# Portfolio overlap — NFEPX vs SWLSX

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

- Shared positions: 23
- Columbia Large Cap Growth Opportunity Fund covered by Schwab Large-Cap Growth Fund: 0.6577170403197401206435474160
- Schwab Large-Cap Growth Fund covered by Columbia Large Cap Growth Opportunity Fund: 0.6577170403197401206435474160

## Columbia Large Cap Growth Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.133053 | ✓ |
| MICROSOFT CORP | 0.104067 | ✓ |
| ALPHABET INC CL A | 0.075704 | ✓ |
| APPLE INC | 0.068913 | ✓ |
| AMAZON.COM INC | 0.064718 | ✓ |
| META PLATFORMS INC CL A | 0.050349 | ✓ |
| BROADCOM INC | 0.048316 | ✓ |
| LILLY ELI and CO | 0.041944 | ✓ |
| VISA INC-CLASS A | 0.030707 | ✓ |
| COSTCO WHOLESALE CORP | 0.027662 | ✓ |
| VERTIV HOLDINGS CO | 0.017506 | ✓ |
| ADV MICRO DEVICE | 0.015404 | ✓ |
| UBER TECHNOLOGIES INC | 0.015384 | ✓ |
| TJX COS INC | 0.014439 | ✓ |
| BANK OF AMERICA CORPORATION | 0.014430 |  |
| TESLA INC | 0.014097 | ✓ |
| EXPEDIA INC | 0.013620 |  |
| TE CONNECTIVITY PLC | 0.013576 |  |
| SERVICENOW INC | 0.013250 | ✓ |
| ARISTA NETWORKS INC | 0.013039 | ✓ |
| PALO ALTO NETWORKS INC | 0.012479 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.012438 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.012377 | ✓ |
| GAP INC/THE | 0.012299 |  |
| EQUINIX INC | 0.011415 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.011214 |  |
| INTUITIVE SURGICAL INC | 0.011072 | ✓ |
| MICRON TECHNOLOGY INC | 0.010999 |  |
| GOLDMAN SACHS GROUP INC | 0.010401 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.010397 | ✓ |
| COLGATE-PALMOLIVE CO | 0.010192 |  |
| INSMED INC | 0.010090 |  |
| TKO GROUP HOLDINGS INC | 0.009033 |  |
| EATON CORP PLC | 0.008952 |  |
| CINTAS CORP | 0.008891 |  |
| REVOLUTION MEDICINES INC | 0.008250 |  |
| ARGENX SE SPONSORED ADR | 0.007229 |  |
| NIKE INC CL B | 0.006640 |  |
| ILLUMINA INC | 0.005840 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.005558 |  |
| ADAPTIVE BIOTECHNOLOGIES CORP | 0.004660 |  |
| PALANTIR TECHNOLOGIES INC | 0.004424 | ✓ |
| ATLASSIAN CORP PLC CLS A | 0.004307 |  |
| KARMAN HOLDINGS INC | 0.000669 |  |

## 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 `0001410368-26-040912` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1097519/000141036826040912/0001410368-26-040912-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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