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 Socially Responsive Balanced Fund Advisor Managed Portfolios · 44 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 Socially Responsive Balanced Fund |
|---|---|
| NVIDIA Corp | 5.90 % |
| Alphabet Inc | 4.75 % |
| Apple Inc | 4.46 % |
| Microsoft Corp | 3.24 % |
| Broadcom Inc | 3.07 % |
| Amazon.com Inc | 3.03 % |
| Eli Lilly & Co | 2.57 % |
| Netflix Inc | 2.28 % |
| Bank of America Corp | 1.79 % |
| Costco Wholesale Corp | 1.65 % |
| Eaton Corp PLC | 1.58 % |
| AstraZeneca PLC | 1.58 % |
| Cintas Corp | 1.47 % |
| TJX Cos Inc/The | 1.34 % |
| Visa Inc | 1.33 % |
| Intuitive Surgical Inc | 1.25 % |
| Palo Alto Networks Inc | 1.23 % |
| Darling Ingredients Inc | 1.18 % |
| Reinsurance Group of America Inc | 1.17 % |
| M&T Bank Corp | 1.17 % |
| Home Depot Inc/The | 1.07 % |
| American Water Works Co Inc | 1.02 % |
| LPL Financial Holdings Inc | 1.02 % |
| Chubb Ltd | 1.00 % |
| Equinix Inc | 0.98 % |
| Linde PLC | 0.97 % |
| Advanced Drainage Systems Inc | 0.97 % |
| Hershey Co/The | 0.96 % |
| Analog Devices Inc | 0.95 % |
| Charles Schwab Corp/The | 0.92 % |
1 funds, 44 lines read.