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VSPIX vs JCTR

Shared holdings
35
VSPIX covered by JCTR
32.37%
JCTR covered by VSPIX
32.37%

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.

VSPIX (March 31, 2025)

SecurityWeight
APPLE INC7.51%
MICROSOFT CORP5.64%
NVIDIA CORP4.49%
ALPHABET INC CL C3.44%
AMAZON.COM INC3.33%
LILLY ELI and CO2.81%
META PLATFORMS INC CL A2.49%
VISA INC-CLASS A2.10%
VERTEX PHARMACEUTICALS INC1.78%
CENCORA INC1.72%
BROWN & BROWN1.64%
Novartis AG1.60%
WR BERKLEY CORP1.59%
BROADCOM INC1.58%
JPMORGAN CHASE and CO1.56%
HALOZYME THERAPEUTICS INC1.55%
CASEY'S GENERAL1.54%
CACI INTL-A1.53%
ASTRAZENECA PLC SPONS ADR1.53%
CORPAY INC1.44%
JD.COM INC SPON ADR1.42%
TRANE TECHNOLOGI1.41%
BGC GROUP INC-A1.36%
AMPHENOL CORPORATION CL A1.33%
RAYMOND JAMES FINANCIAL INC.1.33%
QUANTA SVCS INC1.32%
SPDR S&P 500 ETF Trust1.31%
TEXAS ROADHOUSE INC1.31%
WALT DISNEY CO/T1.29%
HCA HEALTHCARE INC1.25%
Tencent Music Entertainment Group SPON ADS EA REP 2 ORD SHS1.22%
BELLRING BRANDS INC1.17%
KIRBY CORP1.15%
COREBRIDGE FINANCIAL INC1.13%
ENSIGN GROUP INC1.13%
INGREDION INC1.13%
FED SIGNAL CORP1.11%
EBAY INC1.10%
FISERV INC1.09%
FABRINET1.06%
EXPEDIA INC1.05%
AFFIL MANAGERS1.04%
INTERACTIVE BROKERS GROUP INC1.02%
KLA CORP1.01%
RESMED INC1.01%
CLEAR SECURE INC1.00%
AMERIPRISE FINANCIAL INC0.97%
GOLDMAN SACHS GROUP INC0.95%
GENERAL MOTORS CO0.91%
TAIWAN SEMIC MFG CO LTD SP ADR0.88%

JCTR (July 31, 2025)

SecurityWeight
NVIDIA CORP7.55%
MICROSOFT CORP6.65%
APPLE INC5.57%
AMAZON.COM INC3.65%
ALPHABET INC CL A3.32%
META PLATFORMS INC CL A2.69%
BROADCOM INC2.66%
TESLA INC1.76%
VISA INC-CLASS A1.28%
LILLY ELI and CO1.26%
NETFLIX INC1.11%
MASTERCARD INC CL A1.07%
PALANTIR TECHNOLOGIES INC0.92%
HOME DEPOT INC0.90%
BERKSHIRE HATH-B0.88%
ADV MICRO DEVICE0.88%
ABBVIE INC0.77%
CISCO SYSTEMS INC0.77%
GOLDMAN SACHS GROUP INC0.70%
CATERPILLAR INC0.70%
CONOCOPHILLIPS0.68%
MCDONALDS CORP0.66%
INTL BUS MACH CORP0.65%
INTUIT INC0.65%
LINDE PLC0.65%
SERVICENOW INC0.61%
THE BOOKING HOLDINGS INC0.60%
S&P GLOBAL INC0.60%
UBER TECHNOLOGIES INC0.59%
CITIGROUP INC0.59%
CHEVRON CORP0.57%
AMERICAN EXPRESS CO0.56%
MORGAN STANLEY0.56%
WALT DISNEY CO/T0.56%
INTUITIVE SURGICAL INC0.56%
COSTCO WHOLESALE CORP0.54%
WALMART INC0.54%
BOSTON SCIENTIFIC CORP0.54%
AMGEN INC0.52%
JOHNSON&JOHNSON0.51%
WILLIAMS COS INC0.51%
ACCENTURE PLC CL A0.51%
GILEAD SCIENCES INC0.49%
ORACLE CORP0.49%
ADOBE INC0.49%
PROGRESSIVE CORP OHIO0.48%
BANK OF AMERICA CORPORATION0.48%
STRYKER CORP0.46%
QUALCOMM INC0.46%
APPLIED MATERIALS INC0.45%

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