# Portfolio overlap — POGAX vs SWLGX

Comparing **Putnam Large Cap Growth Fund** (2026-01-31) and **Schwab U.S. Large-Cap Growth Index Fund** (2026-01-31).

- Shared positions: 37
- Putnam Large Cap Growth Fund covered by Schwab U.S. Large-Cap Growth Index Fund: 0.6866821180490540673586209382
- Schwab U.S. Large-Cap Growth Index Fund covered by Putnam Large Cap Growth Fund: 0.6866821180490540673586209382

## Putnam Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.137863 | ✓ |
| APPLE INC | 0.095418 | ✓ |
| MICROSOFT CORP | 0.088572 | ✓ |
| BROADCOM INC | 0.061463 | ✓ |
| ALPHABET INC CL C | 0.059176 | ✓ |
| AMAZON.COM INC | 0.051853 | ✓ |
| META PLATFORMS INC CL A | 0.049541 | ✓ |
| TESLA INC | 0.039560 | ✓ |
| LILLY ELI and CO | 0.036202 | ✓ |
| MASTERCARD INC CL A | 0.029243 | ✓ |
| LAM RESEARCH CORP | 0.020750 | ✓ |
| VISA INC-CLASS A | 0.020198 | ✓ |
| ABBVIE INC | 0.017595 | ✓ |
| GE VERNOVA LLC | 0.016612 | ✓ |
| GENERAL ELECTRIC CO | 0.016529 | ✓ |
| ADV MICRO DEVICE | 0.016004 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.013529 | ✓ |
| Putnam Short Term Investment Fund, Class P | 0.012518 |  |
| CBRE GROUP INC - CL A | 0.012225 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.011475 | ✓ |
| INTUITIVE SURGICAL INC | 0.011468 | ✓ |
| CATERPILLAR INC | 0.011226 | ✓ |
| ARISTA NETWORKS INC | 0.010295 | ✓ |
| COSTCO WHOLESALE CORP | 0.010032 | ✓ |
| VULCAN MATERIALS CO | 0.010002 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009797 | ✓ |
| NASDAQ INC | 0.009201 |  |
| NETFLIX INC | 0.008923 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.008696 |  |
| AMERICAN TOWER CORP | 0.007775 | ✓ |
| STARBUCKS CORP | 0.007663 | ✓ |
| SHERWIN WILLIAMS CO | 0.007118 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.006830 | ✓ |
| LONZA GROUP -REG | 0.006782 |  |
| CONSTELLATION ENERGY CORP | 0.006729 |  |
| GALDERMA GROUP A | 0.006440 |  |
| TRANSDIGM GROUP INC | 0.006318 | ✓ |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.005911 |  |
| PALANTIR TECHNOLOGIES INC | 0.005799 | ✓ |
| SNOWFLAKE INC CL A | 0.005703 | ✓ |
| IDEXX LABS INC | 0.005207 | ✓ |
| LIVE NATION ENTERTAINMENT INC | 0.005150 | ✓ |
| SERVICENOW INC | 0.005111 | ✓ |
| WASTE CONNECTIONS INC | 0.004863 |  |
| SPOTIFY TECHNOLOGY SA | 0.004234 | ✓ |
| Putnam Government Money Market Fund, Class G | 0.003374 |  |
| ORACLE CORP | 0.003027 | ✓ |
| SWISS FRANC | 0.000000 |  |

## Schwab U.S. Large-Cap Growth Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.126538 | ✓ |
| APPLE INC | 0.107292 | ✓ |
| MICROSOFT CORP | 0.091163 | ✓ |
| AMAZON.COM INC | 0.047488 | ✓ |
| BROADCOM INC | 0.045835 | ✓ |
| META PLATFORMS INC CL A | 0.040012 | ✓ |
| ALPHABET INC CL A | 0.037482 |  |
| TESLA INC | 0.036864 | ✓ |
| ALPHABET INC CL C | 0.030561 | ✓ |
| LILLY ELI and CO | 0.027917 | ✓ |
| VISA INC-CLASS A | 0.018197 | ✓ |
| MASTERCARD INC CL A | 0.014559 | ✓ |
| COSTCO WHOLESALE CORP | 0.014020 | ✓ |
| ABBVIE INC | 0.013271 | ✓ |
| NETFLIX INC | 0.011901 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.010772 | ✓ |
| GENERAL ELECTRIC CO | 0.010719 | ✓ |
| LAM RESEARCH CORP | 0.009865 | ✓ |
| HOME DEPOT INC | 0.009549 |  |
| ORACLE CORP | 0.009322 | ✓ |
| ADV MICRO DEVICE | 0.007507 | ✓ |
| GE VERNOVA LLC | 0.006672 | ✓ |
| KLA CORP | 0.006328 |  |
| INTUITIVE SURGICAL INC | 0.005979 | ✓ |
| AMPHENOL CORPORATION CL A | 0.005918 |  |
| UBER TECHNOLOGIES INC | 0.005414 |  |
| THE BOOKING HOLDINGS INC | 0.005138 |  |
| ARISTA NETWORKS INC | 0.004916 | ✓ |
| COCA-COLA CO/THE | 0.004775 |  |
| INTUIT INC | 0.004578 |  |
| AMGEN INC | 0.004557 |  |
| ADOBE INC | 0.004129 |  |
| SERVICENOW INC | 0.004072 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.004060 |  |
| PALO ALTO NETWORKS INC | 0.003992 |  |
| APPLOVIN CORP | 0.003792 |  |
| CROWDSTRIKE HOLDINGS INC | 0.003664 |  |
| BLACKSTONE INC | 0.003552 |  |
| State Street Navigator Securities Lending Portfolio II | 0.003338 |  |
| MCKESSON CORP | 0.003237 |  |
| TRANE TECHNOLOGIES PLC | 0.003150 | ✓ |
| AUTOMATIC DATA PROCESSING INC | 0.003133 |  |
| AMERICAN TOWER CORP | 0.002819 | ✓ |
| TJX COS INC | 0.002819 |  |
| HOWMET AEROSPACE INC | 0.002803 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.002765 |  |
| WASTE MANAGEMENT INC | 0.002764 |  |
| CADENCE DESIGN SYSTEMS INC | 0.002725 | ✓ |
| MOODYS CORP | 0.002695 |  |
| TEXAS INSTRUMENTS INC | 0.002689 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-007547` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/932101/000207169126007547/0002071691-26-007547-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030051` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030051/0001410368-26-030051-index.htm>

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