC SR UNSEC 5.0% 03-01-310.47%
TRANSDIGM TERM J 1LN 02/28/20310.47%
FORD MOTOR CRED0.47%
SHIFT4 PAYMENTS LLC / SHIFT4 P COMPANY GUAR 144A 08/32 6.750.46%
Hilcorp Energy I, L.P.0.46%
BROWN & BROWN0.45%
Carnival Corp.0.45%
PILGRIM'S PRIDE0.45%
GENERAL MOTORS C0.45%
STLA 4.95 09/15/28 144A0.45%
SCHW V4 PERP I0.43%
FN DG28900.41%

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