# Portfolio overlap — JSGIX vs ACGR

Comparing **U.S. Growth Fund** (2026-03-31) and **American Century Large Cap Growth ETF** (2026-02-28).

- Shared positions: 23
- U.S. Growth Fund covered by American Century Large Cap Growth ETF: 0.6668336475482474617609129977
- American Century Large Cap Growth ETF covered by U.S. Growth Fund: 0.6668336475482474617609129977

## U.S. Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.142078 | ✓ |
| APPLE INC | 0.099536 | ✓ |
| MICROSOFT CORP | 0.095585 | ✓ |
| ALPHABET INC CL A | 0.071387 | ✓ |
| BROADCOM INC | 0.056351 | ✓ |
| AMAZON.COM INC | 0.048909 | ✓ |
| LILLY ELI and CO | 0.037480 | ✓ |
| MASTERCARD INC CL A | 0.031672 | ✓ |
| META PLATFORMS INC CL A | 0.027281 | ✓ |
| TESLA INC | 0.024655 | ✓ |
| ABBVIE INC | 0.024114 | ✓ |
| NETFLIX INC | 0.023734 | ✓ |
| KLA CORP | 0.017722 |  |
| WELLTOWER INC | 0.015946 | ✓ |
| THE BOOKING HOLDINGS INC | 0.014621 | ✓ |
| TARGA RESOURCES CORP | 0.012156 |  |
| FLEX LTD | 0.011933 |  |
| iShares Russell 1000 Growth ETF | 0.011159 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.010972 | ✓ |
| TRIMBLE INC | 0.010583 |  |
| CENCORA INC | 0.010361 | ✓ |
| Spotify Technology SA | 0.010054 |  |
| TENET HEALTHCARE CORP | 0.009630 |  |
| MONSTER BEVERAGE CORP | 0.009595 |  |
| PACCAR INC | 0.009585 |  |
| CH ROBINSON WORLDWIDE INC | 0.009055 |  |
| SIMON PROPERTY | 0.008913 |  |
| WESCO INTL | 0.008704 |  |
| CAMECO CORP | 0.008563 |  |
| US FOODS HOLDING CORP | 0.008475 | ✓ |
| NXP SEMICONDUCTO | 0.008411 |  |
| INTERACTIVE BROKERS GROUP INC | 0.008060 |  |
| L3HARRIS TECHNOLOGIES INC | 0.008015 |  |
| DOORDASH INC-A | 0.007798 |  |
| VEEVA SYSTEMS-A | 0.007751 | ✓ |
| ANALOG DEVICES INC | 0.007674 | ✓ |
| NRG ENERGY INC | 0.007639 |  |
| AXON ENTERPRISE INC | 0.007501 |  |
| JABIL INC | 0.007454 |  |
| UNITED THERAPEUTICS CORP DEL | 0.007338 |  |
| PARKER HANNIFIN CORP | 0.007066 | ✓ |
| WATERS CORP | 0.006725 |  |
| FREEPORT MCMORAN INC | 0.006677 |  |
| Viking Holdings Ltd | 0.005487 |  |
| PALANTIR TECHNOLOGIES INC | 0.005206 | ✓ |
| SANDISK CORPORATION | 0.004595 |  |
| SSC GOVERNMENT MM GVMXX   / | 0.003241 |  |
| POOL CORP | 0.002556 | ✓ |

## American Century Large Cap Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.130961 | ✓ |
| MICROSOFT CORP | 0.102303 | ✓ |
| APPLE INC | 0.092770 | ✓ |
| ALPHABET INC CL A | 0.070357 | ✓ |
| BROADCOM INC | 0.053890 | ✓ |
| AMAZON.COM INC | 0.038767 | ✓ |
| MASTERCARD INC CL A | 0.034737 | ✓ |
| META PLATFORMS INC CL A | 0.032153 | ✓ |
| LILLY ELI and CO | 0.029515 | ✓ |
| TESLA INC | 0.025848 | ✓ |
| VISA INC-CLASS A | 0.021384 |  |
| COSTCO WHOLESALE CORP | 0.020044 |  |
| NETFLIX INC | 0.014659 | ✓ |
| LAM RESEARCH CORP | 0.013569 |  |
| SERVICENOW INC | 0.011750 |  |
| TJX COS INC | 0.011215 |  |
| IDEXX LABS INC | 0.010684 |  |
| GENERAL ELECTRIC CO | 0.010653 |  |
| ABBVIE INC | 0.010330 | ✓ |
| APPLIED MATERIALS INC | 0.010148 |  |
| CADENCE DESIGN SYSTEMS INC | 0.009437 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009317 |  |
| TRANE TECHNOLOGI | 0.009310 |  |
| GE VERNOVA LLC | 0.008635 |  |
| ANALOG DEVICES INC | 0.008104 | ✓ |
| MARRIOTT INTL-A | 0.008056 |  |
| THE BOOKING HOLDINGS INC | 0.007808 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.007750 |  |
| ASML Holding NV - NY Reg Shares | 0.007124 |  |
| VERTIV HOLDINGS CO | 0.006697 |  |
| FEDEX CORP | 0.006249 |  |
| LINDE PLC | 0.006176 |  |
| iShares Russell 1000 Growth ETF | 0.006163 | ✓ |
| UBER TECHNOLOGIES INC | 0.006116 |  |
| VERTEX PHARMACEUTICALS INC | 0.005795 |  |
| MOTOROLA SOLUTIONS INC | 0.005448 |  |
| PARKER HANNIFIN CORP | 0.005204 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.005161 |  |
| PALO ALTO NETWORKS INC | 0.005010 |  |
| JOHNSON CONTROLS | 0.004917 |  |
| APPLOVIN CORP | 0.004911 |  |
| CUMMINS INC | 0.004911 |  |
| INTUIT INC | 0.004897 |  |
| Amer Sports Inc. COM SHS | 0.004848 |  |
| AUTOMATIC DATA PROCESSING INC | 0.004316 |  |
| THE CIGNA GROUP | 0.004163 |  |
| EQUINIX INC | 0.003828 |  |
| AGILENT TECHNOLOGIES INC | 0.003726 |  |
| XYLEM INC | 0.003722 |  |
| CARVANA CO CL A | 0.003488 |  |


## Sources

- N-PORT (fund A) — accession `0001329954-26-000030` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1329954/000132995426000030/0001329954-26-000030-index.htm>
- N-PORT (fund B) — accession `0001193125-26-189840` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1710607/000119312526189840/0001193125-26-189840-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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