Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

PBFDX vs NGUAX

Shared holdings
14
PBFDX covered by NGUAX
53.53%
NGUAX covered by PBFDX
53.53%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PBFDX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.60%
ALPHABET INC CL A8.56%
MICROSOFT CORP7.78%
APPLE INC7.74%
BROADCOM INC6.08%
AMAZON.COM INC5.54%
META PLATFORMS INC CL A4.57%
JPMORGAN CHASE and CO4.29%
ASML Holding NV - NY Reg Shares3.45%
ABBVIE INC3.31%
ISHARES CORE DIVIDEND GROWTH MUTUAL FUND3.11%
LAM RESEARCH CORP2.93%
CATERPILLAR INC2.90%
HONEYWELL INTL INC2.86%
MASTERCARD INC CL A2.80%
THERMO FISHER SCIENTIFIC INC2.38%
TJX COS INC2.33%
SALESFORCE INC2.21%
HUBBELL INC2.15%
AUTOZONE INC2.12%
AMETEK INC NEW2.11%
VISA INC-CLASS A2.03%
NVENT ELECTRIC1.98%
MARATHON PETROLEUM CORP1.79%
AMGEN INC1.74%
L3HARRIS TECHNOLOGIES INC1.47%
CHEVRON CORP1.46%
DANAHER CORP0.92%
ACCENTURE PLC-A0.79%

NGUAX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP8.20%
ALPHABET INC CL A7.77%
MICROSOFT CORP7.59%
AMAZON.COM INC6.31%
APPLE INC5.90%
META PLATFORMS INC CL A4.75%
BROADCOM INC3.91%
FANATICS HOLDINGS INC CLASS A3.52%
LILLY ELI and CO3.14%
NETFLIX INC3.08%
VISA INC-CLASS A2.91%
GENERAL ELECTRIC CO2.76%
MASTERCARD INC CL A2.44%
HOME DEPOT INC2.21%
ASML HOLDING-NY2.04%
CATERPILLAR INC2.03%
AMPHENOL CORPORATION CL A2.02%
TJX COS INC1.65%
NVENT ELECTRIC PLC1.63%
CENTERPOINT ENERGY INC1.62%
COSTCO WHOLESALE CORP1.58%
CROWDSTRIKE HOLDINGS INC1.37%
SYNOPSYS INC1.35%
BOSTON SCIENTIFIC CORP1.19%
BROOKFIELD ASSET MANAGEMENT LTD A1.09%
ABBVIE INC1.08%
S&P GLOBAL INC1.05%
TESLA INC0.97%
NEXTERA ENERGY INC0.95%
ADV MICRO DEVICE0.89%
WALMART INC0.89%
State Street Institutional Treasury Money Market Fund0.84%
KKR & CO INC0.81%
SERVICENOW INC0.80%
MCDONALDS CORP0.75%
DEERE & CO0.68%
WAYSTAR HOLDING CORP0.68%
WILLIAMS COS INC0.67%
THERMO FISHER SCIENTIFIC INC0.65%
WASTE MANAGEMENT INC0.62%
UNION PACIFIC CORP0.59%
ITT INC0.58%
CLOUDFLARE INC-A0.51%
FABLETICS SERIES G PFD STOCK0.42%
LIVE NATION ENTERTAINMENT INC0.37%
O'REILLY AUTOMOTIVE INC0.35%
BOEING CO/THE0.34%
CHEWY INC- CL A0.33%
CANVA INC COMMON A RESTRICTED0.32%
SHOPIFY INC CL A0.29%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.