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.
- 1919 Financial Services Fund Advisor Managed Portfolios · 41 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 | 1919 Financial Services Fund |
|---|---|
| JPMorgan Chase & Co | 9.40 % |
| Visa Inc | 6.78 % |
| Bank of America Corp | 6.74 % |
| Chubb Ltd | 6.50 % |
| Berkshire Hathaway Inc | 5.47 % |
| QCR Holdings Inc | 5.20 % |
| Fifth Third Bancorp | 4.80 % |
| Intercontinental Exchange Inc | 4.02 % |
| Coastal Financial Corp/WA | 3.70 % |
| Charles Schwab Corp/The | 3.13 % |
| PNC Financial Services Group Inc/The | 2.78 % |
| Brown & Brown Inc | 2.66 % |
| SOUTHSTATE BANK CORP | 2.50 % |
| Stock Yards Bancorp Inc | 2.50 % |
| Ameriprise Financial Inc | 2.49 % |
| Banner Corp | 2.44 % |
| SmartFinancial Inc | 2.25 % |
| Globe Life Inc | 2.23 % |
| Hanover Insurance Group Inc/The | 2.20 % |
| M&T Bank Corp | 2.15 % |
| Verisk Analytics Inc | 1.87 % |
| S&P Global Inc | 1.86 % |
| Community Financial System Inc | 1.73 % |
| Terreno Realty Corp | 1.49 % |
| Marsh & McLennan Cos Inc | 1.34 % |
| Reinsurance Group of America Inc | 1.23 % |
| Mastercard Inc | 1.12 % |
| CME Group Inc | 1.08 % |
| Progressive Corp/The | 0.85 % |
| Bancorp Inc/The | 0.79 % |
Titelia read 41 lines in these 1 funds.