Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWANX vs LDRX
Shared holdings
28
SWANX covered by LDRX
56.07%
LDRX covered by SWANX
56.07%
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.
SWANX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 10.20% | |
| MICROSOFT CORP | 8.00% | |
| ALPHABET INC CL A | 8.00% | |
| APPLE INC | 6.60% | |
| META PLATFORMS INC CL A | 5.15% | |
| BROADCOM INC | 4.36% | |
| AMAZON.COM INC | 3.75% | |
| LILLY ELI and CO | 2.91% | |
| EXXON MOBIL CORP | 2.66% | |
| FIDELITY NATL INFORM SVCS INC | 2.58% | |
| VISA INC-CLASS A | 2.41% | |
| UNITEDHEALTH GRP | 2.08% | |
| CATERPILLAR INC | 1.97% | |
| TJX COS INC | 1.95% | |
| WEC ENERGY GROUP INC | 1.71% | |
| SALESFORCE INC | 1.63% | |
| PROGRESSIVE CORP OHIO | 1.52% | |
| BECTON DICKINSON and CO | 1.39% | |
| ROCKWELL AUTOMATION INC | 1.38% | |
| ASML HOLDING-NY | 1.29% | |
| NEXTERA ENERGY INC | 1.23% | |
| PROCTER & GAMBLE | 1.20% | |
| EOG RESOURCES INC | 1.19% | |
| LINDE PLC | 1.15% | |
| WALMART INC | 1.15% | |
| BOSTON SCIENTIFIC CORP | 1.14% | |
| REPUBLIC SVCS | 1.14% | |
| ZOETIS INC CL A | 1.12% | |
| MOTOROLA SOLUTIONS INC | 1.12% | |
| THERMO FISHER SCIENTIFIC INC | 1.12% | |
| CNH INDUSTRIAL NV | 1.03% | |
| SERVICENOW INC | 1.01% | |
| ROLLINS INC | 0.99% | |
| MORGAN STANLEY | 0.98% | |
| DUKE ENERGY CORP NEW | 0.95% | |
| INTUITIVE SURGICAL INC | 0.93% | |
| ARISTA NETWORKS INC | 0.92% | |
| PALO ALTO NETWORKS INC | 0.91% | |
| BLACKROCK INC | 0.87% | |
| L'Oreal S.A. ADR | 0.85% | |
| DEERE & CO | 0.84% | |
| CONSTELLATION BRANDS INC CL A | 0.79% | |
| CME GROUP INC CL A | 0.79% | |
| PARKER HANNIFIN CORP | 0.76% | |
| ACCENTURE PLC CL A | 0.64% | |
| MSCI INC | 0.64% | |
| THE BOOKING HOLDINGS INC | 0.55% | |
| TEXAS INSTRUMENTS INC | 0.53% | |
| PUBLIC STORAGE | 0.49% | |
| FASTENAL CO | 0.45% |
LDRX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 10.47% | |
| APPLE INC | 9.45% | |
| ALPHABET INC CL A | 7.86% | |
| MICROSOFT CORP | 6.99% | |
| AMAZON.COM INC | 4.89% | |
| BROADCOM INC | 3.64% | |
| META PLATFORMS INC CL A | 3.37% | |
| TESLA INC | 2.72% | |
| BERKSHIRE HATH-B | 2.30% | |
| LILLY ELI and CO | 2.02% | |
| JPMORGAN CHASE and CO | 2.02% | |
| EXXON MOBIL CORP | 1.56% | |
| JOHNSON&JOHNSON | 1.49% | |
| VISA INC-CLASS A | 1.31% | |
| COSTCO WHOLESALE CORP | 1.05% | |
| MASTERCARD INC CL A | 1.03% | |
| ABBVIE INC | 1.03% | |
| NETFLIX INC | 1.00% | |
| PROCTER & GAMBLE | 0.98% | |
| HOME DEPOT INC | 0.93% | |
| GENERAL ELECTRIC CO | 0.87% | |
| CHEVRON CORP | 0.87% | |
| FRST AM-GV OB-X | 0.86% | |
| CATERPILLAR INC | 0.84% | |
| BANK OF AMERICA CORPORATION | 0.83% | |
| ADV MICRO DEVICE | 0.78% | |
| COCA-COLA CO/THE | 0.77% | |
| CISCO SYSTEMS INC | 0.77% | |
| MERCK & CO | 0.75% | |
| PALANTIR TECHNOLOGIES INC | 0.74% | |
| PHILIP MORRIS INTL INC | 0.73% | |
| WALMART INC | 0.69% | |
| UNITEDHEALTH GRP | 0.65% | |
| WELLS FARGO & CO | 0.64% | |
| GOLDMAN SACHS GROUP INC | 0.61% | |
| RTX CORP | 0.60% | |
| MCDONALDS CORP | 0.59% | |
| ORACLE CORP | 0.58% | |
| LINDE PLC | 0.57% | |
| PEPSICO INC | 0.57% | |
| VERIZON COMMUNICATIONS INC | 0.54% | |
| AMGEN INC | 0.53% | |
| INTL BUS MACH CORP | 0.52% | |
| ABBOTT LABS | 0.51% | |
| AT&T INC | 0.51% | |
| CITIGROUP INC | 0.50% | |
| TEXAS INSTRUMENTS INC | 0.50% | |
| MORGAN STANLEY | 0.49% | |
| NEXTERA ENERGY INC | 0.48% | |
| INTEL CORP | 0.47% |
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