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BOPAX vs Growth Stock Portfolio

Shared holdings
13
BOPAX covered by B
31.83%
B covered by BOPAX
31.83%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BOPAX (March 31, 2026)

SecurityWeight
NVIDIA CORP7.01%
MARVELL TECHNOLOGY INC5.59%
ALPHABET INC CL C5.53%
Federated Hermes Treasury Oligations Fund4.47%
AMAZON.COM INC4.44%
LILLY ELI and CO4.24%
MICROSOFT CORP4.20%
AKAMAI TECHNOLOGIES INC3.82%
ORACLE CORP3.69%
NATERA INC3.68%
SYNOPSYS INC3.38%
SCHWAB CHARLES CORP3.33%
VISA INC-CLASS A3.31%
TAKE-TWO INTERACTV SOFTWR INC3.24%
CRH PLC2.94%
LENNAR CORP CL A2.83%
NXP SEMICONDUCTO2.70%
DANAHER CORP2.68%
MUELLER INDUSTRIES INC2.63%
VERISK ANALYTICS INC2.57%
TEVA PHARMACEUTICAL IND ADR2.50%
UNITEDHEALTH GRP2.49%
COHERENT CORP2.40%
T-MOBILE US INC2.10%
ONEOK INC2.00%
CBRE GROUP INC - CL A1.95%
S&P GLOBAL INC1.70%
DEERE & CO1.52%
INTUIT INC1.38%
DEXCOM INC1.13%
F5 INC1.06%
CACI INTL-A1.02%
SERVICENOW INC0.95%
HCA HEALTHCARE INC0.52%
APOLLO GLOBAL MANAGEMENT INC0.51%
UNIVERSAL DISPLAY CORP0.49%

Growth Stock Portfolio (March 31, 2026)

SecurityWeight
NVIDIA CORP16.81%
APPLE INC9.24%
MICROSOFT CORP8.27%
AMAZON.COM INC6.75%
ALPHABET INC CL C6.19%
META PLATFORMS INC CL A5.03%
BROADCOM INC5.03%
CARVANA CO CL A3.56%
LILLY ELI and CO3.00%
VISA INC-CLASS A2.82%
TESLA INC2.79%
NETFLIX INC2.31%
MASTERCARD INC CL A2.23%
GENERAL ELECTRIC CO1.87%
ALPHABET INC CL A1.59%
INTUITIVE SURGICAL INC1.33%
ASML HOLDING-NY1.18%
SERVICENOW INC1.12%
CHUBB LTD1.07%
T-MOBILE US INC1.01%
GE VERNOVA LLC0.99%
ORACLE CORP0.90%
THE BOOKING HOLDINGS INC0.88%
SHOPIFY INC CL A0.80%
TAIWAN SEMIC MFG CO LTD SP ADR0.75%
MONOLITHIC POWER SYS INC0.66%
UNITEDHEALTH GRP0.62%
ROSS STORES INC0.60%
THERMO FISHER SCIENTIFIC INC0.58%
TJX COS INC0.56%
DANAHER CORP0.53%
TE CONNECTIVITY PLC0.50%
CONSTELLATION ENERGY CORP0.49%
SYNOPSYS INC0.49%
MORGAN STANLEY0.48%
STRYKER CORP0.46%
GOLDMAN SACHS GROUP INC0.45%
CHIPOTLE MEXICAN GRILL INC0.44%
LINDE PLC0.39%
SEA LTD ADR0.39%
SHERWIN WILLIAMS CO0.37%
CROWDSTRIKE HOLDINGS INC0.36%
COLGATE-PALMOLIVE CO0.35%
DOORDASH INC-A0.33%
SCHWAB CHARLES CORP0.33%
ROPER TECHNOLOGIES INC0.32%
MARSH & MCLENNAN0.32%
MOODYS CORP0.30%
PALANTIR TECHNOLOGIES INC0.29%
TEXAS INSTRUMENTS INC0.29%

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