Your funds, side by side
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.
- Patient Opportunity Trust Advisor Managed Portfolios · 34 lines · as of Mar 31, 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 | Patient Opportunity Trust |
|---|---|
| Royalty Pharma PLC | 6.91 % |
| Citigroup Inc | 6.54 % |
| Alphabet Inc | 6.30 % |
| QXO Inc | 5.60 % |
| Amazon.com Inc | 5.46 % |
| NVIDIA Corp | 5.02 % |
| UnitedHealth Group Inc | 4.68 % |
| Energy Transfer LP | 4.67 % |
| IAC Inc | 4.15 % |
| Norwegian Cruise Line Holdings Ltd | 4.09 % |
| Seadrill Ltd | 4.00 % |
| CVS Health Corp | 3.83 % |
| Meta Platforms Inc | 3.79 % |
| Precigen Inc | 2.88 % |
| Adobe Inc | 2.80 % |
| Illumina Inc | 2.77 % |
| Coinbase Global Inc | 2.77 % |
| Crocs Inc | 2.75 % |
| United Airlines Holdings Inc | 2.65 % |
| Biogen Inc | 2.64 % |
| iShares Bitcoin Trust ETF | 2.44 % |
| Noble Corp PLC | 2.40 % |
| General Motors Co | 2.15 % |
| Chime Financial Inc | 2.05 % |
| Fiserv Inc | 2.01 % |
| UBS Group AG | 1.91 % |
| OneMain Holdings Inc | 1.70 % |
| Delta Air Lines Inc | 1.51 % |
| Expedia Group Inc | 1.46 % |
| JD.COM INC | 1.36 % |
1 funds, 34 lines read.