# Portfolio overlap — FMMMX vs STCIX

Comparing **AMCAP Fund** (2026-02-28) and **Virtus Silvant Large-Cap Growth Stock Fund** (2026-03-31).

- Shared positions: 35
- AMCAP Fund covered by Virtus Silvant Large-Cap Growth Stock Fund: 0.5039940155606397590337403609
- Virtus Silvant Large-Cap Growth Stock Fund covered by AMCAP Fund: 0.5039940155606397590337403610

## AMCAP Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.061174 | ✓ |
| BROADCOM INC | 0.057384 | ✓ |
| MICROSOFT CORP | 0.055679 | ✓ |
| AMAZON.COM INC | 0.049891 | ✓ |
| ALPHABET INC CL A | 0.049527 | ✓ |
| LILLY ELI and CO | 0.046959 | ✓ |
| META PLATFORMS INC CL A | 0.039807 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.036757 |  |
| TSMC | 0.029448 |  |
| APPLE INC | 0.025171 | ✓ |
| TRANSDIGM GROUP INC | 0.024470 |  |
| VERTEX PHARMACEUTICALS INC | 0.024463 |  |
| NETFLIX INC | 0.022236 | ✓ |
| MASTERCARD INC CL A | 0.019518 | ✓ |
| UBER TECHNOLOGIES INC | 0.017475 |  |
| VIKING HOLDINGS LTD | 0.014914 |  |
| MERCADOLIBRE INC | 0.014445 | ✓ |
| ALPHABET INC CL C | 0.013821 | ✓ |
| CARVANA CO CL A | 0.013571 |  |
| XPO LOGISTICS INC | 0.013548 |  |
| APPLIED MATERIALS INC | 0.013335 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.013283 |  |
| FAIR ISAAC CORP | 0.012923 | ✓ |
| GENERAL ELECTRIC CO | 0.012263 | ✓ |
| TOPBUILD CORP | 0.011350 |  |
| INGERSOLL RAND INC | 0.010564 |  |
| PROGRESSIVE CORP OHIO | 0.010009 |  |
| ENTEGRIS INC | 0.009753 |  |
| TRANE TECHNOLOGIES PLC | 0.008632 |  |
| AMPHENOL CORPORATION CL A | 0.007982 |  |
| UNITED RENTALS INC | 0.007177 |  |
| PHILIP MORRIS INTL INC | 0.007159 |  |
| TESLA INC | 0.006844 |  |
| HOWMET AEROSPACE INC | 0.006835 |  |
| LINDE PLC | 0.006686 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.006539 | ✓ |
| SALESFORCE INC | 0.006510 | ✓ |
| NVR INC | 0.006357 |  |
| SYNOPSYS INC | 0.005942 |  |
| ARISTA NETWORKS INC | 0.005860 |  |
| FERGUSON ENTERPRISES INC | 0.005457 |  |
| MONSTER BEVERAGE CORP | 0.005338 |  |
| CARRIER GLOBAL CORP | 0.005303 |  |
| IDEXX LABS INC | 0.005128 |  |
| MEDLINE INC-A | 0.004934 |  |
| AFFIRM HOLDINGS INC | 0.004913 |  |
| APPLOVIN CORP | 0.004815 | ✓ |
| ECOLAB INC | 0.004762 |  |
| STARBUCKS CORP | 0.004604 |  |
| MONCLER SPA | 0.004590 |  |

## Virtus Silvant Large-Cap Growth Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.152529 | ✓ |
| MICROSOFT CORP | 0.098573 | ✓ |
| APPLE INC | 0.094192 | ✓ |
| AMAZON.COM INC | 0.057894 | ✓ |
| ALPHABET INC CL A | 0.050047 | ✓ |
| BROADCOM INC | 0.046450 | ✓ |
| META PLATFORMS INC CL A | 0.041833 | ✓ |
| LILLY ELI and CO | 0.041591 | ✓ |
| ALPHABET INC CL C | 0.027243 | ✓ |
| NETFLIX INC | 0.025548 | ✓ |
| COSTCO WHOLESALE CORP | 0.022480 | ✓ |
| VISA INC-CLASS A | 0.020269 | ✓ |
| GENERAL ELECTRIC CO | 0.019520 | ✓ |
| GE VERNOVA LLC | 0.019338 |  |
| MASTERCARD INC CL A | 0.018336 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.016393 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.016069 | ✓ |
| TJX COS INC | 0.013813 | ✓ |
| INTUITIVE SURGICAL INC | 0.013648 | ✓ |
| APPLIED MATERIALS INC | 0.012372 | ✓ |
| THE BOOKING HOLDINGS INC | 0.011156 | ✓ |
| AMERICAN EXPRESS CO | 0.011054 | ✓ |
| APPLOVIN CORP | 0.010114 | ✓ |
| CLOUDFLARE INC-A | 0.009992 |  |
| ARM HOLDINGS LTD | 0.009766 |  |
| O'REILLY AUTOMOTIVE INC | 0.009405 |  |
| S&P GLOBAL INC | 0.009191 | ✓ |
| AUTODESK INC | 0.007511 | ✓ |
| NATERA INC | 0.007488 |  |
| EATON CORP PLC | 0.007046 |  |
| FAIR ISAAC CORP | 0.006559 | ✓ |
| DEERE & CO | 0.006308 | ✓ |
| VISTRA CORP | 0.006092 |  |
| CROWDSTRIKE HOLDINGS INC | 0.005996 | ✓ |
| WELLS FARGO & CO | 0.005844 |  |
| REDDIT INC-A | 0.005647 |  |
| MERCADOLIBRE INC | 0.005393 | ✓ |
| FEDEX CORP | 0.005139 |  |
| EMERSON ELECTRIC CO | 0.004675 |  |
| ASML HOLDING-NY | 0.004533 |  |
| ROCKWELL AUTOMATION INC | 0.004177 |  |
| VULCAN MATERIALS CO | 0.004100 |  |
| SALESFORCE INC | 0.004073 | ✓ |
| WORKDAY INC CL A | 0.004011 |  |
| LAS VEGAS SANDS CORP | 0.003852 |  |
| THERMO FISHER SCIENTIFIC INC | 0.003811 | ✓ |
| ONTO INNOVATION INC | 0.002672 |  |
| SERVICENOW INC | 0.002580 |  |
| LATTICE SEMICONDUCTOR CORP | 0.002365 | ✓ |
| HONEYWELL INTL INC | 0.002351 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-182048` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/4405/000119312526182048/0001193125-26-182048-index.htm>
- N-PORT (fund B) — accession `0000940400-26-023146` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1018593/000094040026023146/0000940400-26-023146-index.htm>

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