# Portfolio overlap — FIFOX vs SENCX

Comparing **Fidelity Founders Fund** (2026-01-31) and **Touchstone Strategic Trust-Touchstone Large Cap Focused Fund** (2026-03-31).

- Shared positions: 9
- Fidelity Founders Fund covered by Touchstone Strategic Trust-Touchstone Large Cap Focused Fund: 0.3484900945679198547351881022
- Touchstone Strategic Trust-Touchstone Large Cap Focused Fund covered by Fidelity Founders Fund: 0.3484900945679198547351881021

## Fidelity Founders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.089802 | ✓ |
| NVIDIA CORP | 0.069210 | ✓ |
| AMAZON.COM INC | 0.052964 | ✓ |
| MICROSOFT CORP | 0.048676 | ✓ |
| MONSTER BEVERAGE CORP | 0.033314 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.031747 |  |
| GENERAL ELECTRIC CO | 0.030858 |  |
| META PLATFORMS INC CL A | 0.029189 | ✓ |
| MARRIOTT INTL-A | 0.028820 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.027932 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.025257 | ✓ |
| COCA COLA CONSOLIDATED INC | 0.022277 |  |
| FRANCO-NEVADA CORP | 0.020998 |  |
| BLACKROCK INC | 0.019414 |  |
| BERKSHIRE HATH-B | 0.019322 | ✓ |
| DOLLARAMA INC | 0.018813 |  |
| TESLA INC | 0.017803 |  |
| HEICO CORP CL A | 0.017654 |  |
| FIRST CITIZENS BANCSHARES INC CL A | 0.017553 |  |
| ALAMOS GOLD INC A | 0.017071 |  |
| RYANAIR HLDGS | 0.016398 |  |
| ARISTA NETWORKS INC | 0.016008 |  |
| SCHWAB CHARLES CORP | 0.015259 | ✓ |
| STEEL DYNAMICS INC | 0.015000 |  |
| SHOPIFY INC CL A | 0.014658 |  |
| TRANSDIGM GROUP INC | 0.013890 |  |
| CAPITAL ONE FINANCIAL CORP | 0.013180 |  |
| SYNOPSYS INC | 0.012085 |  |
| TOURMALINE OIL CORP | 0.011994 |  |
| ROBLOX CORP - A | 0.011881 |  |
| CINTAS CORP | 0.011863 |  |
| MSCI INC | 0.011597 |  |
| Fidelity Securities Lending Cash Central Fund | 0.010882 |  |
| PALANTIR TECHNOLOGIES INC | 0.010735 |  |
| FIDELITY NATIONAL FINL INC | 0.010713 |  |
| MEDLINE INC-A | 0.010019 |  |
| DASSAULT AVIATION SA | 0.009847 |  |
| ROLLINS INC | 0.009762 |  |
| ECHOSTAR CORP CL A | 0.009436 |  |
| DELL TECHNOLOGIES INC CL C | 0.008563 |  |
| Hermes International SCA | 0.008276 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.008212 |  |
| TENCENT HOLDINGS LTD | 0.007973 |  |
| RALPH LAUREN CORP | 0.007802 |  |
| JAPAN ELEVATOR S | 0.007695 |  |
| MERCADOLIBRE INC | 0.007625 |  |
| ARTHUR J GALLAGHAR AND CO | 0.007466 |  |
| OLD DOMINION FRT | 0.007021 |  |
| CLOUDFLARE INC-A | 0.007003 |  |
| Fidelity Cash Central Fund | 0.006898 |  |

## Touchstone Strategic Trust-Touchstone Large Cap Focused Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.085874 | ✓ |
| MICROSOFT CORP | 0.084391 | ✓ |
| APPLE INC | 0.071107 |  |
| NVIDIA CORP | 0.066511 | ✓ |
| META PLATFORMS INC CL A | 0.063375 | ✓ |
| AMAZON.COM INC | 0.060562 | ✓ |
| EXXON MOBIL CORP | 0.031968 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.028722 | ✓ |
| PHILIP MORRIS INTL INC | 0.028349 |  |
| BANK OF AMERICA CORPORATION | 0.027972 |  |
| VISA INC-CLASS A | 0.026161 |  |
| SCHWAB CHARLES CORP | 0.023415 | ✓ |
| MARKEL GROUP INC | 0.021333 |  |
| APPLIED MATERIALS INC | 0.021202 |  |
| MEDTRONIC PLC | 0.020606 |  |
| BOEING CO/THE | 0.020154 |  |
| JONES LANG LASALLE INC | 0.017635 |  |
| TEXAS INSTRUMENTS INC | 0.017631 |  |
| AIRBNB INC CLASS A | 0.016757 |  |
| ORACLE CORP | 0.016291 |  |
| SALESFORCE INC | 0.015642 |  |
| BECTON DICKINSON and CO | 0.014963 |  |
| BERKSHIRE HATH-B | 0.014415 | ✓ |
| LPL FINL HLDGS INC | 0.014076 |  |
| DEERE & CO | 0.013741 |  |
| BRISTOL-MYERS SQUIBB CO | 0.013085 |  |
| JOHNSON&JOHNSON | 0.013079 |  |
| GOLDMAN SACHS GROUP INC | 0.012136 |  |
| UNITEDHEALTH GRP | 0.012102 |  |
| HCA HEALTHCARE INC | 0.010759 |  |
| MONSTER BEVERAGE CORP | 0.010346 | ✓ |
| WALT DISNEY CO/T | 0.010005 |  |
| SS&C TECHNOLOGIE | 0.009941 |  |
| WORKDAY INC CL A | 0.009124 |  |
| COMCAST CORP CL A | 0.009108 |  |
| INTL FLVR & FRAG | 0.008048 |  |
| UBER TECHNOLOGIES INC | 0.007718 |  |
| LAS VEGAS SANDS CORP | 0.007554 |  |
| BROADCOM INC | 0.007531 |  |
| STANLEY BLACK and DECKER INC | 0.007431 |  |
| HUBBELL INC | 0.007314 |  |
| DREY-GVT CSH-I | 0.007248 |  |
| BIOMARIN PHARMACEUTICAL INC | 0.005712 |  |
| NETFLIX INC | 0.004991 |  |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.003919 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-001955` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/819118/000003540226001955/0000035402-26-001955-index.htm>
- N-PORT (fund B) — accession `0001193125-26-246881` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/711080/000119312526246881/0001193125-26-246881-index.htm>

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_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._

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