# Portfolio overlap — LCCAX vs SWPPX

Comparing **Columbia Contrarian Core Fund** (2026-02-28) and **Schwab S&P 500 Index Fund** (2026-01-31).

- Shared positions: 76
- Columbia Contrarian Core Fund covered by Schwab S&P 500 Index Fund: 0.5442856907814953509269625371
- Schwab S&P 500 Index Fund covered by Columbia Contrarian Core Fund: 0.5442856907814953509269625372

## Columbia Contrarian Core Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.078920 | ✓ |
| APPLE INC | 0.061072 | ✓ |
| MICROSOFT CORP | 0.059825 | ✓ |
| AMAZON.COM INC | 0.044187 | ✓ |
| ALPHABET INC CL A | 0.031784 | ✓ |
| LILLY ELI and CO | 0.026751 | ✓ |
| BROADCOM INC | 0.026453 | ✓ |
| ALPHABET INC CL C | 0.026099 | ✓ |
| META PLATFORMS INC CL A | 0.024209 | ✓ |
| HONEYWELL INTL INC | 0.022117 | ✓ |
| VISA INC-CLASS A | 0.018631 | ✓ |
| NETFLIX INC | 0.016784 | ✓ |
| TEXAS INSTRUMENTS INC | 0.016726 | ✓ |
| CHEVRON CORP | 0.015910 | ✓ |
| EBAY INC | 0.015891 | ✓ |
| BLACKROCK INC | 0.015882 | ✓ |
| TE CONNECTIVITY PLC | 0.015840 | ✓ |
| BANK OF AMERICA CORPORATION | 0.014749 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.014310 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.014290 | ✓ |
| BOEING CO/THE | 0.013921 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.013791 |  |
| APPLIED MATERIALS INC | 0.013121 | ✓ |
| CONOCOPHILLIPS | 0.013037 | ✓ |
| WALMART INC | 0.012903 | ✓ |
| EQUINIX INC | 0.012464 | ✓ |
| DTE ENERGY CO | 0.012284 | ✓ |
| EATON CORP PLC | 0.011787 | ✓ |
| TESLA INC | 0.011654 | ✓ |
| WELLS FARGO & CO | 0.011510 | ✓ |
| PEPSICO INC | 0.011440 | ✓ |
| ABBVIE INC | 0.010713 | ✓ |
| PUB SERV ENTERP | 0.010631 | ✓ |
| MORGAN STANLEY | 0.010430 | ✓ |
| STARBUCKS CORP | 0.010315 | ✓ |
| JPMORGAN CHASE and CO | 0.010263 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.010199 | ✓ |
| LAM RESEARCH CORP | 0.010082 | ✓ |
| ABBOTT LABS | 0.009958 | ✓ |
| EOG RESOURCES INC | 0.009583 | ✓ |
| MASTERCARD INC CL A | 0.009530 | ✓ |
| SCHWAB CHARLES CORP | 0.009515 | ✓ |
| AON PLC | 0.009382 | ✓ |
| THE CIGNA GROUP | 0.008479 | ✓ |
| CARRIER GLOBAL CORP | 0.008267 | ✓ |
| ORACLE CORP | 0.008263 | ✓ |
| WALT DISNEY CO/T | 0.008141 | ✓ |
| BECTON DICKINSON and CO | 0.007882 | ✓ |
| STANLEY BLACK and DECKER INC | 0.006720 | ✓ |
| JACOBS SOLUTIONS INC | 0.006707 | ✓ |

## Schwab S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.078383 | ✓ |
| APPLE INC | 0.064704 | ✓ |
| MICROSOFT CORP | 0.053966 | ✓ |
| AMAZON.COM INC | 0.039307 | ✓ |
| ALPHABET INC CL A | 0.033190 | ✓ |
| ALPHABET INC CL C | 0.026568 | ✓ |
| BROADCOM INC | 0.026414 | ✓ |
| META PLATFORMS INC CL A | 0.026347 | ✓ |
| TESLA INC | 0.020423 | ✓ |
| BERKSHIRE HATH-B | 0.014877 |  |
| JPMORGAN CHASE and CO | 0.014062 | ✓ |
| LILLY ELI and CO | 0.013909 | ✓ |
| EXXON MOBIL CORP | 0.010067 |  |
| JOHNSON&JOHNSON | 0.009245 |  |
| VISA INC-CLASS A | 0.009170 | ✓ |
| WALMART INC | 0.008820 | ✓ |
| MICRON TECHNOLOGY INC | 0.007866 | ✓ |
| MASTERCARD INC CL A | 0.007464 | ✓ |
| COSTCO WHOLESALE CORP | 0.007039 |  |
| ABBVIE INC | 0.006657 | ✓ |
| ADV MICRO DEVICE | 0.006509 |  |
| HOME DEPOT INC | 0.006298 |  |
| BANK OF AMERICA CORPORATION | 0.006034 | ✓ |
| PROCTER & GAMBLE | 0.005990 |  |
| NETFLIX INC | 0.005975 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005657 |  |
| CHEVRON CORP | 0.005653 | ✓ |
| GENERAL ELECTRIC CO | 0.005464 | ✓ |
| CISCO SYSTEMS INC | 0.005211 |  |
| CATERPILLAR INC | 0.005197 |  |
| LAM RESEARCH CORP | 0.004951 | ✓ |
| COCA-COLA CO/THE | 0.004895 |  |
| INTL BUS MACH CORP | 0.004840 |  |
| WELLS FARGO & CO | 0.004797 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004737 |  |
| PHILIP MORRIS INTL INC | 0.004719 |  |
| ORACLE CORP | 0.004673 | ✓ |
| MERCK & CO | 0.004621 |  |
| RTX CORP | 0.004548 | ✓ |
| UNITEDHEALTH GRP | 0.004389 |  |
| APPLIED MATERIALS INC | 0.004335 | ✓ |
| MCDONALDS CORP | 0.003787 |  |
| MORGAN STANLEY | 0.003728 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003670 | ✓ |
| LINDE PLC | 0.003603 |  |
| PEPSICO INC | 0.003548 | ✓ |
| INTEL CORP | 0.003519 |  |
| CITIGROUP INC | 0.003499 |  |
| SALESFORCE INC | 0.003416 | ✓ |
| WALT DISNEY CO/T | 0.003403 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040893` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826040893/0001410368-26-040893-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030044` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030044/0001410368-26-030044-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_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._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_