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SWANX vs BUFEX

Shared holdings
24
SWANX covered by BUFEX
53.78%
BUFEX covered by SWANX
53.78%

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.

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%

BUFEX (March 31, 2026)

SecurityWeight
NVIDIA CORP12.66%
APPLE INC9.04%
MICROSOFT CORP7.94%
ALPHABET INC CL A6.34%
MONEYMKT5.37%
AMAZON.COM INC5.16%
BROADCOM INC4.02%
META PLATFORMS INC CL A3.23%
LILLY ELI and CO2.44%
MASTERCARD INC CL A1.64%
VISA INC-CLASS A1.57%
TESLA INC1.55%
NETFLIX INC1.32%
GENERAL ELECTRIC CO1.00%
EXXON MOBIL CORP0.96%
TAIWAN SEMIC MFG CO LTD SP ADR0.92%
JOHNSON&JOHNSON0.76%
COSTCO WHOLESALE CORP0.75%
LINDE PLC0.74%
ABBVIE INC0.73%
HILTON WORLDWIDE HOLDINGS INC0.72%
GE VERNOVA LLC0.71%
ABBOTT LABS0.71%
PARKER HANNIFIN CORP0.70%
HONEYWELL INTL INC0.67%
CORNING INC0.67%
ISHARES BIOTECHNOLOGY ETF0.65%
ASML HOLDING-NY0.65%
WESTINGHOUSE AIR BRAKE TECH CORP0.64%
HOME DEPOT INC0.62%
SHELL PLC SPONS ADR0.62%
APA CORP0.61%
O'REILLY AUTOMOTIVE INC0.60%
WALMART INC0.60%
GOLDMAN SACHS GROUP INC0.58%
EATON CORP PLC0.57%
BERKSHIRE HATH-B0.57%
AMPHENOL CORPORATION CL A0.57%
YUM! BRANDS INC0.56%
TJX COS INC0.55%
SERVICENOW INC0.55%
ADV MICRO DEVICE0.54%
ARTHUR J GALLAGHAR AND CO0.54%
SEAGATE TECHNOLOGY HOLDINGS PLC0.54%
TRANE TECHNOLOGIES PLC0.53%
XYLEM INC0.53%
APPLIED MATERIALS INC0.53%
T-MOBILE US INC0.52%
CRH PLC0.51%
INTUIT INC0.51%

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