# Portfolio overlap — WPOIX vs CSIEX

Comparing **Partners III Opportunity Fund** (2026-03-31) and **Calvert Equity Fund** (2026-03-31).

- Shared positions: 7
- Partners III Opportunity Fund covered by Calvert Equity Fund: 0.2798708901034689653803500110
- Calvert Equity Fund covered by Partners III Opportunity Fund: 0.2798708901034689653803500110

## Partners III Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BERKSHIRE HATH-B | 0.165804 |  |
| ALPHABET INC CL C | 0.059736 | ✓ |
| MICROSOFT CORP | 0.059296 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.055115 | ✓ |
| VISA INC-CLASS A | 0.053256 | ✓ |
| DANAHER CORP | 0.048594 | ✓ |
| MASTERCARD INC CL A | 0.048023 | ✓ |
| AMAZON.COM INC | 0.046707 |  |
| SIRIUS XM HOLDINGS INC | 0.046583 |  |
| AON PLC-CLASS A | 0.046534 |  |
| IDEX CORPORATION | 0.042509 | ✓ |
| TEXAS INSTRUMENTS INC | 0.040428 |  |
| LIBERTY BROADBAND CORP C | 0.038675 |  |
| META PLATFORMS INC CL A | 0.036659 |  |
| EURONET WORLDWIDE INC | 0.034021 |  |
| BIO-TECHNE CORP | 0.031811 |  |
| GLOBAL PAYMENTS INC | 0.025873 |  |
| U.S. Treasury Bills | 0.025430 |  |
| JPM-US GV MM-L | 0.024851 |  |
| U.S. Treasury Bills | 0.015998 |  |
| ACCENTURE PLC-A | 0.015882 |  |
| VULCAN MATERIALS CO | 0.013086 |  |
| POOL CORP | 0.009723 |  |
| SALESFORCE INC | 0.008971 |  |
| LIBERTY BROADBAND CORP A | 0.006436 |  |
| NORTHERN US GOVERNMENT SELECT MONEY MARKET FUND | 0.000000 |  |

## Calvert Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MASTERCARD INC CL A | 0.048498 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.047469 | ✓ |
| VISA INC-CLASS A | 0.046160 | ✓ |
| VERISK ANALYTICS INC | 0.044815 |  |
| ALPHABET INC CL C | 0.044539 | ✓ |
| DANAHER CORP | 0.043711 | ✓ |
| TJX COS INC | 0.042974 |  |
| VERISIGN INC | 0.041896 |  |
| ZOETIS INC CL A | 0.041006 |  |
| MICROSOFT CORP | 0.036928 | ✓ |
| S&P GLOBAL INC | 0.034612 |  |
| MSILF-GOVT-INS | 0.034268 |  |
| LINDE PLC | 0.032564 |  |
| ECOLAB INC | 0.030238 |  |
| EQUIFAX INC | 0.029212 |  |
| XYLEM INC | 0.028859 |  |
| AGILENT TECHNOLOGIES INC | 0.026226 |  |
| AMERICAN TOWER CORP | 0.024045 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.020981 |  |
| IDEXX LABS INC | 0.020830 |  |
| MARSH & MCLENNAN | 0.020287 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.020192 |  |
| AMPHENOL CORPORATION CL A | 0.018518 |  |
| INTUIT INC | 0.017937 |  |
| MSCI INC | 0.014346 |  |
| DOLLAR GENERAL CORP | 0.013766 |  |
| IDEX CORPORATION | 0.013041 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.012815 |  |
| MOODYS CORP | 0.011038 |  |
| GARTNER INC | 0.010912 |  |
| REVVITY INC | 0.010547 |  |
| VERALTO CORP | 0.010515 |  |
| COPART INC | 0.010458 |  |
| O'REILLY AUTOMOTIVE INC | 0.009678 |  |
| NETFLIX INC | 0.009497 |  |
| AON PLC | 0.008558 |  |
| METTLER-TOLEDO INTL INC | 0.007774 |  |
| ADOBE INC | 0.007100 |  |
| CROWN CASTLE INC | 0.006973 |  |
| STARBUCKS CORP | 0.006837 |  |
| INTUITIVE SURGICAL INC | 0.006830 |  |
| TYLER TECHNOLOGIES INC | 0.006177 |  |
| COSTCO WHOLESALE CORP | 0.006104 |  |
| NIKE INC CL B | 0.005911 |  |
| TE CONNECTIVITY PLC | 0.005182 |  |
| BALL CORP | 0.004687 |  |
| CORE INNOVATIONS CAPITAL I LP | 0.001235 |  |
| DBL EQUITY FUND   BAEF II LP | 0.000967 |  |
| DBL PARTNERS III LP | 0.000878 |  |
| ACCION FRONTIER INCLUSION FUND | 0.000438 |  |


## Sources

- N-PORT (fund A) — accession `0001004726-26-004070` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1257927/000100472626004070/0001004726-26-004070-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050770` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/356682/000141036826050770/0001410368-26-050770-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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