Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
WLCAX vs JPIVX
Shared holdings
25
WLCAX covered by JPIVX
26.68%
JPIVX covered by WLCAX
26.68%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
WLCAX (April 30, 2025)
| Security | Weight | |
|---|---|---|
| CANADIAN PACIFIC KANSAS CITY LTD | 4.32% | |
| ALPHABET INC CL C | 3.95% | |
| INTERCONTINENTAL EXCHANGE INC | 3.94% | |
| CITIGROUP INC | 3.74% | |
| BERKSHIRE HATH-B | 3.52% | |
| BANK OF AMERICA CORPORATION | 3.46% | |
| MONDELEZ INTL INC | 3.45% | |
| LABCORP HOLDINGS INC | 3.24% | |
| AERCAP HOLDINGS NV | 3.15% | |
| THE CIGNA GROUP | 2.99% | |
| NEXTERA ENERGY INC | 2.94% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 2.76% | |
| DR HORTON INC | 2.74% | |
| RTX CORP | 2.70% | |
| MEDTRONIC PLC | 2.68% | |
| EXXON MOBIL CORP | 2.55% | |
| MICROSOFT CORP | 2.44% | |
| ACCENTURE PLC CL A | 2.43% | |
| FISERV INC | 2.37% | |
| GENERAL MOTORS CO | 2.31% | |
| PUBLIC STORAGE | 2.18% | |
| HONEYWELL INTL INC | 2.13% | |
| AMERICAN INTERNATIONAL GROUP | 2.08% | |
| WALMART INC | 2.08% | |
| CADENCE DESIGN SYSTEMS INC | 1.96% | |
| CONOCOPHILLIPS | 1.88% | |
| AIR LEASE CORP CL A | 1.79% | |
| CF INDUSTRIES HOLDINGS INC | 1.79% | |
| VERTEX PHARMACEUTICALS INC | 1.78% | |
| NIKE INC CL B | 1.70% | |
| NXP SEMICONDUCTORS NV | 1.68% | |
| CBRE GROUP INC - CL A | 1.67% | |
| JOHNSON&JOHNSON | 1.45% | |
| L3HARRIS TECHNOLOGIES INC | 1.44% | |
| EOG RESOURCES INC | 1.44% | |
| EATON CORP PLC | 1.41% | |
| CATERPILLAR INC | 1.38% | |
| VULCAN MATERIALS CO | 1.36% | |
| DANAHER CORP | 1.35% | |
| JPMORGAN CHASE and CO | 1.20% | |
| Icon Public Limited Company | 1.16% | |
| INTL BUS MACH CORP | 1.13% | |
| ALLSPRING GOVERNMENT MONEY MAR | 0.96% | |
| SHERWIN WILLIAMS CO | 0.87% | |
| 3M CO | 0.40% |
JPIVX (June 30, 2025)
| Security | Weight | |
|---|---|---|
| AMAZON.COM INC | 2.48% | |
| WELLS FARGO & CO | 2.42% | |
| BANK OF AMERICA CORPORATION | 2.14% | |
| EXXON MOBIL CORP | 2.10% | |
| BERKSHIRE HATH-B | 2.09% | |
| PHILIP MORRIS INTL INC | 2.05% | |
| ALPHABET INC CL C | 1.81% | |
| META PLATFORMS INC CL A | 1.74% | |
| MORGAN STANLEY | 1.71% | |
| TRAVELERS COS IN | 1.59% | |
| EATON CORP PLC | 1.53% | |
| LOEWS CORP | 1.44% | |
| CONOCOPHILLIPS | 1.40% | |
| BLACKROCK INC | 1.37% | |
| PARKER HANNIFIN CORP | 1.32% | |
| RTX CORP | 1.29% | |
| NEXTERA ENERGY INC | 1.26% | |
| AT&T INC | 1.24% | |
| UNITEDHEALTH GRP | 1.24% | |
| MICROSOFT CORP | 1.22% | |
| DEERE & CO | 1.21% | |
| COMCAST CORP CL A | 1.20% | |
| TEXAS INSTRUMENTS INC | 1.19% | |
| LOWES COS INC | 1.18% | |
| MEDTRONIC PLC | 1.17% | |
| ANALOG DEVICES INC | 1.16% | |
| MCDONALDS CORP | 1.11% | |
| LINDE PLC | 1.11% | |
| MONDELEZ INTL INC | 1.09% | |
| DOVER CORP | 1.09% | |
| WALMART INC | 1.08% | |
| SCHWAB CHARLES CORP | 1.06% | |
| JOHNSON&JOHNSON | 1.06% | |
| PROCTER & GAMBLE | 1.03% | |
| NORFOLK SOUTHERN CORP | 1.02% | |
| CBRE GROUP INC - CL A | 1.00% | |
| EOG RESOURCES INC | 0.99% | |
| BRISTOL-MYERS SQUIBB CO | 0.97% | |
| PNC FINANCIAL SERVICES GRP INC | 0.97% | |
| BOSTON SCIENTIFIC CORP | 0.96% | |
| SALESFORCE INC | 0.96% | |
| CSX CORP | 0.95% | |
| CME GROUP INC CL A | 0.93% | |
| CHENIERE ENERGY INC | 0.89% | |
| THE CIGNA GROUP | 0.88% | |
| M&T BANK CORP | 0.88% | |
| AXALTA COATING SYSTEMS LTD | 0.86% | |
| CMS ENERGY CORP | 0.84% | |
| PUB SERV ENTERP | 0.84% | |
| AUTOZONE INC | 0.82% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.