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VALIX vs SFYF

Shared holdings
17
VALIX covered by SFYF
32.89%
SFYF covered by VALIX
32.89%

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%

SFYF (Feb. 28, 2026)

SecurityWeight
TESLA INC9.25%
NVIDIA CORP7.47%
AMAZON.COM INC6.07%
BERKSHIRE HATH-B4.51%
APPLE INC4.10%
Mount Vernon Liquid Assets Portfolio, LLC4.07%
PALANTIR TECHNOLOGIES INC3.77%
ALPHABET INC CL A3.71%
MICROSOFT CORP3.68%
META PLATFORMS INC CL A3.64%
COSTCO WHOLESALE CORP3.55%
ADV MICRO DEVICE3.40%
ALPHABET INC CL C2.99%
TAIWAN SEMIC MFG CO LTD SP ADR2.86%
RIVIAN AUTOMOTIVE INC2.72%
UNITEDHEALTH GRP2.30%
MICRON TECHNOLOGY INC2.24%
NETFLIX INC2.07%
BROADCOM INC2.02%
WALMART INC2.01%
LILLY ELI and CO1.70%
REALTY INCOME CORP REIT1.43%
GAMESTOP CORP CL A1.29%
WALT DISNEY CO/T1.21%
INTEL CORP1.16%
COCA-COLA CO/THE1.15%
EXXON MOBIL CORP1.11%
SHOPIFY INC CL A1.11%
PFIZER INC1.00%
COINBASE GLOBAL INC0.98%
CHEVRON CORP0.97%
NIO Inc. SPON ADS EACH REP 1 ORD SHS0.88%
PAYPAL HOLDINGS0.87%
NIKE INC CL B0.83%
FORD MOTOR CO0.82%
REDDIT INC-A0.77%
ORACLE CORP0.68%
JOHNSON&JOHNSON0.62%
TARGET CORP0.59%
VERIZON COMMUNICATIONS INC0.59%
AT&T INC0.54%
BOEING CO/THE0.54%
DELTA AIR LI0.46%
STARBUCKS CORP0.44%
SOUNDHOUND AI INC0.41%
FIGMA INC-CL A0.32%
LUCID GROUP INC0.32%
TILRAY BRANDS INC COMMON STOCK USD.00010.20%
KLARNA GROUP PLC0.20%
AMC ENTERTAINMENT HLDS CL A0.15%

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