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TOWFX vs POGSX

Shared holdings
7
TOWFX covered by POGSX
22.52%
POGSX covered by TOWFX
22.52%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TOWFX (Feb. 28, 2026)

SecurityWeight
FMR-TREASURY-III13.00%
ALPHABET INC CL A9.48%
MCKESSON CORP6.26%
BANK OF NEW YORK MELLON CORP6.17%
SHELL PLC SPONS ADR4.50%
Novartis AG4.40%
TAPESTRY INC4.30%
CENCORA INC4.02%
BANK OF AMERICA CORPORATION3.07%
GSK plc SPONSORED ADR2.91%
VALERO ENERGY CORP2.90%
GILEAD SCIENCES INC2.90%
AMGEN INC2.86%
BRISTOL-MYERS SQUIBB CO2.37%
JOHNSON&JOHNSON2.22%
PRESTIGE CONSUMER HEALTHCARE INC2.19%
CHUBB LTD2.16%
THE BOOKING HOLDINGS INC2.10%
SCHWAB CHARLES CORP2.05%
EBAY INC1.98%
BHP Group Ltd. SPONSORED ADS1.94%
KROGER CO1.94%
Common Stock1.84%
COCA-COLA CO/THE1.68%
Ituran Location & Control Ltd.1.62%
GENTEX CORP1.44%
ROSS STORES INC1.39%
AMAZON.COM INC1.31%
UNITED NATURAL FOODS INC0.95%
ADOBE INC0.89%
MAPLEBEAR INC0.76%
SOUTHERN MISSOURI BANCORP INC0.75%
STEVEN MADDEN LTD0.62%
OLD SECOND BNCRP0.46%
TORRID HOLDINGS INC0.43%
PAYSAFE LTD COMMON STOCK USD.00010.11%

POGSX (April 30, 2026)

SecurityWeight
AMAZON.COM INC7.08%
KLA CORP6.38%
Mount Vernon Liquid Assets Portfolio, LLC5.85%
BANK OF NEW YORK MELLON CORP5.65%
VISA INC-CLASS A5.46%
ALPHABET INC CL C5.03%
ASSURANT INC4.75%
SCHWAB CHARLES CORP4.34%
MCKESSON CORP4.26%
AMGEN INC4.16%
GILEAD SCIENCES INC3.67%
ALPHABET INC CL A3.48%
META PLATFORMS INC CL A3.42%
EXPEDIA INC3.18%
REGENERON PHARMACEUTICALS INC2.82%
AMPHENOL CORPORATION CL A2.81%
CFD_EQS GOLDUS33 22569082.80%
CIRRUS LOGIC INC2.60%
APA CORP2.53%
LINDE PLC2.41%
DEVON ENERGY CORP2.17%
PAYCHEX INC2.09%
US ULTRA BOND CBT Sep252.06%
AKAMAI TECHNOLOGIES INC1.84%
QUEST DIAGNOSTICS INC1.82%
COTERRA ENERGY INC1.52%
NORTHERN TRUST CORP1.46%
NEWMONT CORP1.39%
APPLIED INDU TEC1.16%
ESAB CORP1.07%
PEGASYSTEMS INC0.75%

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