CFO vs AAAA overlap
CFO and AAAA overlap 5.3% by weight, across 23 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | CFO | AAAA | Overlap |
|---|---|---|---|
| Berkshire HATH-BBRK/B | 0.40% | 0.88% | 0.40% |
| Johnson&JohnsonJNJ | 0.34% | 0.84% | 0.34% |
| Cisco SystemsCSCO | 0.32% | 0.87% | 0.32% |
| JPMorgan ChaseJPM | 0.28% | 0.85% | 0.28% |
| VISA Inc.-Class aV | 0.27% | 0.86% | 0.27% |
| Apple Inc.AAPL | 0.27% | 0.96% | 0.27% |
| Micron TechMU | 0.27% | 0.71% | 0.27% |
| ADV Micro DeviceAMD | 0.26% | 0.81% | 0.26% |
| Caterpillar Inc.CAT | 0.25% | 0.77% | 0.25% |
| Alphabet Inc.-aGOOGL | 0.24% | 0.87% | 0.24% |
| Home Depot Inc.HD | 0.23% | 0.83% | 0.23% |
| General ElectricGE | 0.23% | 0.88% | 0.23% |
| Nextera EnergyNEE | 0.23% | 0.81% | 0.23% |
| Microsoft Corp.MSFT | 0.23% | 1.00% | 0.23% |
| Exxon Mobil Corp.XOM | 0.22% | 0.84% | 0.22% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: CFO, SEC Form N-PORT, June 30, 2026; AAAA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | CFO | AAAA |
|---|---|---|
| Royal Bank of Canada | $16.3M | $214K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: CFO institutional holders, AAAA institutional holders.
Frequently asked questions
How much do CFO and AAAA overlap?
5.3% by weight, with 23 holdings in common, using holdings for CFO as of June 30, 2026 and AAAA as of July 31, 2026. The largest shared position is BRK/B.
Do institutions hold both CFO and AAAA?
1 Form 13F filers report positions in both, out of 75 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.