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TLVCX vs PQIAX

Shared holdings
10
TLVCX covered by PQIAX
15.57%
PQIAX covered by TLVCX
15.57%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TLVCX (March 31, 2026)

SecurityWeight
T/P HIGH DVD STK11.30%
TP US LRG/MD CAP9.10%
MONEYMKT6.13%
LITTELFUSE INC2.90%
NEXTERA ENERGY INC2.78%
HUBBELL INC2.72%
EOG RESOURCES INC2.57%
CONOCOPHILLIPS2.43%
QNITY ELECTRONICS INC2.32%
CSX CORP2.30%
DEERE & CO2.20%
WEC ENERGY GROUP INC2.15%
MOTOROLA SOLUTIONS INC2.13%
SOUTHSTATE BANK CORP2.10%
O'REILLY AUTOMOTIVE INC2.07%
PROLOGIS INC REIT2.02%
PACKAGING CORP OF AMERICA2.02%
CULLEN FROST BANKERS INC2.01%
ADVANCED DRAINAGE SYSTEMS INC1.97%
GENERAL DYNAMICS CORPORATION1.93%
COSTCO WHOLESALE CORP1.88%
INTERCONTINENTAL EXCHANGE INC1.86%
MONOLITHIC POWER SYS INC1.85%
HCA HEALTHCARE INC1.80%
MICROCHIP TECHNOLOGY1.79%
CROWN HOLDINGS INC1.76%
WEYERHAEUSER CO1.76%
SHERWIN WILLIAMS CO1.73%
CACI INTL-A1.63%
STERIS PLC1.62%
REVVITY INC1.61%
MARZETTI COMPANY/THE1.61%
CADENCE DESIGN SYSTEMS INC1.60%
BROADCOM INC1.60%
WASTE CONNECTIONS INC1.56%
RAMBUS INC1.47%
CFD_EQS GOLDUS33 22569081.38%
ARTHUR J GALLAGHAR AND CO1.32%
DOMINOS PIZZA INC1.29%
MCCORMICK-N/V1.29%
POOL CORP1.25%
TYLER TECHNOLOGIES INC1.19%

PQIAX (Jan. 31, 2026)

SecurityWeight
ALPHABET INC CL A4.06%
JPMORGAN CHASE and CO3.36%
COSTCO WHOLESALE CORP2.90%
MORGAN STANLEY2.72%
DR HORTON INC2.64%
PNC FINANCIAL SERVICES GRP INC2.61%
TAIWAN SEMIC MFG CO LTD SP ADR2.58%
CUMMINS INC2.56%
HILTON WORLDWIDE HOLDINGS INC2.55%
KKR & CO INC2.48%
PACCAR INC2.41%
CHUBB LTD2.40%
COCA-COLA CO/THE2.39%
PARKER HANNIFIN CORP2.38%
TRANE TECHNOLOGI2.28%
APPLE INC2.25%
BANK OF AMERICA CORPORATION2.25%
BLACKROCK INC2.24%
T-MOBILE US INC2.23%
MERCK & CO2.15%
DEERE & CO2.01%
CORTEVA INC1.98%
Novartis AG1.91%
BROADCOM INC1.84%
NEXTERA ENERGY INC1.77%
PROCTER & GAMBLE1.73%
HCA HEALTHCARE INC1.70%
EOG RESOURCES INC1.69%
Enterprise Products Partners LP1.69%
MICROSOFT CORP1.66%
RELIANCE STEEL and ALUMINUM CO1.61%
MARATHON PETROLEUM CORP1.60%
Principal Government Money Market Fund - Class R-61.54%
ABBOTT LABS1.48%
MONOLITHIC POWER SYS INC1.35%
EXPEDITORS INTL OF WASH INC1.35%
PROLOGIS INC REIT1.32%
STERIS PLC1.25%
SAP SE1.22%
FIDELITY NATIONAL FINL INC1.21%
EQUITY LIFESTYLE PPTYS INC1.20%
CHEVRON CORP1.15%
STARBUCKS CORP1.14%
WILLIAMS-SONOMA INC1.08%
XCEL ENERGY INC1.03%
Publicis Groupe SA1.00%
WEC ENERGY GROUP INC0.99%
ASTRAZENECA PLC SPONS ADR0.99%
NASDAQ INC0.98%
LILLY ELI and CO0.98%

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