# Portfolio overlap — RIBEX vs CUSEX

Comparing **Investment Co of America** (2026-03-31) and **Capital Group U.S. Equity Fund** (2026-01-31).

- Shared positions: 59
- Investment Co of America covered by Capital Group U.S. Equity Fund: 0.5122378648813943609849285119
- Capital Group U.S. Equity Fund covered by Investment Co of America: 0.5122378648813943609849285119

## Investment Co of America — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.065015 | ✓ |
| BROADCOM INC | 0.061184 | ✓ |
| MICROSOFT CORP | 0.056355 | ✓ |
| AMAZON.COM INC | 0.047052 | ✓ |
| LILLY ELI and CO | 0.033479 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.030690 | ✓ |
| BRITISH AMERICAN TOBACCO PLC | 0.026348 |  |
| META PLATFORMS INC CL A | 0.026026 | ✓ |
| ALPHABET INC CL A | 0.024870 |  |
| PHILIP MORRIS INTL INC | 0.022834 | ✓ |
| APPLE INC | 0.022232 | ✓ |
| GENERAL ELECTRIC CO | 0.021846 | ✓ |
| ALPHABET INC CL C | 0.021272 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.019199 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.016816 | ✓ |
| LINDE PLC | 0.016654 | ✓ |
| UBER TECHNOLOGIES INC | 0.016497 |  |
| TSMC | 0.015743 |  |
| RTX CORP | 0.014686 | ✓ |
| APPLIED MATERIALS INC | 0.012970 | ✓ |
| STARBUCKS CORP | 0.012665 | ✓ |
| NETFLIX INC | 0.011722 |  |
| HOME DEPOT INC | 0.011532 | ✓ |
| WELLS FARGO & CO | 0.011119 |  |
| ABBVIE INC | 0.010855 | ✓ |
| CARRIER GLOBAL CORP | 0.010715 | ✓ |
| JPMORGAN CHASE and CO | 0.010565 | ✓ |
| UNITEDHEALTH GRP | 0.010349 | ✓ |
| CAN NATURAL RES | 0.009485 |  |
| ORACLE CORP | 0.009189 |  |
| MORGAN STANLEY | 0.009031 | ✓ |
| PROGRESSIVE CORP OHIO | 0.007937 | ✓ |
| ABBOTT LABS | 0.007489 | ✓ |
| CISCO SYSTEMS INC | 0.007432 |  |
| ROLLS-ROYCE HOLDINGS PLC | 0.007260 |  |
| COMCAST CORP CL A | 0.006809 |  |
| INTEL CORP | 0.006570 |  |
| MASTERCARD INC CL A | 0.006519 | ✓ |
| HALLIBURTON CO | 0.006509 |  |
| BLACKROCK INC | 0.006037 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.005401 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.004753 |  |
| INGERSOLL RAND INC | 0.004744 | ✓ |
| CORNING INC | 0.004664 |  |
| GENERAL DYNAMICS CORPORATION | 0.004653 |  |
| AMPHENOL CORPORATION CL A | 0.004506 | ✓ |
| SALESFORCE INC | 0.004357 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.004197 | ✓ |
| UNITED RENTALS INC | 0.004146 | ✓ |
| FTAI AVIATION LTD | 0.004035 |  |

## Capital Group U.S. Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.076182 | ✓ |
| ALPHABET INC CL C | 0.064797 | ✓ |
| MICROSOFT CORP | 0.058305 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.042519 | ✓ |
| AMAZON.COM INC | 0.035837 | ✓ |
| APPLE INC | 0.033188 | ✓ |
| META PLATFORMS INC CL A | 0.032070 | ✓ |
| GENERAL ELECTRIC CO | 0.030300 | ✓ |
| KLA CORP | 0.028833 | ✓ |
| CONSTELLATION ENERGY CORP | 0.024505 | ✓ |
| VISA INC-CLASS A | 0.024127 | ✓ |
| PHILIP MORRIS INTL INC | 0.021665 | ✓ |
| MICRON TECHNOLOGY INC | 0.020021 | ✓ |
| JPMORGAN CHASE and CO | 0.019464 | ✓ |
| MARSH & MCLENNAN | 0.019419 | ✓ |
| LINDE PLC | 0.018812 | ✓ |
| GE VERNOVA LLC | 0.018005 |  |
| LILLY ELI and CO | 0.016119 | ✓ |
| NORTHROP GRUMMAN CORP | 0.014865 | ✓ |
| MONDELEZ INTL INC | 0.014255 | ✓ |
| RTX CORP | 0.014062 | ✓ |
| AMGEN INC | 0.013221 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.013194 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013088 | ✓ |
| WELLTOWER INC | 0.012830 | ✓ |
| TRANSDIGM GROUP INC | 0.011323 | ✓ |
| SALESFORCE INC | 0.010583 | ✓ |
| WASTE CONNECTIONS INC | 0.010261 | ✓ |
| ABBVIE INC | 0.009756 | ✓ |
| UNITEDHEALTH GRP | 0.009747 | ✓ |
| ATMOS ENERGY CORP | 0.009615 | ✓ |
| NVIDIA CORP | 0.009501 | ✓ |
| ABBOTT LABS | 0.009499 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.008654 | ✓ |
| TRUIST FINL CORP | 0.008223 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.008122 | ✓ |
| ENTERGY CORP | 0.007300 | ✓ |
| CONOCOPHILLIPS | 0.007134 |  |
| TRACTOR SUPPLY CO. | 0.006857 | ✓ |
| MORGAN STANLEY | 0.006612 | ✓ |
| SHOPIFY INC CL A | 0.006392 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.006019 | ✓ |
| S&P GLOBAL INC | 0.006012 |  |
| CHURCH & DWIGHT | 0.005728 |  |
| DANAHER CORP | 0.005658 | ✓ |
| SERVICENOW INC | 0.005437 |  |
| LENNOX INTL INC | 0.005376 |  |
| Safran S.A. Unsponsored ADR | 0.005270 |  |
| TJX COS INC | 0.005249 | ✓ |
| ROLLS ROYCE HOLDINGS SPONS ADR | 0.005213 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-245372` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/51931/000119312526245372/0001193125-26-245372-index.htm>
- N-PORT (fund B) — accession `0001193125-26-130893` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1785360/000119312526130893/0001193125-26-130893-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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