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BFOR vs SIZE

Shared holdings
161
BFOR covered by SIZE
28.69%
SIZE covered by BFOR
28.69%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BFOR (Feb. 28, 2026)

SecurityWeight
WESTERN DIGITAL CORP0.67%
MICRON TECHNOLOGY INC0.61%
APPLIED MATERIALS INC0.52%
HECLA MINING CO0.52%
ATI INC0.50%
Southern Copper Corporation COM USD0.010.48%
HUNTINGTON BANCSHARES INC0.47%
LAM RESEARCH CORP0.47%
ARGAN INC0.45%
CORNING INC0.45%
COMFORT SYSTEMS USA INC0.45%
VERTIV HOLDINGS CO0.44%
ALCOA CORP0.44%
FREQUENCY ELECTRONICS INC0.43%
TETRA TECHNOLOGIES INC0.43%
POWELL INDUSTRIES INC0.42%
FTAI AVIATION LT0.41%
COEUR MINING INC0.41%
CATERPILLAR INC0.41%
WEATHERFORD INTE0.39%
COCA COLA CONSOLIDATED INC0.39%
NEWMONT CORP0.39%
TECHNIPFMC PLC0.39%
CARPENTER TECHNOLOGY CORP0.38%
DYCOM INDUSTRIES INC0.38%
WOODWARD INC0.38%
GLOBUS MEDICAL INC0.38%
HALLIBURTON CO0.38%
NEXTRACKER INC CL A0.37%
ROYAL GOLD INC0.37%
INNOVEX INTERNATIONAL INC0.37%
STOKE THERAPEUTICS INC0.36%
KLA CORP0.36%
DIGITALOCEAN HOLDINGS INC0.36%
SANDRIDGE ENERGY INC0.36%
EVERUS CONSTRUCTION GROUP INC0.36%
FREEPORT MCMORAN INC0.35%
MODINE MFG CO0.35%
MERCK & CO0.35%
GIGACLOUD TECHNOLOGY INC COMMON STOCK USD.050.34%
ANALOG DEVICES INC0.34%
OCEANEERING INTL0.34%
IRADIMED CORP0.34%
ARCHROCK INC0.34%
SLB LTD0.33%
IDAHO STRATEGIC RESOURCES0.33%
HOWMET AEROSPACE INC0.33%
SSR MINING INC0.33%
ILLUMINA INC0.33%
AMGEN INC0.33%

SIZE (Jan. 31, 2026)

SecurityWeight
BlackRock Cash Funds: Institutional, SL Agency Shares1.64%
ECHOSTAR CORP CL A0.30%
ROCKET LAB CORP0.29%
MICRON TECHNOLOGY INC0.28%
DECKERS OUTDOOR CORP0.27%
WESTERN DIGITAL CORP0.27%
ENTEGRIS INC0.26%
FREEPORT MCMORAN INC0.25%
SEAGATE TECHNOLO0.25%
DOLLAR GENERAL CORP0.25%
MICROCHIP TECHNOLOGY0.25%
TERADYNE INC0.24%
LAM RESEARCH CORP0.24%
LOCKHEED MARTIN CORP0.24%
SLB LTD0.24%
CH ROBINSON WORLDWIDE INC0.24%
APPLIED MATERIALS INC0.23%
DOW INC0.23%
BALL CORP0.23%
HALLIBURTON CO0.23%
ESTEE LAUDER COS INC CL A0.23%
OLD DOMINION FRT0.23%
TAPESTRY INC0.23%
TEXAS INSTRUMENTS INC0.23%
ON SEMICONDUCTOR CORP0.22%
DEXCOM INC0.22%
TYSON FOODS INC CL A0.22%
HUNT J B TRANSPORT SERVICES IN0.22%
KEYCORP0.22%
CENTENE CORP0.22%
PACCAR INC0.22%
RELIANCE STEEL and ALUMINUM CO0.22%
ULTA BEAUTY INC0.22%
CONSTELLATION BRANDS INC CL A0.22%
CHIPOTLE MEXICAN GRILL INC0.22%
ANALOG DEVICES INC0.22%
IDEX CORPORATION0.22%
ILLUMINA INC0.22%
TELEDYNE TECHNOLOGIES INC0.22%
CITIZENS FINANCIAL GROUP INC0.22%
NORDSON CORP0.22%
WARNER BROS DISCOVERY INC0.22%
BUNGE GLOBAL SA0.22%
PPG INDUSTRIES INC0.22%
CIENA CORP0.22%
CARVANA CO CL A0.22%
SMURFIT WESTROCK0.22%
NORTHROP GRUMMAN CORP0.22%
BLOOM ENERGY CORP CL A0.22%
NUCOR CORP0.22%

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