Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BCFN vs TFNS
Shared holdings
18
BCFN covered by TFNS
32.90%
TFNS covered by BCFN
32.90%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BCFN (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MASTERCARD INC CL A | 5.65% | |
| VISA INC-CLASS A | 5.59% | |
| S&P GLOBAL INC | 5.58% | |
| SCHWAB CHARLES CORP | 4.49% | |
| LPL FINL HLDGS INC | 4.09% | |
| MERCADOLIBRE INC | 3.69% | |
| INTERACTIVE BROKERS GROUP INC | 3.59% | |
| KKR & CO INC | 3.58% | |
| TRADEWEB MARKETS INC A | 3.55% | |
| CME GROUP INC CL A | 3.51% | |
| MSCI INC | 3.44% | |
| MOODYS CORP | 3.41% | |
| INTUIT INC | 3.38% | |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 3.33% | |
| MORGAN STANLEY | 3.30% | |
| APOLLO GLOBAL MANAGEMENT INC | 2.96% | |
| BANK OF AMERICA CORPORATION | 2.69% | |
| VERISK ANALYTICS INC | 2.54% | |
| HOULIHAN LOKEY I | 2.44% | |
| GUIDEWIRE SOFTWARE INC | 2.42% | |
| CAPITAL ONE FINANCIAL CORP | 2.40% | |
| BLACKROCK INC | 2.35% | |
| FAIR ISAAC CORP | 2.16% | |
| ARCH CAPITAL GROUP LTD | 2.14% | |
| WISE PLC - A | 1.83% | |
| JACK HENRY | 1.75% | |
| SHOPIFY INC CL A | 1.69% | |
| PROGRESSIVE CORP OHIO | 1.51% | |
| PRIMERICA INC | 1.28% | |
| TRANSUNION | 1.18% | |
| ROBINHOOD MARKETS INC | 1.18% | |
| EQUIFAX INC | 1.07% | |
| KINSALE CAPITAL GROUP INC | 0.95% | |
| BLOCK INC CL A | 0.89% | |
| SERVICETITAN INC-A | 0.84% | |
| ROCKET COS INC-A | 0.79% | |
| TWFG INC (CLASS A) | 0.66% | |
| ALKAMI TECHNOLOGY INC | 0.50% | |
| BRP GROUP INC-A | 0.48% | |
| NEPTUNE INSURANCE HOLDINGS INC | 0.44% | |
| FACTSET RESEARCH SYSTEMS INC | 0.44% | |
| Accelerant Holdings, Class A | 0.26% |
TFNS (March 31, 2026)
| Security | Weight | |
|---|---|---|
| BERKSHIRE HATH-B | 10.28% | |
| VISA INC-CLASS A | 6.72% | |
| MASTERCARD INC CL A | 6.10% | |
| JPMORGAN CHASE and CO | 4.94% | |
| BANK OF AMERICA CORPORATION | 4.92% | |
| CITIGROUP INC | 4.11% | |
| SCHWAB CHARLES CORP | 4.00% | |
| GOLDMAN SACHS GROUP INC | 3.91% | |
| WELLS FARGO & CO | 3.08% | |
| MORGAN STANLEY | 2.96% | |
| CAPITAL ONE FINANCIAL CORP | 2.89% | |
| CHUBB LTD | 2.87% | |
| MARSH & MCLENNAN | 2.24% | |
| US BANCORP DEL | 2.11% | |
| ALLSTATE CORPORATION | 1.73% | |
| S&P GLOBAL INC | 1.62% | |
| BLACKROCK INC | 1.52% | |
| INTERCONTINENTAL EXCHANGE INC | 1.43% | |
| AMERICAN INTERNATIONAL GROUP | 1.36% | |
| AMERICAN EXPRESS CO | 1.31% | |
| KKR & CO INC | 1.25% | |
| APOLLO GLOBAL MANAGEMENT INC | 1.24% | |
| CME GROUP INC CL A | 1.08% | |
| METLIFE INC | 1.05% | |
| PROGRESSIVE CORP OHIO | 1.03% | |
| POPULAR INC | 1.02% | |
| FIFTH THIRD BANCORP | 1.02% | |
| HUNTINGTON BANCSHARES INC | 0.97% | |
| BANK OF NEW YORK MELLON CORP | 0.96% | |
| WESTERN ALLIANCE BANCORP | 0.94% | |
| AON PLC-CLASS A | 0.92% | |
| AXIS CAPITAL | 0.89% | |
| AMERIPRISE FINANCIAL INC | 0.82% | |
| GLOBAL PAYMENTS INC | 0.79% | |
| INVESCO LTD | 0.79% | |
| FISERV INC | 0.76% | |
| WILLIS TOWERS WA | 0.69% | |
| SLM CORP | 0.68% | |
| PAYPAL HOLDINGS | 0.68% | |
| PINNACLE FINANCIAL PARTNERS INC | 0.66% | |
| CORPAY INC | 0.58% | |
| COLUMBIA BANKING SYSTEMS INC | 0.58% | |
| ARES MANAGEMENT CORP CL A | 0.56% | |
| EAST WEST BNCRP | 0.54% | |
| ETORO GROUP LTD A COMMON STOCK NPV | 0.51% | |
| BLOCK INC CL A | 0.50% | |
| FULTON FINANCIAL CORP | 0.49% | |
| UBS GROUP AG USD0.10 (REG S) | 0.49% | |
| UMB FINANCIAL CORP | 0.46% | |
| STIFEL FINANCIAL CORP | 0.45% |
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