# Portfolio overlap — CLQZX vs SWLSX

Comparing **Columbia Disciplined Growth Fund** (2026-01-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 21
- Columbia Disciplined Growth Fund covered by Schwab Large-Cap Growth Fund: 0.6200621942419893770644394213
- Schwab Large-Cap Growth Fund covered by Columbia Disciplined Growth Fund: 0.6200621942419893770644394213

## Columbia Disciplined Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.103292 | ✓ |
| APPLE INC | 0.089608 | ✓ |
| MICROSOFT CORP | 0.077161 | ✓ |
| ALPHABET INC CL A | 0.073218 | ✓ |
| META PLATFORMS INC CL A | 0.054665 | ✓ |
| BROADCOM INC | 0.045643 | ✓ |
| AMAZON.COM INC | 0.038865 | ✓ |
| TESLA INC | 0.030427 | ✓ |
| LAM RESEARCH CORP | 0.022375 | ✓ |
| ARISTA NETWORKS INC | 0.021024 | ✓ |
| THE BOOKING HOLDINGS INC | 0.020774 | ✓ |
| EMCOR GROUP INC | 0.019998 |  |
| BRISTOL-MYERS SQUIBB CO | 0.019576 |  |
| PALANTIR TECHNOLOGIES INC | 0.018649 | ✓ |
| ADOBE INC | 0.018502 |  |
| ROCKWELL AUTOMATION INC | 0.016876 |  |
| SCHWAB CHARLES CORP | 0.016130 |  |
| RALPH LAUREN CORP | 0.015949 |  |
| QUALCOMM INC | 0.015818 |  |
| LILLY ELI and CO | 0.015608 | ✓ |
| SALESFORCE INC | 0.015406 | ✓ |
| POPULAR INC | 0.015136 |  |
| AUTODESK INC | 0.015039 |  |
| ADV MICRO DEVICE | 0.014874 | ✓ |
| BROADRIDGE FINL | 0.014609 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.013639 |  |
| ABBVIE INC | 0.012771 | ✓ |
| DROPBOX INC CL A | 0.012410 |  |
| VISA INC-CLASS A | 0.012391 | ✓ |
| MEDPACE HOLDINGS INC | 0.012203 |  |
| MONSTER BEVERAGE CORP | 0.010231 |  |
| EXPEDIA INC | 0.009392 |  |
| LYFT INC-A | 0.008618 |  |
| NUTANIX INC CL A | 0.008560 |  |
| ANGLOGOLD ASHANTI PLC | 0.008029 |  |
| BOSTON BEER COMPANY CL A | 0.007334 |  |
| TAPESTRY INC | 0.006090 |  |
| HF SINCLAIR CORP | 0.005938 |  |
| WAYFAIR INC- A | 0.005889 |  |
| VERTEX PHARMACEUTICALS INC | 0.004906 | ✓ |
| ALLSTATE CORPORATION | 0.004099 |  |
| MOODYS CORP | 0.004007 |  |
| AMGEN INC | 0.003941 |  |
| BANK OF NEW YORK MELLON CORP | 0.003758 |  |
| APPLOVIN CORP | 0.003419 | ✓ |
| NETFLIX INC | 0.003375 | ✓ |
| SPROUTS FMRS MKT INC | 0.003169 |  |
| ILLINOIS TOOL WORKS INC | 0.003050 |  |
| MASTERCARD INC CL A | 0.002735 | ✓ |
| CARDINAL HEALTH INC | 0.002331 |  |

## 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 `0001410368-26-033314` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826033314/0001410368-26-033314-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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