# Portfolio overlap — SCJIX vs VMCTX

Comparing **Steward Covered Call Income Fund** (2026-01-30) and **VANGUARD MEGA CAP INDEX FUND** (2026-02-28).

- Shared positions: 88
- Steward Covered Call Income Fund covered by VANGUARD MEGA CAP INDEX FUND: 0.6846011705905043577162917377
- VANGUARD MEGA CAP INDEX FUND covered by Steward Covered Call Income Fund: 0.6846011705905043577162917377

## Steward Covered Call Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.047046 | ✓ |
| NVIDIA CORP | 0.046893 | ✓ |
| AMAZON.COM INC | 0.043586 | ✓ |
| MICROSOFT CORP | 0.043302 | ✓ |
| ALPHABET INC CL A | 0.035701 | ✓ |
| BROADCOM INC | 0.031411 | ✓ |
| META PLATFORMS INC CL A | 0.029795 | ✓ |
| ALPHABET INC CL C | 0.027592 | ✓ |
| TESLA INC | 0.022194 | ✓ |
| BERKSHIRE HATH-B | 0.019183 | ✓ |
| JPMORGAN CHASE and CO | 0.018826 | ✓ |
| ADV MICRO DEVICE | 0.017917 | ✓ |
| EXXON MOBIL CORP | 0.014230 | ✓ |
| WALMART INC | 0.014169 | ✓ |
| VISA INC-CLASS A | 0.013918 | ✓ |
| CATERPILLAR INC | 0.013121 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.012448 | ✓ |
| COCA-COLA CO/THE | 0.012319 | ✓ |
| HOME DEPOT INC | 0.012150 | ✓ |
| CISCO SYSTEMS INC | 0.012116 | ✓ |
| COSTCO WHOLESALE CORP | 0.011730 | ✓ |
| MASTERCARD INC CL A | 0.011651 | ✓ |
| LINDE PLC | 0.011402 | ✓ |
| TEXAS INSTRUMENTS INC | 0.011294 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.010241 | ✓ |
| MORGAN STANLEY | 0.010186 | ✓ |
| PROCTER & GAMBLE | 0.010098 | ✓ |
| GENERAL ELECTRIC CO | 0.009951 | ✓ |
| ABBVIE INC | 0.009830 | ✓ |
| LOWES COS INC | 0.009773 | ✓ |
| QUALCOMM INC | 0.009708 | ✓ |
| RTX CORP | 0.009525 | ✓ |
| BANK OF AMERICA CORPORATION | 0.009380 | ✓ |
| CHEVRON CORP | 0.009269 | ✓ |
| NT-INST TRSR-PRM | 0.009264 |  |
| SOUTHERN CO | 0.008988 | ✓ |
| HONEYWELL INTL INC | 0.008515 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.008478 | ✓ |
| SALESFORCE INC | 0.008475 | ✓ |
| BLACKROCK INC | 0.008375 | ✓ |
| THE BOOKING HOLDINGS INC | 0.008320 | ✓ |
| INTL BUS MACH CORP | 0.008163 | ✓ |
| PEPSICO INC | 0.007922 | ✓ |
| NETFLIX INC | 0.007916 | ✓ |
| AMERICAN EXPRESS CO | 0.007908 | ✓ |
| SERVICENOW INC | 0.007883 | ✓ |
| MCDONALDS CORP | 0.007859 | ✓ |
| DANAHER CORP | 0.007828 | ✓ |
| INTUITIVE SURGICAL INC | 0.007548 | ✓ |
| DUKE ENERGY CORP NEW | 0.007468 | ✓ |

## VANGUARD MEGA CAP INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085545 | ✓ |
| APPLE INC | 0.081639 | ✓ |
| MICROSOFT CORP | 0.061051 | ✓ |
| AMAZON.COM INC | 0.042257 | ✓ |
| ALPHABET INC CL A | 0.037939 | ✓ |
| BROADCOM INC | 0.031558 | ✓ |
| ALPHABET INC CL C | 0.029931 | ✓ |
| META PLATFORMS INC CL A | 0.029525 | ✓ |
| TESLA INC | 0.023798 | ✓ |
| LILLY ELI and CO | 0.018720 |  |
| BERKSHIRE HATH-B | 0.018348 | ✓ |
| JPMORGAN CHASE and CO | 0.016042 | ✓ |
| EXXON MOBIL CORP | 0.013449 | ✓ |
| JOHNSON&JOHNSON | 0.012518 |  |
| WALMART INC | 0.011733 | ✓ |
| VISA INC-CLASS A | 0.011302 | ✓ |
| MICRON TECHNOLOGY INC | 0.009704 |  |
| COSTCO WHOLESALE CORP | 0.009369 | ✓ |
| MASTERCARD INC CL A | 0.008679 | ✓ |
| ABBVIE INC | 0.008579 | ✓ |
| NETFLIX INC | 0.008530 | ✓ |
| PROCTER & GAMBLE | 0.008172 | ✓ |
| HOME DEPOT INC | 0.007927 | ✓ |
| CHEVRON CORP | 0.007471 | ✓ |
| CATERPILLAR INC | 0.007267 | ✓ |
| GENERAL ELECTRIC CO | 0.007171 | ✓ |
| ADV MICRO DEVICE | 0.006816 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006532 | ✓ |
| MERCK & CO | 0.006428 |  |
| PALANTIR TECHNOLOGIES INC | 0.006228 | ✓ |
| APPLIED MATERIALS INC | 0.006202 |  |
| LAM RESEARCH CORP | 0.006144 |  |
| PHILIP MORRIS INTL INC | 0.006082 |  |
| CISCO SYSTEMS INC | 0.005908 | ✓ |
| COCA-COLA CO/THE | 0.005870 | ✓ |
| RTX CORP | 0.005682 | ✓ |
| UNITEDHEALTH GRP | 0.005557 |  |
| WELLS FARGO & CO | 0.005349 | ✓ |
| ORACLE CORP | 0.005202 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.005131 | ✓ |
| MCDONALDS CORP | 0.005080 | ✓ |
| LINDE PLC | 0.004963 | ✓ |
| GE VERNOVA LLC | 0.004960 |  |
| PEPSICO INC | 0.004855 | ✓ |
| INTL BUS MACH CORP | 0.004697 | ✓ |
| AMGEN INC | 0.004374 | ✓ |
| ABBOTT LABS | 0.004234 | ✓ |
| KLA CORP | 0.004193 |  |
| AT&T INC | 0.004155 | ✓ |
| MORGAN STANLEY | 0.004153 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002066578-26-001021` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/92500/000206657826001021/0002066578-26-001021-index.htm>
- N-PORT (fund B) — accession `0000052848-26-000410` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/52848/000005284826000410/0000052848-26-000410-index.htm>

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