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BGASX vs AGTHX

Shared holdings
35
BGASX covered by AGTHX
29.18%
AGTHX covered by BGASX
29.18%

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.

BGASX (March 31, 2026)

SecurityWeight
NVIDIA CORP5.56%
TSMC5.49%
ALPHABET INC CL C3.38%
AMAZON.COM INC2.97%
MICROSOFT CORP2.95%
META PLATFORMS INC CL A2.77%
TENCENT HOLDINGS LTD2.67%
SAMSUNG ELECTRONICS CO LTD2.41%
ROYALTY PHARMA PLC2.22%
MARTIN MAR MTLS2.19%
SERVICE CORP INTERNATIONAL INC2.16%
MASTERCARD INC CL A2.08%
Receive CONTEMPORARY A-A Pay Overnight Rate -11.71%
RYANAIR HOLDINGS PLC SPON ADR1.69%
ENSIGN GROUP INC1.61%
PETROLEO BRASILEIRO SPONS ADR1.60%
B3 SA1.50%
EOG RESOURCES INC1.45%
CRH PLC1.39%
MSCI INC1.37%
NETFLIX INC1.32%
DOORDASH INC-A1.29%
APPLOVIN CORP1.21%
SHOPIFY INC CL A1.18%
KEYENCE CORP1.16%
ADYEN NV1.14%
DOLLAR GENERAL CORP1.12%
ELEVANCE HEALTH INC1.10%
MOODYS CORP1.07%
THERMO FISHER SCIENTIFIC INC1.05%
CBRE GROUP INC - CL A1.04%
CHUGAI PHARMA CO1.01%
PHILIP MORRIS INTL INC1.00%
SAMSARA INC-CL A1.00%
GAMES WORKSHOP GROUP CO PLC0.99%
MARKEL GROUP INC0.99%
TEXAS INSTRUMENTS INC0.99%
COMFORT SYSTEMS USA INC0.97%
CIE FINANCI-REG0.96%
CREDICORP LTD0.93%
UNITED OVERSEAS0.92%
EQT CORPORATION0.91%
MERCADOLIBRE INC0.90%
DISCO CORP0.89%
Midea Group Company, Ltd.0.88%
ON SEMICONDUCTOR CORP0.87%
AUTOZONE INC0.87%
UBER TECHNOLOGIES INC0.86%
ADVANCED DRAINAGE SYSTEMS INC0.84%
SKANDINAVISK ENSKILDA BANKEN AB0.83%

AGTHX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP6.06%
BROADCOM INC4.28%
META PLATFORMS INC CL A4.25%
MICROSOFT CORP4.03%
CAPITAL GROUP CENTRAL CASH FUND3.47%
LILLY ELI and CO3.32%
ALPHABET INC CL C2.92%
ALPHABET INC CL A2.92%
AMAZON.COM INC2.85%
TESLA INC2.59%
TSMC2.28%
VERTEX PHARMACEUTICALS INC2.08%
APPLE INC1.83%
MICRON TECHNOLOGY INC1.77%
NETFLIX INC1.72%
ROYAL CARIBBEAN CRUISES LTD1.69%
UBER TECHNOLOGIES INC1.23%
SHOPIFY INC CL A1.18%
GENERAL ELECTRIC CO1.10%
TRANSDIGM GROUP INC1.06%
STRATEGY INC CL A0.94%
PHILIP MORRIS INTL INC0.92%
CLOUDFLARE INC-A0.90%
MASTERCARD INC CL A0.90%
VISA INC-CLASS A0.82%
ALNYLAM PHARMACEUTICALS INC0.81%
APPLIED MATERIALS INC0.81%
SK HYNIX INC0.76%
AMPHENOL CORPORATION CL A0.72%
HCA HEALTHCARE INC0.65%
ANTHROPIC PBC SERIES F PC PP0.63%
DR HORTON INC0.58%
STARBUCKS CORP0.57%
FTAI AVIATION LTD0.57%
MERCADOLIBRE INC0.55%
BOEING CO/THE0.54%
KLA CORP0.52%
AMGEN INC0.50%
ORACLE CORP0.50%
CATERPILLAR INC0.50%
INTEL CORP0.49%
COSTCO WHOLESALE CORP0.49%
ASML Holding NV0.46%
INTUITIVE SURGICAL INC0.41%
QUANTA SVCS INC0.38%
BURLINGTON STORES INC0.38%
PROGRESSIVE CORP OHIO0.38%
SALESFORCE INC0.38%
WELLTOWER INC0.37%
EOG RESOURCES INC0.37%

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