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SUTAX vs LOWV

Shared holdings
11
SUTAX covered by LOWV
31.28%
LOWV covered by SUTAX
31.28%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SUTAX (Dec. 31, 2025)

SecurityWeight
APPLE INC6.07%
MICROSOFT CORP5.13%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio4.98%
NVIDIA CORP4.51%
BROADCOM INC3.91%
ABBVIE INC3.81%
VERALTO CORP3.52%
ROCKWELL AUTOMATION INC3.47%
TE CONNECTIVITY PLC3.42%
VISA INC-CLASS A3.26%
JOHNSON&JOHNSON3.13%
NEXTERA ENERGY INC2.83%
STERIS PLC2.81%
WASTE MANAGEMENT INC2.80%
INTERCONTINENTAL EXCHANGE INC2.66%
SALESFORCE INC2.57%
MEDTRONIC PLC2.55%
TAIWAN SEMIC MFG CO LTD SP ADR2.36%
JEFFERIES FINANCIAL GROUP INC2.31%
SERVICENOW INC2.23%
CADENCE DESIGN SYSTEMS INC2.18%
AFLAC INC2.12%
SPOTIFY TECHNOLOGY SA2.11%
EMERSON ELECTRIC CO2.04%
STRYKER CORP2.01%
GE HEALTHCARE TECHNOLOGIES INC WI1.97%
CROWDSTRIKE HOLDINGS INC1.95%
FLEX LTD1.89%
APTIV PLC1.71%
NXP SEMICONDUCTORS NV1.61%
PALO ALTO NETWORKS INC1.55%
LPL FINL HLDGS INC1.53%
AECOM1.47%
SHOPIFY INC CL A1.43%
CAMECO CORP1.38%
HOLOGIC INC1.28%
DANAHER CORP1.28%
MONOLITHIC POWER SYS INC1.11%
TETRA TECH INC1.05%

LOWV (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL C6.10%
MICROSOFT CORP5.97%
APPLE INC5.35%
NVIDIA CORP4.42%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio3.77%
BROADCOM INC3.19%
AMAZON.COM INC3.15%
TAIWAN SEMIC MFG CO LTD SP ADR2.20%
GILEAD SCIENCES INC2.20%
MERCK & CO2.16%
MCKESSON CORP2.13%
VISA INC-CLASS A2.11%
L3HARRIS TECHNOLOGIES INC2.04%
AMERICAN ELECTRIC POWER CO INC1.83%
CISCO SYSTEMS INC1.82%
LILLY ELI and CO1.79%
MASTERCARD INC CL A1.71%
ANALOG DEVICES INC1.59%
PHILIP MORRIS INTL INC1.58%
ABBVIE INC1.56%
BANK OF AMERICA CORPORATION1.52%
JPMORGAN CHASE and CO1.51%
AUTOZONE INC1.51%
COMMSTCK1.49%
AMEREN CORP1.47%
NEXTERA ENERGY INC1.43%
MOTOROLA SOLUTIONS INC1.31%
CBOE GLOBAL MARKETS INC1.30%
LEIDOS HOLDINGS INC1.29%
COLGATE-PALMOLIVE CO1.28%
TRAVELERS COS IN1.26%
SHELL PLC SPONS ADR1.25%
S&P GLOBAL INC1.20%
YUM! BRANDS INC1.18%
MEDTRONIC PLC1.14%
NETFLIX INC1.13%
Compass Group PLC1.10%
META PLATFORMS INC CL A1.09%
ULTA BEAUTY INC1.00%
PROCTER & GAMBLE0.97%
SERVICENOW INC0.97%
INTUIT INC0.84%
MARSH & MCLENNAN0.83%
MONSTER BEVERAGE CORP0.81%
Experian PLC0.80%
STANTEC INC0.77%
EXXON MOBIL CORP0.73%
THERMO FISHER SCIENTIFIC INC0.72%
EATON CORP PLC0.70%
Relx PLC SPON ADS EACH REPR 1 ORD0.70%

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