Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWDSX vs BBLU
Shared holdings
21
SWDSX covered by BBLU
46.16%
BBLU covered by SWDSX
46.16%
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.
SWDSX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MORGAN STANLEY | 3.87% | |
| JPMORGAN CHASE and CO | 3.73% | |
| WALMART INC | 3.59% | |
| EXXON MOBIL CORP | 3.45% | |
| BROADCOM INC | 3.23% | |
| PHILIP MORRIS INTL INC | 3.07% | |
| COCA-COLA CO/THE | 2.98% | |
| LOCKHEED MARTIN CORP | 2.79% | |
| INTL BUS MACH CORP | 2.74% | |
| JOHNSON&JOHNSON | 2.67% | |
| BLACKROCK INC | 2.55% | |
| MICROSOFT CORP | 2.52% | |
| DUKE ENERGY CORP NEW | 2.52% | |
| ALPHABET INC CL A | 2.47% | |
| CHEVRON CORP | 2.45% | |
| ABBVIE INC | 2.18% | |
| PROCTER & GAMBLE | 2.03% | |
| MCDONALDS CORP | 2.00% | |
| VERIZON COMMUNICATIONS INC | 1.99% | |
| PARKER HANNIFIN CORP | 1.98% | |
| TJX COS INC | 1.95% | |
| CISCO SYSTEMS INC | 1.91% | |
| BANK OF AMERICA CORPORATION | 1.86% | |
| HOME DEPOT INC | 1.84% | |
| NEXTERA ENERGY INC | 1.43% | |
| MEDTRONIC PLC | 1.42% | |
| RTX CORP | 1.41% | |
| FIDELITY NATL INFORM SVCS INC | 1.39% | |
| VISA INC-CLASS A | 1.31% | |
| ALLSTATE CORPORATION | 1.30% | |
| KINDER MORGAN INC | 1.29% | |
| ABBOTT LABS | 1.28% | |
| PNC FINANCIAL SERVICES GRP INC | 1.27% | |
| COMCAST CORP CL A | 1.26% | |
| ELEVANCE HEALTH INC | 1.13% | |
| PUBLIC STORAGE | 1.12% | |
| APPLE INC | 1.10% | |
| EOG RESOURCES INC | 1.09% | |
| TRUIST FINL CORP | 1.09% | |
| CATERPILLAR INC | 1.07% | |
| TEXAS INSTRUMENTS INC | 1.05% | |
| BECTON DICKINSON and CO | 1.03% | |
| EVERSOURCE ENERGY | 0.90% | |
| MERCK & CO | 0.90% | |
| FASTENAL CO | 0.87% | |
| ACCENTURE PLC CL A | 0.86% | |
| ALTRIA GROUP INC | 0.86% | |
| GENERAL DYNAMICS CORPORATION | 0.86% | |
| PROGRESSIVE CORP OHIO | 0.85% | |
| LAMAR ADVERTISING CO CL A | 0.84% |
BBLU (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 3.76% | |
| JPMORGAN CHASE and CO | 3.72% | |
| BROADCOM INC | 3.70% | |
| EXXON MOBIL CORP | 3.63% | |
| CHEVRON CORP | 3.50% | |
| APPLE INC | 3.32% | |
| VERIZON COMMUNICATIONS INC | 3.15% | |
| ADV MICRO DEVICE | 3.10% | |
| JOHNSON&JOHNSON | 3.03% | |
| MERCK & CO | 2.97% | |
| LILLY ELI and CO | 2.96% | |
| COSTCO WHOLESALE CORP | 2.95% | |
| WELLS FARGO & CO | 2.94% | |
| VISA INC-CLASS A | 2.93% | |
| WALMART INC | 2.86% | |
| COCA-COLA CO/THE | 2.79% | |
| RTX CORP | 2.70% | |
| NETFLIX INC | 2.62% | |
| MICROSOFT CORP | 2.62% | |
| MCDONALDS CORP | 2.61% | |
| PROCTER & GAMBLE | 2.58% | |
| CISCO SYSTEMS INC | 2.58% | |
| ABBVIE INC | 2.49% | |
| HOME DEPOT INC | 2.44% | |
| BERKSHIRE HATH-B | 2.43% | |
| AMAZON.COM INC | 2.31% | |
| BANK OF AMERICA CORPORATION | 2.27% | |
| MASTERCARD INC CL A | 2.23% | |
| META PLATFORMS INC CL A | 2.21% | |
| PALANTIR TECHNOLOGIES INC | 2.19% | |
| WALT DISNEY CO/T | 2.18% | |
| TESLA INC | 2.10% | |
| UNITEDHEALTH GRP | 2.10% | |
| INTL BUS MACH CORP | 2.09% | |
| ORACLE CORP | 2.01% | |
| ALPHABET INC CL A | 1.86% | |
| ALPHABET INC CL C | 1.80% | |
| FRST AM-GV OB-X | 0.28% |
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