Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
GFGF vs BDAFX
Shared holdings
12
GFGF covered by BDAFX
40.70%
BDAFX covered by GFGF
40.70%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
GFGF (Feb. 27, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.34% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 6.60% | |
| FRST AM-GV OB-X | 5.59% | |
| ALPHABET INC CL A | 4.71% | |
| MSCI INC | 4.66% | |
| BERKSHIRE HATH-B | 4.07% | |
| MICROSOFT CORP | 3.83% | |
| LILLY ELI and CO | 3.81% | |
| VISA INC-CLASS A | 3.73% | |
| ASML Holding NV | 3.73% | |
| APPLE INC | 3.71% | |
| MASTERCARD INC CL A | 3.19% | |
| UNITEDHEALTH GRP | 3.18% | |
| ELEVANCE HEALTH INC | 3.16% | |
| BROWN & BROWN | 3.09% | |
| PROGRESSIVE CORP OHIO | 3.02% | |
| AMAZON.COM INC | 2.96% | |
| MONSTER BEVERAGE CORP | 2.90% | |
| MOODYS CORP | 2.85% | |
| MONOLITHIC POWER SYS INC | 2.63% | |
| COPART INC | 2.63% | |
| ARTHUR J GALLAGHAR AND CO | 2.49% | |
| SYNOPSYS INC | 2.48% | |
| COSTAR GROUP INC | 2.43% | |
| META PLATFORMS INC CL A | 2.26% | |
| ALPHABET INC CL C | 2.08% | |
| DESCARTES SYS | 1.91% | |
| INTUITIVE SURGICAL INC | 1.80% | |
| S&P GLOBAL INC | 1.68% | |
| AMERICAN EXPRESS CO | 1.47% |
BDAFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 8.31% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 8.03% | |
| AMAZON.COM INC | 7.04% | |
| ALPHABET INC CL C | 6.95% | |
| META PLATFORMS INC CL A | 6.81% | |
| MONOLITHIC POWER SYS INC | 5.08% | |
| BROADCOM INC | 4.98% | |
| MICROSOFT CORP | 4.91% | |
| VISA INC-CLASS A | 4.10% | |
| WELLTOWER INC | 3.32% | |
| MSCI INC | 3.16% | |
| BROOKFIELD CORP CL A | 3.03% | |
| LPL FINL HLDGS INC | 2.99% | |
| MOODYS CORP | 2.97% | |
| S&P GLOBAL INC | 2.88% | |
| CME GROUP INC CL A | 2.81% | |
| HEICO CORP CL A | 2.81% | |
| APOLLO GLOBAL MANAGEMENT INC | 2.28% | |
| BLACKSTONE INC | 2.27% | |
| AMPHENOL CORPORATION CL A | 2.13% | |
| TRANSDIGM GROUP INC | 1.94% | |
| MASTERCARD INC CL A | 1.57% | |
| INTUIT INC | 1.51% | |
| THERMO FISHER SCIENTIFIC INC | 1.33% | |
| COSTCO WHOLESALE CORP | 1.32% | |
| ARCH CAPITAL GROUP LTD | 1.27% | |
| QUANTA SVCS INC | 1.21% | |
| METTLER-TOLEDO INTL INC | 1.14% | |
| TEXAS ROADHOUSE INC | 1.09% | |
| LAM RESEARCH CORP | 0.78% |
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