# Portfolio overlap — BLYAX vs SWLSX

Comparing **American Beacon Man Large Cap Growth Fund** (2026-03-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 21
- American Beacon Man Large Cap Growth Fund covered by Schwab Large-Cap Growth Fund: 0.4963164726085696320677059484
- Schwab Large-Cap Growth Fund covered by American Beacon Man Large Cap Growth Fund: 0.4963164726085696320677059485

## American Beacon Man Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.086912 | ✓ |
| NVIDIA CORP | 0.063109 | ✓ |
| APPLE INC | 0.051229 | ✓ |
| MICROSOFT CORP | 0.044418 | ✓ |
| AMAZON.COM INC | 0.041791 | ✓ |
| MASTERCARD INC CL A | 0.038761 | ✓ |
| META PLATFORMS INC CL A | 0.038234 | ✓ |
| APPLIED MATERIALS INC | 0.033334 |  |
| ADV MICRO DEVICE | 0.028957 | ✓ |
| FORTINET INC | 0.023452 |  |
| BROADCOM INC | 0.022860 | ✓ |
| LAM RESEARCH CORP | 0.022596 | ✓ |
| ABBVIE INC | 0.022255 | ✓ |
| TERADYNE INC | 0.021863 |  |
| MCKESSON CORP | 0.021618 |  |
| MERCK & CO | 0.020974 |  |
| American Beacon U.S. Government Money Market Fund | 0.019925 |  |
| ARISTA NETWORKS INC | 0.018839 | ✓ |
| MARVELL TECHNOLOGY INC | 0.017553 |  |
| COSTCO WHOLESALE CORP | 0.015665 | ✓ |
| NETFLIX INC | 0.015522 | ✓ |
| VEEVA SYSTEMS-A | 0.013757 |  |
| THE BOOKING HOLDINGS INC | 0.013719 | ✓ |
| QUALCOMM INC | 0.013693 |  |
| EMCOR GROUP INC | 0.013548 |  |
| TRANE TECHNOLOGIES PLC | 0.013317 |  |
| UBER TECHNOLOGIES INC | 0.013117 | ✓ |
| ADOBE INC | 0.012784 |  |
| ONTO INNOVATION INC | 0.012544 |  |
| SALESFORCE INC | 0.012261 | ✓ |
| NETAPP INC | 0.011824 |  |
| CADENCE DESIGN SYSTEMS INC | 0.011723 | ✓ |
| INTUIT INC | 0.011543 | ✓ |
| INCYTE CORP | 0.011461 |  |
| PURE STORAGE INC CL A | 0.010497 |  |
| AMPHENOL CORPORATION CL A | 0.009823 | ✓ |
| VISTRA CORP | 0.009367 |  |
| TWILIO INC CLASS A | 0.009279 |  |
| SERVICENOW INC | 0.009136 | ✓ |
| OKTA INC CL A | 0.008504 |  |
| DYNATRACE INC | 0.007505 |  |
| CARDINAL HEALTH INC | 0.007369 |  |
| ROKU INC CLASS A | 0.007356 |  |
| HUBSPOT INC | 0.007214 |  |
| EXELIXIS INC | 0.006547 |  |
| AUTODESK INC | 0.006295 |  |
| REGENERON PHARMACEUTICALS INC | 0.006272 |  |
| ATLASSIAN CORP PLC CLS A | 0.006165 |  |
| ZOETIS INC CL A | 0.005676 |  |
| SPROUTS FMRS MKT INC | 0.005291 |  |

## 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 `0001410368-26-056078` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/809593/000141036826056078/0001410368-26-056078-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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