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BFSIX vs NGUAX

Shared holdings
14
BFSIX covered by NGUAX
43.12%
NGUAX covered by BFSIX
43.12%

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%

NGUAX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP8.20%
ALPHABET INC CL A7.77%
MICROSOFT CORP7.59%
AMAZON.COM INC6.31%
APPLE INC5.90%
META PLATFORMS INC CL A4.75%
BROADCOM INC3.91%
FANATICS HOLDINGS INC CLASS A3.52%
LILLY ELI and CO3.14%
NETFLIX INC3.08%
VISA INC-CLASS A2.91%
GENERAL ELECTRIC CO2.76%
MASTERCARD INC CL A2.44%
HOME DEPOT INC2.21%
ASML HOLDING-NY2.04%
CATERPILLAR INC2.03%
AMPHENOL CORPORATION CL A2.02%
TJX COS INC1.65%
NVENT ELECTRIC PLC1.63%
CENTERPOINT ENERGY INC1.62%
COSTCO WHOLESALE CORP1.58%
CROWDSTRIKE HOLDINGS INC1.37%
SYNOPSYS INC1.35%
BOSTON SCIENTIFIC CORP1.19%
BROOKFIELD ASSET MANAGEMENT LTD A1.09%
ABBVIE INC1.08%
S&P GLOBAL INC1.05%
TESLA INC0.97%
NEXTERA ENERGY INC0.95%
ADV MICRO DEVICE0.89%
WALMART INC0.89%
State Street Institutional Treasury Money Market Fund0.84%
KKR & CO INC0.81%
SERVICENOW INC0.80%
MCDONALDS CORP0.75%
DEERE & CO0.68%
WAYSTAR HOLDING CORP0.68%
WILLIAMS COS INC0.67%
THERMO FISHER SCIENTIFIC INC0.65%
WASTE MANAGEMENT INC0.62%
UNION PACIFIC CORP0.59%
ITT INC0.58%
CLOUDFLARE INC-A0.51%
FABLETICS SERIES G PFD STOCK0.42%
LIVE NATION ENTERTAINMENT INC0.37%
O'REILLY AUTOMOTIVE INC0.35%
BOEING CO/THE0.34%
CHEWY INC- CL A0.33%
CANVA INC COMMON A RESTRICTED0.32%
SHOPIFY INC CL A0.29%

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