Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
USPFX vs WPLCX
Shared holdings
7
USPFX covered by WPLCX
31.87%
WPLCX covered by USPFX
31.87%
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% |
WPLCX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| IMMUNITYBIO INC | 17.15% | |
| APPLE INC | 15.94% | |
| JPMORGAN CHASE and CO | 13.48% | |
| BANK OF AMERICA CORPORATION | 12.22% | |
| MICROSOFT CORP | 11.33% | |
| WELLS FARGO & CO | 8.33% | |
| Mitsubishi UFJ Financial Group Inc. SPON ADS EACH REP 1 ORD SHS | 5.62% | |
| EXXON MOBIL CORP | 4.37% | |
| UBS GROUP AG USD0.10 (REG S) | 3.91% | |
| BERKSHIRE HATH-B | 3.81% | |
| CHEVRON CORP | 1.41% | |
| MCDONALDS CORP | 1.29% | |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.61% | |
| UNITED PARCEL SERVICE INC CL B | 0.44% | |
| MONEY MARKET FUND | 0.08% | |
| WOLFSPEED INC | 0.02% |
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