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CWS vs SBHIX

Shared holdings
4
CWS covered by SBHIX
14.31%
SBHIX covered by CWS
14.31%

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)

SecurityWeight
COMFORT SYSTEMS USA INC6.22%
CASEY'S GENERAL5.51%
IES HOLDINGS INC5.09%
ALLISON TRANSMISSION HLDGS INC5.00%
MCKESSON CORP4.46%
AMERICAN WATER WRKS COMPANY4.41%
SPROUTS FMRS MKT INC4.15%
HENRY SCHEIN INC4.12%
INTERCONTINENTAL EXCHANGE INC4.11%
MUELLER INDUSTRIES INC4.02%
STRYKER CORP3.97%
SCIENCE APPLICATIONS INTERNATIONAL CORP3.96%
AMPHENOL CORPORATION CL A3.95%
CENCORA INC3.94%
RESMED INC3.93%
ROLLINS INC3.77%
MOODYS CORP3.70%
THERMO FISHER SCIENTIFIC INC3.62%
HEICO CORP3.53%
ABBOTT LABS3.51%
FACTSET RESEARCH SYSTEMS INC3.18%
BROADRIDGE FINL3.04%
ADOBE INC2.94%
INTUIT INC2.74%
FAIR ISAAC CORP2.60%
BLACKROCK TREASURY TRUST0.52%

SBHIX (Feb. 28, 2026)

SecurityWeight
CARDINAL HEALTH INC6.75%
MCKESSON CORP5.86%
AMGEN INC5.84%
CENCORA INC5.38%
JAZZ PHARMACEUTI5.29%
UNITED THERAPEUTICS CORP DEL5.02%
Novartis AG4.55%
REGENERON PHARMACEUTICALS INC4.50%
GILEAD SCIENCES INC3.92%
JOHNSON&JOHNSON3.88%
THE CIGNA GROUP3.41%
MERCK & CO3.41%
VERTEX PHARMACEUTICALS INC3.36%
INTUITIVE SURGICAL INC3.35%
THERMO FISHER SCIENTIFIC INC3.17%
LANTHEUS HOLDING3.15%
MEDPACE HOLDINGS INC3.06%
EXELIXIS INC3.01%
NATL HEALTHCARE2.97%
ENSIGN GROUP INC2.76%
STRYKER CORP2.75%
INCYTE CORP2.72%
MEDTRONIC PLC2.62%
Dreyfus Instl Resv PFD GOVT INSTL2.52%
LABCORP HOLDINGS INC2.11%
LILLY ELI and CO1.81%
ELEVANCE HEALTH INC1.19%
VEEVA SYSTEMS-A1.09%
OPTION0.56%

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