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TXUG vs BTLSX

Shared holdings
8
TXUG covered by BTLSX
26.53%
BTLSX covered by TXUG
26.53%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 44 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

TXUG (Feb. 28, 2026)

SecurityWeight
ASML Holding NV6.53%
TSMC5.92%
HOYA CORP5.59%
ASTRAZENECA PLC5.16%
L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude3.78%
FERRARI NV3.64%
ROLLS-ROYCE HOLDINGS PLC3.25%
LONZA GROUP -REG3.20%
MERCADOLIBRE INC3.12%
MASTERCARD INC CL A2.95%
SCHNEIDER ELECTR2.89%
SEA LTD ADR2.87%
ASM INTL NV2.86%
NOMURA RESEARCH2.80%
BE SEMICONDUCTOR2.69%
DIPLOMA PLC COMMON STOCK2.57%
DEUTSCHE BOERSE2.40%
BEIERSDORF AG2.35%
JAPAN EXCHANGE G2.32%
SHOPIFY INC CL A2.23%
ALCON INC2.23%
E.ON SE2.23%
ARISTA NETWORKS INC1.89%
BNP PARIBAS1.84%
VEND MARKE CL-B1.83%
AERCAP HOLDINGS NV1.66%
BRUNELLO CUCINEL1.64%
SMG Swiss Marketplace Group Holding AG1.61%
ADV MICRO DEVICE1.52%
MTU Aero Engines Holding AG ADR1.48%
NVIDIA CORP1.41%
NU HOLDINGS LTD/CAYMAN ISLANDS1.36%
NITTO BOSEKI CO1.33%
THALES SA -UNADR1.30%
AMAZON.COM INC1.28%
FAIRFAX INDI-SVS1.26%
CADENCE DESIGN SYSTEMS INC0.92%
MONEY FORWARD IN0.76%
FLUTTER ENTERTAINMENT PLC0.73%
Hong Kong Exchanges & Clearing Ltd. ADR0.63%
CELLEBRITE DI LTD0.59%
WISETECH GLOBAL0.55%
Thornburg Capital Management Fund0.52%
BIOARCTIC AB0.32%

BTLSX (March 31, 2026)

SecurityWeight
TSMC14.32%
MERCADOLIBRE INC9.52%
SPOTIFY TECHNOLOGY SA8.32%
ASML Holding NV5.98%
NVIDIA CORP4.57%
ADYEN NV4.33%
SHOPIFY INC CL A3.99%
TENCENT HOLDINGS LTD3.98%
NU HOLDINGS LTD/CAYMAN ISLANDS3.90%
FERRARI NV3.69%
SEA LTD ADR3.63%
Hermes International SCA3.39%
BYD COMPANY LTD H3.11%
WISE PLC - A2.85%
COUPANG INC A2.81%
PDD HOLDINGS INC ADR2.77%
MEITUAN-W2.70%
KERING2.52%
L'OREAL SA ORD2.24%
ATLAS COPCO-B2.21%
MODERNA INC1.64%
DELIVERY HERO SE1.57%
EXAIL TECHNOLOGI1.50%
BIONTECH SE ADR1.36%
OCADO GROUP PLC1.06%
M3 INC COMMON STOCK0.79%
KINNEVIK AB - B0.69%
NOVO NORDISK-B0.56%

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