# Portfolio overlap — CLGEX vs SWLGX

Comparing **Columbia Cornerstone Growth Fund** (2026-01-31) and **Schwab U.S. Large-Cap Growth Index Fund** (2026-01-31).

- Shared positions: 38
- Columbia Cornerstone Growth Fund covered by Schwab U.S. Large-Cap Growth Index Fund: 0.6800389746101877367789015519
- Schwab U.S. Large-Cap Growth Index Fund covered by Columbia Cornerstone Growth Fund: 0.6800389746101877367789015519

## Columbia Cornerstone Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.135940 | ✓ |
| APPLE INC | 0.104153 | ✓ |
| MICROSOFT CORP | 0.096732 | ✓ |
| AMAZON.COM INC | 0.065164 | ✓ |
| ALPHABET INC CL A | 0.059094 | ✓ |
| META PLATFORMS INC CL A | 0.048350 | ✓ |
| BROADCOM INC | 0.046398 | ✓ |
| LILLY ELI and CO | 0.036687 | ✓ |
| VISA INC-CLASS A | 0.026890 | ✓ |
| COSTCO WHOLESALE CORP | 0.022407 | ✓ |
| ALPHABET INC CL C | 0.021922 | ✓ |
| TESLA INC | 0.019065 | ✓ |
| NETFLIX INC | 0.019037 | ✓ |
| ADV MICRO DEVICE | 0.014281 | ✓ |
| ARISTA NETWORKS INC | 0.013250 | ✓ |
| UBER TECHNOLOGIES INC | 0.012518 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.012370 | ✓ |
| ORACLE CORP | 0.011523 | ✓ |
| PALO ALTO NETWORKS INC | 0.011390 | ✓ |
| TJX COS INC | 0.011197 | ✓ |
| VERTIV HOLDINGS CO | 0.010820 | ✓ |
| INTUITIVE SURGICAL INC | 0.010311 | ✓ |
| BANK OF AMERICA CORPORATION | 0.010255 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009933 | ✓ |
| SERVICENOW INC | 0.009887 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.009840 | ✓ |
| CITIGROUP INC | 0.009564 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.009333 | ✓ |
| ILLUMINA INC | 0.008704 |  |
| MICRON TECHNOLOGY INC | 0.008534 |  |
| VERTEX PHARMACEUTICALS INC | 0.008450 | ✓ |
| EXPEDIA INC | 0.008290 | ✓ |
| GAP INC/THE | 0.007769 |  |
| GENERAL DYNAMICS CORPORATION | 0.007537 |  |
| EQUINIX INC | 0.007474 |  |
| TKO GROUP HOLDINGS INC | 0.007070 | ✓ |
| NIKE INC CL B | 0.006985 |  |
| EXACT SCIENCES CORP | 0.006910 | ✓ |
| TE CONNECTIVITY PLC | 0.006819 |  |
| REVOLUTION MEDICINES INC | 0.006792 |  |
| COLGATE-PALMOLIVE CO | 0.006552 | ✓ |
| CINTAS CORP | 0.006504 | ✓ |
| ATLASSIAN CORP PLC CLS A | 0.006291 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005697 | ✓ |
| EATON CORP PLC | 0.005325 |  |
| DRAFTKINGS INC | 0.004453 | ✓ |
| INSMED INC | 0.004131 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.001402 |  |

## Schwab U.S. Large-Cap Growth Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126538 | ✓ |
| APPLE INC | 0.107292 | ✓ |
| MICROSOFT CORP | 0.091163 | ✓ |
| AMAZON.COM INC | 0.047488 | ✓ |
| BROADCOM INC | 0.045835 | ✓ |
| META PLATFORMS INC CL A | 0.040012 | ✓ |
| ALPHABET INC CL A | 0.037482 | ✓ |
| TESLA INC | 0.036864 | ✓ |
| ALPHABET INC CL C | 0.030561 | ✓ |
| LILLY ELI and CO | 0.027917 | ✓ |
| VISA INC-CLASS A | 0.018197 | ✓ |
| MASTERCARD INC CL A | 0.014559 |  |
| COSTCO WHOLESALE CORP | 0.014020 | ✓ |
| ABBVIE INC | 0.013271 |  |
| NETFLIX INC | 0.011901 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.010772 | ✓ |
| GENERAL ELECTRIC CO | 0.010719 |  |
| LAM RESEARCH CORP | 0.009865 |  |
| HOME DEPOT INC | 0.009549 |  |
| ORACLE CORP | 0.009322 | ✓ |
| ADV MICRO DEVICE | 0.007507 | ✓ |
| GE VERNOVA LLC | 0.006672 |  |
| KLA CORP | 0.006328 |  |
| INTUITIVE SURGICAL INC | 0.005979 | ✓ |
| AMPHENOL CORPORATION CL A | 0.005918 |  |
| UBER TECHNOLOGIES INC | 0.005414 | ✓ |
| THE BOOKING HOLDINGS INC | 0.005138 |  |
| ARISTA NETWORKS INC | 0.004916 | ✓ |
| COCA-COLA CO/THE | 0.004775 |  |
| INTUIT INC | 0.004578 |  |
| AMGEN INC | 0.004557 |  |
| ADOBE INC | 0.004129 |  |
| SERVICENOW INC | 0.004072 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.004060 | ✓ |
| PALO ALTO NETWORKS INC | 0.003992 | ✓ |
| APPLOVIN CORP | 0.003792 |  |
| CROWDSTRIKE HOLDINGS INC | 0.003664 | ✓ |
| BLACKSTONE INC | 0.003552 |  |
| State Street Navigator Securities Lending Portfolio II | 0.003338 |  |
| MCKESSON CORP | 0.003237 |  |
| TRANE TECHNOLOGIES PLC | 0.003150 |  |
| AUTOMATIC DATA PROCESSING INC | 0.003133 |  |
| AMERICAN TOWER CORP | 0.002819 |  |
| TJX COS INC | 0.002819 | ✓ |
| HOWMET AEROSPACE INC | 0.002803 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.002765 | ✓ |
| WASTE MANAGEMENT INC | 0.002764 |  |
| CADENCE DESIGN SYSTEMS INC | 0.002725 |  |
| MOODYS CORP | 0.002695 |  |
| TEXAS INSTRUMENTS INC | 0.002689 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-033323` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826033323/0001410368-26-033323-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030051` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030051/0001410368-26-030051-index.htm>

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