Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
LIMIX vs BFOCX
Shared holdings
10
LIMIX covered by BFOCX
14.14%
BFOCX covered by LIMIX
14.14%
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.
LIMIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| GE VERNOVA LLC | 6.70% | |
| DANAHER CORP | 5.90% | |
| FERGUSON ENTERPRISES INC | 5.76% | |
| MARTIN MAR MTLS | 5.32% | |
| PALO ALTO NETWORKS INC | 5.17% | |
| ATI INC | 5.15% | |
| INTL FLVR & FRAG | 4.51% | |
| TALEN ENERGY CORP | 4.47% | |
| ARM HOLDINGS LTD | 4.30% | |
| BWX TECHNOLOGIES INC | 4.09% | |
| ENTEGRIS INC | 3.74% | |
| PHILLIPS 66 | 3.70% | |
| TYLER TECHNOLOGIES INC | 3.67% | |
| INTUIT INC | 3.19% | |
| AVANTOR INC | 3.05% | |
| Short-Term Investment | 2.99% | |
| WESCO INTL | 2.96% | |
| SPS COMMERCE INC | 2.76% | |
| AIR PRODUCTS and CHEMICALS INC | 2.59% | |
| LPL FINL HLDGS INC | 2.46% | |
| TENET HEALTHCARE CORP | 2.27% | |
| BLOOM ENERGY CORP CL A | 2.05% | |
| MARKEL GROUP INC | 2.03% | |
| META PLATFORMS INC CL A | 2.00% | |
| TEXAS PACIFIC LAND CORP | 1.87% | |
| VERTIV HOLDINGS CO | 1.80% | |
| VENTURE GLOBAL INC | 1.80% | |
| Elemental Royalty Corp. | 1.57% | |
| QXO INC | 1.23% | |
| SNOWLINE GOLD CORP COMMON STOCK | 0.90% |
BFOCX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 9.97% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 9.02% | |
| LUMENTUM HOLDINGS INC | 8.10% | |
| COHERENT CORP | 6.56% | |
| GE VERNOVA LLC | 5.99% | |
| VERTIV HOLDINGS CO | 4.90% | |
| PALANTIR TECHNOLOGIES INC | 4.84% | |
| ARM HOLDINGS LTD | 4.39% | |
| FASTLY INC CL A | 4.23% | |
| CORNING INC | 4.20% | |
| APPLIED MATERIALS INC | 4.00% | |
| BLOOM ENERGY CORP CL A | 4.00% | |
| ECHOSTAR CORP CL A | 3.89% | |
| DIGITALOCEAN HOLDINGS INC | 3.06% | |
| Tower Semiconductor Ltd. (Israel) | 3.03% | |
| Yandex NV | 3.01% | |
| TERADYNE INC | 3.00% | |
| MARVELL TECHNOLOGY INC | 2.95% | |
| CLOUDFLARE INC-A | 2.93% | |
| KULICKE and SOFFA INDUSTRIES INC | 2.93% | |
| ASML Holding N.V. - ADR | 2.93% | |
| QNITY ELECTRONICS INC | 1.99% | |
| MERCADOLIBRE INC | 0.01% | |
| KLA CORP | 0.01% | |
| MONOLITHIC POWER SYS INC | 0.00% | |
| NETFLIX INC | 0.00% | |
| PALO ALTO NETWORKS INC | 0.00% | |
| SANDISK CORPORATION | 0.00% | |
| OPTION | 0.00% | |
| META PLATFORMS INC CL A | 0.00% | |
| ARGAN INC | 0.00% | |
| SERVICENOW INC | 0.00% | |
| Spotify Technology SA | 0.00% | |
| TEXAS PACIFIC LAND CORP | 0.00% | |
| AXON ENTERPRISE INC | 0.00% | |
| APPLOVIN CORP | 0.00% | |
| Seagate Technology Holdings plc | 0.00% | |
| CROWDSTRIKE HOLDINGS INC | 0.00% | |
| CIENA CORP | 0.00% | |
| V/E SEMICONDUCT | 0.00% | |
| TESLA INC | 0.00% | |
| MICROSOFT CORP | 0.00% | |
| EATON CORP PLC | 0.00% | |
| SITIME CORP | 0.00% | |
| MICRON TECHNOLOGY INC | 0.00% | |
| TALEN ENERGY CORP | 0.00% | |
| CARVANA CO CL A | 0.00% | |
| BROADCOM INC | 0.00% | |
| ALPHABET INC CL A | 0.00% | |
| GENERAL ELECTRIC CO | 0.00% |
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