# Portfolio overlap — ABCAX vs BVEFX

Comparing **American Beacon The London Company Income Equity Fund** (2026-02-28) and **Becker Value Equity Fund** (2026-04-30).

- Shared positions: 10
- American Beacon The London Company Income Equity Fund covered by Becker Value Equity Fund: 0.2553109519615223833564747581
- Becker Value Equity Fund covered by American Beacon The London Company Income Equity Fund: 0.2553109519615223833564747582

## American Beacon The London Company Income Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CORNING INC | 0.091583 |  |
| APPLE INC | 0.050355 | ✓ |
| NORFOLK SOUTHERN CORP | 0.050183 |  |
| PHILIP MORRIS INTL INC | 0.046324 |  |
| DOMINION ENERGY INC | 0.045597 |  |
| JOHNSON&JOHNSON | 0.041775 | ✓ |
| BLACKROCK INC | 0.040140 | ✓ |
| CUMMINS INC | 0.038441 |  |
| CHEVRON CORP | 0.037695 | ✓ |
| TEXAS INSTRUMENTS INC | 0.037575 |  |
| SCHWAB CHARLES CORP | 0.035752 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.035362 | ✓ |
| TE CONNECTIVITY PLC | 0.034764 |  |
| BERKSHIRE HATH-B | 0.034479 | ✓ |
| LOWES COS INC | 0.033170 |  |
| NORTHROP GRUMMAN CORP | 0.032992 |  |
| CISCO SYSTEMS INC | 0.031209 | ✓ |
| PROGRESSIVE CORP OHIO | 0.030374 |  |
| American Beacon U.S. Government Money Market Fund | 0.029423 |  |
| FASTENAL CO | 0.027207 |  |
| MICROSOFT CORP | 0.027192 | ✓ |
| Nintendo Company Ltd. ADR | 0.025695 |  |
| STARBUCKS CORP | 0.024508 |  |
| ALTRIA GROUP INC | 0.024035 |  |
| UNITEDHEALTH GRP | 0.022434 |  |
| CINCINNATI FINANCIAL CORP | 0.021981 |  |
| CHUBB LTD | 0.019593 | ✓ |
| PAYCHEX INC | 0.016262 |  |
| CROWN CASTLE INC | 0.013902 |  |

## Becker Value Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FIRST AM-TR OB-X | 0.053668 |  |
| ALPHABET INC CL A | 0.044611 |  |
| JPMORGAN CHASE and CO | 0.038175 |  |
| BERKSHIRE HATH-B | 0.035526 | ✓ |
| BLACKROCK INC | 0.032272 | ✓ |
| SCHWAB CHARLES CORP | 0.031631 | ✓ |
| FIRSTENERGY CORP | 0.030700 |  |
| AMAZON.COM INC | 0.030537 |  |
| SOUTHERN CO | 0.030168 |  |
| CHUBB LTD | 0.029410 | ✓ |
| JOHNSON&JOHNSON | 0.028588 | ✓ |
| CISCO SYSTEMS INC | 0.028250 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.026076 |  |
| EATON CORP PLC | 0.024638 |  |
| INTEL CORP | 0.024378 |  |
| CHEVRON CORP | 0.024159 | ✓ |
| CARRIER GLOBAL CORP | 0.022406 |  |
| KINDER MORGAN INC | 0.022273 |  |
| VERIZON COMMUNICATIONS INC | 0.022028 |  |
| AIR PRODUCTS and CHEMICALS INC | 0.021391 | ✓ |
| UNION PACIFIC CORP | 0.020436 |  |
| AUTOZONE INC | 0.019680 |  |
| QUALCOMM INC | 0.019144 |  |
| GENERAL DYNAMICS CORPORATION | 0.018992 |  |
| WALT DISNEY CO/T | 0.018457 |  |
| SYSCO CORP | 0.018227 |  |
| NEWMONT CORP | 0.018110 |  |
| MICROSOFT CORP | 0.017648 | ✓ |
| MCKESSON CORP | 0.017601 |  |
| RTX CORP | 0.017368 |  |
| APPLE INC | 0.017301 | ✓ |
| PFIZER INC | 0.015556 |  |
| META PLATFORMS INC CL A | 0.014660 |  |
| SHELL PLC SPONS ADR | 0.013442 |  |
| WALMART INC | 0.012967 |  |
| HONEYWELL INTL INC | 0.012164 |  |
| LILLY ELI and CO | 0.012098 |  |
| PROCTER & GAMBLE | 0.012092 |  |
| TRANSUNION | 0.012000 |  |
| QUEST DIAGNOSTICS INC | 0.011403 |  |
| Empresa Brasileira de Aeronautica S.A. (ADR) | 0.009970 |  |
| BAKER HUGHES CO | 0.009806 |  |
| BANK OF AMERICA CORPORATION | 0.009451 |  |
| Koninklijke Philips NV SPON ADR REP 1 ORD EUR0.20 | 0.009259 |  |
| ALASKA AIR GROUP INC | 0.008758 |  |
| BRUKER CORP | 0.007238 |  |
| NIKE INC CL B | 0.006659 |  |
| GROCERY OUTLET HOLDING CORP | 0.006599 |  |
| SERVICENOW INC | 0.006270 |  |
| US BANCORP DEL | 0.005763 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-038370` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/809593/000141036826038370/0001410368-26-038370-index.htm>
- N-PORT (fund B) — accession `0001193125-26-287933` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/811030/000119312526287933/0001193125-26-287933-index.htm>

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_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._

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