# Portfolio overlap — FDYNX vs SWLSX

Comparing **Franklin Dynatech Fund** (2026-03-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 31
- Franklin Dynatech Fund covered by Schwab Large-Cap Growth Fund: 0.6356180806966740417584328522
- Schwab Large-Cap Growth Fund covered by Franklin Dynatech Fund: 0.6356180806966740417584328523

## Franklin Dynatech Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126988 | ✓ |
| AMAZON.COM INC | 0.084250 | ✓ |
| ALPHABET INC CL A | 0.069795 | ✓ |
| MICROSOFT CORP | 0.067384 | ✓ |
| BROADCOM INC | 0.059472 | ✓ |
| META PLATFORMS INC CL A | 0.046288 | ✓ |
| APPLE INC | 0.043119 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.027342 |  |
| TESLA INC | 0.027069 | ✓ |
| CELESTICA INC SUB VTG | 0.022789 |  |
| SHOPIFY INC CL A | 0.021599 |  |
| LAM RESEARCH CORP | 0.018150 | ✓ |
| CLOUDFLARE INC-A | 0.016694 |  |
| NETFLIX INC | 0.015558 | ✓ |
| KLA CORP | 0.015486 | ✓ |
| MASTERCARD INC CL A | 0.015159 | ✓ |
| APPLOVIN CORP | 0.012880 | ✓ |
| VISA INC-CLASS A | 0.012226 | ✓ |
| AMPHENOL CORPORATION CL A | 0.012011 | ✓ |
| NATERA INC | 0.011731 |  |
| MERCADOLIBRE INC | 0.011191 |  |
| LILLY ELI and CO | 0.011162 | ✓ |
| MONOLITHIC POWER SYS INC | 0.011057 |  |
| PALANTIR TECHNOLOGIES INC | 0.010355 | ✓ |
| AXON ENTERPRISE INC | 0.010308 |  |
| Ascendis Pharma A/S | 0.010178 |  |
| ARISTA NETWORKS INC | 0.009933 | ✓ |
| GE VERNOVA LLC | 0.009710 | ✓ |
| INTUITIVE SURGICAL INC | 0.009324 | ✓ |
| BLOOM ENERGY CORP CL A | 0.009318 |  |
| Franklin Institutional US Government Money Market Fund | 0.008539 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.007131 |  |
| SK HYNIX INC | 0.006885 |  |
| GUARDANT HEALTH INC | 0.006539 |  |
| SANDISK CORPORATION | 0.006425 |  |
| ASML HOLDING-NY | 0.006412 |  |
| QUANTA SVCS INC | 0.006219 | ✓ |
| ARGENX SE | 0.005872 |  |
| CADENCE DESIGN SYSTEMS INC | 0.005620 | ✓ |
| TECHNIPFMC PLC | 0.005593 | ✓ |
| PALO ALTO NETWORKS INC | 0.004864 | ✓ |
| DOORDASH INC-A | 0.004859 | ✓ |
| INSMED INC | 0.004630 |  |
| THE BOOKING HOLDINGS INC | 0.004258 | ✓ |
| LIGAND PHARMACEUTICALS | 0.004240 |  |
| ROBINHOOD MARKETS INC | 0.004205 |  |
| SYNOPSYS INC | 0.004010 | ✓ |
| KARMAN HOLDINGS INC | 0.003886 |  |
| ELBIT SYSTEMS LTD | 0.003778 |  |
| ROCKET LAB CORP | 0.003637 |  |

## 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 `0002071691-26-012260` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/38721/000207169126012260/0002071691-26-012260-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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