Compare fund portfolios

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

vs

UGLSX vs BCHP

Shared holdings
10
UGLSX covered by BCHP
47.55%
BCHP covered by UGLSX
47.55%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

UGLSX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.57%
AMAZON.COM INC8.40%
MICROSOFT CORP7.10%
ALPHABET INC CL C5.26%
META PLATFORMS INC CL A4.69%
VISA INC-CLASS A4.38%
WASTE MANAGEMENT INC4.04%
YUM! BRANDS INC4.00%
APPLE INC3.65%
S&P GLOBAL INC3.49%
CANADIAN PACIFIC KANSAS CITY LTD3.45%
SYNOPSYS INC3.20%
SALESFORCE INC3.00%
AON PLC-CLASS A2.85%
INTUIT INC2.70%
DANAHER CORP2.63%
BROADCOM INC2.54%
AMERICAN EXPRESS CO2.52%
UNITEDHEALTH GRP2.51%
WW GRAINGER INC2.50%
NETFLIX INC2.43%
CHIPOTLE MEXICAN GRILL INC2.17%
MASTERCARD INC CL A2.12%
COOPER COS INC2.08%
ECOLAB INC2.05%
NIKE INC CL B2.01%
ARM HOLDINGS LTD1.64%
SERVICENOW INC1.63%
GARTNER INC1.41%
SSC GOVERNMENT MM GVMXX /0.81%
JH COLLATERAL0.16%

BCHP (March 31, 2026)

SecurityWeight
AMAZON.COM INC15.04%
MICROSOFT CORP13.48%
BROOKFIELD CORP CL A10.16%
NVIDIA CORP9.24%
MASTERCARD INC CL A4.87%
VISA INC-CLASS A4.86%
ALPHABET INC CL C4.79%
TRANSDIGM GROUP INC4.73%
META PLATFORMS INC CL A4.59%
BROADCOM INC4.42%
CADENCE DESIGN SYSTEMS INC4.28%
NETFLIX INC3.98%
DANAHER CORP3.36%
KKR & CO INC2.31%
HILTON WORLDWIDE HOLDINGS INC2.30%
AIRBNB INC CLASS A2.11%
O'REILLY AUTOMOTIVE INC1.89%
COSTAR GROUP INC1.23%
HEICO CORP CL A1.20%
MOODYS CORP1.15%
State Street Navigator Securities Lending Portfolio II0.02%

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