# Portfolio overlap — ESGEX vs AFDIX

Comparing **REYNDERS, MCVEIGH CORE EQUITY FUND** (2026-04-30) and **Large Cap Equity Fund** (2026-01-31).

- Shared positions: 16
- REYNDERS, MCVEIGH CORE EQUITY FUND covered by Large Cap Equity Fund: 0.2820806367590594567751423933
- Large Cap Equity Fund covered by REYNDERS, MCVEIGH CORE EQUITY FUND: 0.2820806367590594567751423931

## REYNDERS, MCVEIGH CORE EQUITY FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.054177 | ✓ |
| APPLIED MATERIALS INC | 0.042620 | ✓ |
| UL SOLUTIONS INC CL A | 0.040439 |  |
| ALPHABET INC CL A | 0.037794 | ✓ |
| ANALOG DEVICES INC | 0.035731 | ✓ |
| Schneider Electric SE EUR4.00 | 0.033832 |  |
| MICROSOFT CORP | 0.033142 | ✓ |
| ROCKWELL AUTOMATION INC | 0.032535 |  |
| Nexans SA EUR1 | 0.031898 |  |
| APPLE INC | 0.029143 | ✓ |
| CARRIER GLOBAL CORP | 0.029094 |  |
| BROADCOM INC | 0.028699 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.025357 |  |
| Danone SA EUR0.25 | 0.023084 |  |
| MASTERCARD INC CL A | 0.022890 | ✓ |
| CROWN HOLDINGS INC | 0.022208 |  |
| NEXTRACKER INC CL A | 0.021061 |  |
| INTL BUS MACH CORP | 0.020531 | ✓ |
| T-MOBILE US INC | 0.019489 |  |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.019373 |  |
| INTERFACE INC | 0.019168 |  |
| ABBOTT LABS | 0.018647 |  |
| SharkNinja Inc | 0.018155 |  |
| VERALTO CORP | 0.017989 |  |
| AIRBNB INC CLASS A | 0.017921 | ✓ |
| ESSILORLUXOTTICA | 0.017762 |  |
| SALESFORCE INC | 0.017338 | ✓ |
| BECTON DICKINSON and CO | 0.017239 |  |
| ROCKET COS INC-A | 0.017231 |  |
| APTARGROUP INC | 0.017198 |  |
| XYLEM INC | 0.016750 | ✓ |
| BROADRIDGE FINL | 0.016636 |  |
| SOFI TECHNOLOGIES INC A | 0.015813 |  |
| NOVOZYMES-B SHS | 0.015615 |  |
| UBER TECHNOLOGIES INC | 0.014876 | ✓ |
| CFD_EQS GSILGB2X BJXBP41 | 0.014707 |  |
| HOME DEPOT INC | 0.014532 | ✓ |
| ARM HOLDINGS LTD | 0.013427 |  |
| VERTEX PHARMACEUTICALS INC | 0.012593 | ✓ |
| DANAHER CORP | 0.012477 | ✓ |
| TOMRA SYSTEMS ASA | 0.011861 |  |
| CLOUDFLARE INC-A | 0.011576 |  |
| CRISPR Therapeutics A.G. Series A | 0.011464 |  |
| STRYKER CORP | 0.010833 |  |
| L'OREAL | 0.009842 |  |
| GRAIL INC | 0.009150 |  |
| ENOVIX CORP | 0.005615 |  |
| Walden Mutual Bank | 0.000490 |  |

## Large Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085517 | ✓ |
| MICROSOFT CORP | 0.066801 | ✓ |
| ALPHABET INC CL A | 0.064563 | ✓ |
| APPLE INC | 0.047547 | ✓ |
| AMAZON.COM INC | 0.037596 |  |
| BROADCOM INC | 0.031217 | ✓ |
| META PLATFORMS INC CL A | 0.024272 |  |
| NEXTERA ENERGY INC | 0.016890 |  |
| MASTERCARD INC CL A | 0.016687 | ✓ |
| TESLA INC | 0.016049 |  |
| INTL BUS MACH CORP | 0.015346 | ✓ |
| JPMORGAN CHASE and CO | 0.015140 |  |
| LILLY ELI and CO | 0.014962 |  |
| BANK OF AMERICA CORPORATION | 0.014313 |  |
| HOME DEPOT INC | 0.013551 | ✓ |
| REGIONS FINANCIAL CORP | 0.013051 |  |
| ANALOG DEVICES INC | 0.012609 | ✓ |
| CUMMINS INC | 0.011240 |  |
| TJX COS INC | 0.010685 |  |
| PROCTER & GAMBLE | 0.010624 |  |
| S&P GLOBAL INC | 0.010441 |  |
| WELLTOWER INC | 0.010243 |  |
| PROLOGIS INC REIT | 0.010192 |  |
| LINDE PLC | 0.009607 |  |
| AMERICAN EXPRESS CO | 0.009535 |  |
| DANAHER CORP | 0.009532 | ✓ |
| ABBVIE INC | 0.009473 |  |
| CADENCE DESIGN SYSTEMS INC | 0.009146 |  |
| GILEAD SCIENCES INC | 0.008967 |  |
| WILLIAMS COS INC | 0.008824 |  |
| GOLDMAN SACHS GROUP INC | 0.008745 |  |
| VISA INC-CLASS A | 0.008718 |  |
| APPLIED MATERIALS INC | 0.008547 | ✓ |
| SLB LTD | 0.008064 |  |
| THE CIGNA GROUP | 0.008036 |  |
| HONEYWELL INTL INC | 0.007846 |  |
| XYLEM INC | 0.007809 | ✓ |
| TRANE TECHNOLOGI | 0.007725 |  |
| SYSCO CORP | 0.007714 |  |
| MORGAN STANLEY | 0.007539 |  |
| PEPSICO INC | 0.007482 |  |
| MOTOROLA SOLUTIONS INC | 0.007459 |  |
| EATON CORP PLC | 0.007391 |  |
| THERMO FISHER SCIENTIFIC INC | 0.007296 |  |
| JOHNSON CONTROLS | 0.007063 |  |
| MARRIOTT INTL-A | 0.006987 |  |
| METLIFE INC | 0.006878 |  |
| NETFLIX INC | 0.006859 |  |
| CHENIERE ENERGY INC | 0.006733 |  |
| COSTCO WHOLESALE CORP | 0.006677 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-010120` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1587551/000091047226010120/0000910472-26-010120-index.htm>
- N-PORT (fund B) — accession `0001193125-26-129677` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/100334/000119312526129677/0001193125-26-129677-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_