{
  "page": "compare",
  "query": {
    "a": "PCBAX",
    "b": "HCESX"
  },
  "retrieved_at": "2026-07-07T16:46:04+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "BlackRock Tactical Opportunities Fund",
    "ticker": "PCBAX",
    "slug": "PCBAX",
    "series_id": "S000001870",
    "html_url": "https://fundwatcher.app/funds/PCBAX/"
  },
  "fund_b": {
    "name": "The ESG Growth Portfolio",
    "ticker": "HCESX",
    "slug": "HCESX",
    "series_id": "S000049974",
    "html_url": "https://fundwatcher.app/funds/HCESX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5537775449336823686819349567",
    "coverage_b_by_a": "0.5537775449336823686819349567",
    "shared_count": 543,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "U.S. Treasury Bills",
        "value": "261498124.27",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "156800949.57",
        "weight": "0.04264000",
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      },
      {
        "name": "APPLE INC",
        "value": "138635493.36",
        "weight": "0.03770013",
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      },
      {
        "name": "US ULTRA BOND CBT Sep25",
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      },
      {
        "name": "U.S. Treasury Bills",
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      },
      {
        "name": "MICROSOFT CORP",
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        "weight": "0.02911523",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "74830545.80",
        "weight": "0.02034920",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "73297328.00",
        "weight": "0.01993226",
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      },
      {
        "name": "POUND STERLING",
        "value": "61732987.89",
        "weight": "0.01678749",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "59266785.63",
        "weight": "0.01611684",
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      },
      {
        "name": "BROADCOM INC",
        "value": "56288201.30",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "50325527.00",
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      },
      {
        "name": "BLKR-LIQ T-INS",
        "value": "45005108.64",
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        "shared": false
      },
      {
        "name": "FX Forward Contract: AUD/USD SETTLE 2026-03-18",
        "value": "44658092.43",
        "weight": "0.01214419",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "36939888.18",
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      },
      {
        "name": "Yen",
        "value": "35463552.17",
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      },
      {
        "name": "FX Spot Contract: EUR/USD SETTLE 2026-01-05",
        "value": "34966091.59",
        "weight": "0.00950858",
        "shared": true
      },
      {
        "name": "FX Forward Contract: CAD/USD SETTLE 2026-03-18",
        "value": "34490860.40",
        "weight": "0.00937934",
        "shared": true
      },
      {
        "name": "TESLA INC",
        "value": "30435151.92",
        "weight": "0.00827645",
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      },
      {
        "name": "HONEYWELL INTL INC",
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      },
      {
        "name": "MCDONALDS CORP",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
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      },
      {
        "name": "BERKSHIRE HATH-B",
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      },
      {
        "name": "ASML Holding NV",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "20797104.64",
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      },
      {
        "name": "WALMART INC",
        "value": "18976142.64",
        "weight": "0.00516032",
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      },
      {
        "name": "ALTRIA GROUP INC",
        "value": "18801690.98",
        "weight": "0.00511288",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "18731657.27",
        "weight": "0.00509383",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "18721594.65",
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      },
      {
        "name": "NETFLIX INC",
        "value": "18644485.86",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "17740546.20",
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      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "17355077.92",
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      },
      {
        "name": "FTSE 100 IDX FUT  Mar26",
        "value": "16780165.35",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
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      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "16032679.26",
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      },
      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "14585231.82",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "14461662.39",
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      },
      {
        "name": "TRAVELERS COS IN",
        "value": "14176848.79",
        "weight": "0.00385521",
        "shared": true
      },
      {
        "name": "ABBVIE INC",
        "value": "14158458.88",
        "weight": "0.00385021",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "13904643.17",
        "weight": "0.00378119",
        "shared": true
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "13772976.84",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "13684855.26",
        "weight": "0.00372142",
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      },
      {
        "name": "AIA Group Ltd",
        "value": "13662686.83",
        "weight": "0.00371539",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "13608726.56",
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      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "13564990.08",
        "weight": "0.00368882",
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      },
      {
        "name": "CORTEVA INC",
        "value": "12735777.60",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "12582907.51",
        "weight": "0.00342176",
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      },
      {
        "name": "ABB Ltd. (Registered)",
        "value": "12253652.67",
        "weight": "0.00333222",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "11862884.94",
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        "shared": false
      },
      {
        "name": "CITIGROUP INC",
        "value": "11519277.63",
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      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
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      },
      {
        "name": "APPLE INC",
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      },
      {
        "name": "MICROSOFT CORP",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "2806646.52",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "2346202.04",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "1957819.50",
        "weight": "0.01780222",
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      },
      {
        "name": "BROADCOM INC",
        "value": "1955793.69",
        "weight": "0.01778380",
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      },
      {
        "name": "TESLA INC",
        "value": "1472501.75",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1124573.68",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "1037500.56",
        "weight": "0.00943387",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1007780.40",
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      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "923897.60",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "827184.96",
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      },
      {
        "name": "WALMART INC",
        "value": "765564.80",
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      },
      {
        "name": "ASML Holding NV",
        "value": "723290.29",
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      },
      {
        "name": "SS INST TREAS PLUS MM FUN",
        "value": "715316.41",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "714797.60",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "620775.89",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "596094.38",
        "weight": "0.00542022",
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      },
      {
        "name": "NETFLIX INC",
        "value": "572573.25",
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      },
      {
        "name": "CHEVRON CORP",
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      },
      {
        "name": "ABBVIE INC",
        "value": "538287.75",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
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      },
      {
        "name": "PROCTER & GAMBLE",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "470291.25",
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      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "466779.48",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "466058.13",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "465458.22",
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      },
      {
        "name": "HOME DEPOT INC",
        "value": "458472.66",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "436070.70",
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      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "431167.63",
        "weight": "0.00392056",
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      },
      {
        "name": "ASTRAZENECA PLC",
        "value": "425430.17",
        "weight": "0.00386839",
        "shared": true
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "421965.99",
        "weight": "0.00383689",
        "shared": true
      },
      {
        "name": "MERCK & CO",
        "value": "418248.33",
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      },
      {
        "name": "Novartis AG (Registered)",
        "value": "410392.96",
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      },
      {
        "name": "HSBC HOLDINGS PL",
        "value": "394197.03",
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      },
      {
        "name": "ROCHE HOLDING AG",
        "value": "392404.45",
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      },
      {
        "name": "APPLIED MATERIALS INC",
        "value": "379728.69",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "378605.52",
        "weight": "0.00344262",
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      },
      {
        "name": "SHELL PLC",
        "value": "373474.09",
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      },
      {
        "name": "RTX CORP",
        "value": "362844.90",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "359545.75",
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      },
      {
        "name": "ORACLE CORP",
        "value": "357035.97",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "351876.20",
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      },
      {
        "name": "NESTLE SA (REG)",
        "value": "351744.23",
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      },
      {
        "name": "UNITEDHEALTH GRP",
        "value": "344461.07",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "334320.70",
        "weight": "0.00303994",
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      },
      {
        "name": "LINDE PLC",
        "value": "327201.60",
        "weight": "0.00297521",
        "shared": false
      },
      {
        "name": "ROYAL BANK OF CANADA",
        "value": "318831.95",
        "weight": "0.00289910",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "317288.51",
        "weight": "0.00288507",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0002071691-26-007288",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/844779/000207169126007288/0002071691-26-007288-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001004726-26-004102",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/934563/000100472626004102/0001004726-26-004102-index.htm"
    }
  ]
}