# Portfolio overlap — EFCAX vs SWLSX

Comparing **Emerald Insights Fund** (2025-07-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 19
- Emerald Insights Fund covered by Schwab Large-Cap Growth Fund: 0.5084384798350826226015404110
- Schwab Large-Cap Growth Fund covered by Emerald Insights Fund: 0.5084384798350826226015404110

## Emerald Insights Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126027 | ✓ |
| MICROSOFT CORP | 0.090657 | ✓ |
| AMAZON.COM INC | 0.055056 | ✓ |
| APPLE INC | 0.048411 | ✓ |
| META PLATFORMS INC CL A | 0.047455 | ✓ |
| BROADCOM INC | 0.043696 | ✓ |
| ALPHABET INC CL A | 0.042095 | ✓ |
| AMER SUPERCONDTR | 0.029693 |  |
| CREDO TECHNOLOGY | 0.019112 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.017888 |  |
| SOLARIS OIL IN-A | 0.016209 |  |
| NETFLIX INC | 0.015266 | ✓ |
| BANCORP INC/THE | 0.014400 |  |
| LivaNova PLC ORD GBP1.00 (DI) | 0.014284 |  |
| TETRA TECHNOLOGIES INC | 0.013641 |  |
| SUPER MICRO COMPUTER INC | 0.013633 |  |
| TJX COS INC | 0.013010 | ✓ |
| SOLENO THERAPEUTICS INC | 0.012468 |  |
| CHENIERE ENERGY INC | 0.012207 |  |
| Wave Life Sciences Ltd. COM NPV | 0.011505 |  |
| SHIFT4 PAYMENTS INC | 0.011305 |  |
| TRANSMEDICS GROUP INC | 0.011280 |  |
| NORWEGIAN CRUISE | 0.011205 |  |
| BRIDGEBIO PHARMA INC | 0.011007 |  |
| FTAI AVIATION LT | 0.010545 |  |
| LILLY ELI and CO | 0.010383 | ✓ |
| ULTRAGENYX PHARMA INC | 0.010360 |  |
| VISA INC-CLASS A | 0.010067 | ✓ |
| ARLO TECHNOLOGIES INC | 0.009996 |  |
| EXCELERATE ENERGY INC | 0.009775 |  |
| COSTCO WHOLESALE CORP | 0.009634 | ✓ |
| LUMENTUM HOLDINGS INC | 0.009475 |  |
| AEROVIRONMENT INC | 0.009099 |  |
| FRST AM-GV OB-X | 0.009037 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.008810 |  |
| MODINE MFG CO | 0.008801 |  |
| FRESHPET INC | 0.008513 |  |
| INSMED INC | 0.008267 |  |
| BLOOM ENERGY CORP CL A | 0.008117 |  |
| MASTEC INC | 0.008087 |  |
| SERVICENOW INC | 0.008041 | ✓ |
| PALOMAR HOLDINGS | 0.007957 |  |
| INTERDIGITAL INC | 0.007830 |  |
| TRAVERE THERAPEUTICS INC | 0.007795 |  |
| PALO ALTO NETWORKS INC | 0.007747 | ✓ |
| Genius Sports Ltd. COM NPV | 0.007746 |  |
| DOORDASH INC-A | 0.007346 | ✓ |
| ACADIA PHARMACEUTICALS INC | 0.007051 |  |
| GUARDANT HEALTH INC | 0.006942 |  |
| ORACLE CORP | 0.006902 | ✓ |

## 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 `0001049169-25-000332` (as of 2025-07-31)
  <https://www.sec.gov/Archives/edgar/data/915802/000104916925000332/0001049169-25-000332-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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