NULC vs BKCG overlap
NULC and BKCG overlap 26.2% by weight, across 15 shared holdings.
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Top shared holdings
| Holding | NULC | BKCG | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 8.10% | 9.64% | 8.10% |
| Microsoft Corp.MSFT | 3.63% | 6.35% | 3.63% |
| META Platforms-aMETA | 2.95% | 3.46% | 2.95% |
| Broadcom Inc.AVGO | 3.78% | 2.83% | 2.83% |
| VISA Inc.-Class aV | 1.94% | 3.34% | 1.94% |
| Mastercard Inc.-aMA | 1.83% | 4.06% | 1.83% |
| Eaton Corp. PLCETN | 1.42% | 3.08% | 1.42% |
| S&P Global Inc.SPGI | 0.96% | 1.35% | 0.96% |
| Home Depot Inc.HD | 0.84% | 2.11% | 0.84% |
| Servicenow Inc.NOW | 0.68% | 1.30% | 0.68% |
| Intercont EXCH IICE | 0.62% | 2.10% | 0.62% |
| Intuit Inc.INTU | 0.17% | 1.66% | 0.17% |
| Progressive Corp.PGR | 0.12% | 2.27% | 0.12% |
| Deere & CoDE | 0.06% | 2.32% | 0.06% |
| Mobility GlobalMBGL | 0.05% | 0.07% | 0.05% |
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: NULC, SEC Form N-PORT, July 31, 2026; BKCG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NULC | BKCG |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.7M | $674K |
| LPL Financial LLC | $793K | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $672K | $448K |
| Goldman Sachs Group Inc. | $573K | $201K |
| Osaic Holdings, Inc. | $436K | $280K |
| CoreCap Advisors, LLC | $1K | $156K |
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: NULC institutional holders, BKCG institutional holders.
Frequently asked questions
How much do NULC and BKCG overlap?
26.2% by weight, with 15 holdings in common, using holdings for NULC as of July 31, 2026 and BKCG as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both NULC and BKCG?
6 Form 13F filers report positions in both, out of 44 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%.