# Portfolio overlap — AFPIX vs GITIX

Comparing **DSS AmericaFirst Income Fund** (2025-06-30) and **Goldman Sachs Technology Opportunities Fund** (2025-11-30).

- Shared positions: 4
- DSS AmericaFirst Income Fund covered by Goldman Sachs Technology Opportunities Fund: 0.1032417686913378494958408176
- Goldman Sachs Technology Opportunities Fund covered by DSS AmericaFirst Income Fund: 0.1032417686913378494958408176

## DSS AmericaFirst Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Federated Inst'l Prime Obligations Fund | 0.119649 |  |
| HUNTINGTON INGALLS INDUSTRIES INC | 0.050761 |  |
| Barrick Gold Corp. | 0.045120 |  |
| NEWMONT CORP | 0.044004 |  |
| BROADCOM INC | 0.043136 | ✓ |
| JACKSON FINANCIAL INC | 0.042015 |  |
| AGNICO EAGLE MINES LTD | 0.040461 |  |
| PHILIP MORRIS INTL INC | 0.039876 |  |
| Himax Technologies Inc. SPONSORED ADR | 0.034447 |  |
| BLACKSTONE GROUP L P COM UNIT RE | 0.032939 |  |
| PUB SERV ENTERP | 0.030679 |  |
| PEABODY ENERGY CORP | 0.028350 |  |
| DUKE ENERGY CORP NEW | 0.027731 |  |
| FIFTH THIRD BANCORP | 0.027706 |  |
| META PLATFORMS INC CL A | 0.027603 | ✓ |
| ORACLE CORP | 0.025878 | ✓ |
| RTX CORP | 0.025475 |  |
| METLIFE INC | 0.025301 |  |
| EQUITY RESIDENTIAL REIT | 0.024400 |  |
| BANK OF AMERICA CORPORATION | 0.023822 |  |
| KIMBERLY CLARK CORP | 0.023042 |  |
| DOMINION ENERGY INC | 0.022522 |  |
| EQUINIX INC | 0.022312 | ✓ |
| STATE STREET CORP | 0.021921 |  |
| HERCULES CAPITAL INC | 0.020635 |  |
| Seagate Technology Holdings plc | 0.020555 |  |
| BAKER HUGHES CO | 0.020411 |  |
| AVALONBAY COMMUNITIES INC REIT | 0.019931 |  |
| VENTAS INC REIT | 0.019925 |  |
| FIDELITY NATL INFORM SVCS INC | 0.017890 |  |
| TJX COS INC | 0.016892 |  |
| PACKAGING CORP OF AMERICA | 0.014608 |  |

## Goldman Sachs Technology Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.136666 |  |
| ALPHABET INC CL C | 0.086372 |  |
| AMAZON.COM INC | 0.050062 |  |
| BROADCOM INC | 0.049990 | ✓ |
| APPLE INC | 0.047150 |  |
| META PLATFORMS INC CL A | 0.045633 | ✓ |
| MICROSOFT CORP | 0.040281 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.039135 |  |
| LAM RESEARCH CORP | 0.034663 |  |
| VISA INC-CLASS A | 0.025636 |  |
| MICRON TECHNOLOGY INC | 0.025423 |  |
| SHOPIFY INC CL A | 0.025347 |  |
| MOTOROLA SOLUTIONS INC | 0.022149 |  |
| EQUINIX INC | 0.022020 | ✓ |
| APPLOVIN CORP | 0.022012 |  |
| NETFLIX INC | 0.021752 |  |
| SNOWFLAKE INC CL A | 0.019260 |  |
| INTUIT INC | 0.019155 |  |
| ARISTA NETWORKS INC | 0.019079 |  |
| MASTERCARD INC CL A | 0.018067 |  |
| MARVELL TECHNOLOGY INC | 0.017689 |  |
| SAMSARA INC-CL A | 0.017633 |  |
| DYNATRACE INC | 0.015929 |  |
| DATADOG INC CL A | 0.015327 |  |
| ADV MICRO DEVICE | 0.013881 |  |
| SALESFORCE INC | 0.013634 |  |
| SPOTIFY TECHNOLOGY SA | 0.013384 |  |
| MERCADOLIBRE INC | 0.013343 |  |
| KLA CORP | 0.012946 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.012587 |  |
| DOORDASH INC-A | 0.012231 |  |
| ZSCALER INC | 0.011931 |  |
| PALANTIR TECHNOLOGIES INC | 0.011592 |  |
| ORACLE CORP | 0.010482 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.010170 |  |
| CLOUDFLARE INC-A | 0.009639 |  |
| HUBSPOT INC | 0.007336 |  |
| INTEL CORP | 0.006438 |  |
| KLARNA GROUP PLC | 0.003975 |  |


## Sources

- N-PORT (fund A) — accession `0001162044-25-000924` (as of 2025-06-30)
  <https://www.sec.gov/Archives/edgar/data/1539996/000116204425000924/0001162044-25-000924-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020027` (as of 2025-11-30)
  <https://www.sec.gov/Archives/edgar/data/822977/000094040026020027/0000940400-26-020027-index.htm>

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