# Portfolio overlap — LFGIX vs STCIX

Comparing **Lord Abbett Focused Growth Fund** (2026-04-30) and **Virtus Silvant Large-Cap Growth Stock Fund** (2026-03-31).

- Shared positions: 15
- Lord Abbett Focused Growth Fund covered by Virtus Silvant Large-Cap Growth Stock Fund: 0.5306655410727548037288817085
- Virtus Silvant Large-Cap Growth Stock Fund covered by Lord Abbett Focused Growth Fund: 0.5306655410727548037288817085

## Lord Abbett Focused Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.146485 | ✓ |
| ALPHABET INC CL A | 0.096995 | ✓ |
| APPLE INC | 0.063073 | ✓ |
| AMAZON.COM INC | 0.060000 | ✓ |
| COMFORT SYSTEMS USA INC | 0.050949 |  |
| BROADCOM INC | 0.046697 | ✓ |
| LILLY ELI and CO | 0.040891 | ✓ |
| GE VERNOVA LLC | 0.038464 | ✓ |
| LAM RESEARCH CORP | 0.028341 |  |
| MICROSOFT CORP | 0.026037 | ✓ |
| BLOOM ENERGY CORP CL A | 0.025986 |  |
| HOWMET AEROSPACE INC | 0.025253 |  |
| FIXED INC CLEARING CORP.REPO | 0.024571 |  |
| NATERA INC | 0.022538 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.022200 |  |
| ARISTA NETWORKS INC | 0.022144 |  |
| GILEAD SCIENCES INC | 0.022130 |  |
| INTERACTIVE BROKERS GROUP INC | 0.021658 |  |
| PALANTIR TECHNOLOGIES INC | 0.020008 | ✓ |
| META PLATFORMS INC CL A | 0.018813 | ✓ |
| ARGENX SE SPONSORED ADR | 0.017646 |  |
| CLOUDFLARE INC-A | 0.017072 | ✓ |
| CORNING INC | 0.015359 |  |
| SHOPIFY INC CL A | 0.014960 |  |
| CROWDSTRIKE HOLDINGS INC | 0.014776 | ✓ |
| REVOLUTION MEDICINES INC | 0.012764 |  |
| APPLOVIN CORP | 0.012475 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.012204 |  |
| COSTCO WHOLESALE CORP | 0.011981 | ✓ |
| COGENT BIOSCIENCES INC | 0.010806 |  |
| GUARDANT HEALTH INC | 0.010285 |  |
| CIRCLE INTERNET GROUP INC A | 0.010092 |  |
| COREWEAVE INC | 0.009424 |  |
| Abivax SA SPONSORED ADS | 0.006925 |  |

## Virtus Silvant Large-Cap Growth Stock Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.152529 | ✓ |
| MICROSOFT CORP | 0.098573 | ✓ |
| APPLE INC | 0.094192 | ✓ |
| AMAZON.COM INC | 0.057894 | ✓ |
| ALPHABET INC CL A | 0.050047 | ✓ |
| BROADCOM INC | 0.046450 | ✓ |
| META PLATFORMS INC CL A | 0.041833 | ✓ |
| LILLY ELI and CO | 0.041591 | ✓ |
| ALPHABET INC CL C | 0.027243 |  |
| NETFLIX INC | 0.025548 |  |
| COSTCO WHOLESALE CORP | 0.022480 | ✓ |
| VISA INC-CLASS A | 0.020269 |  |
| GENERAL ELECTRIC CO | 0.019520 |  |
| GE VERNOVA LLC | 0.019338 | ✓ |
| MASTERCARD INC CL A | 0.018336 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.016393 |  |
| PALANTIR TECHNOLOGIES INC | 0.016069 | ✓ |
| TJX COS INC | 0.013813 |  |
| INTUITIVE SURGICAL INC | 0.013648 |  |
| APPLIED MATERIALS INC | 0.012372 |  |
| THE BOOKING HOLDINGS INC | 0.011156 |  |
| AMERICAN EXPRESS CO | 0.011054 |  |
| APPLOVIN CORP | 0.010114 | ✓ |
| CLOUDFLARE INC-A | 0.009992 | ✓ |
| ARM HOLDINGS LTD | 0.009766 |  |
| O'REILLY AUTOMOTIVE INC | 0.009405 |  |
| S&P GLOBAL INC | 0.009191 |  |
| AUTODESK INC | 0.007511 |  |
| NATERA INC | 0.007488 | ✓ |
| EATON CORP PLC | 0.007046 |  |
| FAIR ISAAC CORP | 0.006559 |  |
| DEERE & CO | 0.006308 |  |
| VISTRA CORP | 0.006092 |  |
| CROWDSTRIKE HOLDINGS INC | 0.005996 | ✓ |
| WELLS FARGO & CO | 0.005844 |  |
| REDDIT INC-A | 0.005647 |  |
| MERCADOLIBRE INC | 0.005393 |  |
| FEDEX CORP | 0.005139 |  |
| EMERSON ELECTRIC CO | 0.004675 |  |
| ASML HOLDING-NY | 0.004533 |  |
| ROCKWELL AUTOMATION INC | 0.004177 |  |
| VULCAN MATERIALS CO | 0.004100 |  |
| SALESFORCE INC | 0.004073 |  |
| WORKDAY INC CL A | 0.004011 |  |
| LAS VEGAS SANDS CORP | 0.003852 |  |
| THERMO FISHER SCIENTIFIC INC | 0.003811 |  |
| ONTO INNOVATION INC | 0.002672 |  |
| SERVICENOW INC | 0.002580 |  |
| LATTICE SEMICONDUCTOR CORP | 0.002365 |  |
| HONEYWELL INTL INC | 0.002351 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-068153` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/898031/000141036826068153/0001410368-26-068153-index.htm>
- N-PORT (fund B) — accession `0000940400-26-023146` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1018593/000094040026023146/0000940400-26-023146-index.htm>

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