Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

TEDRX vs NEFSX

Shared holdings
15
TEDRX covered by NEFSX
20.00%
NEFSX covered by TEDRX
20.00%

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.

TEDRX (March 31, 2026)

SecurityWeight
ALPHABET INC CL A2.63%
EOG RESOURCES INC2.51%
MERCK & CO2.49%
BNP PARIBAS2.45%
BP PLC2.42%
DEUTSCHE TELEKOM2.37%
ROCHE HOLDING AG2.28%
BASF SE COMMON STOCK2.22%
BRITISH AMERICAN TOBACCO PLC2.17%
SHELL PLC2.14%
HALEON PLC2.12%
AERCAP HOLDINGS NV2.07%
Novartis AG2.03%
PAN PACIFIC INTERNATIONAL HOLDINGS LTD1.89%
BANK OF AMERICA CORPORATION1.89%
MONDELEZ INTL INC1.84%
ARTHUR J GALLAGHAR AND CO1.82%
Prudential Public Limited Company1.80%
MEDTRONIC PLC1.79%
Airbus SE1.79%
TOYOTA MOTOR CORP1.74%
DANONE SA1.73%
WELLS FARGO & CO1.72%
DBS GROUP HLDGS1.71%
ZIMMER BIOMET HO1.71%
UNION PACIFIC CORP1.70%
HEINEKEN NV1.70%
FISERV INC1.68%
PPG INDUSTRIES INC1.67%
SLB LTD1.62%
HSBC HOLDINGS PL1.62%
WALT DISNEY CO/T1.60%
ELEVANCE HEALTH INC1.55%
RECKITT BENCKISE1.54%
ADOBE INC1.52%
TENCENT HOLDINGS LTD1.51%
BLACKROCK INC1.49%
CAPITAL ONE FINANCIAL CORP1.49%
CAPGEMINI SE1.48%
CVS HEALTH CORP1.47%
SAINT GOBAIN1.44%
DEUTSCHE BANK-RG1.43%
NATIONAL GRID PL1.42%
FERGUSON ENTERPRISES INC1.42%
META PLATFORMS INC CL A1.42%
ABBOTT LABS1.41%
CHARTER COMMUNICATIONS INC A1.39%
INTL PAPER CO1.34%
RENESAS ELECTRON1.33%
STELLANTIS NV1.31%

NEFSX (March 31, 2026)

SecurityWeight
NVIDIA CORP5.27%
ALPHABET INC CL A4.46%
TESLA INC3.35%
META PLATFORMS INC CL A3.13%
CONOCOPHILLIPS2.88%
NETFLIX INC2.85%
AMAZON.COM INC2.64%
PHILLIPS 662.39%
SALESFORCE INC2.38%
TARGA RESOURCES CORP2.10%
CITIGROUP INC2.05%
CORTEVA INC1.91%
STATE STREET CORP1.90%
WILLIS TOWERS WATSON PLC1.88%
BOEING CO/THE1.86%
MERCK & CO1.81%
AIRBNB INC CLASS A1.81%
INTERCONTINENTAL EXCHANGE INC1.80%
ORACLE CORP1.73%
KEURIG DR PEPPER INC1.71%
SCHWAB CHARLES CORP1.70%
BANK OF AMERICA CORPORATION1.68%
MONSTER BEVERAGE CORP1.67%
DELTA AIR LI1.62%
AMERICAN INTERNATIONAL GROUP1.61%
CAPITAL ONE FINANCIAL CORP1.56%
VISA INC-CLASS A1.56%
FISERV INC1.52%
UNION PACIFIC CORP1.45%
ELEVANCE HEALTH INC1.44%
ZIMMER BIOMET HO1.43%
GENERAL MOTORS CO1.27%
ALNYLAM PHARMACEUTICALS INC1.26%
FIXED INC CLEARING CORP.REPO1.22%
WELLS FARGO & CO1.20%
FIRST CITIZENS BANCSHARES INC CL A1.19%
NIKE INC CL B1.19%
REGENERON PHARMACEUTICALS INC1.14%
EQUIFAX INC1.12%
WARNER BROS DISCOVERY INC1.09%
GE HEALTHCARE TECHNOLOGIES INC WI1.09%
IQVIA HOLDINGS INC1.07%
ARM HOLDINGS LTD1.03%
MICROSOFT CORP1.02%
SHOPIFY INC CL A0.99%
AUTODESK INC0.99%
GLOBAL PAYMENTS INC0.92%
CBRE GROUP INC - CL A0.90%
CHARTER COMMUNICATIONS INC A0.89%
WALT DISNEY CO/T0.87%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.