# Portfolio overlap — NBGUX vs SWLSX

Comparing **Neuberger Berman Large Cap Growth Fund** (2026-02-28) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 27
- Neuberger Berman Large Cap Growth Fund covered by Schwab Large-Cap Growth Fund: 0.6596342995112141682343696729
- Schwab Large-Cap Growth Fund covered by Neuberger Berman Large Cap Growth Fund: 0.6596342995112141682343696729

## Neuberger Berman Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.081991 | ✓ |
| ALPHABET INC CL A | 0.077702 | ✓ |
| MICROSOFT CORP | 0.075935 | ✓ |
| AMAZON.COM INC | 0.063117 | ✓ |
| APPLE INC | 0.059024 | ✓ |
| META PLATFORMS INC CL A | 0.047474 | ✓ |
| BROADCOM INC | 0.039126 | ✓ |
| FANATICS HOLDINGS INC CLASS A | 0.035167 |  |
| LILLY ELI and CO | 0.031353 | ✓ |
| NETFLIX INC | 0.030847 | ✓ |
| VISA INC-CLASS A | 0.029092 | ✓ |
| GENERAL ELECTRIC CO | 0.027605 | ✓ |
| MASTERCARD INC CL A | 0.024407 | ✓ |
| HOME DEPOT INC | 0.022078 | ✓ |
| ASML HOLDING-NY | 0.020421 |  |
| CATERPILLAR INC | 0.020268 | ✓ |
| AMPHENOL CORPORATION CL A | 0.020232 | ✓ |
| TJX COS INC | 0.016471 | ✓ |
| NVENT ELECTRIC PLC | 0.016329 |  |
| CENTERPOINT ENERGY INC | 0.016243 |  |
| COSTCO WHOLESALE CORP | 0.015791 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.013695 | ✓ |
| SYNOPSYS INC | 0.013489 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.011871 | ✓ |
| BROOKFIELD ASSET MANAGEMENT LTD A | 0.010868 |  |
| ABBVIE INC | 0.010756 | ✓ |
| S&P GLOBAL INC | 0.010452 |  |
| TESLA INC | 0.009725 | ✓ |
| NEXTERA ENERGY INC | 0.009527 |  |
| ADV MICRO DEVICE | 0.008899 | ✓ |
| WALMART INC | 0.008882 | ✓ |
| State Street Institutional Treasury Money Market Fund | 0.008419 |  |
| KKR & CO INC | 0.008072 |  |
| SERVICENOW INC | 0.007968 | ✓ |
| MCDONALDS CORP | 0.007522 |  |
| DEERE & CO | 0.006803 |  |
| WAYSTAR HOLDING CORP | 0.006750 |  |
| WILLIAMS COS INC | 0.006685 |  |
| THERMO FISHER SCIENTIFIC INC | 0.006547 |  |
| WASTE MANAGEMENT INC | 0.006212 |  |
| UNION PACIFIC CORP | 0.005893 |  |
| ITT INC | 0.005773 |  |
| CLOUDFLARE INC-A | 0.005055 |  |
| FABLETICS SERIES G PFD STOCK | 0.004206 |  |
| LIVE NATION ENTERTAINMENT INC | 0.003655 |  |
| O'REILLY AUTOMOTIVE INC | 0.003528 | ✓ |
| BOEING CO/THE | 0.003360 |  |
| CHEWY INC- CL A | 0.003349 |  |
| CANVA INC COMMON A RESTRICTED | 0.003151 |  |
| SHOPIFY INC CL A | 0.002933 |  |

## 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 `0001410368-26-040130` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/44402/000141036826040130/0001410368-26-040130-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>

---

_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/>_