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 Socially Responsive Balanced Fund Advisor Managed Portfolios · 47 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 Socially Responsive Balanced Fund |
|---|---|
| NVIDIA Corp | 6.09 % |
| Alphabet Inc | 5.32 % |
| Apple Inc | 4.57 % |
| Broadcom Inc | 3.36 % |
| Amazon.com Inc | 3.12 % |
| Microsoft Corp | 3.09 % |
| Eli Lilly & Co | 2.98 % |
| Palo Alto Networks Inc | 2.39 % |
| Bank of America Corp | 1.88 % |
| ASML Holding NV | 1.78 % |
| AstraZeneca PLC | 1.41 % |
| Eaton Corp PLC | 1.40 % |
| Costco Wholesale Corp | 1.39 % |
| Cintas Corp | 1.39 % |
| Visa Inc | 1.35 % |
| Netflix Inc | 1.29 % |
| Intuitive Surgical Inc | 1.22 % |
| M&T Bank Corp | 1.21 % |
| Rockwell Automation Inc | 1.15 % |
| Analog Devices Inc | 1.12 % |
| TJX Cos Inc/The | 1.12 % |
| Progressive Corp/The | 1.11 % |
| Charles Schwab Corp/The | 1.07 % |
| Home Depot Inc/The | 1.05 % |
| American Water Works Co Inc | 1.04 % |
| Advanced Drainage Systems Inc | 0.98 % |
| Chubb Ltd | 0.95 % |
| STEEL DYNAMICS INC | 0.87 % |
| LPL Financial Holdings Inc | 0.86 % |
| Union Pacific Corp | 0.82 % |
Titelia read 47 lines in these 1 funds.