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VALQ vs RAFE

Shared holdings
107
VALQ covered by RAFE
39.50%
RAFE covered by VALQ
39.50%

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.

VALQ (Feb. 28, 2026)

SecurityWeight
LOCKHEED MARTIN CORP3.27%
MERCK & CO2.88%
LOWES COS INC2.87%
CISCO SYSTEMS INC2.52%
PROCTER & GAMBLE1.98%
INTL BUS MACH CORP1.82%
GILEAD SCIENCES INC1.74%
APPLIED MATERIALS INC1.72%
QUALCOMM INC1.65%
LAM RESEARCH CORP1.64%
VERIZON COMMUNICATIONS INC1.61%
APPLE INC1.55%
ALPHABET INC CL A1.51%
CFD_EQS GOLDUS33 22569081.51%
SCHWAB CHARLES CORP1.50%
GOLDMAN SACHS GROUP INC1.48%
JOHNSON&JOHNSON1.47%
EXXON MOBIL CORP1.45%
COLGATE-PALMOLIVE CO1.44%
WALMART INC1.40%
HONEYWELL INTL INC1.38%
UNION PACIFIC CORP1.34%
CHEVRON CORP1.34%
PEPSICO INC1.32%
BRISTOL-MYERS SQUIBB CO1.29%
TEXAS INSTRUMENTS INC1.29%
COMCAST CORP CL A1.27%
META PLATFORMS INC CL A1.26%
TJX COS INC1.25%
HOME DEPOT INC1.20%
CLOROX CO1.19%
ILLINOIS TOOL WORKS INC1.17%
ACCENTURE PLC-A1.14%
ABBVIE INC1.13%
THE BOOKING HOLDINGS INC1.11%
NETAPP INC1.08%
SALESFORCE INC1.07%
ADOBE INC1.06%
KIMBERLY CLARK CORP1.04%
TARGET CORP1.02%
ABBOTT LABS1.01%
UNITEDHEALTH GRP0.95%
JONES LANG LASALLE INC0.93%
HCA HEALTHCARE INC0.93%
AUTOMATIC DATA PROCESSING INC0.83%
BEST BUY CO INC0.81%
GENERAL MILLS INC0.78%
DOLBY LABORATORIES INC CL A0.76%
F5 INC0.74%
NIKE INC CL B0.63%

RAFE (March 31, 2026)

SecurityWeight
APPLE INC5.17%
JOHNSON&JOHNSON3.91%
MICROSOFT CORP3.88%
JPMORGAN CHASE and CO2.58%
MERCK & CO2.57%
UNITEDHEALTH GRP2.55%
VERIZON COMMUNICATIONS INC2.51%
AT&T INC2.51%
PROCTER & GAMBLE2.08%
CITIGROUP INC2.04%
BRISTOL-MYERS SQUIBB CO1.69%
CISCO SYSTEMS INC1.58%
ABBVIE INC1.54%
GENERAL MOTORS CO1.54%
NVIDIA CORP1.23%
COMCAST CORP CL A1.17%
APPLIED MATERIALS INC1.13%
PEPSICO INC1.06%
QUALCOMM INC1.04%
DOW INC1.01%
INTL BUS MACH CORP1.01%
THE CIGNA GROUP0.92%
ABBOTT LABS0.92%
TARGET CORP0.91%
LINDE PLC0.90%
THERMO FISHER SCIENTIFIC INC0.88%
GILEAD SCIENCES INC0.87%
ELEVANCE HEALTH INC0.84%
BROADCOM INC0.83%
DEERE & CO0.81%
VISA INC-CLASS A0.80%
LOWES COS INC0.77%
ADV MICRO DEVICE0.77%
LAM RESEARCH CORP0.77%
MORGAN STANLEY0.73%
HOME DEPOT INC0.68%
ANALOG DEVICES INC0.68%
WALT DISNEY CO/T0.67%
REGENERON PHARMACEUTICALS INC0.67%
COCA-COLA CO/THE0.66%
MASTERCARD INC CL A0.65%
TEXAS INSTRUMENTS INC0.65%
CVS HEALTH CORP0.63%
BANK OF NEW YORK MELLON CORP0.62%
PFIZER INC0.61%
ADOBE INC0.58%
MONDELEZ INTL INC0.57%
SALESFORCE INC0.57%
ARCHER DANIELS MIDLAND CO0.53%
GOLDMAN SACHS GROUP INC0.52%

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