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BAFFX vs PBCKX

Shared holdings
12
BAFFX covered by PBCKX
37.31%
PBCKX covered by BAFFX
37.31%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BAFFX (March 31, 2026)

SecurityWeight
TAIWAN SEMIC MFG CO LTD SP ADR6.50%
MICROSOFT CORP5.72%
META PLATFORMS INC CL A5.08%
AMAZON.COM INC4.68%
VISA INC-CLASS A4.19%
MASTERCARD INC CL A4.17%
ALPHABET INC CL A4.15%
ALPHABET INC CL C3.93%
BERKSHIRE HATH-B3.76%
KKR & CO INC3.56%
SUNCOR ENERGY INC3.00%
NVIDIA CORP2.62%
SCHWAB CHARLES CORP2.34%
THE BOOKING HOLDINGS INC2.28%
ELEVANCE HEALTH INC2.26%
CARRIER GLOBAL CORP2.24%
UNITED RENTALS INC2.16%
ANALOG DEVICES INC2.16%
EDWARDS LIFESCIENCES CORP2.08%
KLA CORP1.96%
UNITEDHEALTH GRP1.96%
AMER SPORTS INC1.90%
FIRST CITIZENS BANCSHARES INC CL A1.71%
INTUIT INC1.70%
BANK OF AMERICA CORPORATION1.69%
TJX COS INC1.67%
MONDELEZ INTL INC1.63%
GENERAL ELECTRIC CO1.58%
APPLE INC1.43%
US FOODS HOLDING CORP1.40%
DANAHER CORP1.26%
PROGRESSIVE CORP OHIO1.24%
AUTODESK INC1.23%
FERGUSON ENTERPRISES INC1.20%
ALIGN TECHNOLOGY INC1.17%
ILLUMINA INC1.16%
SAP SE1.14%
OLD DOMINION FRT1.14%
AMERICAN INTERNATIONAL GROUP1.06%
MARVELL TECHNOLOGY INC1.03%
LOWES COS INC0.99%
FRST AM-GV OB-Z0.66%
WATSCO INC0.44%
CAN NATL RAILWAY0.40%
NOMAD FOODS LTD0.37%

PBCKX (Feb. 28, 2026)

SecurityWeight
MICROSOFT CORP14.56%
AMAZON.COM INC11.93%
NVIDIA CORP8.82%
BROOKFIELD CORP CL A7.37%
TRANSDIGM GROUP INC4.97%
MASTERCARD INC CL A4.92%
VISA INC-CLASS A4.58%
META PLATFORMS INC CL A4.51%
BROADCOM INC4.26%
ALPHABET INC CL C3.90%
CADENCE DESIGN SYSTEMS INC3.89%
DANAHER CORP3.68%
NETFLIX INC3.28%
ALPHABET INC CL A2.48%
KKR & CO INC1.81%
AMPHENOL CORPORATION CL A1.31%
GENERAL ELECTRIC CO1.12%
COSTAR GROUP INC1.10%
MOODYS CORP1.08%
HEICO CORP CL A0.94%
HILTON WORLDWIDE HOLDINGS INC0.89%
COSTCO WHOLESALE CORP0.87%
SCHWAB CHARLES CORP0.85%
CONSTELLATION SOFTWARE INC0.79%
O'REILLY AUTOMOTIVE INC0.76%
ARTHUR J GALLAGHAR AND CO0.72%
LINDE PLC0.67%
VEEVA SYSTEMS-A0.66%
AIRBNB INC CLASS A0.65%
INTUITIVE SURGICAL INC0.62%
S&P GLOBAL INC0.48%
IDEXX LABS INC0.46%
VULCAN MATERIALS CO0.42%
BROOKFIELD ASSET MANAGEMENT LTD A0.30%
COPART INC0.19%
MSCI INC0.12%
Brookfield Wealth Solutions Ltd0.04%
BlackRock Liquidity FedFund - Institutional Class0.02%
ZOETIS INC CL A0.00%
Principal Government Money Market Fund - Class R-60.00%

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