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ARRZX vs CBEAX

Shared holdings
4
ARRZX covered by CBEAX
9.98%
CBEAX covered by ARRZX
9.98%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ARRZX (Jan. 30, 2026)

SecurityWeight
WALMART INC6.22%
BERKSHIRE HATH-B4.89%
LITHIA MOTORS INC CL A4.11%
BJS WHSL CLUB HLDGS INC4.11%
Smith & Nephew PLC ADR EACH REPR 2 ORD3.89%
AMRIZE LTD3.84%
CRH PLC3.72%
GE HEALTHCARE TECHNOLOGIES INC WI3.69%
COOPER COS INC3.62%
MCGRATH RENTCORP3.61%
MID AMERICA APT CMNTY INC3.57%
WILLIS TOWERS WATSON PLC3.54%
KROGER CO3.54%
APTARGROUP INC3.52%
SS&C TECHNOLOGIE3.47%
GXO LOGISTICS INC3.30%
PROGRESSIVE CORP OHIO3.21%
Universal Music Group N.V. ADR2.90%
MURPHY USA INC2.88%
ASSURED GUARANTY LTD2.79%
LVMH MOET HENNESSY-UNSP ADR Sponsored ADR2.74%
FAIRFAX FINL HLDGS LTD SUB VTG2.65%
PAYCOM SOFTWARE INC2.40%
TELEFLEX INC2.40%
CNH INDUSTRIAL NV2.32%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT2.16%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT2.14%
LABCORP HOLDINGS INC2.03%
FIXED INC CLEARING CORP.REPO1.69%
DELEK US HOLDINGS INC1.59%
LONDON STOCK EXCHANGE GROUP PLC SPON ADR1.58%
CACI INTL-A1.44%
ZAR/USD FORWARD0.40%

CBEAX (Jan. 31, 2026)

SecurityWeight
ALPHABET INC CL C5.54%
NEXTERA ENERGY INC3.95%
INTERCONTINENTAL EXCHANGE INC3.79%
BANK OF AMERICA CORPORATION3.54%
CAPITAL ONE FINANCIAL CORP3.49%
CANADIAN PACIFIC KANSAS CITY LTD3.43%
AMAZON.COM INC3.35%
BERKSHIRE HATH-B3.15%
EXXON MOBIL CORP3.10%
LABCORP HOLDINGS INC2.95%
HOME DEPOT INC2.92%
HONEYWELL INTL INC2.85%
DANAHER CORP2.85%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT2.74%
AMRIZE LTD2.65%
MONDELEZ INTL INC2.62%
JOHNSON&JOHNSON2.62%
MICROSOFT CORP2.15%
CADENCE DESIGN SYSTEMS INC2.13%
CITIGROUP INC2.08%
ACCENTURE PLC CL A2.06%
MEDTRONIC PLC2.04%
THE CIGNA GROUP2.01%
GENERAL MOTORS CO1.98%
VISA INC-CLASS A1.79%
WALMART INC1.78%
NXP SEMICONDUCTORS NV1.73%
EATON CORP PLC1.70%
BAKER HUGHES CO1.68%
UNION PACIFIC CORP1.65%
PROLOGIS INC REIT1.61%
VULCAN MATERIALS CO1.56%
CONOCOPHILLIPS1.51%
AERCAP HOLDINGS NV1.48%
TERADYNE INC1.43%
NIKE INC CL B1.42%
SHERWIN WILLIAMS CO1.42%
RTX CORP1.41%
VERTEX PHARMACEUTICALS INC1.33%
CHUBB LTD1.23%
QNITY ELECTRONICS INC1.05%
OWENS CORNING INC1.04%
CBRE GROUP INC - CL A0.91%
ALLSPRING GOVERNMENT MONEY MAR0.82%
INTL BUS MACH CORP0.73%
ROCKET COS INC-A0.71%

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