Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- BAYWOOD VALUEPLUS FUND FORUM FUNDS II · 51 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | BAYWOOD VALUEPLUS FUND |
|---|---|
| Kontoor Brands Inc | 3.68 % |
| Medtronic PLC | 3.38 % |
| RTX Corp | 3.06 % |
| Kinder Morgan Inc | 2.93 % |
| Healthcare Realty Trust Inc | 2.91 % |
| Citigroup Inc | 2.61 % |
| 3M Co | 2.61 % |
| Becton Dickinson & Co | 2.44 % |
| AT&T Inc | 2.42 % |
| Merck & Co Inc | 2.40 % |
| Hershey Co/The | 2.38 % |
| NIKE Inc | 2.30 % |
| INTERNATIONAL BUSINESS MACHINES CORP | 2.29 % |
| NXP Semiconductors NV | 2.29 % |
| CME Group Inc | 2.29 % |
| ConocoPhillips | 2.20 % |
| Pinnacle West Capital Corp | 2.18 % |
| CISCO SYSTEMS INC | 2.09 % |
| Texas Instruments Inc | 2.02 % |
| DIAGEO PLC | 2.00 % |
| Chevron Corp | 2.00 % |
| Air Products and Chemicals Inc | 1.99 % |
| L3Harris Technologies Inc | 1.97 % |
| Radian Group Inc | 1.92 % |
| American Electric Power Co Inc | 1.86 % |
| Wells Fargo & Co | 1.82 % |
| Amgen Inc | 1.78 % |
| Truist Financial Corp | 1.77 % |
| NetApp Inc | 1.71 % |
| Verizon Communications Inc | 1.69 % |
Titelia read 51 lines in these 1 funds.