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PBFDX vs SWANX

Shared holdings
12
PBFDX covered by SWANX
52.37%
SWANX covered by PBFDX
52.37%

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%

SWANX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.20%
MICROSOFT CORP8.00%
ALPHABET INC CL A8.00%
APPLE INC6.60%
META PLATFORMS INC CL A5.15%
BROADCOM INC4.36%
AMAZON.COM INC3.75%
LILLY ELI and CO2.91%
EXXON MOBIL CORP2.66%
FIDELITY NATL INFORM SVCS INC2.58%
VISA INC-CLASS A2.41%
UNITEDHEALTH GRP2.08%
CATERPILLAR INC1.97%
TJX COS INC1.95%
WEC ENERGY GROUP INC1.71%
SALESFORCE INC1.63%
PROGRESSIVE CORP OHIO1.52%
BECTON DICKINSON and CO1.39%
ROCKWELL AUTOMATION INC1.38%
ASML HOLDING-NY1.29%
NEXTERA ENERGY INC1.23%
PROCTER & GAMBLE1.20%
EOG RESOURCES INC1.19%
LINDE PLC1.15%
WALMART INC1.15%
BOSTON SCIENTIFIC CORP1.14%
REPUBLIC SVCS1.14%
ZOETIS INC CL A1.12%
MOTOROLA SOLUTIONS INC1.12%
THERMO FISHER SCIENTIFIC INC1.12%
CNH INDUSTRIAL NV1.03%
SERVICENOW INC1.01%
ROLLINS INC0.99%
MORGAN STANLEY0.98%
DUKE ENERGY CORP NEW0.95%
INTUITIVE SURGICAL INC0.93%
ARISTA NETWORKS INC0.92%
PALO ALTO NETWORKS INC0.91%
BLACKROCK INC0.87%
L'Oreal S.A. ADR0.85%
DEERE & CO0.84%
CONSTELLATION BRANDS INC CL A0.79%
CME GROUP INC CL A0.79%
PARKER HANNIFIN CORP0.76%
ACCENTURE PLC CL A0.64%
MSCI INC0.64%
THE BOOKING HOLDINGS INC0.55%
TEXAS INSTRUMENTS INC0.53%
PUBLIC STORAGE0.49%
FASTENAL CO0.45%

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