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BPRTX vs CAPOX

Shared holdings
1
BPRTX covered by CAPOX
3.21%
CAPOX covered by BPRTX
3.21%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 3 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BPRTX (March 31, 2026)

SecurityWeight
Zoetis, Inc. 03/20/2026 110 Put98.49%
Invesco Government & Agency Portfolio, Institutional Class1.42%
Goldman Sachs Financial Square Funds - Treasury Instruments Fund0.09%

CAPOX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X14.86%
AMAZON.COM INC4.40%
PHILIP MORRIS INTL INC4.21%
ALPHABET INC CL A3.59%
APPLE INC3.52%
META PLATFORMS INC CL A3.38%
INTERCONTINENTAL EXCHANGE INC3.30%
Zoetis, Inc. 03/20/2026 110 Put3.21%
SCHWAB CHARLES CORP2.97%
BERKSHIRE HATH-B2.82%
AON PLC-CLASS A2.80%
KEYSIGHT TECHNOLOGIES INC2.77%
VISA INC-CLASS A2.76%
MOTOROLA SOLUTIONS INC2.58%
BECTON DICKINSON and CO2.53%
PACCAR INC2.52%
THERMO FISHER SCIENTIFIC INC2.45%
MICROSOFT CORP2.43%
ANALOG DEVICES INC2.41%
ADV MICRO DEVICE2.14%
WATERS CORP2.07%
JACOBS SOLUTIONS INC2.07%
SUNBELT RENTALS2.00%
ARISTA NETWORKS INC1.95%
CFD_EQS GSILGB2X BJXBP411.95%
LOWES COS INC1.87%
CARRIER GLOBAL CORP1.76%
COPART INC1.73%
SALESFORCE INC1.71%
APPLIED MATERIALS INC1.68%
COOPER COS INC1.58%
Universal Music Group N.V. ADR1.50%
OCCIDENTAL PETROLEUM CORP1.42%
AMENTUM HOLDINGS INC1.18%
CARMAX INC1.00%
RYAN SPECIALTY HOLDINGS INC0.81%
FLOOR & DECOR-A0.74%
HAYWARD HOLDINGS INC0.74%
CARVANA CO CL A0.56%
FISKER INC0.00%

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