# Portfolio overlap — GDGIX vs BUFEX

Comparing **Sit Global Dividend Growth Fund** (2026-03-31) and **Buffalo Blue Chip Growth Fund** (2026-03-31).

- Shared positions: 22
- Sit Global Dividend Growth Fund covered by Buffalo Blue Chip Growth Fund: 0.3737548628900157495210246542
- Buffalo Blue Chip Growth Fund covered by Sit Global Dividend Growth Fund: 0.3737548628900157495210246542

## Sit Global Dividend Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.090208 | ✓ |
| APPLE INC | 0.072214 | ✓ |
| MICROSOFT CORP | 0.058516 | ✓ |
| NVIDIA CORP | 0.047419 | ✓ |
| ALPHABET INC CL A | 0.042621 | ✓ |
| JPMORGAN CHASE and CO | 0.035613 | ✓ |
| APPLIED MATERIALS INC | 0.035155 | ✓ |
| SHELL PLC SPONS ADR | 0.025365 | ✓ |
| IBERDROLA SA | 0.022780 |  |
| SINGAP TECH ENG | 0.022182 |  |
| MONEYMKT | 0.021963 | ✓ |
| ASTRAZENECA PLC | 0.021616 |  |
| GOLDMAN SACHS GROUP INC | 0.019543 | ✓ |
| SIEMENS AG-REG | 0.017459 |  |
| COMMSTCK | 0.016899 |  |
| HONEYWELL INTL INC | 0.016503 | ✓ |
| D'IETEREN GROUP | 0.016312 |  |
| UNION PACIFIC CORP | 0.016200 | ✓ |
| MUENCHENER RUE-R | 0.015654 |  |
| LOCKHEED MARTIN CORP | 0.015541 |  |
| TRANE TECHNOLOGIES PLC | 0.014932 | ✓ |
| WASTE MANAGEMENT INC | 0.014782 |  |
| WILLIAMS COS INC | 0.014726 |  |
| HOME DEPOT INC | 0.013809 | ✓ |
| CHENIERE ENERGY INC | 0.013541 |  |
| BAE SYSTEMS PLC | 0.013536 |  |
| LONDON STOCK EXCHANGE GRP PLC | 0.013371 |  |
| PARTNERS GROUP HOLDING AG COMMON STOCK | 0.012813 |  |
| CHUBB LTD | 0.012585 |  |
| ABBOTT LABS | 0.012517 | ✓ |
| PEPSICO INC | 0.012477 |  |
| LILLY ELI and CO | 0.012407 | ✓ |
| MAN GROUP PLC/JE | 0.012278 |  |
| LINDE PLC | 0.012079 | ✓ |
| UNITEDHEALTH GRP | 0.011772 | ✓ |
| FEDEX CORP | 0.011411 |  |
| MCDONALDS CORP | 0.011005 |  |
| ACCENTURE PLC CL A | 0.010983 |  |
| Safran S.A. Unsponsored ADR | 0.010401 |  |
| LONZA GROUP -REG | 0.010060 |  |
| SHERWIN WILLIAMS CO | 0.009918 |  |
| THERMO FISHER SCIENTIFIC INC | 0.009490 | ✓ |
| MACQUARIE GROUP | 0.009126 |  |
| CONOCOPHILLIPS | 0.008959 |  |
| ARTHUR J GALLAGHAR AND CO | 0.008856 | ✓ |
| NESTLE SA (REG) | 0.008080 |  |
| RELX PLC | 0.007929 |  |
| RECRUIT HOLDINGS | 0.007787 |  |
| MONDELEZ INTL INC | 0.006745 |  |
| Compass Group PLC | 0.006666 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020291` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/877880/000094040026020291/0000940400-26-020291-index.htm>
- N-PORT (fund B) — accession `0000894189-26-015514` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1135300/000089418926015514/0000894189-26-015514-index.htm>

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