# Portfolio overlap — SEEBX vs DSPIX

Comparing **Steward Values Enhanced Large Cap Fund** (2026-01-30) and **BNY Mellon Institutional S&P 500 Stock Index Fund** (2026-01-31).

- Shared positions: 382
- Steward Values Enhanced Large Cap Fund covered by BNY Mellon Institutional S&P 500 Stock Index Fund: 0.8354879603434023815971896412
- BNY Mellon Institutional S&P 500 Stock Index Fund covered by Steward Values Enhanced Large Cap Fund: 0.8354879603434023815971896415

## Steward Values Enhanced Large Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.080390 | ✓ |
| APPLE INC | 0.065355 | ✓ |
| MICROSOFT CORP | 0.053766 | ✓ |
| AMAZON.COM INC | 0.038278 | ✓ |
| ALPHABET INC CL A | 0.033261 | ✓ |
| ALPHABET INC CL C | 0.027555 | ✓ |
| BROADCOM INC | 0.026781 | ✓ |
| META PLATFORMS INC CL A | 0.025651 | ✓ |
| TESLA INC | 0.020232 | ✓ |
| BERKSHIRE HATH-B | 0.016507 | ✓ |
| JPMORGAN CHASE and CO | 0.015215 | ✓ |
| EXXON MOBIL CORP | 0.011244 | ✓ |
| VISA INC-CLASS A | 0.009895 | ✓ |
| WALMART INC | 0.009687 | ✓ |
| ABBVIE INC | 0.009101 | ✓ |
| ADV MICRO DEVICE | 0.007702 | ✓ |
| MICRON TECHNOLOGY INC | 0.007528 | ✓ |
| HOME DEPOT INC | 0.007392 | ✓ |
| PROCTER & GAMBLE | 0.007099 | ✓ |
| CISCO SYSTEMS INC | 0.006906 | ✓ |
| LAM RESEARCH CORP | 0.006852 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006680 | ✓ |
| MASTERCARD INC CL A | 0.006606 | ✓ |
| COCA-COLA CO/THE | 0.006304 | ✓ |
| GENERAL ELECTRIC CO | 0.006043 | ✓ |
| CHEVRON CORP | 0.005996 | ✓ |
| INTL BUS MACH CORP | 0.005950 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005837 | ✓ |
| NETFLIX INC | 0.005757 | ✓ |
| COSTCO WHOLESALE CORP | 0.005704 | ✓ |
| AMGEN INC | 0.005585 | ✓ |
| WELLS FARGO & CO | 0.005300 | ✓ |
| CATERPILLAR INC | 0.005269 | ✓ |
| APPLIED MATERIALS INC | 0.005207 | ✓ |
| ORACLE CORP | 0.004808 | ✓ |
| INTEL CORP | 0.004805 | ✓ |
| GILEAD SCIENCES INC | 0.004724 | ✓ |
| DANAHER CORP | 0.004577 | ✓ |
| RTX CORP | 0.004572 | ✓ |
| PEPSICO INC | 0.004321 | ✓ |
| ZOETIS INC CL A | 0.004184 | ✓ |
| GE VERNOVA LLC | 0.004097 | ✓ |
| MORGAN STANLEY | 0.004025 | ✓ |
| ABBOTT LABS | 0.003953 | ✓ |
| AT&T INC | 0.003944 | ✓ |
| S&P GLOBAL INC | 0.003829 | ✓ |
| ACCENTURE PLC-A | 0.003796 |  |
| MCDONALDS CORP | 0.003607 | ✓ |
| LOWES COS INC | 0.003554 | ✓ |
| CITIGROUP INC | 0.003528 | ✓ |

## BNY Mellon Institutional S&P 500 Stock Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.077947 | ✓ |
| APPLE INC | 0.064348 | ✓ |
| MICROSOFT CORP | 0.053673 | ✓ |
| AMAZON.COM INC | 0.039069 | ✓ |
| ALPHABET INC CL A | 0.033003 | ✓ |
| ALPHABET INC CL C | 0.026419 | ✓ |
| BROADCOM INC | 0.026257 | ✓ |
| META PLATFORMS INC CL A | 0.026189 | ✓ |
| TESLA INC | 0.020298 | ✓ |
| BERKSHIRE HATH-B | 0.014788 | ✓ |
| JPMORGAN CHASE and CO | 0.013975 | ✓ |
| LILLY ELI and CO | 0.013823 |  |
| EXXON MOBIL CORP | 0.010008 | ✓ |
| JOHNSON&JOHNSON | 0.009189 |  |
| VISA INC-CLASS A | 0.009115 | ✓ |
| WALMART INC | 0.008768 | ✓ |
| MICRON TECHNOLOGY INC | 0.007816 | ✓ |
| MASTERCARD INC CL A | 0.007414 | ✓ |
| COSTCO WHOLESALE CORP | 0.006993 | ✓ |
| ABBVIE INC | 0.006615 | ✓ |
| ADV MICRO DEVICE | 0.006468 | ✓ |
| HOME DEPOT INC | 0.006258 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005998 | ✓ |
| PROCTER & GAMBLE | 0.005952 | ✓ |
| NETFLIX INC | 0.005937 | ✓ |
| DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND | 0.005815 |  |
| PALANTIR TECHNOLOGIES INC | 0.005620 | ✓ |
| CHEVRON CORP | 0.005619 | ✓ |
| GENERAL ELECTRIC CO | 0.005431 | ✓ |
| CISCO SYSTEMS INC | 0.005180 | ✓ |
| CATERPILLAR INC | 0.005163 | ✓ |
| LAM RESEARCH CORP | 0.004921 | ✓ |
| COCA-COLA CO/THE | 0.004861 | ✓ |
| INTL BUS MACH CORP | 0.004811 | ✓ |
| WELLS FARGO & CO | 0.004767 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004709 | ✓ |
| PHILIP MORRIS INTL INC | 0.004688 |  |
| ORACLE CORP | 0.004646 | ✓ |
| MERCK & CO | 0.004593 |  |
| RTX CORP | 0.004521 | ✓ |
| UNITEDHEALTH GRP | 0.004362 |  |
| APPLIED MATERIALS INC | 0.004309 | ✓ |
| MCDONALDS CORP | 0.003765 | ✓ |
| MORGAN STANLEY | 0.003706 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003648 |  |
| LINDE PLC | 0.003581 |  |
| PEPSICO INC | 0.003525 | ✓ |
| INTEL CORP | 0.003497 | ✓ |
| CITIGROUP INC | 0.003475 | ✓ |
| SALESFORCE INC | 0.003392 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002066578-26-001025` (as of 2026-01-30)
  <https://www.sec.gov/Archives/edgar/data/92500/000206657826001025/0002066578-26-001025-index.htm>
- N-PORT (fund B) — accession `0000940400-26-011339` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/819940/000094040026011339/0000940400-26-011339-index.htm>

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