# Portfolio overlap — GCVIX vs IWD

Comparing **Goldman Sachs Large Cap Value Insights Fund** (2026-04-30) and **iShares Russell 1000 Value ETF** (2026-03-31).

- Shared positions: 135
- Goldman Sachs Large Cap Value Insights Fund covered by iShares Russell 1000 Value ETF: 0.3181307944824827253592508368
- iShares Russell 1000 Value ETF covered by Goldman Sachs Large Cap Value Insights Fund: 0.3181307944824827253592508369

## Goldman Sachs Large Cap Value Insights Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMORGAN CHASE and CO | 0.036623 | ✓ |
| BERKSHIRE HATH-B | 0.034898 | ✓ |
| ALPHABET INC CL A | 0.032899 | ✓ |
| JOHNSON&JOHNSON | 0.027142 | ✓ |
| EXXON MOBIL CORP | 0.024622 | ✓ |
| AMAZON.COM INC | 0.019906 | ✓ |
| BANK OF AMERICA CORPORATION | 0.019698 | ✓ |
| LINDE PLC | 0.017668 |  |
| MICRON TECHNOLOGY INC | 0.016151 | ✓ |
| META PLATFORMS INC CL A | 0.015834 | ✓ |
| WELLTOWER INC | 0.014359 | ✓ |
| CORNING INC | 0.014167 | ✓ |
| TEXAS INSTRUMENTS INC | 0.014119 | ✓ |
| CVS HEALTH CORP | 0.014072 | ✓ |
| T-MOBILE US INC | 0.013112 | ✓ |
| COCA-COLA CO/THE | 0.012317 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.012293 | ✓ |
| KINDER MORGAN INC | 0.012258 | ✓ |
| VULCAN MATERIALS CO | 0.012228 | ✓ |
| AMETEK INC NEW | 0.011960 | ✓ |
| TJX COS INC | 0.011685 | ✓ |
| DANAHER CORP | 0.011484 | ✓ |
| DR HORTON INC | 0.011266 | ✓ |
| WATSCO INC | 0.011257 | ✓ |
| KIRBY CORP | 0.011218 | ✓ |
| LOEWS CORP | 0.011181 | ✓ |
| SYNCHRONY FINANCIAL | 0.011167 | ✓ |
| CME GROUP INC CL A | 0.011069 | ✓ |
| BLACKROCK INC | 0.011055 | ✓ |
| ILLINOIS TOOL WORKS INC | 0.010937 | ✓ |
| CONOCOPHILLIPS | 0.010865 | ✓ |
| METTLER-TOLEDO INTL INC | 0.010855 | ✓ |
| EMERSON ELECTRIC CO | 0.010825 | ✓ |
| AVALONBAY COMMUNITIES INC REIT | 0.010821 | ✓ |
| ARAMARK | 0.010721 | ✓ |
| CLEAN HARBORS INC | 0.010715 | ✓ |
| BORGWARNER INC | 0.010542 | ✓ |
| APPLE INC | 0.010430 |  |
| ONEMAIN HOLDINGS INC | 0.010426 | ✓ |
| SYNOPSYS INC | 0.010416 | ✓ |
| CARRIER GLOBAL CORP | 0.010315 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.010198 | ✓ |
| TYSON FOODS INC CL A | 0.010178 | ✓ |
| XPO LOGISTICS INC | 0.009942 | ✓ |
| MICROCHIP TECHNOLOGY | 0.009871 | ✓ |
| ENCOMPASS HEALTH CORP | 0.009753 | ✓ |
| MASTERCARD INC CL A | 0.009750 |  |
| MUELLER INDUSTRIES INC | 0.009720 | ✓ |
| AUTONATION INC | 0.009486 | ✓ |
| DOLBY LABORATORIES INC CL A | 0.009208 | ✓ |

## iShares Russell 1000 Value ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BERKSHIRE HATH-B | 0.028899 | ✓ |
| JPMORGAN CHASE and CO | 0.026128 | ✓ |
| EXXON MOBIL CORP | 0.023436 | ✓ |
| ALPHABET INC CL A | 0.019399 | ✓ |
| JOHNSON&JOHNSON | 0.019233 | ✓ |
| AMAZON.COM INC | 0.017959 | ✓ |
| WALMART INC | 0.015913 | ✓ |
| ALPHABET INC CL C | 0.015757 |  |
| CHEVRON CORP | 0.012674 | ✓ |
| MICRON TECHNOLOGY INC | 0.012342 | ✓ |
| PROCTER & GAMBLE | 0.011093 | ✓ |
| CISCO SYSTEMS INC | 0.010098 | ✓ |
| MERCK & CO | 0.009775 |  |
| BANK OF AMERICA CORPORATION | 0.009637 | ✓ |
| CATERPILLAR INC | 0.009406 |  |
| RTX CORP | 0.008438 | ✓ |
| PHILIP MORRIS INTL INC | 0.008423 |  |
| WELLS FARGO & CO | 0.008061 |  |
| UNITEDHEALTH GRP | 0.008051 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.007691 |  |
| LINDE PLC | 0.007612 |  |
| INTL BUS MACH CORP | 0.007374 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.007307 |  |
| META PLATFORMS INC CL A | 0.007284 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.006932 |  |
| MCDONALDS CORP | 0.006853 |  |
| AT&T INC | 0.006551 |  |
| INTEL CORP | 0.006367 | ✓ |
| APPLIED MATERIALS INC | 0.006351 |  |
| NEXTERA ENERGY INC | 0.006336 |  |
| MORGAN STANLEY | 0.006105 |  |
| THERMO FISHER SCIENTIFIC INC | 0.006069 |  |
| PEPSICO INC | 0.006005 |  |
| ABBOTT LABS | 0.005813 |  |
| WALT DISNEY CO/T | 0.005598 |  |
| CONOCOPHILLIPS | 0.005341 | ✓ |
| CITIGROUP INC | 0.005280 |  |
| PFIZER INC | 0.005216 |  |
| ANALOG DEVICES INC | 0.005084 |  |
| COCA-COLA CO/THE | 0.004945 | ✓ |
| SALESFORCE INC | 0.004942 |  |
| BLACKROCK INC | 0.004797 | ✓ |
| HONEYWELL INTL INC | 0.004700 |  |
| SCHWAB CHARLES CORP | 0.004683 |  |
| EATON CORP PLC | 0.004583 |  |
| DEERE & CO | 0.004500 |  |
| ADV MICRO DEVICE | 0.004446 |  |
| WELLTOWER INC | 0.004445 | ✓ |
| UNION PACIFIC CORP | 0.004370 |  |
| LOWES COS INC | 0.004330 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-024928` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/822977/000094040026024928/0000940400-26-024928-index.htm>
- N-PORT (fund B) — accession `0001004726-26-003757` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003757/0001004726-26-003757-index.htm>

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