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VALIX vs CGGR

Shared holdings
20
VALIX covered by CGGR
32.86%
CGGR covered by VALIX
32.86%

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.

VALIX (March 31, 2026)

SecurityWeight
NVIDIA CORP3.92%
ALPHABET INC CL A3.54%
MICRON TECHNOLOGY INC3.35%
META PLATFORMS INC CL A3.33%
ADV MICRO DEVICE3.29%
State Street Navigator Securities Lending Portfolio II3.24%
AMAZON.COM INC3.06%
BROADCOM INC2.67%
NETFLIX INC2.03%
MICROSOFT CORP1.96%
MADRIGAL PHARMACEUTICALS INC1.92%
EXELIXIS INC1.92%
UBER TECHNOLOGIES INC1.86%
US TREASURY N/B1.81%
US TREASURY N/B1.80%
APPLE INC1.70%
COINBASE GLOBAL INC1.51%
US TREASURY N/B1.51%
TESLA INC1.48%
SALESFORCE INC1.41%
US TREASURY N/B1.38%
SERVICENOW INC1.35%
STRATEGY INC CL A1.29%
US TREASURY N/B1.27%
APPLOVIN CORP1.20%
ARM HOLDINGS LTD1.14%
INSMED INC1.13%
VISA INC-CLASS A1.11%
US TREASURY N/B1.10%
ALIBABA GROUP HOLDING LTD SPON ADR1.08%
GOLDMAN SACHS GROUP INC1.00%
LILLY ELI and CO0.99%
BANK OF AMERICA CORPORATION0.95%
DIAMONDBACK ENERGY INC0.94%
ROBINHOOD MARKETS INC0.90%
US TREASURY N/B0.86%
COREWEAVE INC0.84%
INTERACTIVE BROKERS GROUP INC0.83%
ISHARES MBS ETF MUTUAL FUND0.82%
VERTEX PHARMACEUTICALS INC0.77%
BLACKSTONE INC0.77%
JPMORGAN CHASE and CO0.76%
WORKDAY INC CL A0.76%
US TREASURY N/B0.75%
DELTA AIR LI0.72%
G2 MA80430.71%
CROWDSTRIKE HOLDINGS INC0.69%
ROKU INC CLASS A0.67%
HILTON WORLDWIDE HOLDINGS INC0.66%
RIVIAN AUTOMOTIVE INC0.65%

CGGR (Feb. 28, 2026)

SecurityWeight
META PLATFORMS INC CL A7.95%
TESLA INC5.87%
NVIDIA CORP5.23%
BROADCOM INC4.34%
MICROSOFT CORP3.93%
ALPHABET INC CL C3.26%
MICRON TECHNOLOGY INC3.10%
ALPHABET INC CL A3.04%
CAPITAL GROUP CENTRAL CASH FUND2.38%
NETFLIX INC2.27%
VISA INC-CLASS A2.26%
TRANSDIGM GROUP INC2.24%
AMAZON.COM INC2.23%
INTUITIVE SURGICAL INC2.15%
LILLY ELI and CO1.98%
APPLE INC1.97%
VERTEX PHARMACEUTICALS INC1.89%
SHOPIFY INC CL A1.85%
CLOUDFLARE INC-A1.49%
TAIWAN SEMIC MFG CO LTD SP ADR1.41%
SK HYNIX INC1.41%
GENERAL ELECTRIC CO1.36%
QUANTA SVCS INC1.31%
WHEATON PRECIOUS METALS CORP1.17%
BANK OF AMERICA CORPORATION1.12%
SALESFORCE INC1.00%
ALNYLAM PHARMACEUTICALS INC0.92%
CHIPOTLE MEXICAN GRILL INC0.92%
AMPHENOL CORPORATION CL A0.89%
STRATEGY INC CL A0.88%
ROYAL CARIBBEAN CRUISES LTD0.88%
DR HORTON INC0.87%
PERFORMANCE FOOD GROUP CO0.81%
EOG RESOURCES INC0.80%
ATI INC0.73%
GRUPO MEXICO-B0.70%
COSTCO WHOLESALE CORP0.69%
PHILIP MORRIS INTL INC0.69%
UNITEDHEALTH GRP0.68%
FTAI AVIATION LTD0.68%
BAKER HUGHES CO0.66%
HCA HEALTHCARE INC0.65%
THERMO FISHER SCIENTIFIC INC0.63%
UBER TECHNOLOGIES INC0.62%
FAIR ISAAC CORP0.61%
REPUBLIC SVCS0.60%
DOORDASH INC-A0.58%
LIVE NATION ENTERTAINMENT INC0.58%
WELLTOWER INC0.56%
NIKE INC CL B0.53%

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