# Portfolio overlap — S000000043 vs S000009145

Comparing **Index 500 Stock Portfolio** (2026-03-31) and **EQ/Equity 500 Index Portfolio** (2026-03-31).

- Shared positions: 503
- Index 500 Stock Portfolio covered by EQ/Equity 500 Index Portfolio: 0.9970394414840497205720840554
- EQ/Equity 500 Index Portfolio covered by Index 500 Stock Portfolio: 0.9970394414840497205720840553

## Index 500 Stock Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075815 | ✓ |
| APPLE INC | 0.066656 | ✓ |
| MICROSOFT CORP | 0.049174 | ✓ |
| AMAZON.COM INC | 0.036376 | ✓ |
| ALPHABET INC CL A | 0.029951 | ✓ |
| BROADCOM INC | 0.026242 | ✓ |
| ALPHABET INC CL C | 0.024000 | ✓ |
| META PLATFORMS INC CL A | 0.022371 | ✓ |
| TESLA INC | 0.018704 | ✓ |
| BERKSHIRE HATH-B | 0.015720 | ✓ |
| JPMORGAN CHASE and CO | 0.014189 | ✓ |
| LILLY ELI and CO | 0.013039 | ✓ |
| EXXON MOBIL CORP | 0.012684 | ✓ |
| JOHNSON&JOHNSON | 0.010538 | ✓ |
| WALMART INC | 0.009746 | ✓ |
| VISA INC-CLASS A | 0.009090 | ✓ |
| COSTCO WHOLESALE CORP | 0.007912 | ✓ |
| MASTERCARD INC CL A | 0.007280 | ✓ |
| NETFLIX INC | 0.007263 | ✓ |
| CHEVRON CORP | 0.006938 | ✓ |
| ABBVIE INC | 0.006877 | ✓ |
| MICRON TECHNOLOGY INC | 0.006784 | ✓ |
| PROCTER & GAMBLE | 0.006005 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005977 | ✓ |
| ADV MICRO DEVICE | 0.005931 | ✓ |
| CATERPILLAR INC | 0.005897 | ✓ |
| HOME DEPOT INC | 0.005857 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005787 | ✓ |
| CISCO SYSTEMS INC | 0.005490 | ✓ |
| MERCK & CO | 0.005339 | ✓ |
| GENERAL ELECTRIC CO | 0.005324 | ✓ |
| COCA-COLA CO/THE | 0.005267 | ✓ |
| APPLIED MATERIALS INC | 0.004853 | ✓ |
| LAM RESEARCH CORP | 0.004773 | ✓ |
| RTX CORP | 0.004635 | ✓ |
| PHILIP MORRIS INTL INC | 0.004601 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004556 | ✓ |
| ORACLE CORP | 0.004442 | ✓ |
| WELLS FARGO & CO | 0.004404 | ✓ |
| UNITEDHEALTH GRP | 0.004384 | ✓ |
| GE VERNOVA LLC | 0.004209 | ✓ |
| LINDE PLC | 0.004141 | ✓ |
| INTL BUS MACH CORP | 0.004057 | ✓ |
| MCDONALDS CORP | 0.003960 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003793 | ✓ |
| PEPSICO INC | 0.003793 | ✓ |
| INTEL CORP | 0.003707 | ✓ |
| AT&T INC | 0.003631 | ✓ |
| CITIGROUP INC | 0.003545 | ✓ |
| MORGAN STANLEY | 0.003542 | ✓ |

## EQ/Equity 500 Index Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075683 | ✓ |
| APPLE INC | 0.066540 | ✓ |
| MICROSOFT CORP | 0.049089 | ✓ |
| AMAZON.COM INC | 0.036334 | ✓ |
| ALPHABET INC CL A | 0.029898 | ✓ |
| BROADCOM INC | 0.026154 | ✓ |
| ALPHABET INC CL C | 0.023958 | ✓ |
| META PLATFORMS INC CL A | 0.022347 | ✓ |
| TESLA INC | 0.018672 | ✓ |
| BERKSHIRE HATH-B | 0.015693 | ✓ |
| JPMORGAN CHASE and CO | 0.014164 | ✓ |
| LILLY ELI and CO | 0.013016 | ✓ |
| EXXON MOBIL CORP | 0.012662 | ✓ |
| JOHNSON&JOHNSON | 0.010520 | ✓ |
| WALMART INC | 0.009749 | ✓ |
| VISA INC-CLASS A | 0.009074 | ✓ |
| COSTCO WHOLESALE CORP | 0.007899 | ✓ |
| MASTERCARD INC CL A | 0.007267 | ✓ |
| NETFLIX INC | 0.007250 | ✓ |
| CHEVRON CORP | 0.006926 | ✓ |
| ABBVIE INC | 0.006865 | ✓ |
| MICRON TECHNOLOGY INC | 0.006791 | ✓ |
| PROCTER & GAMBLE | 0.005995 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005967 | ✓ |
| ADV MICRO DEVICE | 0.005923 | ✓ |
| CATERPILLAR INC | 0.005887 | ✓ |
| HOME DEPOT INC | 0.005847 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005777 | ✓ |
| CISCO SYSTEMS INC | 0.005475 | ✓ |
| MERCK & CO | 0.005332 | ✓ |
| GENERAL ELECTRIC CO | 0.005315 | ✓ |
| COCA-COLA CO/THE | 0.005258 | ✓ |
| APPLIED MATERIALS INC | 0.004845 | ✓ |
| LAM RESEARCH CORP | 0.004765 | ✓ |
| RTX CORP | 0.004624 | ✓ |
| PHILIP MORRIS INTL INC | 0.004596 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004531 | ✓ |
| ORACLE CORP | 0.004455 | ✓ |
| WELLS FARGO & CO | 0.004397 | ✓ |
| UNITEDHEALTH GRP | 0.004377 | ✓ |
| GE VERNOVA LLC | 0.004202 | ✓ |
| LINDE PLC | 0.004134 | ✓ |
| INTL BUS MACH CORP | 0.004046 | ✓ |
| MCDONALDS CORP | 0.003953 | ✓ |
| PEPSICO INC | 0.003790 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003781 | ✓ |
| INTEL CORP | 0.003700 | ✓ |
| AT&T INC | 0.003624 | ✓ |
| CITIGROUP INC | 0.003539 | ✓ |
| MORGAN STANLEY | 0.003536 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-053263` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/742212/000141036826053263/0001410368-26-053263-index.htm>
- N-PORT (fund B) — accession `0002071691-26-011448` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1027263/000207169126011448/0002071691-26-011448-index.htm>

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