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USRTX vs VMCTX

Shared holdings
74
USRTX covered by VMCTX
51.17%
VMCTX covered by USRTX
51.17%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

USRTX (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL A5.34%
APPLE INC4.60%
NVIDIA CORP4.58%
MICROSOFT CORP3.71%
BROADCOM INC3.60%
BERKSHIRE HATH-B3.44%
LILLY ELI and CO2.60%
JOHNSON&JOHNSON2.60%
MICRON TECHNOLOGY INC2.35%
EXXON MOBIL CORP1.79%
BANK OF AMERICA CORPORATION1.77%
META PLATFORMS INC CL A1.61%
CHEVRON CORP1.51%
MERCK & CO1.46%
LAM RESEARCH CORP1.45%
ABBVIE INC1.44%
COSTCO WHOLESALE CORP1.25%
PROCTER & GAMBLE1.08%
NETFLIX INC1.07%
GILEAD SCIENCES INC1.01%
MASTERCARD INC CL A0.96%
TJX COS INC0.95%
COCA-COLA CO/THE0.95%
AT&T INC0.94%
PALANTIR TECHNOLOGIES INC0.89%
NEWMONT CORP0.86%
PHILIP MORRIS INTL INC0.81%
AMPHENOL CORPORATION CL A0.80%
AMERICAN EXPRESS CO0.75%
GOLDMAN SACHS GROUP INC0.75%
CHUBB LTD0.74%
HCA HEALTHCARE INC0.69%
MCKESSON CORP0.68%
INTUITIVE SURGICAL INC0.64%
ARISTA NETWORKS INC0.63%
CISCO SYSTEMS INC0.62%
GENERAL DYNAMICS CORPORATION0.62%
HOME DEPOT INC0.61%
CONOCOPHILLIPS0.61%
COMCAST CORP CL A0.59%
NORTHROP GRUMMAN CORP0.57%
MONSTER BEVERAGE CORP0.55%
ALTRIA GROUP INC0.53%
CVS HEALTH CORP0.52%
GENERAL MOTORS CO0.50%
PROLOGIS INC REIT0.49%
CUMMINS INC0.49%
MCDONALDS CORP0.47%
PEPSICO INC0.46%
S&P GLOBAL INC0.46%

VMCTX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP8.55%
APPLE INC8.16%
MICROSOFT CORP6.11%
AMAZON.COM INC4.23%
ALPHABET INC CL A3.79%
BROADCOM INC3.16%
ALPHABET INC CL C2.99%
META PLATFORMS INC CL A2.95%
TESLA INC2.38%
LILLY ELI and CO1.87%
BERKSHIRE HATH-B1.83%
JPMORGAN CHASE and CO1.60%
EXXON MOBIL CORP1.34%
JOHNSON&JOHNSON1.25%
WALMART INC1.17%
VISA INC-CLASS A1.13%
MICRON TECHNOLOGY INC0.97%
COSTCO WHOLESALE CORP0.94%
MASTERCARD INC CL A0.87%
ABBVIE INC0.86%
NETFLIX INC0.85%
PROCTER & GAMBLE0.82%
HOME DEPOT INC0.79%
CHEVRON CORP0.75%
CATERPILLAR INC0.73%
GENERAL ELECTRIC CO0.72%
ADV MICRO DEVICE0.68%
BANK OF AMERICA CORPORATION0.65%
MERCK & CO0.64%
PALANTIR TECHNOLOGIES INC0.62%
APPLIED MATERIALS INC0.62%
LAM RESEARCH CORP0.61%
PHILIP MORRIS INTL INC0.61%
CISCO SYSTEMS INC0.59%
COCA-COLA CO/THE0.59%
RTX CORP0.57%
UNITEDHEALTH GRP0.56%
WELLS FARGO & CO0.53%
ORACLE CORP0.52%
GOLDMAN SACHS GROUP INC0.51%
MCDONALDS CORP0.51%
LINDE PLC0.50%
GE VERNOVA LLC0.50%
PEPSICO INC0.49%
INTL BUS MACH CORP0.47%
AMGEN INC0.44%
ABBOTT LABS0.42%
KLA CORP0.42%
AT&T INC0.42%
MORGAN STANLEY0.42%

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