# Portfolio overlap — NOSIX vs SPFIX

Comparing **Stock Index Fund** (2026-03-31) and **S&P 500 Index Fund** (2026-02-28).

- Shared positions: 497
- Stock Index Fund covered by S&P 500 Index Fund: 0.9392374053901246913989052082
- S&P 500 Index Fund covered by Stock Index Fund: 0.9392374053901246913989052082

## Stock Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.073226 | ✓ |
| APPLE INC | 0.064384 | ✓ |
| MICROSOFT CORP | 0.047449 | ✓ |
| AMAZON.COM INC | 0.035112 | ✓ |
| ALPHABET INC CL A | 0.028944 | ✓ |
| BROADCOM INC | 0.025317 | ✓ |
| ALPHABET INC CL C | 0.023144 | ✓ |
| META PLATFORMS INC CL A | 0.021586 | ✓ |
| TESLA INC | 0.018030 | ✓ |
| VERISURE HOLDING AB | 0.017009 |  |
| BERKSHIRE HATH-B | 0.015148 | ✓ |
| Northern Institutional Funds GOVT PTFL | 0.014915 |  |
| JPMORGAN CHASE and CO | 0.013729 | ✓ |
| LILLY ELI and CO | 0.012618 | ✓ |
| EXXON MOBIL CORP | 0.012278 | ✓ |
| JOHNSON&JOHNSON | 0.010205 | ✓ |
| WALMART INC | 0.009402 | ✓ |
| VISA INC-CLASS A | 0.008747 | ✓ |
| COSTCO WHOLESALE CORP | 0.007669 | ✓ |
| MASTERCARD INC CL A | 0.007029 | ✓ |
| NETFLIX INC | 0.006981 | ✓ |
| CHEVRON CORP | 0.006730 | ✓ |
| ABBVIE INC | 0.006669 | ✓ |
| MICRON TECHNOLOGY INC | 0.006589 | ✓ |
| PROCTER & GAMBLE | 0.005769 | ✓ |
| ADV MICRO DEVICE | 0.005749 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005743 | ✓ |
| CATERPILLAR INC | 0.005724 | ✓ |
| HOME DEPOT INC | 0.005626 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005556 | ✓ |
| CISCO SYSTEMS INC | 0.005313 | ✓ |
| GENERAL ELECTRIC CO | 0.005168 | ✓ |
| MERCK & CO | 0.005155 | ✓ |
| COCA-COLA CO/THE | 0.005090 | ✓ |
| APPLIED MATERIALS INC | 0.004715 | ✓ |
| LAM RESEARCH CORP | 0.004636 | ✓ |
| RTX CORP | 0.004500 | ✓ |
| PHILIP MORRIS INTL INC | 0.004461 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004413 | ✓ |
| ORACLE CORP | 0.004330 | ✓ |
| WELLS FARGO & CO | 0.004284 | ✓ |
| UNITEDHEALTH GRP | 0.004206 | ✓ |
| GE VERNOVA LLC | 0.004094 | ✓ |
| LINDE PLC | 0.003974 | ✓ |
| INTL BUS MACH CORP | 0.003885 | ✓ |
| MCDONALDS CORP | 0.003851 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003686 | ✓ |
| PEPSICO INC | 0.003636 | ✓ |
| INTEL CORP | 0.003549 | ✓ |
| AT&T INC | 0.003536 | ✓ |

## S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.070913 | ✓ |
| APPLE INC | 0.064290 | ✓ |
| MICROSOFT CORP | 0.048073 | ✓ |
| AMAZON.COM INC | 0.033645 | ✓ |
| ALPHABET INC CL A | 0.029872 | ✓ |
| BROADCOM INC | 0.024852 | ✓ |
| ALPHABET INC CL C | 0.023850 | ✓ |
| META PLATFORMS INC CL A | 0.023249 | ✓ |
| TESLA INC | 0.018627 | ✓ |
| WIB 0 03/19/26 | 0.015518 |  |
| BERKSHIRE HATH-B | 0.015250 | ✓ |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.014992 |  |
| LILLY ELI and CO | 0.013756 | ✓ |
| JPMORGAN CHASE and CO | 0.013464 | ✓ |
| EXXON MOBIL CORP | 0.010592 | ✓ |
| JOHNSON&JOHNSON | 0.009858 | ✓ |
| WALMART INC | 0.009240 | ✓ |
| VISA INC-CLASS A | 0.008898 | ✓ |
| MICRON TECHNOLOGY INC | 0.007623 | ✓ |
| COSTCO WHOLESALE CORP | 0.007375 | ✓ |
| MASTERCARD INC CL A | 0.006983 | ✓ |
| ABBVIE INC | 0.006755 | ✓ |
| NETFLIX INC | 0.006716 | ✓ |
| PROCTER & GAMBLE | 0.006434 | ✓ |
| HOME DEPOT INC | 0.006241 | ✓ |
| GENERAL ELECTRIC CO | 0.005945 | ✓ |
| CHEVRON CORP | 0.005821 | ✓ |
| CATERPILLAR INC | 0.005725 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005501 | ✓ |
| ADV MICRO DEVICE | 0.005368 | ✓ |
| COCA-COLA CO/THE | 0.005200 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005161 | ✓ |
| CISCO SYSTEMS INC | 0.005157 | ✓ |
| MERCK & CO | 0.005061 | ✓ |
| APPLIED MATERIALS INC | 0.004884 | ✓ |
| LAM RESEARCH CORP | 0.004838 | ✓ |
| PHILIP MORRIS INTL INC | 0.004790 | ✓ |
| RTX CORP | 0.004474 | ✓ |
| UNITEDHEALTH GRP | 0.004375 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004244 | ✓ |
| WELLS FARGO & CO | 0.004211 | ✓ |
| MCDONALDS CORP | 0.004000 | ✓ |
| ORACLE CORP | 0.003984 | ✓ |
| LINDE PLC | 0.003906 | ✓ |
| GE VERNOVA LLC | 0.003903 | ✓ |
| PEPSICO INC | 0.003822 | ✓ |
| INTL BUS MACH CORP | 0.003697 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003482 | ✓ |
| AMGEN INC | 0.003442 | ✓ |
| INTEL CORP | 0.003372 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002066578-26-001920` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/916620/000206657826001920/0002066578-26-001920-index.htm>
- N-PORT (fund B) — accession `0002000324-26-001779` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/778206/000200032426001779/0002000324-26-001779-index.htm>

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_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._

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