Compare fund portfolios

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

vs

TOLL vs GARP

Shared holdings
12
TOLL covered by GARP
20.12%
GARP covered by TOLL
20.12%

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.

TOLL (Feb. 28, 2026)

SecurityWeight
GENERAL ELECTRIC CO6.25%
LAM RESEARCH CORP4.90%
VISA INC-CLASS A4.90%
CBOE GLOBAL MARKETS INC4.32%
PERFORMANCE FOOD GROUP CO4.29%
KLA CORP3.91%
FERROVIAL SE3.26%
THERMO FISHER SCIENTIFIC INC2.99%
FORTINET INC2.87%
MOODYS CORP2.86%
MSCI INC2.83%
CME GROUP INC CL A2.79%
BROADCOM INC2.71%
APPLIED MATERIALS INC2.64%
ON SEMICONDUCTOR CORP2.55%
KEYSIGHT TECHNOLOGIES INC2.51%
GILEAD SCIENCES INC2.46%
SYNOPSYS INC2.42%
AENA SME SA2.41%
INTERCONTINENTAL EXCHANGE INC2.23%
DEERE & CO2.22%
FAIR ISAAC CORP2.18%
US FOODS HOLDING CORP2.08%
MARTIN MAR MTLS1.97%
IDEXX LABS INC1.97%
VERTEX PHARMACEUTICALS INC1.89%
WATERS CORP1.89%
MASTERCARD INC CL A1.85%
S&P GLOBAL INC1.79%
SHERWIN WILLIAMS CO1.78%
AON PLC1.74%
ELEVANCE HEALTH INC1.50%
Airbus SE1.47%
ENTERGY CORP1.43%
BLOOM ENERGY CORP CL A1.18%
CHURCH & DWIGHT1.10%
VINCI SA1.04%
ALIGN TECHNOLOGY INC1.04%
INTUIT INC1.02%
JPMORGAN CHASE and CO1.01%
ROCKET COS INC-A0.91%
FIRST AM-TR OB-X0.85%

GARP (March 31, 2026)

SecurityWeight
APPLE INC5.04%
NVIDIA CORP4.94%
MICROSOFT CORP4.89%
LAM RESEARCH CORP4.76%
META PLATFORMS INC CL A4.69%
VISA INC-CLASS A3.29%
ALPHABET INC CL A3.20%
KLA CORP3.16%
AMPHENOL CORPORATION CL A3.03%
LILLY ELI and CO2.86%
UBER TECHNOLOGIES INC2.57%
MICRON TECHNOLOGY INC2.48%
FORTINET INC2.36%
BROADCOM INC2.28%
ADV MICRO DEVICE2.16%
ADOBE INC2.00%
ALPHABET INC CL C1.78%
ORACLE CORP1.66%
MASTERCARD INC CL A1.64%
NETFLIX INC1.51%
AMAZON.COM INC1.29%
AMERICAN EXPRESS CO1.29%
ROYAL CARIBBEAN CRUISES LTD1.29%
ARISTA NETWORKS INC1.29%
SCHWAB CHARLES CORP1.23%
GENERAL ELECTRIC CO1.16%
PALANTIR TECHNOLOGIES INC1.09%
QUANTA SVCS INC1.06%
AUTODESK INC0.99%
AIRBNB INC CLASS A0.98%
COMFORT SYSTEMS USA INC0.88%
IDEXX LABS INC0.81%
HOWMET AEROSPACE INC0.80%
NEWMONT CORP0.76%
BOSTON SCIENTIFIC CORP0.72%
SERVICENOW INC0.71%
VERTIV HOLDINGS CO0.71%
DIAMONDBACK ENERGY INC0.67%
GE VERNOVA LLC0.61%
EMCOR GROUP INC0.60%
VALERO ENERGY CORP0.58%
JABIL INC0.55%
MARVELL TECHNOLOGY INC0.55%
CITIGROUP INC0.52%
DOORDASH INC-A0.52%
MONOLITHIC POWER SYS INC0.51%
EQT CORPORATION0.51%
NRG ENERGY INC0.51%
EXPEDIA INC0.49%
COTERRA ENERGY INC0.48%

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