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BFSIX vs AFDIX

Shared holdings
21
BFSIX covered by AFDIX
42.50%
AFDIX covered by BFSIX
42.50%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BFSIX (Feb. 28, 2026)

SecurityWeight
ALPHABET INC CL A5.91%
MICROSOFT CORP5.28%
META PLATFORMS INC CL A5.12%
NVIDIA CORP4.90%
JPMORGAN CHASE and CO4.75%
APPLE INC4.59%
ALAMOS GOLD INC A4.28%
AMAZON.COM INC3.98%
BROADCOM INC3.79%
BOEING CO/THE3.60%
AGNICO EAGLE MINES LTD3.58%
THERMO FISHER SCIENTIFIC INC3.29%
CONOCOPHILLIPS2.69%
LOWES COS INC2.51%
MASTERCARD INC CL A2.45%
HOME DEPOT INC2.41%
COSTCO WHOLESALE CORP2.40%
PARKER HANNIFIN CORP2.39%
U.S. Treasury Bills2.35%
CATERPILLAR INC2.35%
NORTHROP GRUMMAN CORP2.29%
MONEY MARKET FUND2.27%
DEERE & CO1.99%
ORACLE CORP1.95%
DR HORTON INC1.90%
PFIZER INC1.75%
BARRICK MINING CORP1.60%
BANK OF AMERICA CORPORATION1.57%
United States Treasury Bill1.55%
STRYKER CORP1.53%
MARSH & MCLENNAN1.48%
DANAHER CORP1.33%
WESTINGHOUSE AIR BRAKE TECH CORP1.25%
AMERICAN EXPRESS CO1.22%
BERKSHIRE HATH-B1.20%
EATON CORP PLC1.19%
ECOLAB INC0.97%
AUTOMATIC DATA PROCESSING INC0.34%

AFDIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.55%
MICROSOFT CORP6.68%
ALPHABET INC CL A6.46%
APPLE INC4.75%
AMAZON.COM INC3.76%
BROADCOM INC3.12%
META PLATFORMS INC CL A2.43%
NEXTERA ENERGY INC1.69%
MASTERCARD INC CL A1.67%
TESLA INC1.60%
INTL BUS MACH CORP1.53%
JPMORGAN CHASE and CO1.51%
LILLY ELI and CO1.50%
BANK OF AMERICA CORPORATION1.43%
HOME DEPOT INC1.36%
REGIONS FINANCIAL CORP1.31%
ANALOG DEVICES INC1.26%
CUMMINS INC1.12%
TJX COS INC1.07%
PROCTER & GAMBLE1.06%
S&P GLOBAL INC1.04%
WELLTOWER INC1.02%
PROLOGIS INC REIT1.02%
LINDE PLC0.96%
AMERICAN EXPRESS CO0.95%
DANAHER CORP0.95%
ABBVIE INC0.95%
CADENCE DESIGN SYSTEMS INC0.91%
GILEAD SCIENCES INC0.90%
WILLIAMS COS INC0.88%
GOLDMAN SACHS GROUP INC0.87%
VISA INC-CLASS A0.87%
APPLIED MATERIALS INC0.85%
SLB LTD0.81%
THE CIGNA GROUP0.80%
HONEYWELL INTL INC0.78%
XYLEM INC0.78%
TRANE TECHNOLOGI0.77%
SYSCO CORP0.77%
MORGAN STANLEY0.75%
PEPSICO INC0.75%
MOTOROLA SOLUTIONS INC0.75%
EATON CORP PLC0.74%
THERMO FISHER SCIENTIFIC INC0.73%
JOHNSON CONTROLS0.71%
MARRIOTT INTL-A0.70%
METLIFE INC0.69%
NETFLIX INC0.69%
CHENIERE ENERGY INC0.67%
COSTCO WHOLESALE CORP0.67%

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