# Portfolio overlap — SCSCX vs APGAX

Comparing **Touchstone Strategic Trust-Touchstone Large Cap Focused Fund** (2026-03-31) and **AB LARGE CAP GROWTH FUND INC** (2026-01-31).

- Shared positions: 14
- Touchstone Strategic Trust-Touchstone Large Cap Focused Fund covered by AB LARGE CAP GROWTH FUND INC: 0.4677743285594135507894713301
- AB LARGE CAP GROWTH FUND INC covered by Touchstone Strategic Trust-Touchstone Large Cap Focused Fund: 0.4677743285594135507894713301

## Touchstone Strategic Trust-Touchstone Large Cap Focused Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.085874 | ✓ |
| MICROSOFT CORP | 0.084391 | ✓ |
| APPLE INC | 0.071107 | ✓ |
| NVIDIA CORP | 0.066511 | ✓ |
| META PLATFORMS INC CL A | 0.063375 | ✓ |
| AMAZON.COM INC | 0.060562 | ✓ |
| EXXON MOBIL CORP | 0.031968 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.028722 | ✓ |
| PHILIP MORRIS INTL INC | 0.028349 |  |
| BANK OF AMERICA CORPORATION | 0.027972 |  |
| VISA INC-CLASS A | 0.026161 | ✓ |
| SCHWAB CHARLES CORP | 0.023415 |  |
| MARKEL GROUP INC | 0.021333 |  |
| APPLIED MATERIALS INC | 0.021202 | ✓ |
| MEDTRONIC PLC | 0.020606 |  |
| BOEING CO/THE | 0.020154 |  |
| JONES LANG LASALLE INC | 0.017635 |  |
| TEXAS INSTRUMENTS INC | 0.017631 | ✓ |
| AIRBNB INC CLASS A | 0.016757 |  |
| ORACLE CORP | 0.016291 |  |
| SALESFORCE INC | 0.015642 |  |
| BECTON DICKINSON and CO | 0.014963 |  |
| BERKSHIRE HATH-B | 0.014415 |  |
| LPL FINL HLDGS INC | 0.014076 |  |
| DEERE & CO | 0.013741 |  |
| BRISTOL-MYERS SQUIBB CO | 0.013085 |  |
| JOHNSON&JOHNSON | 0.013079 |  |
| GOLDMAN SACHS GROUP INC | 0.012136 |  |
| UNITEDHEALTH GRP | 0.012102 | ✓ |
| HCA HEALTHCARE INC | 0.010759 |  |
| MONSTER BEVERAGE CORP | 0.010346 | ✓ |
| WALT DISNEY CO/T | 0.010005 |  |
| SS&C TECHNOLOGIE | 0.009941 |  |
| WORKDAY INC CL A | 0.009124 |  |
| COMCAST CORP CL A | 0.009108 |  |
| INTL FLVR & FRAG | 0.008048 |  |
| UBER TECHNOLOGIES INC | 0.007718 |  |
| LAS VEGAS SANDS CORP | 0.007554 |  |
| BROADCOM INC | 0.007531 | ✓ |
| STANLEY BLACK and DECKER INC | 0.007431 |  |
| HUBBELL INC | 0.007314 |  |
| DREY-GVT CSH-I | 0.007248 |  |
| BIOMARIN PHARMACEUTICAL INC | 0.005712 |  |
| NETFLIX INC | 0.004991 | ✓ |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.003919 |  |

## AB LARGE CAP GROWTH FUND INC — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105871 | ✓ |
| ALPHABET INC CL C | 0.094696 | ✓ |
| MICROSOFT CORP | 0.081648 | ✓ |
| AMAZON.COM INC | 0.075302 | ✓ |
| BROADCOM INC | 0.058660 | ✓ |
| META PLATFORMS INC CL A | 0.054443 | ✓ |
| VISA INC-CLASS A | 0.036884 | ✓ |
| LILLY ELI and CO | 0.031099 |  |
| NETFLIX INC | 0.025726 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.022320 | ✓ |
| COSTCO WHOLESALE CORP | 0.021230 |  |
| APPLE INC | 0.020663 | ✓ |
| MONSTER BEVERAGE CORP | 0.020165 | ✓ |
| HOME DEPOT INC | 0.018302 |  |
| INTUITIVE SURGICAL INC | 0.014772 |  |
| TEXAS INSTRUMENTS INC | 0.013725 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.013490 |  |
| STRYKER CORP | 0.013480 |  |
| MCKESSON CORP | 0.013093 |  |
| SHERWIN WILLIAMS CO | 0.011972 |  |
| ASML HOLDING-NY | 0.011743 |  |
| AB Fixed Income Shares, Inc. - Government Money Market Portfolio | 0.011723 |  |
| VEEVA SYSTEMS-A | 0.011548 |  |
| TJX COS INC | 0.011186 |  |
| VERISK ANALYTICS INC | 0.010882 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.010642 |  |
| CBOE GLOBAL MARKETS INC | 0.010280 |  |
| CELSIUS HOLDINGS INC | 0.008815 |  |
| QUALCOMM INC | 0.008736 |  |
| METTLER-TOLEDO INTL INC | 0.008393 |  |
| APPLIED MATERIALS INC | 0.008050 | ✓ |
| APPLOVIN CORP | 0.007263 |  |
| CADENCE DESIGN SYSTEMS INC | 0.007240 |  |
| ABBOTT LABS | 0.006524 |  |
| PROGRESSIVE CORP OHIO | 0.006475 |  |
| SAIA INC | 0.006456 |  |
| OTIS WORLDWIDE CORP | 0.006372 |  |
| FERRARI NV | 0.006341 |  |
| INTUIT INC | 0.006237 |  |
| TRACTOR SUPPLY CO. | 0.005997 |  |
| SHOPIFY INC CL A | 0.005598 |  |
| TEXAS ROADHOUSE INC | 0.005359 |  |
| WATERS CORP | 0.005284 |  |
| BROADRIDGE FINL | 0.005140 |  |
| REDDIT INC-A | 0.005097 |  |
| DEXCOM INC | 0.005093 |  |
| UNITED RENTALS INC | 0.005088 |  |
| UNITEDHEALTH GRP | 0.004951 | ✓ |
| ON HOLDING AG | 0.004513 |  |
| MOTOROLA SOLUTIONS INC | 0.004108 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-246881` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/711080/000119312526246881/0001193125-26-246881-index.htm>
- N-PORT (fund B) — accession `0001410368-26-032465` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/889508/000141036826032465/0001410368-26-032465-index.htm>

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