# Portfolio overlap — CATH vs SSPIX

Comparing **Global X S&P 500 Catholic Values ETF** (2026-04-30) and **SIMT S&P 500 Index Fund** (2026-03-31).

- Shared positions: 447
- Global X S&P 500 Catholic Values ETF covered by SIMT S&P 500 Index Fund: 0.8312279507095399925014564888
- SIMT S&P 500 Index Fund covered by Global X S&P 500 Catholic Values ETF: 0.8312279507095399925014564889

## Global X S&P 500 Catholic Values ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.081771 | ✓ |
| APPLE INC COMMON STOCK | 0.067172 | ✓ |
| MICROSOFT CORP | 0.051056 | ✓ |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 0.042383 | ✓ |
| ALPHABET INC CL A | 0.036412 | ✓ |
| BROADCOM INC | 0.033371 | ✓ |
| ALPHABET INC CL C | 0.029032 | ✓ |
| META PLATFORMS INC CL A | 0.021754 | ✓ |
| TESLA INC | 0.017570 | ✓ |
| JPMORGAN CHASE and CO | 0.015722 | ✓ |
| WALMART INC | 0.012509 | ✓ |
| EXXON MOBIL CORP | 0.010496 | ✓ |
| VISA INC-CLASS A | 0.010323 | ✓ |
| MICRON TECHNOLOGY INC | 0.009811 | ✓ |
| COSTCO WHOLESALE CORP | 0.009735 | ✓ |
| Common Stock | 0.008666 | ✓ |
| CATERPILLAR INC | 0.008570 | ✓ |
| MASTERCARD INC CL A | 0.007625 | ✓ |
| INTUITIVE SURGICAL INC | 0.007549 | ✓ |
| GILEAD SCIENCES INC | 0.007543 | ✓ |
| INTEL CORP | 0.007479 | ✓ |
| PROCTER & GAMBLE | 0.007392 | ✓ |
| BANK OF AMERICA CORP COMMON STOCK | 0.006605 | ✓ |
| NETFLIX INC | 0.006423 | ✓ |
| GENERAL ELECTRIC CO | 0.006297 | ✓ |
| CISCO SYSTEMS INC | 0.006096 | ✓ |
| GE VERNOVA LLC | 0.006049 | ✓ |
| CHEVRON CORP | 0.005896 | ✓ |
| LAM RESEARCH CORP | 0.005429 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005358 | ✓ |
| HOME DEPOT INC | 0.005357 | ✓ |
| APPLIED MATERIALS INC COMMON STOCK | 0.005282 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005161 | ✓ |
| STRYKER CORP | 0.005044 | ✓ |
| CVS HEALTH CORP | 0.004924 | ✓ |
| MEDTRONIC PLC | 0.004823 | ✓ |
| WELLS FARGO & CO | 0.004735 | ✓ |
| PEPSICO INC | 0.004686 | ✓ |
| MCKESSON CORP | 0.004641 | ✓ |
| ORACLE CORP | 0.004615 | ✓ |
| TEXAS INSTRUMENTS INC | 0.004300 | ✓ |
| MORGAN STANLEY | 0.004268 | ✓ |
| CITIGROUP INC | 0.004164 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.003969 | ✓ |
| KLA CORP | 0.003871 | ✓ |
| ELEVANCE HEALTH INC COMMON STOCK | 0.003861 | ✓ |
| LINDE PLC | 0.003812 | ✓ |
| THE CIGNA GROUP | 0.003559 | ✓ |
| EATON CORP PLC | 0.003482 | ✓ |
| MCDONALDS CORP | 0.003422 | ✓ |

## SIMT S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.073300 | ✓ |
| APPLE INC COMMON STOCK | 0.064440 | ✓ |
| MICROSOFT CORP | 0.047535 | ✓ |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 0.035185 | ✓ |
| ALPHABET INC CL A | 0.028965 | ✓ |
| BROADCOM INC | 0.025375 | ✓ |
| ALPHABET INC CL C | 0.023198 | ✓ |
| META PLATFORMS INC CL A | 0.021631 | ✓ |
| TESLA INC | 0.018081 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.017564 |  |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.015588 |  |
| BERKSHIRE HATHAWAY INC-CL B COMMON STOCK | 0.015199 |  |
| JPMORGAN CHASE and CO | 0.013715 | ✓ |
| LILLY ELI and CO | 0.012585 |  |
| EXXON MOBIL CORP | 0.012266 | ✓ |
| JOHNSON&JOHNSON | 0.010194 |  |
| WALMART INC | 0.009433 | ✓ |
| VISA INC-CLASS A | 0.008791 | ✓ |
| COSTCO WHOLESALE CORP | 0.007658 | ✓ |
| MASTERCARD INC CL A | 0.007042 | ✓ |
| NETFLIX INC | 0.007023 | ✓ |
| CHEVRON CORP | 0.006713 | ✓ |
| ABBVIE INC | 0.006658 |  |
| MICRON TECHNOLOGY INC | 0.006559 | ✓ |
| PROCTER & GAMBLE | 0.005805 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005784 | ✓ |
| Common Stock | 0.005737 |  |
| CATERPILLAR INC | 0.005704 | ✓ |
| HOME DEPOT INC | 0.005661 | ✓ |
| BANK OF AMERICA CORP COMMON STOCK | 0.005595 | ✓ |
| CISCO SYSTEMS INC | 0.005294 | ✓ |
| MERCK & CO | 0.005171 |  |
| GENERAL ELECTRIC CO | 0.005145 | ✓ |
| COCA-COLA CO/THE | 0.005099 |  |
| APPLIED MATERIALS INC COMMON STOCK | 0.004700 | ✓ |
| LAM RESEARCH CORP | 0.004620 | ✓ |
| RTX CORPORATION COMMON STOCK | 0.004474 |  |
| PHILIP MORRIS INTL INC | 0.004457 |  |
| GOLDMAN SACHS GROUP INC | 0.004402 | ✓ |
| ORACLE CORP | 0.004285 | ✓ |
| WELLS FARGO & CO | 0.004257 | ✓ |
| UNITEDHEALTH GRP | 0.004248 |  |
| GE VERNOVA LLC | 0.004079 | ✓ |
| LINDE PLC | 0.004005 | ✓ |
| INTL BUS MACH CORP | 0.003924 |  |
| MCDONALDS CORP | 0.003840 | ✓ |
| PEPSICO INC | 0.003681 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003666 | ✓ |
| INTEL CORP | 0.003584 | ✓ |
| AT&T INC | 0.003510 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002048251-26-005523` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1432353/000204825126005523/0002048251-26-005523-index.htm>
- N-PORT (fund B) — accession `0002048251-26-004574` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/804239/000204825126004574/0002048251-26-004574-index.htm>

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