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VMAX vs FUNL

Shared holdings
51
VMAX covered by FUNL
33.18%
FUNL covered by VMAX
33.18%

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.

VMAX (Jan. 31, 2026)

SecurityWeight
ALPHABET INC CL A2.30%
CITIGROUP INC2.20%
GILEAD SCIENCES INC2.15%
STATE STREET CORP2.10%
NRG ENERGY INC1.92%
SEAGATE TECHNOLOGY HOLDINGS PLC1.90%
CVS HEALTH CORP1.87%
CATERPILLAR INC1.79%
EXXON MOBIL CORP1.77%
NEWMONT CORP1.76%
BRISTOL-MYERS SQUIBB CO1.74%
BANK OF NEW YORK MELLON CORP1.73%
MERCK & CO1.71%
UNITEDHEALTH GRP1.70%
MICRON TECHNOLOGY INC1.65%
EOG RESOURCES INC1.64%
SYNCHRONY FINANCIAL1.59%
NVIDIA CORP1.54%
UGI CORP NEW1.53%
META PLATFORMS INC CL A1.52%
NORTHERN TRUST CORP1.48%
VERIZON COMMUNICATIONS INC1.47%
JPMORGAN CHASE and CO1.44%
WELLS FARGO & CO1.42%
LINCOLN NATL CRP1.34%
MASTERCARD INC CL A1.30%
CONOCOPHILLIPS1.29%
APA CORP1.28%
LAM RESEARCH CORP1.26%
BLOCK INC CL A1.23%
GAP INC/THE1.17%
INTERACTIVE BROKERS GROUP INC1.15%
CHEVRON CORP1.15%
CAPITAL ONE FINANCIAL CORP1.12%
JOHNSON&JOHNSON1.08%
M&T BANK CORP1.01%
BANK OF AMERICA CORPORATION1.00%
FERGUSON ENTERPRISES INC1.00%
CAL-MAINE FOODS INC0.98%
POPULAR INC0.96%
AT&T INC0.96%
EMCOR GROUP INC0.96%
VISA INC-CLASS A0.93%
VICI PROPERTIES0.92%
BANK OZK0.91%
MAGNOLIA OIL and GAS CORPO CL A0.90%
CONSTELLATION ENERGY CORP0.90%
BERKSHIRE HATH-B0.89%
VISTRA CORP0.89%
GOLDMAN SACHS GROUP INC0.88%

FUNL (Dec. 31, 2025)

SecurityWeight
JOHNSON&JOHNSON2.16%
Mount Vernon Liquid Assets Portfolio, LLC2.12%
WELLS FARGO & CO1.90%
CISCO SYSTEMS INC1.79%
CITIGROUP INC1.48%
NEWMONT CORP1.37%
ALPHABET INC CL A1.33%
LAM RESEARCH CORP1.30%
JPMORGAN CHASE and CO1.28%
MERCK & CO1.19%
ABBVIE INC1.16%
CONOCOPHILLIPS1.14%
CVS HEALTH CORP1.08%
SCHWAB CHARLES CORP1.07%
META PLATFORMS INC CL A1.00%
HONEYWELL INTL INC0.97%
BRISTOL-MYERS SQUIBB CO0.96%
ULTA BEAUTY INC0.96%
CHEVRON CORP0.95%
ELECTRONIC ARTS INC0.94%
REGIONS FINANCIAL CORP0.91%
TRUIST FINL CORP0.89%
LEIDOS HOLDINGS INC0.88%
BANK OF AMERICA CORPORATION0.87%
NORTHERN TRUST CORP0.87%
HARTFORD INSURANCE GROUP INC/THE0.84%
MASTERCARD INC CL A0.84%
TERADYNE INC0.82%
AMAZON.COM INC0.82%
GE HEALTHCARE TECHNOLOGIES INC WI0.82%
CARDINAL HEALTH INC0.82%
GILEAD SCIENCES INC0.81%
TYSON FOODS INC CL A0.80%
THERMO FISHER SCIENTIFIC INC0.80%
RTX CORP0.80%
HALLIBURTON CO0.79%
VISA INC-CLASS A0.79%
US BANCORP DEL0.78%
EXPEDIA INC0.77%
TRAVELERS COS IN0.77%
THE BOOKING HOLDINGS INC0.77%
EBAY INC0.77%
VISTRA CORP0.76%
DEVON ENERGY CORP0.76%
CATERPILLAR INC0.76%
SS&C TECHNOLOGIE0.76%
3M CO0.76%
SLB LTD0.76%
HCA HEALTHCARE INC0.75%
KIMBERLY CLARK CORP0.75%

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