# Portfolio overlap — PCUZX vs IVV

Comparing **T. Rowe Price U.S. Equity Research Fund** (2026-03-31) and **iShares Core S&P 500 ETF** (2026-03-31).

- Shared positions: 260
- T. Rowe Price U.S. Equity Research Fund covered by iShares Core S&P 500 ETF: 0.7961064445306989683440895284
- iShares Core S&P 500 ETF covered by T. Rowe Price U.S. Equity Research Fund: 0.7961064445306989683440895282

## T. Rowe Price U.S. Equity Research Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.077602 | ✓ |
| APPLE INC | 0.068140 | ✓ |
| MICROSOFT CORP | 0.050684 | ✓ |
| AMAZON.COM INC | 0.037572 | ✓ |
| ALPHABET INC CL C | 0.032478 | ✓ |
| BROADCOM INC | 0.027758 | ✓ |
| META PLATFORMS INC CL A | 0.023895 | ✓ |
| ALPHABET INC CL A | 0.023321 | ✓ |
| TESLA INC | 0.017674 | ✓ |
| LILLY ELI and CO | 0.013795 | ✓ |
| JPMORGAN CHASE and CO | 0.013425 | ✓ |
| EXXON MOBIL CORP | 0.011161 | ✓ |
| VISA INC-CLASS A | 0.010270 | ✓ |
| T-MOBILE US INC | 0.010264 | ✓ |
| BERKSHIRE HATH-B | 0.010086 | ✓ |
| WALMART INC | 0.009869 | ✓ |
| NETFLIX INC | 0.009573 | ✓ |
| JOHNSON&JOHNSON | 0.009494 | ✓ |
| CHEVRON CORP | 0.008165 | ✓ |
| MASTERCARD INC CL A | 0.007980 | ✓ |
| COSTCO WHOLESALE CORP | 0.007759 | ✓ |
| CATERPILLAR INC | 0.007646 | ✓ |
| ADV MICRO DEVICE | 0.007248 | ✓ |
| MICRON TECHNOLOGY INC | 0.007082 | ✓ |
| CISCO SYSTEMS INC | 0.007040 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006928 | ✓ |
| PROCTER & GAMBLE | 0.006783 | ✓ |
| GENERAL ELECTRIC CO | 0.006506 | ✓ |
| HOME DEPOT INC | 0.006409 | ✓ |
| ABBVIE INC | 0.006377 | ✓ |
| APPLIED MATERIALS INC | 0.006334 | ✓ |
| CITIGROUP INC | 0.006247 | ✓ |
| COCA-COLA CO/THE | 0.006159 | ✓ |
| MERCK & CO | 0.006159 | ✓ |
| LINDE PLC | 0.005578 | ✓ |
| MCDONALDS CORP | 0.005361 | ✓ |
| PHILIP MORRIS INTL INC | 0.005236 | ✓ |
| UNITEDHEALTH GRP | 0.004948 | ✓ |
| CONOCOPHILLIPS | 0.004841 | ✓ |
| CHUBB LTD | 0.004634 | ✓ |
| NEXTERA ENERGY INC | 0.004556 | ✓ |
| ORACLE CORP | 0.004380 | ✓ |
| INTEL CORP | 0.004289 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.004260 | ✓ |
| SCHWAB CHARLES CORP | 0.004160 | ✓ |
| DEERE & CO | 0.004120 | ✓ |
| MORGAN STANLEY | 0.004055 | ✓ |
| MARSH & MCLENNAN | 0.003999 | ✓ |
| GILEAD SCIENCES INC | 0.003988 | ✓ |
| LAM RESEARCH CORP | 0.003968 | ✓ |

## iShares Core S&P 500 ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075591 | ✓ |
| APPLE INC | 0.066458 | ✓ |
| MICROSOFT CORP | 0.049029 | ✓ |
| AMAZON.COM INC | 0.036290 | ✓ |
| ALPHABET INC CL A | 0.029862 | ✓ |
| BROADCOM INC | 0.026175 | ✓ |
| ALPHABET INC CL C | 0.023929 | ✓ |
| META PLATFORMS INC CL A | 0.022320 | ✓ |
| TESLA INC | 0.018649 | ✓ |
| BERKSHIRE HATH-B | 0.015673 | ✓ |
| JPMORGAN CHASE and CO | 0.014147 | ✓ |
| LILLY ELI and CO | 0.013000 | ✓ |
| EXXON MOBIL CORP | 0.012647 | ✓ |
| JOHNSON&JOHNSON | 0.010507 | ✓ |
| WALMART INC | 0.009717 | ✓ |
| VISA INC-CLASS A | 0.009063 | ✓ |
| COSTCO WHOLESALE CORP | 0.007889 | ✓ |
| MASTERCARD INC CL A | 0.007258 | ✓ |
| NETFLIX INC | 0.007241 | ✓ |
| CHEVRON CORP | 0.006918 | ✓ |
| ABBVIE INC | 0.006856 | ✓ |
| MICRON TECHNOLOGY INC | 0.006782 | ✓ |
| PROCTER & GAMBLE | 0.005987 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005960 | ✓ |
| ADV MICRO DEVICE | 0.005916 | ✓ |
| CATERPILLAR INC | 0.005879 | ✓ |
| HOME DEPOT INC | 0.005840 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005770 | ✓ |
| CISCO SYSTEMS INC | 0.005468 | ✓ |
| MERCK & CO | 0.005325 | ✓ |
| GENERAL ELECTRIC CO | 0.005309 | ✓ |
| COCA-COLA CO/THE | 0.005252 | ✓ |
| APPLIED MATERIALS INC | 0.004839 | ✓ |
| LAM RESEARCH CORP | 0.004759 | ✓ |
| RTX CORP | 0.004619 | ✓ |
| PHILIP MORRIS INTL INC | 0.004591 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004526 | ✓ |
| ORACLE CORP | 0.004450 | ✓ |
| WELLS FARGO & CO | 0.004391 | ✓ |
| UNITEDHEALTH GRP | 0.004372 | ✓ |
| GE VERNOVA LLC | 0.004196 | ✓ |
| LINDE PLC | 0.004129 | ✓ |
| INTL BUS MACH CORP | 0.004041 | ✓ |
| MCDONALDS CORP | 0.003948 | ✓ |
| PEPSICO INC | 0.003785 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003776 |  |
| INTEL CORP | 0.003696 | ✓ |
| AT&T INC | 0.003620 |  |
| CITIGROUP INC | 0.003535 | ✓ |
| MORGAN STANLEY | 0.003532 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001099263-26-006597` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/931151/000109926326006597/0001099263-26-006597-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012459` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000207169126012459/0002071691-26-012459-index.htm>

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