# Portfolio overlap — AIUP vs TLG

Comparing **FINQ FIRST U.S. Large Cap AI-Managed Equity ETF** (2026-03-31) and **Touchstone ETF Trust-Touchstone Large Company Growth ETF** (2026-03-31).

- Shared positions: 10
- FINQ FIRST U.S. Large Cap AI-Managed Equity ETF covered by Touchstone ETF Trust-Touchstone Large Company Growth ETF: 0.4468058058757423925575424614
- Touchstone ETF Trust-Touchstone Large Company Growth ETF covered by FINQ FIRST U.S. Large Cap AI-Managed Equity ETF: 0.4468058058757423925575424614

## FINQ FIRST U.S. Large Cap AI-Managed Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.155346 | ✓ |
| NVIDIA CORP | 0.152134 | ✓ |
| AMAZON.COM INC | 0.149541 | ✓ |
| FRST AM-GV OB-X | 0.048280 |  |
| ORACLE CORP | 0.046394 | ✓ |
| BROADCOM INC | 0.046326 | ✓ |
| BLOCK INC CL A | 0.046001 |  |
| UBER TECHNOLOGIES INC | 0.045217 | ✓ |
| NETFLIX INC | 0.045200 | ✓ |
| MICROSOFT CORP | 0.044948 | ✓ |
| SALESFORCE INC | 0.044546 |  |
| DOORDASH INC-A | 0.044441 |  |
| BOSTON SCIENTIFIC CORP | 0.043918 | ✓ |
| SERVICENOW INC | 0.043860 | ✓ |
| DATADOG INC CL A | 0.043849 |  |

## Touchstone ETF Trust-Touchstone Large Company Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.172293 | ✓ |
| MICROSOFT CORP | 0.101975 | ✓ |
| ALPHABET INC CL A | 0.083703 |  |
| AMAZON.COM INC | 0.064258 | ✓ |
| BROADCOM INC | 0.060432 | ✓ |
| META PLATFORMS INC CL A | 0.045267 | ✓ |
| ARISTA NETWORKS INC | 0.044900 |  |
| HOWMET AEROSPACE INC | 0.040278 |  |
| GE VERNOVA LLC | 0.038915 |  |
| NETFLIX INC | 0.030299 | ✓ |
| VISA INC-CLASS A | 0.028142 |  |
| UBER TECHNOLOGIES INC | 0.027409 | ✓ |
| INTUIT INC | 0.024858 |  |
| DEXCOM INC | 0.023043 |  |
| MASTERCARD INC CL A | 0.020536 |  |
| ORACLE CORP | 0.020427 | ✓ |
| GENERAL ELECTRIC CO | 0.019679 |  |
| REDDIT INC-A | 0.019541 |  |
| AUTODESK INC | 0.018776 |  |
| THE BOOKING HOLDINGS INC | 0.018711 |  |
| Siemens Energy AG | 0.015284 |  |
| CADENCE DESIGN SYSTEMS INC | 0.013666 |  |
| PURE STORAGE INC CL A | 0.013023 |  |
| Spotify Technology SA | 0.012391 |  |
| SERVICENOW INC | 0.009269 | ✓ |
| DREY-GVT CSH-I | 0.008823 |  |
| ENTEGRIS INC | 0.006923 |  |
| BOSTON SCIENTIFIC CORP | 0.006470 | ✓ |
| TERADYNE INC | 0.006039 |  |
| FAIR ISAAC CORP | 0.004673 |  |


## Sources

- N-PORT (fund A) — accession `0002000324-26-001962` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1742912/000200032426001962/0002000324-26-001962-index.htm>
- N-PORT (fund B) — accession `0001193125-26-246852` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1919700/000119312526246852/0001193125-26-246852-index.htm>

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