{
  "page": "compare",
  "query": {
    "a": "POLIX",
    "b": "PBCKX"
  },
  "retrieved_at": "2026-07-07T17:38:30+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": "Polen Growth Fund",
    "ticker": "POLIX",
    "slug": "POLIX",
    "series_id": "S000029264",
    "html_url": "https://fundwatcher.app/funds/POLIX/"
  },
  "fund_b": {
    "name": "Blue Chip Fund",
    "ticker": "PBCKX",
    "slug": "PBCKX",
    "series_id": "S000037378",
    "html_url": "https://fundwatcher.app/funds/PBCKX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4133551372698853910134544671",
    "coverage_b_by_a": "0.4133551372698853910134544671",
    "shared_count": 13,
    "as_of": {
      "a": "2026-01-30",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "AMAZON.COM INC",
        "value": "339482945.00",
        "weight": "0.09131699",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "272997490.50",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "216455279.30",
        "weight": "0.05822397",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "214604999.96",
        "weight": "0.05772626",
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      },
      {
        "name": "BROADCOM INC",
        "value": "197081424.90",
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      },
      {
        "name": "ORACLE CORP",
        "value": "191405058.78",
        "weight": "0.05148575",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "184132021.29",
        "weight": "0.04952938",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "172786665.04",
        "weight": "0.04647761",
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      },
      {
        "name": "DREY-GVT CSH-I",
        "value": "169767806.69",
        "weight": "0.04566558",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "157951169.91",
        "weight": "0.04248704",
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      },
      {
        "name": "SHOPIFY INC CL A",
        "value": "151045205.08",
        "weight": "0.04062941",
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      },
      {
        "name": "MSCI INC",
        "value": "127146041.66",
        "weight": "0.03420082",
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      },
      {
        "name": "ZOETIS INC CL A",
        "value": "121589658.40",
        "weight": "0.03270621",
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      },
      {
        "name": "SERVICENOW INC",
        "value": "112843741.94",
        "weight": "0.03035366",
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      },
      {
        "name": "COSTAR GROUP INC",
        "value": "110590468.50",
        "weight": "0.02974756",
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      },
      {
        "name": "IDEXX LABS INC",
        "value": "110542092.50",
        "weight": "0.02973454",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "101477399.25",
        "weight": "0.02729625",
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      },
      {
        "name": "AON PLC",
        "value": "95760102.48",
        "weight": "0.02575836",
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      },
      {
        "name": "INTUIT INC",
        "value": "95634482.36",
        "weight": "0.02572457",
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      },
      {
        "name": "ACCENTURE PLC CL A",
        "value": "90480720.72",
        "weight": "0.02433827",
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      },
      {
        "name": "SYNOPSYS INC",
        "value": "79968152.18",
        "weight": "0.02151051",
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      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "78111241.30",
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      },
      {
        "name": "AIRBNB INC CLASS A",
        "value": "69576350.33",
        "weight": "0.01871523",
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      },
      {
        "name": "ADOBE INC",
        "value": "67108503.00",
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      },
      {
        "name": "BOSTON SCIENTIFIC CORP",
        "value": "65248398.60",
        "weight": "0.01755106",
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      },
      {
        "name": "UBER TECHNOLOGIES INC",
        "value": "49818397.05",
        "weight": "0.01340057",
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      },
      {
        "name": "PAYCOM SOFTWARE INC",
        "value": "40317604.25",
        "weight": "0.01084497",
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      },
      {
        "name": "VANGUARD GRW ETF",
        "value": "33708500.00",
        "weight": "0.00906720",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "MICROSOFT CORP",
        "value": "1240730854.84",
        "weight": "0.14562109",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "1016447460.00",
        "weight": "0.11929758",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "751758874.49",
        "weight": "0.08823182",
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      },
      {
        "name": "BROOKFIELD CORP CL A",
        "value": "628309093.12",
        "weight": "0.07374287",
        "shared": false
      },
      {
        "name": "TRANSDIGM GROUP INC",
        "value": "423134466.89",
        "weight": "0.04966210",
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      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "418930273.01",
        "weight": "0.04916867",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "390419693.92",
        "weight": "0.04582246",
        "shared": true
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "384054428.16",
        "weight": "0.04507539",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "363059608.45",
        "weight": "0.04261129",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "332115180.60",
        "weight": "0.03897942",
        "shared": true
      },
      {
        "name": "CADENCE DESIGN SYSTEMS INC",
        "value": "331093928.00",
        "weight": "0.03885956",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "313170915.76",
        "weight": "0.03675599",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "279248925.36",
        "weight": "0.03277466",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "211556283.12",
        "weight": "0.02482977",
        "shared": false
      },
      {
        "name": "KKR & CO INC",
        "value": "154578086.40",
        "weight": "0.01814240",
        "shared": false
      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "111662431.82",
        "weight": "0.01310551",
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      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "95748946.30",
        "weight": "0.01123778",
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      },
      {
        "name": "COSTAR GROUP INC",
        "value": "94051119.76",
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      },
      {
        "name": "MOODYS CORP",
        "value": "91791842.82",
        "weight": "0.01077335",
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      },
      {
        "name": "HEICO CORP CL A",
        "value": "79809922.79",
        "weight": "0.00936707",
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      },
      {
        "name": "HILTON WORLDWIDE HOLDINGS INC",
        "value": "75466037.22",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "74167727.04",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "72120949.60",
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      },
      {
        "name": "CONSTELLATION SOFTWARE INC",
        "value": "67105872.06",
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      {
        "name": "O'REILLY AUTOMOTIVE INC",
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      {
        "name": "ARTHUR J GALLAGHAR AND CO",
        "value": "61724448.80",
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      {
        "name": "LINDE PLC",
        "value": "57363248.16",
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      {
        "name": "VEEVA SYSTEMS-A",
        "value": "55990280.22",
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      },
      {
        "name": "AIRBNB INC CLASS A",
        "value": "55760032.11",
        "weight": "0.00654440",
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      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "52517100.02",
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      },
      {
        "name": "S&P GLOBAL INC",
        "value": "40606562.60",
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      {
        "name": "IDEXX LABS INC",
        "value": "39054419.64",
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      },
      {
        "name": "VULCAN MATERIALS CO",
        "value": "35413470.00",
        "weight": "0.00415638",
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      },
      {
        "name": "BROOKFIELD ASSET MANAGEMENT LTD A",
        "value": "25481695.25",
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      },
      {
        "name": "COPART INC",
        "value": "15908478.95",
        "weight": "0.00186713",
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      },
      {
        "name": "MSCI INC",
        "value": "10220317.59",
        "weight": "0.00119953",
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      },
      {
        "name": "Brookfield Wealth Solutions Ltd",
        "value": "3549913.35",
        "weight": "0.00041664",
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      },
      {
        "name": "BlackRock Liquidity FedFund - Institutional Class",
        "value": "1401586.21",
        "weight": "0.00016450",
        "shared": false
      },
      {
        "name": "ZOETIS INC CL A",
        "value": "52571.10",
        "weight": "0.00000617",
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      },
      {
        "name": "Principal Government Money Market Fund - Class R-6",
        "value": "4355.21",
        "weight": "0.00000051",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000940400-26-011374",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1388485/000094040026011374/0000940400-26-011374-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000898745-26-000536",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/898745/000089874526000536/0000898745-26-000536-index.htm"
    }
  ]
}