# Portfolio overlap — AMOMX vs CSXAX

Comparing **AQR Large Cap Momentum Style Fund** (2026-03-31) and **Calvert U.S. Large Cap Core Responsible Index Fund** (2026-03-31).

- Shared positions: 215
- AQR Large Cap Momentum Style Fund covered by Calvert U.S. Large Cap Core Responsible Index Fund: 0.5041890130703332716423993921
- Calvert U.S. Large Cap Core Responsible Index Fund covered by AQR Large Cap Momentum Style Fund: 0.5041890130703332716423993922

## AQR Large Cap Momentum Style Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.072675 | ✓ |
| NVIDIA CORP | 0.072608 | ✓ |
| BROADCOM INC | 0.036936 | ✓ |
| Limited Purpose Cash Investment Fund | 0.024930 |  |
| JOHNSON&JOHNSON | 0.020438 |  |
| JPMORGAN CHASE and CO | 0.018912 | ✓ |
| LAM RESEARCH CORP | 0.014686 | ✓ |
| MICROSOFT CORP | 0.013683 | ✓ |
| GENERAL ELECTRIC CO | 0.013250 | ✓ |
| WALMART INC | 0.013243 | ✓ |
| MICRON TECHNOLOGY INC | 0.013192 | ✓ |
| LILLY ELI and CO | 0.012508 | ✓ |
| TESLA INC | 0.011311 |  |
| PALANTIR TECHNOLOGIES INC | 0.010735 |  |
| COSTCO WHOLESALE CORP | 0.010510 | ✓ |
| ADV MICRO DEVICE | 0.010366 | ✓ |
| APPLIED MATERIALS INC | 0.009833 | ✓ |
| KLA CORP | 0.009581 | ✓ |
| TARGA RESOURCES CORP | 0.009232 |  |
| MORGAN STANLEY | 0.009179 |  |
| QUANTA SVCS INC | 0.008986 | ✓ |
| CITIGROUP INC | 0.008892 | ✓ |
| GE VERNOVA LLC | 0.008224 | ✓ |
| CATERPILLAR INC | 0.008192 | ✓ |
| HOWMET AEROSPACE INC | 0.007125 | ✓ |
| ABBVIE INC | 0.006711 | ✓ |
| PARKER HANNIFIN CORP | 0.006602 | ✓ |
| MASTERCARD INC CL A | 0.006524 | ✓ |
| ANALOG DEVICES INC | 0.006494 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.006435 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.006411 | ✓ |
| WESTERN DIGITAL CORP | 0.006369 | ✓ |
| CINTAS CORP | 0.006337 | ✓ |
| NORTHROP GRUMMAN CORP | 0.006335 |  |
| TRANE TECHNOLOGIES PLC | 0.005983 | ✓ |
| AT&T INC | 0.005912 | ✓ |
| AMPHENOL CORPORATION CL A | 0.005870 | ✓ |
| INTEL CORP | 0.005843 | ✓ |
| GILEAD SCIENCES INC | 0.005811 | ✓ |
| WELLTOWER INC | 0.005328 | ✓ |
| LUMENTUM HOLDINGS INC | 0.005323 | ✓ |
| PHILIP MORRIS INTL INC | 0.005232 |  |
| VISA INC-CLASS A | 0.005198 | ✓ |
| PROGRESSIVE CORP OHIO | 0.005026 | ✓ |
| CORNING INC | 0.005015 | ✓ |
| NEWMONT CORP | 0.004963 |  |
| TECHNIPFMC PLC | 0.004839 |  |
| CIENA CORP | 0.004601 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.004539 | ✓ |
| MCKESSON CORP | 0.004462 |  |

## Calvert U.S. Large Cap Core Responsible Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.069983 | ✓ |
| APPLE INC | 0.063953 | ✓ |
| ALPHABET INC CL A | 0.053774 | ✓ |
| MICROSOFT CORP | 0.046893 | ✓ |
| AMAZON.COM INC | 0.035621 |  |
| BROADCOM INC | 0.025726 | ✓ |
| JPMORGAN CHASE and CO | 0.014840 | ✓ |
| LILLY ELI and CO | 0.014460 | ✓ |
| WALMART INC | 0.010059 | ✓ |
| VISA INC-CLASS A | 0.010055 | ✓ |
| COSTCO WHOLESALE CORP | 0.008207 | ✓ |
| MASTERCARD INC CL A | 0.008082 | ✓ |
| NETFLIX INC | 0.008076 | ✓ |
| ABBVIE INC | 0.007965 | ✓ |
| MICRON TECHNOLOGY INC | 0.007617 | ✓ |
| BANK OF AMERICA CORPORATION | 0.007453 | ✓ |
| CATERPILLAR INC | 0.007048 | ✓ |
| ADV MICRO DEVICE | 0.006627 | ✓ |
| COCA-COLA CO/THE | 0.006446 | ✓ |
| MERCK & CO | 0.006351 | ✓ |
| GENERAL ELECTRIC CO | 0.006308 | ✓ |
| PROCTER & GAMBLE | 0.006254 |  |
| CISCO SYSTEMS INC | 0.006126 | ✓ |
| HOME DEPOT INC | 0.006065 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005737 | ✓ |
| WELLS FARGO & CO | 0.005711 | ✓ |
| LINDE PLC | 0.005395 |  |
| LAM RESEARCH CORP | 0.005372 | ✓ |
| APPLIED MATERIALS INC | 0.005362 | ✓ |
| UNITEDHEALTH GRP | 0.005316 | ✓ |
| GE VERNOVA LLC | 0.005312 | ✓ |
| PEPSICO INC | 0.005010 |  |
| ORACLE CORP | 0.004947 | ✓ |
| CITIGROUP INC | 0.004613 | ✓ |
| INTL BUS MACH CORP | 0.004503 | ✓ |
| NEXTERA ENERGY INC | 0.004353 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.004251 |  |
| AMGEN INC | 0.004106 | ✓ |
| AT&T INC | 0.004011 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003957 | ✓ |
| KLA CORP | 0.003885 | ✓ |
| UNION PACIFIC CORP | 0.003873 |  |
| AMPHENOL CORPORATION CL A | 0.003864 | ✓ |
| ABBOTT LABS | 0.003806 |  |
| WALT DISNEY CO/T | 0.003799 |  |
| AMERICAN EXPRESS CO | 0.003778 |  |
| INTEL CORP | 0.003710 | ✓ |
| GILEAD SCIENCES INC | 0.003686 | ✓ |
| SCHWAB CHARLES CORP | 0.003638 |  |
| TEXAS INSTRUMENTS INC | 0.003526 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002071691-26-010952` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1444822/000207169126010952/0002071691-26-010952-index.htm>
- N-PORT (fund B) — accession `0001410368-26-050769` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1105446/000141036826050769/0001410368-26-050769-index.htm>

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