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SWP vs HIGJX

Shared holdings
19
SWP covered by HIGJX
36.29%
HIGJX covered by SWP
36.29%

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)

SecurityWeight
MICROSOFT CORP3.95%
ALPHABET INC CL A3.90%
APPLE INC3.64%
BROADCOM INC3.30%
FIRST AM-TR OB-X3.04%
PHILIP MORRIS INTL INC2.78%
PROLOGIS INC REIT2.73%
FLOWSERVE CORP2.70%
INTL BUS MACH CORP2.69%
ORACLE CORP2.60%
BAKER HUGHES CO2.51%
TOLL BROTHERS INC2.51%
CENCORA INC2.45%
META PLATFORMS INC CL A2.39%
JPMORGAN CHASE and CO2.36%
EMERSON ELECTRIC CO2.30%
TJX COS INC2.29%
APPLIED INDU TEC2.22%
NEXTERA ENERGY INC2.20%
MEDTRONIC PLC2.20%
ASTRAZENECA PLC2.20%
RTX CORP2.18%
ABBVIE INC2.04%
BLACKROCK INC2.02%
LILLY ELI and CO1.97%
FREEPORT MCMORAN INC1.93%
JEFFERIES FINANCIAL GROUP INC1.85%
CITIGROUP INC1.83%
Silicon Motion Technology Corp. SPONSORED ADR1.80%
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS1.72%
DARDEN RESTAURANTS INC1.72%
TAIWAN SEMIC MFG CO LTD SP ADR1.72%
UNION PACIFIC CORP1.69%
PNC FINANCIAL SERVICES GRP INC1.64%
CAN NATURAL RES1.62%
SCOTTS MIRACLE GRO CO1.56%
BLACKSTONE INC1.54%
UNITED PARCEL SERVICE INC CL B1.50%
GOLDMAN SACHS GROUP INC1.46%
TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT1.45%
DICKS SPORTING GOODS INC1.44%
ENBRIDGE INC1.36%
AMERICAN EXPRESS CO1.30%
UNITED RENTALS INC1.28%
NIKE INC CL B1.18%
DIGITAL REALTY TRUST INC1.14%
DUKE ENERGY CORP NEW1.11%
CAMECO CORP1.03%

HIGJX (March 31, 2026)

SecurityWeight
MICROSOFT CORP5.06%
JPMORGAN CHASE and CO4.27%
BROADCOM INC3.80%
EATON CORP PLC3.34%
DUKE ENERGY CORP NEW3.29%
WILLIAMS COS INC3.15%
PROCTER & GAMBLE3.14%
COCA-COLA CO/THE3.08%
AT&T INC2.95%
MCDONALDS CORP2.90%
TJX COS INC2.79%
ANALOG DEVICES INC2.75%
CHEVRON CORP2.72%
RTX CORP2.58%
GOLDMAN SACHS GROUP INC2.56%
MEDTRONIC PLC2.36%
CORNING INC2.28%
ABBVIE INC2.20%
WELLS FARGO & CO2.20%
ASTRAZENECA PLC2.14%
JOHNSON&JOHNSON2.12%
ABBOTT LABS2.12%
TEXAS INSTRUMENTS INC2.06%
T-MOBILE US INC1.99%
NEXTERA ENERGY INC1.82%
HOME DEPOT INC1.81%
DEERE & CO1.75%
LINDE PLC1.73%
BLACKROCK INC1.70%
GILEAD SCIENCES INC1.69%
EQUINIX INC1.68%
HEWLETT PACKARD ENTERPRISE CO1.66%
UNION PACIFIC CORP1.65%
EMERSON ELECTRIC CO1.62%
INTL BUS MACH CORP1.54%
PHILIP MORRIS INTL INC1.43%
STARBUCKS CORP1.42%
ROCKWELL AUTOMATION INC1.41%
PNC FINANCIAL SERVICES GRP INC1.35%
INTERCONTINENTAL EXCHANGE INC1.32%
LAM RESEARCH CORP1.26%
UNITEDHEALTH GRP1.24%
DICKS SPORTING GOODS INC1.17%
ORACLE CORP0.99%
CARRIER GLOBAL CORP0.96%
ACCENTURE PLC CL A0.95%

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