Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
USPFX vs BTEFX
Shared holdings
10
USPFX covered by BTEFX
31.10%
BTEFX covered by USPFX
31.10%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
USPFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| APPLE INC | 7.74% | |
| JPMORGAN CHASE and CO | 7.67% | |
| MICROSOFT CORP | 7.07% | |
| META PLATFORMS INC CL A | 7.03% | |
| GOLDMAN SACHS GROUP INC | 5.60% | |
| DOLLAR TREE INC | 5.48% | |
| FEDEX CORP | 5.38% | |
| JOHNSON&JOHNSON | 4.42% | |
| EXXON MOBIL CORP | 4.19% | |
| BOEING CO/THE | 3.53% | |
| UNITEDHEALTH GRP | 3.39% | |
| PG&E CORP | 3.38% | |
| BANK OF AMERICA CORPORATION | 3.19% | |
| SLB LTD | 3.18% | |
| NIKE INC CL B | 3.15% | |
| STARBUCKS CORP | 3.08% | |
| WALT DISNEY CO/T | 3.01% | |
| SIMON PROPERTY | 2.95% | |
| CHEVRON CORP | 2.89% | |
| MERCK & CO | 2.87% | |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 2.51% | |
| HOME DEPOT INC | 2.36% | |
| MONEYMKT | 2.13% | |
| LVMH MOET HENNESSY-UNSP ADR Sponsored ADR | 2.05% | |
| TARGET CORP | 1.76% |
BTEFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 7.81% | |
| APPLE INC | 6.84% | |
| MICROSOFT CORP | 6.79% | |
| JPMORGAN CHASE and CO | 5.15% | |
| EXXON MOBIL CORP | 3.62% | |
| VISA INC-CLASS A | 3.61% | |
| WW GRAINGER INC | 3.03% | |
| JOHNSON&JOHNSON | 2.97% | |
| COSTCO WHOLESALE CORP | 2.76% | |
| META PLATFORMS INC CL A | 2.44% | |
| ANALOG DEVICES INC | 2.24% | |
| HUBBELL INC | 2.09% | |
| NVIDIA CORP | 2.08% | |
| NT-INST TRSR-PRM | 2.05% | |
| ACCENTURE PLC-A | 2.03% | |
| UNION PACIFIC CORP | 1.92% | |
| AIR PRODUCTS and CHEMICALS INC | 1.84% | |
| O'REILLY AUTOMOTIVE INC | 1.82% | |
| AMAZON.COM INC | 1.78% | |
| AUTOMATIC DATA PROCESSING INC | 1.73% | |
| ESSENTIAL UTILITIES INC | 1.72% | |
| ALPHABET INC CL A | 1.72% | |
| BERKSHIRE HATH-B | 1.69% | |
| STRYKER CORP | 1.68% | |
| ILLINOIS TOOL WORKS INC | 1.67% | |
| WATERS CORP | 1.62% | |
| LOCKHEED MARTIN CORP | 1.55% | |
| TJX COS INC | 1.47% | |
| CHUBB LTD | 1.39% | |
| TE CONNECTIVITY | 1.37% | |
| AMERICAN EXPRESS CO | 1.36% | |
| CINCINNATI FINANCIAL CORP | 1.34% | |
| WEC ENERGY GROUP INC | 1.24% | |
| PEPSICO INC | 1.19% | |
| CHEVRON CORP | 1.15% | |
| DEERE & CO | 1.14% | |
| SYSCO CORP | 1.04% | |
| LOWES COS INC | 1.01% | |
| BECTON DICKINSON and CO | 1.01% | |
| STARBUCKS CORP | 0.88% | |
| METTLER-TOLEDO INTL INC | 0.81% | |
| EDWARDS LIFESCIENCES CORP | 0.77% | |
| APTARGROUP INC | 0.77% | |
| NETFLIX INC | 0.74% | |
| UNITEDHEALTH GRP | 0.72% | |
| ROSS STORES INC | 0.65% | |
| MCCORMICK-N/V | 0.60% | |
| CHURCH & DWIGHT | 0.60% | |
| PROCTER & GAMBLE | 0.55% | |
| DONALDSON CO INC | 0.54% |
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