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.
- 1919 Financial Services Fund Advisor Managed Portfolios · 42 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 | 1919 Financial Services Fund |
|---|---|
| JPMorgan Chase & Co | 10.43 % |
| Chubb Ltd | 6.29 % |
| Visa Inc | 6.04 % |
| Bank of America Corp | 5.83 % |
| Berkshire Hathaway Inc | 5.29 % |
| Intercontinental Exchange Inc | 5.19 % |
| QCR Holdings Inc | 4.80 % |
| Coastal Financial Corp/WA | 4.20 % |
| Fifth Third Bancorp | 4.00 % |
| Charles Schwab Corp/The | 3.22 % |
| Ameriprise Financial Inc | 2.87 % |
| Brown & Brown Inc | 2.73 % |
| PNC Financial Services Group Inc/The | 2.61 % |
| Stock Yards Bancorp Inc | 2.51 % |
| SOUTHSTATE BANK CORP | 2.34 % |
| Banner Corp | 2.26 % |
| M&T Bank Corp | 2.24 % |
| SmartFinancial Inc | 2.04 % |
| Verisk Analytics Inc | 2.00 % |
| S&P Global Inc | 1.97 % |
| Hanover Insurance Group Inc/The | 1.80 % |
| Globe Life Inc | 1.75 % |
| Community Financial System Inc | 1.53 % |
| CME Group Inc | 1.46 % |
| Terreno Realty Corp | 1.43 % |
| Marsh & McLennan Cos Inc | 1.41 % |
| Arch Capital Group Ltd | 1.37 % |
| Reinsurance Group of America Inc | 1.20 % |
| Mastercard Inc | 1.10 % |
| Progressive Corp/The | 0.78 % |
1 funds, 42 lines read.