# Portfolio overlap — ICAFX vs AMCPX

Comparing **Investment Co of America** (2026-03-31) and **AMCAP Fund** (2026-02-28).

- Shared positions: 76
- Investment Co of America covered by AMCAP Fund: 0.6031444871855900955777772062
- AMCAP Fund covered by Investment Co of America: 0.6031444871855900955777772063

## Investment Co of America — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.065015 | ✓ |
| BROADCOM INC | 0.061184 | ✓ |
| MICROSOFT CORP | 0.056355 | ✓ |
| AMAZON.COM INC | 0.047052 | ✓ |
| LILLY ELI and CO | 0.033479 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.030690 | ✓ |
| BRITISH AMERICAN TOBACCO PLC | 0.026348 |  |
| META PLATFORMS INC CL A | 0.026026 | ✓ |
| ALPHABET INC CL A | 0.024870 | ✓ |
| PHILIP MORRIS INTL INC | 0.022834 | ✓ |
| APPLE INC | 0.022232 | ✓ |
| GENERAL ELECTRIC CO | 0.021846 | ✓ |
| ALPHABET INC CL C | 0.021272 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.019199 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.016816 | ✓ |
| LINDE PLC | 0.016654 | ✓ |
| UBER TECHNOLOGIES INC | 0.016497 | ✓ |
| TSMC | 0.015743 | ✓ |
| RTX CORP | 0.014686 | ✓ |
| APPLIED MATERIALS INC | 0.012970 | ✓ |
| STARBUCKS CORP | 0.012665 | ✓ |
| NETFLIX INC | 0.011722 | ✓ |
| HOME DEPOT INC | 0.011532 | ✓ |
| WELLS FARGO & CO | 0.011119 |  |
| ABBVIE INC | 0.010855 |  |
| CARRIER GLOBAL CORP | 0.010715 | ✓ |
| JPMORGAN CHASE and CO | 0.010565 | ✓ |
| UNITEDHEALTH GRP | 0.010349 | ✓ |
| CAN NATURAL RES | 0.009485 |  |
| ORACLE CORP | 0.009189 | ✓ |
| MORGAN STANLEY | 0.009031 | ✓ |
| PROGRESSIVE CORP OHIO | 0.007937 | ✓ |
| ABBOTT LABS | 0.007489 | ✓ |
| CISCO SYSTEMS INC | 0.007432 |  |
| ROLLS-ROYCE HOLDINGS PLC | 0.007260 | ✓ |
| COMCAST CORP CL A | 0.006809 |  |
| INTEL CORP | 0.006570 |  |
| MASTERCARD INC CL A | 0.006519 | ✓ |
| HALLIBURTON CO | 0.006509 |  |
| BLACKROCK INC | 0.006037 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.005401 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.004753 | ✓ |
| INGERSOLL RAND INC | 0.004744 | ✓ |
| CORNING INC | 0.004664 | ✓ |
| GENERAL DYNAMICS CORPORATION | 0.004653 |  |
| AMPHENOL CORPORATION CL A | 0.004506 | ✓ |
| SALESFORCE INC | 0.004357 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.004197 |  |
| UNITED RENTALS INC | 0.004146 | ✓ |
| FTAI AVIATION LTD | 0.004035 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-245372` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/51931/000119312526245372/0001193125-26-245372-index.htm>
- N-PORT (fund B) — accession `0001193125-26-182048` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/4405/000119312526182048/0001193125-26-182048-index.htm>

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