Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWP vs BDIV
Shared holdings
13
SWP covered by BDIV
31.61%
BDIV covered by SWP
31.61%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SWP (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 3.95% | |
| ALPHABET INC CL A | 3.90% | |
| APPLE INC | 3.64% | |
| BROADCOM INC | 3.30% | |
| FIRST AM-TR OB-X | 3.04% | |
| PHILIP MORRIS INTL INC | 2.78% | |
| PROLOGIS INC REIT | 2.73% | |
| FLOWSERVE CORP | 2.70% | |
| INTL BUS MACH CORP | 2.69% | |
| ORACLE CORP | 2.60% | |
| BAKER HUGHES CO | 2.51% | |
| TOLL BROTHERS INC | 2.51% | |
| CENCORA INC | 2.45% | |
| META PLATFORMS INC CL A | 2.39% | |
| JPMORGAN CHASE and CO | 2.36% | |
| EMERSON ELECTRIC CO | 2.30% | |
| TJX COS INC | 2.29% | |
| APPLIED INDU TEC | 2.22% | |
| NEXTERA ENERGY INC | 2.20% | |
| MEDTRONIC PLC | 2.20% | |
| ASTRAZENECA PLC | 2.20% | |
| RTX CORP | 2.18% | |
| ABBVIE INC | 2.04% | |
| BLACKROCK INC | 2.02% | |
| LILLY ELI and CO | 1.97% | |
| FREEPORT MCMORAN INC | 1.93% | |
| JEFFERIES FINANCIAL GROUP INC | 1.85% | |
| CITIGROUP INC | 1.83% | |
| Silicon Motion Technology Corp. SPONSORED ADR | 1.80% | |
| STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS | 1.72% | |
| DARDEN RESTAURANTS INC | 1.72% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.72% | |
| UNION PACIFIC CORP | 1.69% | |
| PNC FINANCIAL SERVICES GRP INC | 1.64% | |
| CAN NATURAL RES | 1.62% | |
| SCOTTS MIRACLE GRO CO | 1.56% | |
| BLACKSTONE INC | 1.54% | |
| UNITED PARCEL SERVICE INC CL B | 1.50% | |
| GOLDMAN SACHS GROUP INC | 1.46% | |
| TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT | 1.45% | |
| DICKS SPORTING GOODS INC | 1.44% | |
| ENBRIDGE INC | 1.36% | |
| AMERICAN EXPRESS CO | 1.30% | |
| UNITED RENTALS INC | 1.28% | |
| NIKE INC CL B | 1.18% | |
| DIGITAL REALTY TRUST INC | 1.14% | |
| DUKE ENERGY CORP NEW | 1.11% | |
| CAMECO CORP | 1.03% |
BDIV (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 7.64% | |
| MICROSOFT CORP | 6.15% | |
| APPLE INC | 4.85% | |
| LAM RESEARCH CORP | 4.05% | |
| JPMORGAN CHASE and CO | 3.40% | |
| TRANE TECHNOLOGIES PLC | 3.23% | |
| PHILIP MORRIS INTL INC | 3.21% | |
| MORGAN STANLEY | 3.12% | |
| CHEVRON CORP | 3.09% | |
| ALPHABET INC CL A | 3.06% | |
| JOHNSON&JOHNSON | 2.82% | |
| BROADCOM INC | 2.63% | |
| LILLY ELI and CO | 2.63% | |
| MUELLER INDUSTRIES INC | 2.62% | |
| COSTCO WHOLESALE CORP | 2.62% | |
| NEXTERA ENERGY INC | 2.50% | |
| LOWES COS INC | 2.44% | |
| LINDE PLC | 2.36% | |
| PARKER HANNIFIN CORP | 2.34% | |
| TJX COS INC | 2.32% | |
| MCKESSON CORP | 2.31% | |
| VISA INC-CLASS A | 2.17% | |
| WEC ENERGY GROUP INC | 2.14% | |
| WASTE MANAGEMENT INC | 2.12% | |
| UNION PACIFIC CORP | 2.07% | |
| CME GROUP INC CL A | 2.07% | |
| Invesco Government & Agency Portfolio, Institutional Class | 2.01% | |
| CRH PLC | 1.85% | |
| T-MOBILE US INC | 1.81% | |
| CONSTELLATION ENERGY CORP | 1.78% | |
| BLACKROCK INC | 1.78% | |
| MEDTRONIC PLC | 1.76% | |
| WELLTOWER INC | 1.70% | |
| UNITEDHEALTH GRP | 1.60% | |
| PEPSICO INC | 1.53% | |
| ORACLE CORP | 1.49% | |
| MARSH & MCLENNAN | 1.42% | |
| REALTY INCOME CORP REIT | 1.29% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.