Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
USPFX vs Dow 2x Strategy Fund
Shared holdings
12
USPFX covered by B
34.15%
B covered by USPFX
34.15%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
USPFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| APPLE INC | 7.74% | |
| JPMORGAN CHASE and CO | 7.67% | |
| MICROSOFT CORP | 7.07% | |
| META PLATFORMS INC CL A | 7.03% | |
| GOLDMAN SACHS GROUP INC | 5.60% | |
| DOLLAR TREE INC | 5.48% | |
| FEDEX CORP | 5.38% | |
| JOHNSON&JOHNSON | 4.42% | |
| EXXON MOBIL CORP | 4.19% | |
| BOEING CO/THE | 3.53% | |
| UNITEDHEALTH GRP | 3.39% | |
| PG&E CORP | 3.38% | |
| BANK OF AMERICA CORPORATION | 3.19% | |
| SLB LTD | 3.18% | |
| NIKE INC CL B | 3.15% | |
| STARBUCKS CORP | 3.08% | |
| WALT DISNEY CO/T | 3.01% | |
| SIMON PROPERTY | 2.95% | |
| CHEVRON CORP | 2.89% | |
| MERCK & CO | 2.87% | |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 2.51% | |
| HOME DEPOT INC | 2.36% | |
| MONEYMKT | 2.13% | |
| LVMH MOET HENNESSY-UNSP ADR Sponsored ADR | 2.05% | |
| TARGET CORP | 1.76% |
Dow 2x Strategy Fund (March 31, 2026)
| Security | Weight | |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 10.51% | |
| CATERPILLAR INC | 8.80% | |
| MICROSOFT CORP | 4.60% | |
| AMGEN INC | 4.37% | |
| HOME DEPOT INC | 4.09% | |
| SHERWIN WILLIAMS CO | 3.98% | |
| MCDONALDS CORP | 3.86% | |
| AMERICAN EXPRESS CO | 3.76% | |
| VISA INC-CLASS A | 3.75% | |
| JPMORGAN CHASE and CO | 3.65% | |
| TRAVELERS COS IN | 3.62% | |
| UNITEDHEALTH GRP | 3.36% | |
| APPLE INC | 3.15% | |
| JOHNSON&JOHNSON | 3.04% | |
| INTL BUS MACH CORP | 3.01% | |
| HONEYWELL INTL INC | 2.81% | |
| AMAZON.COM INC | 2.59% | |
| CHEVRON CORP | 2.57% | |
| BOEING CO/THE | 2.47% | |
| SALESFORCE INC | 2.32% | |
| ZAR/USD FORWARD | 2.30% | |
| NVIDIA CORP | 2.17% | |
| Short-Term Investment | 2.10% | |
| ZAR/USD FORWARD | 2.09% | |
| 3M CO | 1.80% | |
| PROCTER & GAMBLE | 1.79% | |
| WALMART INC | 1.54% | |
| MERCK & CO | 1.49% | |
| WALT DISNEY CO/T | 1.20% | |
| CISCO SYSTEMS INC | 0.96% | |
| COCA-COLA CO/THE | 0.94% | |
| NIKE INC CL B | 0.66% | |
| VERIZON COMMUNICATIONS INC | 0.62% |
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