Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CWS vs BCUS
Shared holdings
4
CWS covered by BCUS
13.98%
BCUS covered by CWS
13.98%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CWS (March 31, 2026)
| Security | Weight | |
|---|---|---|
| COMFORT SYSTEMS USA INC | 6.22% | |
| CASEY'S GENERAL | 5.51% | |
| IES HOLDINGS INC | 5.09% | |
| ALLISON TRANSMISSION HLDGS INC | 5.00% | |
| MCKESSON CORP | 4.46% | |
| AMERICAN WATER WRKS COMPANY | 4.41% | |
| SPROUTS FMRS MKT INC | 4.15% | |
| HENRY SCHEIN INC | 4.12% | |
| INTERCONTINENTAL EXCHANGE INC | 4.11% | |
| MUELLER INDUSTRIES INC | 4.02% | |
| STRYKER CORP | 3.97% | |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | 3.96% | |
| AMPHENOL CORPORATION CL A | 3.95% | |
| CENCORA INC | 3.94% | |
| RESMED INC | 3.93% | |
| ROLLINS INC | 3.77% | |
| MOODYS CORP | 3.70% | |
| THERMO FISHER SCIENTIFIC INC | 3.62% | |
| HEICO CORP | 3.53% | |
| ABBOTT LABS | 3.51% | |
| FACTSET RESEARCH SYSTEMS INC | 3.18% | |
| BROADRIDGE FINL | 3.04% | |
| ADOBE INC | 2.94% | |
| INTUIT INC | 2.74% | |
| FAIR ISAAC CORP | 2.60% | |
| BLACKROCK TREASURY TRUST | 0.52% |
BCUS (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| INTERDIGITAL INC | 4.45% | |
| AMPHENOL CORPORATION CL A | 4.28% | |
| CARDINAL HEALTH INC | 4.23% | |
| CASEY'S GENERAL | 4.04% | |
| TRANE TECHNOLOGI | 3.99% | |
| PARKER HANNIFIN CORP | 3.97% | |
| TRANSDIGM GROUP INC | 3.92% | |
| BOSTON SCIENTIFIC CORP | 3.88% | |
| CRH PLC | 3.72% | |
| JPMORGAN CHASE and CO | 3.61% | |
| NETFLIX INC | 3.44% | |
| CARPENTER TECHNOLOGY CORP | 3.41% | |
| TECHNIPFMC PLC | 3.35% | |
| Spotify Technology SA | 3.34% | |
| TARGA RESOURCES CORP | 3.30% | |
| GRANITE CONSTRUCTION INC | 3.13% | |
| FLEX LTD | 3.07% | |
| SPROUTS FMRS MKT INC | 3.04% | |
| TJX COS INC | 3.00% | |
| BROADCOM INC | 2.96% | |
| MUELLER INDUSTRIES INC | 2.94% | |
| EMCOR GROUP INC | 2.93% | |
| RALPH LAUREN CORP | 2.92% | |
| WALMART INC | 2.86% | |
| BANK OF NEW YORK MELLON CORP | 2.81% | |
| INTERACTIVE BROKERS GROUP INC | 2.77% | |
| META PLATFORMS INC CL A | 2.77% | |
| LILLY ELI and CO | 2.72% | |
| ROYAL CARIBBEAN | 2.70% | |
| INTL BUS MACH CORP | 2.38% | |
| BBH SWEEP VEHICLE | 0.04% |
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