Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
VLSIX vs BFIUX
Shared holdings
9
VLSIX covered by BFIUX
22.56%
BFIUX covered by VLSIX
22.56%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
VLSIX (April 30, 2025)
| Security | Weight | |
|---|---|---|
| PRIMERICA INC | 7.06% | |
| VISA INC-CLASS A | 5.40% | |
| POOL CORP | 4.97% | |
| MOODYS CORP | 4.80% | |
| INTUIT INC | 4.77% | |
| RYAN SPECIALTY HOLDINGS INC | 4.70% | |
| TRANSUNION | 4.51% | |
| NCINO INC | 4.48% | |
| LENNOX INTL INC | 4.26% | |
| TRADE DESK INC-A | 4.22% | |
| CELSIUS HOLDINGS INC | 4.03% | |
| VERISK ANALYTICS INC | 3.97% | |
| ALPHABET INC CL C | 3.96% | |
| HOME DEPOT INC | 3.90% | |
| TRIUMPH FINANCIAL INC | 3.72% | |
| JACK HENRY | 3.71% | |
| LPL FINL HLDGS INC | 3.35% | |
| COOPER COS INC | 3.25% | |
| WATTS WATER TECH INC CL A | 3.23% | |
| ZOETIS INC CL A | 3.09% | |
| OLD DOMINION FRT | 3.00% | |
| CDW CORPORATION | 2.99% | |
| UL SOLUTIONS INC CL A | 2.29% | |
| LAMB WESTON HOLDINGS INC | 2.26% | |
| MSCI INC | 2.09% | |
| WEST PHARMACEUTICAL SVCS INC | 1.97% |
BFIUX (Sept. 30, 2025)
| Security | Weight | |
|---|---|---|
| MASTERCARD INC CL A | 4.69% | |
| VISA INC-CLASS A | 4.65% | |
| MERCADOLIBRE INC | 4.45% | |
| S&P GLOBAL INC | 4.39% | |
| ROBINHOOD MARKETS INC | 4.31% | |
| GUIDEWIRE SOFTWARE INC | 4.18% | |
| INTERACTIVE BROKERS GROUP INC | 4.14% | |
| INTUIT INC | 3.91% | |
| LPL FINL HLDGS INC | 3.81% | |
| KKR & CO INC | 3.39% | |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 2.98% | |
| APOLLO GLOBAL MANAGEMENT INC | 2.96% | |
| HOULIHAN LOKEY I | 2.94% | |
| TRADEWEB MARKETS INC A | 2.86% | |
| FAIR ISAAC CORP | 2.79% | |
| MOODYS CORP | 2.73% | |
| CME GROUP INC CL A | 2.71% | |
| MSCI INC | 2.68% | |
| SCHWAB CHARLES CORP | 2.67% | |
| SHOPIFY INC CL A | 2.55% | |
| WISE PLC - A | 2.48% | |
| PROGRESSIVE CORP OHIO | 2.34% | |
| VERISK ANALYTICS INC | 2.23% | |
| BLACKROCK INC | 1.84% | |
| ARCH CAPITAL GROUP LTD | 1.82% | |
| MORNINGSTAR INC | 1.73% | |
| BLOCK INC CL A | 1.35% | |
| EQUIFAX INC | 1.29% | |
| JACK HENRY | 1.28% | |
| FACTSET RESEARCH SYSTEMS INC | 1.23% | |
| CAPITAL ONE FINANCIAL CORP | 1.22% | |
| TRANSUNION | 1.20% | |
| PRIMERICA INC | 1.11% | |
| SERVICETITAN INC-A | 1.11% | |
| ALKAMI TECHNOLOGY INC | 1.10% | |
| COSTAR GROUP INC | 1.03% | |
| KINSALE CAPITAL GROUP INC | 0.97% | |
| INTAPP INC | 0.97% | |
| FISERV INC | 0.92% | |
| CLEARWATER ANALYTICS HOLDINGS INC | 0.72% | |
| ATEGRITY SPECIALTY HOLDINGS LLC | 0.65% | |
| TWFG INC (CLASS A) | 0.59% | |
| BRP GROUP INC-A | 0.40% | |
| Accelerant Holdings, Class A | 0.39% | |
| BILL HOLDINGS INC | 0.23% |
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