Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
UDPIX vs DJD
Shared holdings
28
UDPIX covered by DJD
45.70%
DJD covered by UDPIX
45.70%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
UDPIX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| US ULTRA BOND CBT Sep25 | 29.41% | |
| GOLDMAN SACHS GROUP INC | 8.05% | |
| CATERPILLAR INC | 7.76% | |
| MICROSOFT CORP | 3.55% | |
| UNITEDHEALTH GRP | 3.23% | |
| AMGEN INC | 3.02% | |
| VISA INC-CLASS A | 2.88% | |
| HOME DEPOT INC | 2.87% | |
| AMERICAN EXPRESS CO | 2.82% | |
| SHERWIN WILLIAMS CO | 2.80% | |
| JPMORGAN CHASE and CO | 2.73% | |
| TRAVELERS COS IN | 2.66% | |
| MCDONALDS CORP | 2.56% | |
| APPLE INC | 2.36% | |
| AMAZON.COM INC | 2.31% | |
| INTL BUS MACH CORP | 2.01% | |
| JOHNSON&JOHNSON | 2.00% | |
| BOEING CO/THE | 1.99% | |
| HONEYWELL INTL INC | 1.87% | |
| NVIDIA CORP | 1.74% | |
| CHEVRON CORP | 1.68% | |
| SALESFORCE INC | 1.54% | |
| PROCTER & GAMBLE | 1.28% | |
| 3M CO | 1.28% | |
| WALMART INC | 1.15% | |
| MERCK & CO | 0.95% | |
| WALT DISNEY CO/T | 0.90% | |
| CISCO SYSTEMS INC | 0.80% | |
| COCA-COLA CO/THE | 0.69% | |
| VERIZON COMMUNICATIONS INC | 0.42% | |
| NIKE INC CL B | 0.39% | |
| WHEAT SEP 26 | 0.32% |
DJD (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| VERIZON COMMUNICATIONS INC | 10.36% | |
| MERCK & CO | 8.35% | |
| CHEVRON CORP | 7.51% | |
| AMGEN INC | 6.71% | |
| JOHNSON&JOHNSON | 5.98% | |
| INTL BUS MACH CORP | 5.41% | |
| COCA-COLA CO/THE | 5.12% | |
| CISCO SYSTEMS INC | 4.40% | |
| PROCTER & GAMBLE | 4.08% | |
| MCDONALDS CORP | 3.84% | |
| UNITEDHEALTH GRP | 3.70% | |
| HONEYWELL INTL INC | 3.65% | |
| CATERPILLAR INC | 3.45% | |
| HOME DEPOT INC | 3.31% | |
| GOLDMAN SACHS GROUP INC | 3.23% | |
| 3M CO | 2.96% | |
| NIKE INC CL B | 2.84% | |
| JPMORGAN CHASE and CO | 2.79% | |
| TRAVELERS COS IN | 2.67% | |
| WALMART INC | 1.68% | |
| AMERICAN EXPRESS CO | 1.52% | |
| WALT DISNEY CO/T | 1.36% | |
| SHERWIN WILLIAMS CO | 1.28% | |
| VISA INC-CLASS A | 1.06% | |
| MICROSOFT CORP | 0.93% | |
| SALESFORCE INC | 0.90% | |
| APPLE INC | 0.81% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.06% | |
| NVIDIA CORP | 0.04% |
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