Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SOPAX vs LBSAX
Shared holdings
26
SOPAX covered by LBSAX
30.90%
LBSAX covered by SOPAX
30.90%
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.
SOPAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| WILLIAMS COS INC | 4.67% | |
| EXXON MOBIL CORP | 3.80% | |
| MICROSOFT CORP | 3.62% | |
| TEXAS INSTRUMENTS INC | 2.97% | |
| ALPHABET INC CL A | 2.97% | |
| NESTLE S A SPONSORED ADR | 2.91% | |
| AIR PRODUCTS and CHEMICALS INC | 2.88% | |
| BROADCOM INC | 2.87% | |
| APOLLO GLOBAL MANAGEMENT INC | 2.69% | |
| COMCAST CORP CL A | 2.33% | |
| JPMORGAN CHASE and CO | 2.33% | |
| PUBLIC STORAGE | 2.27% | |
| UNION PACIFIC CORP | 2.27% | |
| BECTON DICKINSON and CO | 2.21% | |
| MARSH & MCLENNAN | 2.15% | |
| T-MOBILE US INC | 2.13% | |
| SEMPRA ENERGY | 2.05% | |
| AMERICAN TOWER CORP | 2.03% | |
| LINDE PLC | 2.02% | |
| HALEON PLC | 1.95% | |
| JOHNSON&JOHNSON | 1.95% | |
| COCA-COLA CO/THE | 1.92% | |
| UNILEVER PLC | 1.91% | |
| AUTOMATIC DATA PROCESSING INC | 1.90% | |
| TRAVELERS COS IN | 1.75% | |
| APPLE INC | 1.72% | |
| METLIFE INC | 1.71% | |
| META PLATFORMS INC CL A | 1.70% | |
| Roche Holding AG | 1.69% | |
| WASTE MANAGEMENT INC | 1.67% | |
| VISA INC-CLASS A | 1.66% | |
| CVS HEALTH CORP | 1.65% | |
| VULCAN MATERIALS CO | 1.64% | |
| Industria de Diseno Textil, S.A. ADR | 1.61% | |
| BLACKSTONE INC | 1.55% | |
| PNC FINANCIAL SERVICES GRP INC | 1.47% | |
| ASTRAZENECA PLC | 1.43% | |
| L3HARRIS TECHNOLOGIES INC | 1.40% | |
| TE CONNECTIVITY PLC | 1.39% | |
| HOME DEPOT INC | 1.35% | |
| OLD DOMINION FRT | 1.31% | |
| HONEYWELL INTL INC | 1.30% | |
| CAPITAL ONE FINANCIAL CORP | 1.27% | |
| PROCTER & GAMBLE | 1.13% | |
| PG&E CORP | 1.05% | |
| RTX CORP | 1.04% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.02% | |
| OTIS WORLDWIDE CORP | 0.98% | |
| FREEPORT MCMORAN INC | 0.90% | |
| DTE ENERGY CO | 0.78% |
LBSAX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| JOHNSON&JOHNSON | 3.98% | |
| JPMORGAN CHASE and CO | 3.78% | |
| ANALOG DEVICES INC | 2.57% | |
| WALMART INC | 2.47% | |
| PARKER HANNIFIN CORP | 2.35% | |
| EXXON MOBIL CORP | 2.26% | |
| PROCTER & GAMBLE | 2.22% | |
| CHUBB LTD | 2.16% | |
| ALPHABET INC CL A | 2.03% | |
| CISCO SYSTEMS INC | 1.97% | |
| CHEVRON CORP | 1.95% | |
| BANK OF AMERICA CORPORATION | 1.94% | |
| MICROSOFT CORP | 1.93% | |
| BANK OF NEW YORK MELLON CORP | 1.82% | |
| BROADCOM INC | 1.77% | |
| MCDONALDS CORP | 1.64% | |
| AT&T INC | 1.64% | |
| MORGAN STANLEY | 1.64% | |
| ABBVIE INC | 1.62% | |
| HOME DEPOT INC | 1.58% | |
| KLA CORP | 1.52% | |
| CME GROUP INC CL A | 1.51% | |
| LAM RESEARCH CORP | 1.50% | |
| WELLS FARGO & CO | 1.50% | |
| WALT DISNEY CO/T | 1.49% | |
| COLUMBIA SHORT TERM CASH FUND | 1.46% | |
| COMCAST CORP CL A | 1.44% | |
| LINDE PLC | 1.41% | |
| COCA-COLA CO/THE | 1.32% | |
| MERCK & CO | 1.28% | |
| GENERAL DYNAMICS CORPORATION | 1.27% | |
| ALTRIA GROUP INC | 1.26% | |
| ENTERGY CORP | 1.23% | |
| INTL BUS MACH CORP | 1.23% | |
| UNION PACIFIC CORP | 1.22% | |
| PNC FINANCIAL SERVICES GRP INC | 1.22% | |
| TJX COS INC | 1.21% | |
| BLACKROCK INC | 1.17% | |
| CONOCOPHILLIPS | 1.16% | |
| GILEAD SCIENCES INC | 1.15% | |
| SOUTHERN CO | 1.11% | |
| WASTE MANAGEMENT INC | 1.11% | |
| ABBOTT LABS | 1.08% | |
| HONEYWELL INTL INC | 1.06% | |
| TRANE TECHNOLOGIES PLC | 1.05% | |
| TE CONNECTIVITY PLC | 1.04% | |
| ASTRAZENECA PLC | 1.03% | |
| MEDTRONIC PLC | 1.02% | |
| UNITEDHEALTH GRP | 0.99% | |
| EMERSON ELECTRIC CO | 0.96% |
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