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BCIFX vs ACFOX

Shared holdings
2
BCIFX covered by ACFOX
17.05%
ACFOX covered by BCIFX
17.05%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 15 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BCIFX (March 31, 2026)

SecurityWeight
BERKSHIRE HATHAWAY INC CL A24.98%
ALPHABET INC CL C14.63%
AerCap Holdings N.V. (Ireland)11.71%
MARKEL GROUP INC7.77%
BROOKFIELD CORP CL A7.61%
SIRIUS XM HOLDINGS INC5.30%
FIRST CITIZENS BANCSHARES INC CL A4.37%
LKQ CORP4.22%
HERSHEY CO/THE3.95%
WALT DISNEY CO/T3.80%
CIMPRESS PLC3.33%
AMAZON.COM INC2.41%
JEFFERIES FINANCIAL GROUP INC2.26%
MONEYMKT2.12%
WAYFAIR INC- A1.53%

ACFOX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP18.92%
ALPHABET INC CL C17.45%
AMAZON.COM INC10.29%
TESLA INC7.56%
MICROSOFT CORP4.07%
ROCKET LAB CORP3.26%
Ascendis Pharma A/S3.09%
NETFLIX INC2.88%
CADENCE DESIGN SYSTEMS INC2.76%
MASTERCARD INC CL A2.35%
ALNYLAM PHARMACEUTICALS INC2.12%
REGENERON PHARMACEUTICALS INC1.98%
INTUITIVE SURGICAL INC1.76%
MONOLITHIC POWER SYS INC1.58%
ARGENX SE SPONSORED ADR1.44%
SHOPIFY INC CL A1.40%
ADYEN NV1.39%
STRUCTURE THERAPEUTICS INC ADR1.28%
DOORDASH INC-A1.18%
PALANTIR TECHNOLOGIES INC1.18%
WESTINGHOUSE AIR BRAKE TECH CORP1.00%
Spotify Technology SA1.00%
COHERENT CORP0.99%
INSMED INC0.83%
OKTA INC CL A0.82%
ARM HOLDINGS LTD0.81%
APPLOVIN CORP0.78%
INTUIT INC0.61%
S&P GLOBAL INC0.56%
BLOOM ENERGY CORP CL A0.49%
KINSALE CAPITAL GROUP INC0.48%
AURORA INNOVATION INC0.48%
DOCUSIGN INC0.48%
CHIPOTLE MEXICAN GRILL INC0.47%
VERISK ANALYTICS INC0.42%
TECHNIPFMC PLC0.41%
HUBSPOT INC0.38%
PAYLOCITY HOLDING CORP0.33%
LAM RESEARCH CORP0.24%
OKLO INC0.19%
CAVA GROUP INC0.13%
Fixed Income Clearing Corp 3.66 02/02/20260.11%
FIGMA INC-CL A0.07%
SOLD ZAR/BOUGHT USD0.00%
State Street Navigator Securities Lending Portfolio II0.00%

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