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GABAX vs TOPC

Shared holdings
208
GABAX covered by TOPC
20.64%
TOPC covered by GABAX
20.64%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GABAX (March 31, 2026)

SecurityWeight
AMETEK INC NEW3.55%
CATERPILLAR INC3.21%
DEERE & CO2.34%
NEWMONT CORP2.26%
MADISON SQUARE GARDEN SPORTS CORP2.18%
BERKSHIRE HATHAWAY INC CL A1.97%
Sony Group Corp. SPON ADR EACH REPR 1 ORD1.94%
BANK OF NEW YORK MELLON CORP1.78%
REPUBLIC SVCS1.74%
ITT INC1.73%
DONALDSON CO INC1.46%
CRANE CO1.41%
AMERICAN EXPRESS CO1.39%
FLOWSERVE CORP1.34%
TELEPHONE & DATA1.29%
ROYAL GOLD INC1.26%
MASTERCARD INC CL A1.25%
COSTCO WHOLESALE CORP1.11%
GATX CORP1.11%
GENUINE PARTS CO1.10%
O'REILLY AUTOMOTIVE INC1.06%
SPHERE ENTERTAINMENT CO1.03%
CNH INDUSTRIAL NV1.00%
BROWN FORMAN CORP CL A0.95%
PACCAR INC0.90%
ROGERS COMMUNICATIONS INC COMMON STOCK0.90%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT0.89%
S&P GLOBAL INC0.89%
TEXTRON INC0.86%
ATLANTA BRAVES HOLDINGS INC0.85%
FRANCO-NEVADA CORP0.82%
JPMORGAN CHASE and CO0.75%
TEXAS INSTRUMENTS INC0.71%
WALT DISNEY CO/T0.69%
STATE STREET CORP0.64%
ALPHABET INC CL C0.61%
IDEX CORPORATION0.61%
WATTS WATER TECH INC CL A0.60%
EXXON MOBIL CORP0.60%
WASTE CONNECTIONS INC0.59%
XYLEM INC0.59%
EOG RESOURCES INC0.58%
WARNER BROS DISCOVERY INC0.56%
CURTISS WRIGHT CORPORATION0.56%
Givaudan SA (Registered)0.56%
LVMH MOET HENNESSY LOUIS VUITTON SE0.56%
U.S. Treasury Bills0.56%
HONEYWELL INTL INC0.55%
WHEATON PRECIOUS METALS CORP0.54%
AMGEN INC0.53%

TOPC (March 31, 2026)

SecurityWeight
AMAZON.COM INC3.03%
APPLE INC3.01%
NVIDIA CORP2.90%
MICROSOFT CORP2.83%
BROADCOM INC2.81%
META PLATFORMS INC CL A2.67%
TESLA INC2.23%
BERKSHIRE HATH-B1.87%
JPMORGAN CHASE and CO1.69%
ALPHABET INC CL A1.60%
LILLY ELI and CO1.55%
EXXON MOBIL CORP1.51%
ALPHABET INC CL C1.28%
JOHNSON&JOHNSON1.26%
WALMART INC1.16%
VISA INC-CLASS A1.08%
COSTCO WHOLESALE CORP0.94%
MASTERCARD INC CL A0.87%
NETFLIX INC0.86%
CHEVRON CORP0.83%
ABBVIE INC0.82%
MICRON TECHNOLOGY INC0.81%
PROCTER & GAMBLE0.72%
PALANTIR TECHNOLOGIES INC0.71%
ADV MICRO DEVICE0.71%
CATERPILLAR INC0.70%
HOME DEPOT INC0.70%
BANK OF AMERICA CORPORATION0.69%
CISCO SYSTEMS INC0.65%
MERCK & CO0.64%
GENERAL ELECTRIC CO0.63%
COCA-COLA CO/THE0.63%
APPLIED MATERIALS INC0.58%
LAM RESEARCH CORP0.57%
RTX CORP0.55%
PHILIP MORRIS INTL INC0.55%
GOLDMAN SACHS GROUP INC0.54%
ORACLE CORP0.53%
WELLS FARGO & CO0.52%
UNITEDHEALTH GRP0.52%
GE VERNOVA LLC0.50%
LINDE PLC0.49%
INTL BUS MACH CORP0.48%
MCDONALDS CORP0.47%
PEPSICO INC0.45%
VERIZON COMMUNICATIONS INC0.45%
INTEL CORP0.44%
AT&T INC0.43%
CITIGROUP INC0.42%
MORGAN STANLEY0.42%

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