# Portfolio overlap — SHDIX vs BOYAX

Comparing **American Beacon Shapiro SMID Cap Equity Fund** (2026-03-31) and **Boyar Value Fund** (2026-03-31).

- Shared positions: 2
- American Beacon Shapiro SMID Cap Equity Fund covered by Boyar Value Fund: 0.09263286267352203436797853881
- Boyar Value Fund covered by American Beacon Shapiro SMID Cap Equity Fund: 0.09263286267352203436797853881

## American Beacon Shapiro SMID Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LIONSGATE STUDIOS CORP | 0.067561 |  |
| PINNACLE FINANCIAL PARTNERS INC | 0.050097 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.050072 | ✓ |
| ASHLAND INC | 0.048636 |  |
| NCR VOYIX CORP | 0.047817 |  |
| DONNELLEY FINANCIAL SOLUTIONS INC | 0.046682 |  |
| TENABLE HOLDINGS INC | 0.046163 |  |
| BLACKBAUD INC | 0.045359 |  |
| TOPGOLF CALLAWAY BRANDS CORP | 0.044422 |  |
| ATLANTA BRAVES HOLDINGS INC | 0.044409 | ✓ |
| DOLBY LABORATORIES INC CL A | 0.042947 |  |
| ELANCO ANIMAL HEALTH INC | 0.041876 |  |
| FACTSET RESEARCH SYSTEMS INC | 0.039332 |  |
| PERMIAN RESOURCES CORP CL A | 0.038645 |  |
| GENIUS SPORTS LTD | 0.037559 |  |
| AXALTA COATING SYSTEMS LTD | 0.036188 |  |
| AMERIS BANCORP | 0.031454 |  |
| BELLRING BRANDS INC | 0.029657 |  |
| PENN ENTERTAINMENT INC | 0.028214 |  |
| GRAPHIC PACKAGING HOLDING CO | 0.026770 |  |
| MKS INSTRUMENTS INC | 0.022025 |  |
| BWX TECHNOLOGIES INC | 0.021888 |  |
| SIMPLY GOOD FOODS CO | 0.020760 |  |
| ECOVYST INC | 0.018764 |  |
| LAMB WESTON HOLDINGS INC | 0.015799 |  |
| DECKERS OUTDOOR CORP | 0.013607 |  |
| American Beacon U.S. Government Money Market Fund | 0.012991 |  |
| AVANTOR INC | 0.010019 |  |
| PINTEREST INC CL A | 0.008809 |  |
| STARZ ENTERTAINMENT CORP | 0.006206 |  |
| OWENS CORNING INC | 0.005272 |  |

## Boyar Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMERIPRISE FINANCIAL INC | 0.085774 |  |
| MICROSOFT CORP | 0.072999 |  |
| HOME DEPOT INC | 0.072204 |  |
| JPMORGAN CHASE and CO | 0.064059 |  |
| MADISON SQUARE GARDEN SPORTS CORP | 0.059176 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.056265 |  |
| UBER TECHNOLOGIES INC | 0.054327 |  |
| BANK OF AMERICA CORPORATION | 0.052197 |  |
| ATLANTA BRAVES HOLDINGS INC | 0.042561 | ✓ |
| CISCO SYSTEMS INC | 0.036185 |  |
| MCDONALDS CORP | 0.034861 |  |
| WALT DISNEY CO/T | 0.034186 |  |
| ALPHABET INC CL A | 0.029059 |  |
| ACUSHNET HOLDINGS CORP | 0.028717 |  |
| SPHERE ENTERTAINMENT CO | 0.028431 |  |
| DREY-INS PRE-HAM | 0.024287 |  |
| MUELLER WATER PRODUCTS INC A | 0.023118 |  |
| MONDELEZ INTL INC | 0.019367 |  |
| UNITED PARCEL SERVICE INC CL B | 0.018342 |  |
| SCOTTS MIRACLE GRO CO | 0.017913 |  |
| CVS HEALTH CORP | 0.017418 |  |
| MADISON SQUARE GARDEN ENTERTAINMENT CORP | 0.016785 |  |
| PFIZER INC | 0.016756 |  |
| JOHNSON&JOHNSON | 0.015438 |  |
| COMCAST CORP CL A | 0.014199 |  |
| MGM RESORTS INTERNATIONAL | 0.013127 |  |
| SS&C TECHNOLOGIE | 0.012444 |  |
| MATCH GROUP INC | 0.012025 |  |
| BRISTOL-MYERS SQUIBB CO | 0.010848 |  |
| SYSCO CORP | 0.008866 |  |
| COCA-COLA CO/THE | 0.007335 |  |
| VERSANT MEDIA GROUP INC - A | 0.000731 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-056083` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/809593/000141036826056083/0001410368-26-056083-index.htm>
- N-PORT (fund B) — accession `0000910472-26-007345` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1041003/000091047226007345/0000910472-26-007345-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_