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DFDPX vs BCHP

Shared holdings
13
DFDPX covered by BCHP
42.68%
BCHP covered by DFDPX
42.68%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; ● = held by both — hover a shared position to highlight it in both columns.

DFDPX (March 31, 2026)

SecurityWeight
AMAZON.COM INC6.95%●
ALPHABET INC CL C6.51%●
VISA INC-CLASS A4.84%●
MASTERCARD INC CL A4.82%●
MICROSOFT CORP4.15%●
HEICO CORP CL A4.05%●
MONOLITHIC POWER SYS INC3.73%
TRANSDIGM GROUP INC3.58%●
VULCAN MATERIALS CO3.30%
MOTOROLA SOLUTIONS INC3.05%
ASML Holding NV - NY Reg Shares2.85%
DANAHER CORP2.83%●
CBRE GROUP INC - CL A2.78%
UBER TECHNOLOGIES INC2.66%
NETFLIX INC2.63%●
MOODYS CORP2.56%●
WASTE CONNECTIONS INC2.54%
PROCORE TECHNOLOGIES INC2.51%
APPLE INC2.50%
GUIDEWIRE SOFTWARE INC2.50%
VEEVA SYSTEMS-A2.49%
CADENCE DESIGN SYSTEMS INC2.47%●
PERIMETER SOLUTIONS SA2.45%
TYLER TECHNOLOGIES INC2.44%
INTUITIVE SURGICAL INC2.29%
BROADCOM INC2.28%●
SHERWIN WILLIAMS CO2.26%
ECOLAB INC1.82%
S&P GLOBAL INC1.72%
MSCI INC1.72%
KINSALE CAPITAL GROUP INC1.51%
BIO-TECHNE CORP1.46%
THERMO FISHER SCIENTIFIC INC1.12%
COSTAR GROUP INC0.99%●
AMPHENOL CORPORATION CL A0.95%
COPART INC0.50%
SERVICENOW INC0.11%
FIRST AM-TR OB-X0.09%

BCHP (March 31, 2026)

SecurityWeight
AMAZON.COM INC15.04%●
MICROSOFT CORP13.48%●
BROOKFIELD CORP CL A10.16%
NVIDIA CORP9.24%
MASTERCARD INC CL A4.87%●
VISA INC-CLASS A4.86%●
ALPHABET INC CL C4.79%●
TRANSDIGM GROUP INC4.73%●
META PLATFORMS INC CL A4.59%
BROADCOM INC4.42%●
CADENCE DESIGN SYSTEMS INC4.28%●
NETFLIX INC3.98%●
DANAHER CORP3.36%●
KKR & CO INC2.31%
HILTON WORLDWIDE HOLDINGS INC2.30%
AIRBNB INC CLASS A2.11%
O'REILLY AUTOMOTIVE INC1.89%
COSTAR GROUP INC1.23%●
HEICO CORP CL A1.20%●
MOODYS CORP1.15%●
State Street Navigator Securities Lending Portfolio II0.02%

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