# Portfolio overlap — LSEIX vs MUXAX

Comparing **Persimmon Long/Short Fund** (2026-03-31) and **Victory S&P 500 Index Fund** (2026-03-31).

- Shared positions: 364
- Persimmon Long/Short Fund covered by Victory S&P 500 Index Fund: 0.8400208542684139548978525232
- Victory S&P 500 Index Fund covered by Persimmon Long/Short Fund: 0.8400208542684139548978525232

## Persimmon Long/Short Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.066369 | ✓ |
| NVIDIA CORP | 0.061624 | ✓ |
| MICROSOFT CORP | 0.046603 | ✓ |
| AMAZON.COM INC | 0.039255 | ✓ |
| ALPHABET INC CL A | 0.037091 | ✓ |
| BROADCOM INC | 0.028817 | ✓ |
| ALPHABET INC CL C | 0.025796 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.024540 |  |
| BERKSHIRE HATH-B | 0.016236 | ✓ |
| LILLY ELI and CO | 0.015916 | ✓ |
| JPMORGAN CHASE and CO | 0.015785 | ✓ |
| EXXON MOBIL CORP | 0.013862 | ✓ |
| WALMART INC | 0.010693 | ✓ |
| JOHNSON&JOHNSON | 0.010447 | ✓ |
| NETFLIX INC | 0.010109 | ✓ |
| CATERPILLAR INC | 0.009347 | ✓ |
| COSTCO WHOLESALE CORP | 0.008870 | ✓ |
| VISA INC-CLASS A | 0.008600 | ✓ |
| ABBVIE INC | 0.008362 | ✓ |
| BANK OF AMERICA CORPORATION | 0.008306 | ✓ |
| META PLATFORMS INC CL A | 0.007756 | ✓ |
| APPLIED MATERIALS INC | 0.007637 | ✓ |
| GENERAL ELECTRIC CO | 0.007443 | ✓ |
| MICRON TECHNOLOGY INC | 0.007227 | ✓ |
| MASTERCARD INC CL A | 0.006944 | ✓ |
| WELLS FARGO & CO | 0.006866 | ✓ |
| RTX CORP | 0.006728 | ✓ |
| TESLA INC | 0.006576 | ✓ |
| LAM RESEARCH CORP | 0.006550 | ✓ |
| CHEVRON CORP | 0.006418 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.006263 | ✓ |
| PROCTER & GAMBLE | 0.005904 | ✓ |
| GE VERNOVA LLC | 0.005709 | ✓ |
| LINDE PLC | 0.005697 | ✓ |
| HOME DEPOT INC | 0.005684 | ✓ |
| CISCO SYSTEMS INC | 0.005365 | ✓ |
| MORGAN STANLEY | 0.005299 | ✓ |
| CITIGROUP INC | 0.005251 | ✓ |
| MERCK & CO | 0.005193 | ✓ |
| COCA-COLA CO/THE | 0.005188 | ✓ |
| KLA CORP | 0.005116 | ✓ |
| INTL BUS MACH CORP | 0.004937 | ✓ |
| UNITEDHEALTH GRP | 0.004535 | ✓ |
| PHILIP MORRIS INTL INC | 0.004487 | ✓ |
| AMERICAN EXPRESS CO | 0.004417 | ✓ |
| FRST AM-GV OB-X | 0.004405 |  |
| ORACLE CORP | 0.004366 | ✓ |
| TJX COS INC | 0.004308 | ✓ |
| ADV MICRO DEVICE | 0.004199 | ✓ |
| DEERE & CO | 0.004132 | ✓ |

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

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.076355 | ✓ |
| APPLE INC | 0.067130 | ✓ |
| MICROSOFT CORP | 0.049524 | ✓ |
| AMAZON.COM INC | 0.036296 | ✓ |
| ALPHABET INC CL A | 0.029868 | ✓ |
| BROADCOM INC | 0.026180 | ✓ |
| ALPHABET INC CL C | 0.023934 | ✓ |
| META PLATFORMS INC CL A | 0.022323 | ✓ |
| TESLA INC | 0.018653 | ✓ |
| BERKSHIRE HATH-B | 0.015677 | ✓ |
| JPMORGAN CHASE and CO | 0.014150 | ✓ |
| LILLY ELI and CO | 0.013003 | ✓ |
| EXXON MOBIL CORP | 0.012649 | ✓ |
| JOHNSON&JOHNSON | 0.010509 | ✓ |
| WALMART INC | 0.009719 | ✓ |
| VISA INC-CLASS A | 0.009064 | ✓ |
| COSTCO WHOLESALE CORP | 0.007891 | ✓ |
| MASTERCARD INC CL A | 0.007260 | ✓ |
| NETFLIX INC | 0.007242 | ✓ |
| CHEVRON CORP | 0.006919 | ✓ |
| ABBVIE INC | 0.006858 | ✓ |
| MICRON TECHNOLOGY INC | 0.006784 | ✓ |
| PROCTER & GAMBLE | 0.005989 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005962 | ✓ |
| ADV MICRO DEVICE | 0.005917 | ✓ |
| CATERPILLAR INC | 0.005881 | ✓ |
| HOME DEPOT INC | 0.005841 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005771 | ✓ |
| CISCO SYSTEMS INC | 0.005469 | ✓ |
| MERCK & CO | 0.005326 | ✓ |
| GENERAL ELECTRIC CO | 0.005309 | ✓ |
| COCA-COLA CO/THE | 0.005253 | ✓ |
| APPLIED MATERIALS INC | 0.004840 | ✓ |
| LAM RESEARCH CORP | 0.004760 | ✓ |
| RTX CORP | 0.004619 | ✓ |
| PHILIP MORRIS INTL INC | 0.004592 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004525 | ✓ |
| ORACLE CORP | 0.004451 | ✓ |
| WELLS FARGO & CO | 0.004392 | ✓ |
| UNITEDHEALTH GRP | 0.004372 | ✓ |
| GE VERNOVA LLC | 0.004198 | ✓ |
| LINDE PLC | 0.004131 | ✓ |
| INTL BUS MACH CORP | 0.004042 | ✓ |
| MCDONALDS CORP | 0.003949 | ✓ |
| PEPSICO INC | 0.003786 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003777 |  |
| INTEL CORP | 0.003697 |  |
| AT&T INC | 0.003621 |  |
| CITIGROUP INC | 0.003536 | ✓ |
| MORGAN STANLEY | 0.003532 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000910472-26-007568` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1537140/000091047226007568/0000910472-26-007568-index.htm>
- N-PORT (fund B) — accession `0001004726-26-004288` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/802716/000100472626004288/0001004726-26-004288-index.htm>

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