# Portfolio overlap — MRLSX vs SWLSX

Comparing **AMG Renaissance Large Cap Growth Fund** (2026-03-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 23
- AMG Renaissance Large Cap Growth Fund covered by Schwab Large-Cap Growth Fund: 0.3502934805675851359233724041
- Schwab Large-Cap Growth Fund covered by AMG Renaissance Large Cap Growth Fund: 0.3502934805675851359233724042

## AMG Renaissance Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.034574 | ✓ |
| APPLE INC | 0.028614 | ✓ |
| BROADCOM INC | 0.028311 | ✓ |
| COMFORT SYSTEMS USA INC | 0.028127 |  |
| AMAZON.COM INC | 0.026160 | ✓ |
| EMCOR GROUP INC | 0.024646 |  |
| MICROSOFT CORP | 0.024533 | ✓ |
| HERSHEY CO/THE | 0.022348 |  |
| JABIL INC | 0.022246 |  |
| ARISTA NETWORKS INC | 0.022041 | ✓ |
| AMPHENOL CORPORATION CL A | 0.021950 | ✓ |
| CARDINAL HEALTH INC | 0.021657 |  |
| KLA CORP | 0.021445 | ✓ |
| APPLIED MATERIALS INC | 0.021118 |  |
| COSTCO WHOLESALE CORP | 0.020511 | ✓ |
| JONES LANG LASALLE INC | 0.019621 |  |
| TJX COS INC | 0.019509 | ✓ |
| META PLATFORMS INC CL A | 0.019457 | ✓ |
| SCHWAB CHARLES CORP | 0.019101 |  |
| ZOETIS INC CL A | 0.019062 |  |
| NETFLIX INC | 0.018893 | ✓ |
| ROCKWELL AUTOMATION INC | 0.018879 |  |
| TAPESTRY INC | 0.018736 |  |
| HALOZYME THERAPEUTICS INC | 0.018510 |  |
| MOTOROLA SOLUTIONS INC | 0.018364 |  |
| ABBVIE INC | 0.018260 | ✓ |
| ILLINOIS TOOL WORKS INC | 0.018226 |  |
| AMGEN INC | 0.018139 |  |
| NEUROCRINE BIOSCIENCES INC | 0.018061 |  |
| WW GRAINGER INC | 0.018038 |  |
| CARNIVAL CORP | 0.018034 |  |
| LAM RESEARCH CORP | 0.018024 | ✓ |
| MARRIOTT INTL-A | 0.017792 |  |
| MCKESSON CORP | 0.017214 |  |
| NRG ENERGY INC | 0.017142 |  |
| AMERICAN EXPRESS CO | 0.016378 | ✓ |
| ULTA BEAUTY INC | 0.015724 |  |
| VISA INC-CLASS A | 0.015432 | ✓ |
| LOWES COS INC | 0.015334 |  |
| MOODYS CORP | 0.015248 |  |
| MASTERCARD INC CL A | 0.014950 | ✓ |
| AUTODESK INC | 0.014396 |  |
| UBER TECHNOLOGIES INC | 0.014021 | ✓ |
| HOULIHAN LOKEY I | 0.013977 |  |
| PEGASYSTEMS INC | 0.013816 |  |
| PTC INC | 0.013774 |  |
| INTUIT INC | 0.013106 | ✓ |
| TRADEWEB MARKETS INC A | 0.013025 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.012154 |  |
| DYNATRACE INC | 0.012027 |  |

## Schwab Large-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105096 |  |
| APPLE INC | 0.082352 | ✓ |
| ALPHABET INC CL A | 0.076895 | ✓ |
| MICROSOFT CORP | 0.072885 | ✓ |
| BROADCOM INC | 0.056356 | ✓ |
| AMAZON.COM INC | 0.053610 | ✓ |
| META PLATFORMS INC CL A | 0.052145 | ✓ |
| LILLY ELI and CO | 0.032816 |  |
| TESLA INC | 0.031366 |  |
| VISA INC-CLASS A | 0.017293 | ✓ |
| LAM RESEARCH CORP | 0.017205 | ✓ |
| ABBVIE INC | 0.016018 | ✓ |
| AMPHENOL CORPORATION CL A | 0.015837 | ✓ |
| NETFLIX INC | 0.015354 | ✓ |
| GENERAL ELECTRIC CO | 0.014415 |  |
| ADV MICRO DEVICE | 0.014276 |  |
| COSTCO WHOLESALE CORP | 0.014174 | ✓ |
| ARISTA NETWORKS INC | 0.013964 | ✓ |
| MASTERCARD INC CL A | 0.013643 | ✓ |
| PALO ALTO NETWORKS INC | 0.013123 |  |
| HOME DEPOT INC | 0.012078 |  |
| CATERPILLAR INC | 0.011930 |  |
| AMERICAN EXPRESS CO | 0.011049 | ✓ |
| INTUIT INC | 0.010727 | ✓ |
| PHILIP MORRIS INTL INC | 0.010517 |  |
| PARKER HANNIFIN CORP | 0.010253 |  |
| TJX COS INC | 0.010101 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009596 |  |
| GE VERNOVA LLC | 0.008844 |  |
| VERTIV HOLDINGS CO | 0.008841 |  |
| PALANTIR TECHNOLOGIES INC | 0.008835 |  |
| INTUITIVE SURGICAL INC | 0.008587 |  |
| SYNOPSYS INC | 0.008175 |  |
| THE BOOKING HOLDINGS INC | 0.008015 |  |
| QUANTA SVCS INC | 0.007998 |  |
| BOSTON SCIENTIFIC CORP | 0.007910 | ✓ |
| INTL BUS MACH CORP | 0.007263 |  |
| UBER TECHNOLOGIES INC | 0.007184 | ✓ |
| DATADOG INC CL A | 0.007018 |  |
| INTERACTIVE BROKERS GROUP INC | 0.006615 |  |
| SERVICENOW INC | 0.006589 | ✓ |
| KLA CORP | 0.006305 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.006029 |  |
| VERTEX PHARMACEUTICALS INC | 0.005848 |  |
| ORACLE CORP | 0.005716 |  |
| WALMART INC | 0.005690 |  |
| DOORDASH INC-A | 0.005354 |  |
| CITIGROUP INC | 0.005070 |  |
| O'REILLY AUTOMOTIVE INC | 0.004989 |  |
| TEXAS INSTRUMENTS INC | 0.004854 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022960` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022960/0000940400-26-022960-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm>

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