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BASG vs BAFWX

Shared holdings
30
BASG covered by BAFWX
81.72%
BAFWX covered by BASG
81.72%

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.

BASG (March 31, 2026)

SecurityWeight
NVIDIA CORP8.58%
MICROSOFT CORP7.43%
PUT Amazon.com, Inc. 01/02/2026 P2056.99%
BROADCOM INC4.83%
VISA INC-CLASS A4.75%
TAIWAN SEMIC MFG CO LTD SP ADR4.69%
MONOLITHIC POWER SYS INC3.15%
DANAHER CORP3.09%
Spotify Technology SA3.07%
INTUITIVE SURGICAL INC3.03%
CARRIER GLOBAL CORP2.96%
INTUIT INC2.89%
SCHWAB CHARLES CORP2.73%
AIRBNB INC-CLASS A COMMON STOCK2.72%
KKR & CO INC2.68%
UBER TECHNOLOGIES INC2.57%
DATADOG INC CL A2.51%
EQUIFAX INC2.41%
ARTHUR J GALLAGHAR AND CO2.40%
SAMSARA INC-CL A2.37%
WEST PHARMACEUTICAL SVCS INC2.31%
ECOLAB INC2.26%
SNOWFLAKE INC CL A2.26%
GENERAL ELECTRIC CO2.25%
CADENCE DESIGN SYSTEMS INC2.22%
VERALTO CORP2.14%
MARVELL TECHNOLOGY INC2.01%
ARES MANAGEMENT CORP CL A2.00%
PROGRESSIVE CORP OHIO1.91%
SHOPIFY INC CL A1.50%
CINTAS CORP1.18%
PALO ALTO NETWORKS INC1.11%
SERVICENOW INC1.00%

BAFWX (March 31, 2026)

SecurityWeight
NVIDIA CORP9.42%
MICROSOFT CORP8.02%
AMAZON.COM INC7.56%
TAIWAN SEMIC MFG CO LTD SP ADR5.48%
VISA INC-CLASS A5.13%
BROADCOM INC4.45%
MONOLITHIC POWER SYS INC3.35%
INTUIT INC3.06%
SPOTIFY TECHNOLOGY SA2.87%
DANAHER CORP2.67%
INTUITIVE SURGICAL INC2.60%
CARRIER GLOBAL CORP2.57%
SCHWAB CHARLES CORP2.50%
AIRBNB INC CLASS A2.44%
CADENCE DESIGN SYSTEMS INC2.42%
KKR & CO INC2.41%
MARVELL TECHNOLOGY INC2.32%
UBER TECHNOLOGIES INC2.26%
ARTHUR J GALLAGHAR AND CO2.23%
DATADOG INC CL A2.18%
EQUIFAX INC2.14%
ECOLAB INC2.02%
SAMSARA INC-CL A2.02%
GENERAL ELECTRIC CO1.99%
SNOWFLAKE INC CL A1.99%
VERALTO CORP1.92%
WEST PHARMACEUTICAL SVCS INC1.89%
PROGRESSIVE CORP OHIO1.74%
ARES MANAGEMENT CORP CL A1.73%
FRST AM-GV OB-Z1.65%
SHOPIFY INC CL A1.42%
CINTAS CORP1.40%
PALO ALTO NETWORKS INC1.17%
SERVICENOW INC0.98%

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