# Portfolio overlap — BUIEX vs SWLSX

Comparing **Buffalo Blue Chip Growth Fund** (2026-03-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 37
- Buffalo Blue Chip Growth Fund covered by Schwab Large-Cap Growth Fund: 0.6578628874424747420260147504
- Schwab Large-Cap Growth Fund covered by Buffalo Blue Chip Growth Fund: 0.6578628874424747420260147502

## Buffalo Blue Chip Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126587 | ✓ |
| APPLE INC | 0.090419 | ✓ |
| MICROSOFT CORP | 0.079401 | ✓ |
| ALPHABET INC CL A | 0.063353 | ✓ |
| MONEYMKT | 0.053667 |  |
| AMAZON.COM INC | 0.051579 | ✓ |
| BROADCOM INC | 0.040237 | ✓ |
| META PLATFORMS INC CL A | 0.032276 | ✓ |
| LILLY ELI and CO | 0.024426 | ✓ |
| MASTERCARD INC CL A | 0.016410 | ✓ |
| VISA INC-CLASS A | 0.015702 | ✓ |
| TESLA INC | 0.015481 | ✓ |
| NETFLIX INC | 0.013190 | ✓ |
| GENERAL ELECTRIC CO | 0.009980 | ✓ |
| EXXON MOBIL CORP | 0.009625 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.009240 |  |
| JOHNSON&JOHNSON | 0.007567 |  |
| COSTCO WHOLESALE CORP | 0.007516 | ✓ |
| LINDE PLC | 0.007417 |  |
| ABBVIE INC | 0.007348 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.007168 |  |
| GE VERNOVA LLC | 0.007133 | ✓ |
| ABBOTT LABS | 0.007115 |  |
| PARKER HANNIFIN CORP | 0.007034 | ✓ |
| HONEYWELL INTL INC | 0.006713 |  |
| CORNING INC | 0.006709 |  |
| ISHARES BIOTECHNOLOGY ETF | 0.006501 |  |
| ASML HOLDING-NY | 0.006476 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.006362 |  |
| HOME DEPOT INC | 0.006171 | ✓ |
| SHELL PLC SPONS ADR | 0.006167 |  |
| APA CORP | 0.006062 |  |
| O'REILLY AUTOMOTIVE INC | 0.006017 | ✓ |
| WALMART INC | 0.005957 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005849 |  |
| EATON CORP PLC | 0.005733 |  |
| BERKSHIRE HATH-B | 0.005723 |  |
| AMPHENOL CORPORATION CL A | 0.005698 | ✓ |
| YUM! BRANDS INC | 0.005644 |  |
| TJX COS INC | 0.005541 | ✓ |
| SERVICENOW INC | 0.005471 | ✓ |
| ADV MICRO DEVICE | 0.005434 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.005377 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.005356 |  |
| TRANE TECHNOLOGIES PLC | 0.005304 |  |
| XYLEM INC | 0.005277 |  |
| APPLIED MATERIALS INC | 0.005264 |  |
| T-MOBILE US INC | 0.005215 |  |
| CRH PLC | 0.005088 |  |
| INTUIT INC | 0.005082 | ✓ |

## Schwab Large-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105096 | ✓ |
| APPLE INC | 0.082352 | ✓ |
| ALPHABET INC CL A | 0.076895 | ✓ |
| MICROSOFT CORP | 0.072885 | ✓ |
| BROADCOM INC | 0.056356 | ✓ |
| AMAZON.COM INC | 0.053610 | ✓ |
| META PLATFORMS INC CL A | 0.052145 | ✓ |
| LILLY ELI and CO | 0.032816 | ✓ |
| TESLA INC | 0.031366 | ✓ |
| VISA INC-CLASS A | 0.017293 | ✓ |
| LAM RESEARCH CORP | 0.017205 |  |
| ABBVIE INC | 0.016018 | ✓ |
| AMPHENOL CORPORATION CL A | 0.015837 | ✓ |
| NETFLIX INC | 0.015354 | ✓ |
| GENERAL ELECTRIC CO | 0.014415 | ✓ |
| ADV MICRO DEVICE | 0.014276 | ✓ |
| COSTCO WHOLESALE CORP | 0.014174 | ✓ |
| ARISTA NETWORKS INC | 0.013964 | ✓ |
| MASTERCARD INC CL A | 0.013643 | ✓ |
| PALO ALTO NETWORKS INC | 0.013123 | ✓ |
| HOME DEPOT INC | 0.012078 | ✓ |
| CATERPILLAR INC | 0.011930 |  |
| AMERICAN EXPRESS CO | 0.011049 |  |
| INTUIT INC | 0.010727 | ✓ |
| PHILIP MORRIS INTL INC | 0.010517 |  |
| PARKER HANNIFIN CORP | 0.010253 | ✓ |
| TJX COS INC | 0.010101 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009596 |  |
| GE VERNOVA LLC | 0.008844 | ✓ |
| VERTIV HOLDINGS CO | 0.008841 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.008835 |  |
| INTUITIVE SURGICAL INC | 0.008587 | ✓ |
| SYNOPSYS INC | 0.008175 |  |
| THE BOOKING HOLDINGS INC | 0.008015 | ✓ |
| QUANTA SVCS INC | 0.007998 |  |
| BOSTON SCIENTIFIC CORP | 0.007910 | ✓ |
| INTL BUS MACH CORP | 0.007263 |  |
| UBER TECHNOLOGIES INC | 0.007184 | ✓ |
| DATADOG INC CL A | 0.007018 |  |
| INTERACTIVE BROKERS GROUP INC | 0.006615 | ✓ |
| SERVICENOW INC | 0.006589 | ✓ |
| KLA CORP | 0.006305 |  |
| CADENCE DESIGN SYSTEMS INC | 0.006029 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.005848 | ✓ |
| ORACLE CORP | 0.005716 | ✓ |
| WALMART INC | 0.005690 | ✓ |
| DOORDASH INC-A | 0.005354 |  |
| CITIGROUP INC | 0.005070 |  |
| O'REILLY AUTOMOTIVE INC | 0.004989 | ✓ |
| TEXAS INSTRUMENTS INC | 0.004854 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-015514` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1135300/000089418926015514/0000894189-26-015514-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm>

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