# Portfolio overlap — ACGR vs SWLSX

Comparing **American Century Large Cap Growth ETF** (2026-02-28) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 34
- American Century Large Cap Growth ETF covered by Schwab Large-Cap Growth Fund: 0.7049558656961827149118258435
- Schwab Large-Cap Growth Fund covered by American Century Large Cap Growth ETF: 0.7049558656961827149118258437

## American Century Large Cap Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.130961 | ✓ |
| MICROSOFT CORP | 0.102303 | ✓ |
| APPLE INC | 0.092770 | ✓ |
| ALPHABET INC CL A | 0.070357 | ✓ |
| BROADCOM INC | 0.053890 | ✓ |
| AMAZON.COM INC | 0.038767 | ✓ |
| MASTERCARD INC CL A | 0.034737 | ✓ |
| META PLATFORMS INC CL A | 0.032153 | ✓ |
| LILLY ELI and CO | 0.029515 | ✓ |
| TESLA INC | 0.025848 | ✓ |
| VISA INC-CLASS A | 0.021384 | ✓ |
| COSTCO WHOLESALE CORP | 0.020044 | ✓ |
| NETFLIX INC | 0.014659 | ✓ |
| LAM RESEARCH CORP | 0.013569 | ✓ |
| SERVICENOW INC | 0.011750 | ✓ |
| TJX COS INC | 0.011215 | ✓ |
| IDEXX LABS INC | 0.010684 |  |
| GENERAL ELECTRIC CO | 0.010653 | ✓ |
| ABBVIE INC | 0.010330 | ✓ |
| APPLIED MATERIALS INC | 0.010148 |  |
| CADENCE DESIGN SYSTEMS INC | 0.009437 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009317 | ✓ |
| TRANE TECHNOLOGI | 0.009310 |  |
| GE VERNOVA LLC | 0.008635 | ✓ |
| ANALOG DEVICES INC | 0.008104 |  |
| MARRIOTT INTL-A | 0.008056 |  |
| THE BOOKING HOLDINGS INC | 0.007808 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.007750 |  |
| ASML Holding NV - NY Reg Shares | 0.007124 |  |
| VERTIV HOLDINGS CO | 0.006697 | ✓ |
| FEDEX CORP | 0.006249 |  |
| LINDE PLC | 0.006176 |  |
| iShares Russell 1000 Growth ETF | 0.006163 |  |
| UBER TECHNOLOGIES INC | 0.006116 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.005795 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.005448 |  |
| PARKER HANNIFIN CORP | 0.005204 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.005161 | ✓ |
| PALO ALTO NETWORKS INC | 0.005010 | ✓ |
| JOHNSON CONTROLS | 0.004917 |  |
| APPLOVIN CORP | 0.004911 | ✓ |
| CUMMINS INC | 0.004911 |  |
| INTUIT INC | 0.004897 | ✓ |
| Amer Sports Inc. COM SHS | 0.004848 |  |
| AUTOMATIC DATA PROCESSING INC | 0.004316 |  |
| THE CIGNA GROUP | 0.004163 |  |
| EQUINIX INC | 0.003828 |  |
| AGILENT TECHNOLOGIES INC | 0.003726 |  |
| XYLEM INC | 0.003722 |  |
| CARVANA CO CL A | 0.003488 |  |

## Schwab Large-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105096 | ✓ |
| APPLE INC | 0.082352 | ✓ |
| ALPHABET INC CL A | 0.076895 | ✓ |
| MICROSOFT CORP | 0.072885 | ✓ |
| BROADCOM INC | 0.056356 | ✓ |
| AMAZON.COM INC | 0.053610 | ✓ |
| META PLATFORMS INC CL A | 0.052145 | ✓ |
| LILLY ELI and CO | 0.032816 | ✓ |
| TESLA INC | 0.031366 | ✓ |
| VISA INC-CLASS A | 0.017293 | ✓ |
| LAM RESEARCH CORP | 0.017205 | ✓ |
| ABBVIE INC | 0.016018 | ✓ |
| AMPHENOL CORPORATION CL A | 0.015837 | ✓ |
| NETFLIX INC | 0.015354 | ✓ |
| GENERAL ELECTRIC CO | 0.014415 | ✓ |
| ADV MICRO DEVICE | 0.014276 |  |
| COSTCO WHOLESALE CORP | 0.014174 | ✓ |
| ARISTA NETWORKS INC | 0.013964 |  |
| MASTERCARD INC CL A | 0.013643 | ✓ |
| PALO ALTO NETWORKS INC | 0.013123 | ✓ |
| HOME DEPOT INC | 0.012078 |  |
| CATERPILLAR INC | 0.011930 |  |
| AMERICAN EXPRESS CO | 0.011049 |  |
| INTUIT INC | 0.010727 | ✓ |
| PHILIP MORRIS INTL INC | 0.010517 |  |
| PARKER HANNIFIN CORP | 0.010253 | ✓ |
| TJX COS INC | 0.010101 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009596 | ✓ |
| GE VERNOVA LLC | 0.008844 | ✓ |
| VERTIV HOLDINGS CO | 0.008841 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.008835 | ✓ |
| INTUITIVE SURGICAL INC | 0.008587 |  |
| SYNOPSYS INC | 0.008175 |  |
| THE BOOKING HOLDINGS INC | 0.008015 | ✓ |
| QUANTA SVCS INC | 0.007998 |  |
| BOSTON SCIENTIFIC CORP | 0.007910 |  |
| INTL BUS MACH CORP | 0.007263 |  |
| UBER TECHNOLOGIES INC | 0.007184 | ✓ |
| DATADOG INC CL A | 0.007018 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.006615 |  |
| SERVICENOW INC | 0.006589 | ✓ |
| KLA CORP | 0.006305 |  |
| CADENCE DESIGN SYSTEMS INC | 0.006029 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.005848 | ✓ |
| ORACLE CORP | 0.005716 |  |
| WALMART INC | 0.005690 |  |
| DOORDASH INC-A | 0.005354 |  |
| CITIGROUP INC | 0.005070 |  |
| O'REILLY AUTOMOTIVE INC | 0.004989 | ✓ |
| TEXAS INSTRUMENTS INC | 0.004854 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-189840` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1710607/000119312526189840/0001193125-26-189840-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm>

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