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GABF vs BCFN

Shared holdings
13
GABF covered by BCFN
35.85%
BCFN covered by GABF
35.85%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 43 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GABF (March 31, 2026)

SecurityWeight
SuRo Capital Corporation5.40%
BERKSHIRE HATH-B5.31%
S&P GLOBAL INC5.15%
COHEN & STEERS4.76%
KKR & CO INC4.70%
MOODYS CORP4.31%
WELLS FARGO & CO4.08%
MASTERCARD INC CL A4.03%
TIPTREE INC3.89%
SCHWAB CHARLES CORP3.88%
BLACKSTONE INC3.79%
CAPITAL ONE FINANCIAL CORP3.77%
VISA INC-CLASS A3.56%
JPMORGAN CHASE and CO3.51%
FISERV INC3.37%
APOLLO GLOBAL MANAGEMENT INC3.12%
WR BERKLEY CORP3.01%
INTERACTIVE BROKERS GROUP INC2.92%
AFFIL MANAGERS2.92%
GPGI INC2.76%
ROCKET COS INC-A2.44%
HERTZ GLOBAL HOLDINGS INC2.09%
MILLROSE PROPERTIES INC2.05%
FIRST CITIZENS BANCSHARES INC CL A1.90%
LPL FINL HLDGS INC1.82%
WEALTHFRONT CORP1.76%
M&T BANK CORP1.67%
SAFEHOLD INC1.63%
PROGRESSIVE CORP OHIO0.99%
U.S. Treasury Bills0.82%
MARKEL GROUP INC0.72%
CHUBB LTD0.66%
HOWARD HUGHES HOLDINGS INC0.52%
U.S. Treasury Bills0.48%
AMERICAN EXPRESS CO0.38%
MORGAN STANLEY0.36%
BANK OF NEW YORK MELLON CORP0.34%
NASDAQ INC0.32%
RAYMOND JAMES FINANCIAL INC.0.20%
STATE STREET CORP0.18%
FEDERATED HERMES INC0.16%
STIFEL FINANCIAL CORP0.15%
WISDOMTREE INVESTMENTS INC0.12%

BCFN (March 31, 2026)

SecurityWeight
MASTERCARD INC CL A5.65%
VISA INC-CLASS A5.59%
S&P GLOBAL INC5.58%
SCHWAB CHARLES CORP4.49%
LPL FINL HLDGS INC4.09%
MERCADOLIBRE INC3.69%
INTERACTIVE BROKERS GROUP INC3.59%
KKR & CO INC3.58%
TRADEWEB MARKETS INC A3.55%
CME GROUP INC CL A3.51%
MSCI INC3.44%
MOODYS CORP3.41%
INTUIT INC3.38%
NU HOLDINGS LTD/CAYMAN ISLANDS3.33%
MORGAN STANLEY3.30%
APOLLO GLOBAL MANAGEMENT INC2.96%
BANK OF AMERICA CORPORATION2.69%
VERISK ANALYTICS INC2.54%
HOULIHAN LOKEY I2.44%
GUIDEWIRE SOFTWARE INC2.42%
CAPITAL ONE FINANCIAL CORP2.40%
BLACKROCK INC2.35%
FAIR ISAAC CORP2.16%
ARCH CAPITAL GROUP LTD2.14%
WISE PLC - A1.83%
JACK HENRY1.75%
SHOPIFY INC CL A1.69%
PROGRESSIVE CORP OHIO1.51%
PRIMERICA INC1.28%
TRANSUNION1.18%
ROBINHOOD MARKETS INC1.18%
EQUIFAX INC1.07%
KINSALE CAPITAL GROUP INC0.95%
BLOCK INC CL A0.89%
SERVICETITAN INC-A0.84%
ROCKET COS INC-A0.79%
TWFG INC (CLASS A)0.66%
ALKAMI TECHNOLOGY INC0.50%
BRP GROUP INC-A0.48%
NEPTUNE INSURANCE HOLDINGS INC0.44%
FACTSET RESEARCH SYSTEMS INC0.44%
Accelerant Holdings, Class A0.26%

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