# Portfolio overlap — RAMHX vs TOPC

Comparing **American Balanced Fund** (2026-03-31) and **iShares S&P 500 3% Capped ETF** (2026-03-31).

- Shared positions: 120
- American Balanced Fund covered by iShares S&P 500 3% Capped ETF: 0.3215654260075976520265500470
- iShares S&P 500 3% Capped ETF covered by American Balanced Fund: 0.3215654260075976520265500471

## American Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CAPITAL GROUP CENTRAL CASH FUND | 0.067210 |  |
| BROADCOM INC | 0.033292 | ✓ |
| CAPITAL GROUP CENTRAL CORPORATE BOND FUND CL M (CCBF CL M) | 0.027707 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.023102 |  |
| PHILIP MORRIS INTL INC | 0.022132 | ✓ |
| NVIDIA CORP | 0.019812 | ✓ |
| MICROSOFT CORP | 0.019693 | ✓ |
| ALPHABET INC CL A | 0.017240 | ✓ |
| ALPHABET INC CL C | 0.014154 | ✓ |
| LILLY ELI and CO | 0.013181 | ✓ |
| MICRON TECHNOLOGY INC | 0.012719 | ✓ |
| VISA INC-CLASS A | 0.010208 | ✓ |
| CAN NATURAL RES | 0.010117 |  |
| VERTEX PHARMACEUTICALS INC | 0.009957 | ✓ |
| STARBUCKS CORP | 0.009854 | ✓ |
| US TREASURY N/B | 0.009239 |  |
| AMGEN INC | 0.009181 | ✓ |
| UNION PACIFIC CORP | 0.009053 | ✓ |
| UNITEDHEALTH GRP | 0.008509 | ✓ |
| US TREASURY N/B | 0.008238 |  |
| US TREASURY N/B | 0.008188 |  |
| AMAZON.COM INC | 0.007932 | ✓ |
| NORTHROP GRUMMAN CORP | 0.007506 | ✓ |
| SK HYNIX INC | 0.007241 |  |
| META PLATFORMS INC CL A | 0.007147 | ✓ |
| HOME DEPOT INC | 0.007051 | ✓ |
| WHEATON PRECIOUS METALS CORP | 0.007036 |  |
| DEERE & CO | 0.006593 | ✓ |
| TRANSDIGM GROUP INC | 0.006425 | ✓ |
| APPLE INC | 0.006257 | ✓ |
| EOG RESOURCES INC | 0.005991 | ✓ |
| US TREASURY N/B | 0.005776 |  |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.005732 |  |
| US TREASURY N/B | 0.005446 |  |
| DR HORTON INC | 0.005269 | ✓ |
| SYNCHRONY FINANCIAL | 0.005207 | ✓ |
| GILEAD SCIENCES INC | 0.005155 | ✓ |
| CVS HEALTH CORP | 0.005002 | ✓ |
| BAKER HUGHES CO | 0.004797 | ✓ |
| INTEL CORP | 0.004712 | ✓ |
| COMCAST CORP CL A | 0.004559 | ✓ |
| Boeing Co. (The), Conv. Pfd. | 0.004517 |  |
| BROOKFIELD CORP CL A | 0.004452 |  |
| GLENCORE PLC | 0.004452 |  |
| INTL BUS MACH CORP | 0.004414 | ✓ |
| SALESFORCE INC | 0.004227 | ✓ |
| U.S. Treasury Notes | 0.004217 |  |
| ROYAL GOLD INC | 0.004043 |  |
| NESTLE SA (REG) | 0.003996 |  |
| TSMC | 0.003958 |  |

## iShares S&P 500 3% Capped ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.030326 | ✓ |
| APPLE INC | 0.030121 | ✓ |
| NVIDIA CORP | 0.029021 | ✓ |
| MICROSOFT CORP | 0.028307 | ✓ |
| BROADCOM INC | 0.028054 | ✓ |
| META PLATFORMS INC CL A | 0.026656 | ✓ |
| TESLA INC | 0.022278 |  |
| BERKSHIRE HATH-B | 0.018712 |  |
| JPMORGAN CHASE and CO | 0.016893 | ✓ |
| ALPHABET INC CL A | 0.015998 | ✓ |
| LILLY ELI and CO | 0.015524 | ✓ |
| EXXON MOBIL CORP | 0.015102 | ✓ |
| ALPHABET INC CL C | 0.012815 | ✓ |
| JOHNSON&JOHNSON | 0.012550 | ✓ |
| WALMART INC | 0.011607 |  |
| VISA INC-CLASS A | 0.010819 | ✓ |
| COSTCO WHOLESALE CORP | 0.009426 |  |
| MASTERCARD INC CL A | 0.008662 | ✓ |
| NETFLIX INC | 0.008647 | ✓ |
| CHEVRON CORP | 0.008260 | ✓ |
| ABBVIE INC | 0.008194 | ✓ |
| MICRON TECHNOLOGY INC | 0.008095 | ✓ |
| PROCTER & GAMBLE | 0.007151 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.007120 |  |
| ADV MICRO DEVICE | 0.007070 | ✓ |
| CATERPILLAR INC | 0.007027 | ✓ |
| HOME DEPOT INC | 0.006976 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006891 | ✓ |
| CISCO SYSTEMS INC | 0.006532 |  |
| MERCK & CO | 0.006361 |  |
| GENERAL ELECTRIC CO | 0.006339 |  |
| COCA-COLA CO/THE | 0.006272 | ✓ |
| APPLIED MATERIALS INC | 0.005783 | ✓ |
| LAM RESEARCH CORP | 0.005681 |  |
| RTX CORP | 0.005515 | ✓ |
| PHILIP MORRIS INTL INC | 0.005485 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005394 | ✓ |
| ORACLE CORP | 0.005315 |  |
| WELLS FARGO & CO | 0.005245 | ✓ |
| UNITEDHEALTH GRP | 0.005221 | ✓ |
| GE VERNOVA LLC | 0.005020 | ✓ |
| LINDE PLC | 0.004938 |  |
| INTL BUS MACH CORP | 0.004828 | ✓ |
| MCDONALDS CORP | 0.004714 |  |
| PEPSICO INC | 0.004524 |  |
| VERIZON COMMUNICATIONS INC | 0.004510 |  |
| INTEL CORP | 0.004414 | ✓ |
| AT&T INC | 0.004324 | ✓ |
| CITIGROUP INC | 0.004225 | ✓ |
| MORGAN STANLEY | 0.004218 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-243463` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/4568/000119312526243463/0001193125-26-243463-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012458` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000207169126012458/0002071691-26-012458-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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