# Portfolio overlap — JBGCX vs POGAX

Comparing **Blue Chip Growth Fund** (2026-02-28) and **Putnam Large Cap Growth Fund** (2026-01-31).

- Shared positions: 21
- Blue Chip Growth Fund covered by Putnam Large Cap Growth Fund: 0.7014650691723486904827931770
- Putnam Large Cap Growth Fund covered by Blue Chip Growth Fund: 0.7014650691723486904827931770

## Blue Chip Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.144702 | ✓ |
| MICROSOFT CORP | 0.103382 | ✓ |
| APPLE INC | 0.094153 | ✓ |
| AMAZON.COM INC | 0.062814 | ✓ |
| ALPHABET INC CL C | 0.060197 | ✓ |
| META PLATFORMS INC CL A | 0.049017 | ✓ |
| BROADCOM INC | 0.047914 | ✓ |
| CARVANA CO CL A | 0.035333 |  |
| LILLY ELI and CO | 0.033089 | ✓ |
| VISA INC-CLASS A | 0.028746 | ✓ |
| TESLA INC | 0.028269 | ✓ |
| MASTERCARD INC CL A | 0.022028 | ✓ |
| NETFLIX INC | 0.021946 | ✓ |
| GENERAL ELECTRIC CO | 0.021571 | ✓ |
| ALPHABET INC CL A | 0.016351 |  |
| INTUITIVE SURGICAL INC | 0.013830 | ✓ |
| ASML Holding NV - NY Reg Shares | 0.012072 |  |
| SERVICENOW INC | 0.011043 | ✓ |
| CHUBB LTD COMMON STOCK | 0.010476 |  |
| T-MOBILE US INC | 0.009857 |  |
| GE VERNOVA LLC | 0.009661 | ✓ |
| ORACLE CORP | 0.008566 | ✓ |
| THE BOOKING HOLDINGS INC | 0.008377 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.007805 |  |
| SHOPIFY INC CL A | 0.007731 |  |
| MONOLITHIC POWER SYS INC | 0.006553 |  |
| UNITEDHEALTH GRP | 0.006350 |  |
| THERMO FISHER SCIENTIFIC INC | 0.005623 |  |
| DANAHER CORP | 0.005492 |  |
| CONSTELLATION ENERGY CORP | 0.005428 | ✓ |
| ROSS STORES INC | 0.005374 |  |
| TJX COS INC | 0.005328 |  |
| STRYKER CORP | 0.005041 |  |
| TE CONNECTIVITY | 0.005012 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.004844 |  |
| SYNOPSYS INC | 0.004799 |  |
| GOLDMAN SACHS GROUP INC | 0.004426 |  |
| MORGAN STANLEY | 0.004409 |  |
| SEA LTD ADR | 0.004254 |  |
| SHERWIN WILLIAMS CO | 0.003980 | ✓ |
| LINDE PLC | 0.003767 |  |
| DOORDASH INC-A | 0.003762 |  |
| COLGATE-PALMOLIVE CO | 0.003754 |  |
| CROWDSTRIKE HOLDINGS INC | 0.003403 |  |
| MARSH & MCLENNAN | 0.003225 |  |
| TEXAS INSTRUMENTS INC | 0.003192 |  |
| MOODYS CORP | 0.003179 |  |
| SCHWAB CHARLES CORP | 0.003153 |  |
| ROPER TECHNOLOGIES INC | 0.002920 |  |
| PROCTER & GAMBLE | 0.002870 |  |

## Putnam Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.137863 | ✓ |
| APPLE INC | 0.095418 | ✓ |
| MICROSOFT CORP | 0.088572 | ✓ |
| BROADCOM INC | 0.061463 | ✓ |
| ALPHABET INC CL C | 0.059176 | ✓ |
| AMAZON.COM INC | 0.051853 | ✓ |
| META PLATFORMS INC CL A | 0.049541 | ✓ |
| TESLA INC | 0.039560 | ✓ |
| LILLY ELI and CO | 0.036202 | ✓ |
| MASTERCARD INC CL A | 0.029243 | ✓ |
| LAM RESEARCH CORP | 0.020750 |  |
| VISA INC-CLASS A | 0.020198 | ✓ |
| ABBVIE INC | 0.017595 |  |
| GE VERNOVA LLC | 0.016612 | ✓ |
| GENERAL ELECTRIC CO | 0.016529 | ✓ |
| ADV MICRO DEVICE | 0.016004 |  |
| CADENCE DESIGN SYSTEMS INC | 0.013529 |  |
| Putnam Short Term Investment Fund, Class P | 0.012518 |  |
| CBRE GROUP INC - CL A | 0.012225 |  |
| TRANE TECHNOLOGIES PLC | 0.011475 |  |
| INTUITIVE SURGICAL INC | 0.011468 | ✓ |
| CATERPILLAR INC | 0.011226 |  |
| ARISTA NETWORKS INC | 0.010295 |  |
| COSTCO WHOLESALE CORP | 0.010032 |  |
| VULCAN MATERIALS CO | 0.010002 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009797 |  |
| NASDAQ INC | 0.009201 |  |
| NETFLIX INC | 0.008923 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.008696 |  |
| AMERICAN TOWER CORP | 0.007775 |  |
| STARBUCKS CORP | 0.007663 |  |
| SHERWIN WILLIAMS CO | 0.007118 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.006830 |  |
| LONZA GROUP -REG | 0.006782 |  |
| CONSTELLATION ENERGY CORP | 0.006729 | ✓ |
| GALDERMA GROUP A | 0.006440 |  |
| TRANSDIGM GROUP INC | 0.006318 | ✓ |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.005911 |  |
| PALANTIR TECHNOLOGIES INC | 0.005799 | ✓ |
| SNOWFLAKE INC CL A | 0.005703 |  |
| IDEXX LABS INC | 0.005207 |  |
| LIVE NATION ENTERTAINMENT INC | 0.005150 |  |
| SERVICENOW INC | 0.005111 | ✓ |
| WASTE CONNECTIONS INC | 0.004863 |  |
| SPOTIFY TECHNOLOGY SA | 0.004234 |  |
| Putnam Government Money Market Fund, Class G | 0.003374 |  |
| ORACLE CORP | 0.003027 | ✓ |
| SWISS FRANC | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-184463` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1331971/000119312526184463/0001193125-26-184463-index.htm>
- N-PORT (fund B) — accession `0002071691-26-007547` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/932101/000207169126007547/0002071691-26-007547-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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