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GAFCX vs MARB

Shared holdings
1
GAFCX covered by MARB
47.07%
MARB covered by GAFCX
47.07%

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.

GAFCX (March 31, 2026)

SecurityWeight
DREY-GVT CSH-I47.07%
BRENT CRUDE FUTR JUN26 IFEU 202604300.48%
WATSCO INC0.48%
NETFLIX INC0.46%
COTERRA ENERGY INC0.44%
ZAR/USD FORWARD0.42%
NORTHWESTERN ENERGY GROUP INC0.41%
BLACKROCK INC0.37%
MARKEL GROUP INC0.37%
METTLER-TOLEDO INTL INC0.37%
WTI CRUDE0.36%
NVR INC0.36%
VEECO INSTRUMENT0.35%
THE BOOKING HOLDINGS INC0.34%
ESSENTIAL UTILITIES INC0.34%
NCR ATLEOS CORP0.34%
SEABOARD CORP0.33%
NATIONAL STORAGE AFFILIATES TRUST0.33%
FIRST CITIZENS BANCSHARES INC CL A0.33%
WHITE MOUNTAINS INS GROUP LTD0.33%
O'REILLY AUTOMOTIVE INC0.32%
MERCADOLIBRE INC0.31%
AUTOZONE INC0.31%
TRANSDIGM GROUP INC0.30%
CARMAX INC0.26%
BRISTOW GROUP INC0.25%
HEALTHEQUITY INC0.25%
FAIR ISAAC CORP0.24%
PRESTIGE CONSUMER HEALTHCARE INC0.24%
AZZ INC0.24%
GARRETT MOTION INC0.24%
ALBERTSONS COS INC CL A0.24%
DICKS SPORTING GOODS INC0.23%
UNION PACIFIC CORP0.23%
APOGEE ENTERPRISES INC0.22%
COSTCO WHOLESALE CORP0.21%
AMETEK INC NEW0.21%
CINTAS CORP0.21%
PVH CORP0.20%
SILVER SEP 260.20%
XAV HEALTH CARE0.19%
TJX COS INC0.19%
MATCH GROUP INC0.18%
DOCUSIGN INC0.18%
CORE & MAIN IN-A0.18%
TECHNIPFMC PLC0.18%
NAPCO SECURITY TECHNOLOGIES INC0.18%
STELLAR BANCORP INC0.18%
HELEN OF TROY LTD0.18%
WORLD ACCEPTANCE CORP0.17%

MARB (April 30, 2026)

SecurityWeight
DREY-GVT CSH-I50.40%
ELECTRONIC ARTS INC4.24%
SELECT MEDICAL HLDGS CORP4.04%
MASIMO CORP3.83%
TALKSPACE INC CL A3.79%
PEAKSTONE REALTY3.79%
CSG SYSTEMS INTL INC3.67%
BRIGHTHOUSE FINANCIAL INC3.59%
CLEARWATER ANALYTICS HOLDINGS INC3.41%
CLEAR CHANNEL OUTDOOR HOLDINGS INC3.31%
VERIS RESIDENTIAL INC3.31%
ENHABIT INC3.09%
TRI POINTE HOMES INC2.86%
KENNEDY-WILSON HOLDINGS INC2.83%
DIGITALBRIDGE GROUP INC2.38%
PROASSURANCE CORPORATION1.45%

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