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WSACX vs SOAVX

Shared holdings
24
WSACX covered by SOAVX
38.79%
SOAVX covered by WSACX
38.79%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

WSACX (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL A5.40%
NVIDIA CORP4.96%
BLOOM ENERGY CORP CL A4.92%
QUANTA SVCS INC4.55%
WALMART INC4.10%
VANECK GOLD MINERS ETF/USA CL USD INC 0.000000004.01%
LILLY ELI and CO3.95%
JPMORGAN CHASE and CO3.68%
AMAZON.COM INC3.33%
MICROSOFT CORP3.12%
CURTISS WRIGHT CORPORATION3.03%
MCKESSON CORP2.92%
BLACKROCK INC2.92%
GE VERNOVA LLC2.90%
ASML Holding NV - NY Reg Shares2.67%
CONSTELLATION ENERGY CORP2.62%
INTL BUS MACH CORP2.43%
MONEYMKT2.39%
APPLIED MATERIALS INC2.35%
TESLA INC2.32%
APPLE INC2.25%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND2.22%
INTUITIVE SURGICAL INC2.18%
PALO ALTO NETWORKS INC2.15%
PALANTIR TECHNOLOGIES INC1.98%
EXXON MOBIL CORP1.95%
LINDE PLC1.83%
APOLLO GLOBAL MANAGEMENT INC1.81%
ROSS STORES INC1.78%
THERMO FISHER SCIENTIFIC INC1.58%
NEXTERA ENERGY INC1.49%
BLACKSTONE INC1.31%
SLB LTD1.26%
State Street SPDR S&P Metals & Mining ETF1.21%
CHENIERE ENERGY INC1.19%
ST STR SPDR S P BIOTECH E1.10%
META PLATFORMS INC CL A1.03%
ISHARES BIOTECHNOLOGY ETF1.01%
TAKE-TWO INTERACTV SOFTWR INC0.95%
Grayscale Ethereum Trust0.63%
BANK OF AMERICA CORPORATION0.50%

SOAVX (March 31, 2026)

SecurityWeight
NVIDIA CORP13.61%
ALPHABET INC CL A6.13%
APPLE INC4.36%
CATERPILLAR INC3.82%
MICROSOFT CORP3.44%
JPMORGAN CHASE and CO3.27%
AMAZON.COM INC3.11%
COSTCO WHOLESALE CORP2.24%
ORACLE CORP2.20%
APPLIED MATERIALS INC1.96%
ABBVIE INC1.94%
MCKESSON CORP1.92%
WALMART INC1.68%
DEERE & CO1.51%
LILLY ELI and CO1.33%
GE VERNOVA LLC1.21%
CITIGROUP INC1.16%
GOLDMAN SACHS GROUP INC1.13%
TESLA INC1.10%
VISA INC-CLASS A1.08%
NEXTERA ENERGY INC1.06%
CROWDSTRIKE HOLDINGS INC1.06%
CONSTELLATION ENERGY CORP1.03%
BERKSHIRE HATH-B1.01%
NETFLIX INC1.00%
META PLATFORMS INC CL A0.97%
HONEYWELL INTL INC0.96%
CUMMINS INC0.93%
BROADCOM INC0.90%
HOME DEPOT INC0.89%
ADV MICRO DEVICE0.89%
WILLIAMS COS INC0.87%
VISTRA CORP0.84%
BLACKSTONE INC0.77%
TEXAS INSTRUMENTS INC0.76%
VALERO ENERGY CORP0.73%
AMERICAN EXPRESS CO0.73%
CHENIERE ENERGY INC0.70%
WALT DISNEY CO/T0.67%
CISCO SYSTEMS INC0.65%
CSX CORP0.64%
VERIZON COMMUNICATIONS INC0.64%
EXXON MOBIL CORP0.61%
BANK OF AMERICA CORPORATION0.59%
WELLTOWER INC0.59%
MASTERCARD INC CL A0.59%
WEC ENERGY GROUP INC0.56%
CORNING INC0.54%
TALEN ENERGY CORP0.53%
JOHNSON CONTROLS0.52%

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