# Portfolio overlap — ABCAX vs NEIMX

Comparing **American Beacon The London Company Income Equity Fund** (2026-02-28) and **Neiman Large Cap Value Fund** (2026-03-31).

- Shared positions: 10
- American Beacon The London Company Income Equity Fund covered by Neiman Large Cap Value Fund: 0.2280531104131772157903151081
- Neiman Large Cap Value Fund covered by American Beacon The London Company Income Equity Fund: 0.2280531104131772157903151081

## 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 |  |

## Neiman Large Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEYMKT | 0.087635 |  |
| LAM RESEARCH CORP | 0.055649 |  |
| COSTCO WHOLESALE CORP | 0.046138 |  |
| RTX CORP | 0.042426 |  |
| BROADCOM INC | 0.038814 |  |
| EXXON MOBIL CORP | 0.036006 |  |
| APPLE INC | 0.035254 | ✓ |
| JOHNSON&JOHNSON | 0.031125 | ✓ |
| SEMPRA ENERGY | 0.030558 |  |
| NVIDIA CORP | 0.029609 |  |
| Southern Copper Corporation COM USD0.01 | 0.029424 |  |
| SCHWAB CHARLES CORP | 0.029373 | ✓ |
| CHEVRON CORP | 0.027543 | ✓ |
| MICROSOFT CORP | 0.027138 | ✓ |
| CME GROUP INC CL A | 0.026781 |  |
| EATON CORP PLC | 0.026222 |  |
| VALERO ENERGY CORP | 0.025265 |  |
| PHILLIPS 66 | 0.024604 |  |
| MERCK & CO | 0.023208 |  |
| COCA-COLA CO/THE | 0.022742 |  |
| JPMORGAN CHASE and CO | 0.022701 |  |
| PHILIP MORRIS INTL INC | 0.022648 | ✓ |
| PNC FINANCIAL SERVICES GRP INC | 0.022482 |  |
| LAMAR ADVERTISING CO CL A | 0.022237 |  |
| ALPHABET INC CL A | 0.022192 |  |
| ANALOG DEVICES INC | 0.022096 |  |
| META PLATFORMS INC CL A | 0.018765 |  |
| UNION PACIFIC CORP | 0.017787 |  |
| PROCTER & GAMBLE | 0.017556 |  |
| ABBVIE INC | 0.015945 |  |
| ACCENTURE PLC-A | 0.015302 |  |
| ALTRIA GROUP INC | 0.015278 | ✓ |
| TEXAS INSTRUMENTS INC | 0.014982 | ✓ |
| QUALCOMM INC | 0.014907 |  |
| AUTOMATIC DATA PROCESSING INC | 0.014896 |  |
| BERKSHIRE HATH-B | 0.014792 | ✓ |
| UNITEDHEALTH GRP | 0.009919 | ✓ |


## 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 `0001413042-26-000399` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1215880/000141304226000399/0001413042-26-000399-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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