# Portfolio overlap — SEEKX vs MUXAX

Comparing **Steward Values Enhanced Large Cap Fund** (2026-01-30) and **Victory S&P 500 Index Fund** (2026-03-31).

- Shared positions: 402
- Steward Values Enhanced Large Cap Fund covered by Victory S&P 500 Index Fund: 0.8424212095199064740002475698
- Victory S&P 500 Index Fund covered by Steward Values Enhanced Large Cap Fund: 0.8424212095199064740002475697

## 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 | ✓ |

## Victory S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.076355 | ✓ |
| APPLE INC | 0.067130 | ✓ |
| MICROSOFT CORP | 0.049524 | ✓ |
| AMAZON.COM INC | 0.036296 | ✓ |
| ALPHABET INC CL A | 0.029868 | ✓ |
| BROADCOM INC | 0.026180 | ✓ |
| ALPHABET INC CL C | 0.023934 | ✓ |
| META PLATFORMS INC CL A | 0.022323 | ✓ |
| TESLA INC | 0.018653 | ✓ |
| BERKSHIRE HATH-B | 0.015677 | ✓ |
| JPMORGAN CHASE and CO | 0.014150 | ✓ |
| LILLY ELI and CO | 0.013003 |  |
| EXXON MOBIL CORP | 0.012649 | ✓ |
| JOHNSON&JOHNSON | 0.010509 |  |
| WALMART INC | 0.009719 | ✓ |
| VISA INC-CLASS A | 0.009064 | ✓ |
| COSTCO WHOLESALE CORP | 0.007891 | ✓ |
| MASTERCARD INC CL A | 0.007260 | ✓ |
| NETFLIX INC | 0.007242 | ✓ |
| CHEVRON CORP | 0.006919 | ✓ |
| ABBVIE INC | 0.006858 | ✓ |
| MICRON TECHNOLOGY INC | 0.006784 | ✓ |
| PROCTER & GAMBLE | 0.005989 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005962 | ✓ |
| ADV MICRO DEVICE | 0.005917 | ✓ |
| CATERPILLAR INC | 0.005881 | ✓ |
| HOME DEPOT INC | 0.005841 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005771 | ✓ |
| CISCO SYSTEMS INC | 0.005469 | ✓ |
| MERCK & CO | 0.005326 |  |
| GENERAL ELECTRIC CO | 0.005309 | ✓ |
| COCA-COLA CO/THE | 0.005253 | ✓ |
| APPLIED MATERIALS INC | 0.004840 | ✓ |
| LAM RESEARCH CORP | 0.004760 | ✓ |
| RTX CORP | 0.004619 | ✓ |
| PHILIP MORRIS INTL INC | 0.004592 |  |
| GOLDMAN SACHS GROUP INC | 0.004525 | ✓ |
| ORACLE CORP | 0.004451 | ✓ |
| WELLS FARGO & CO | 0.004392 | ✓ |
| UNITEDHEALTH GRP | 0.004372 |  |
| GE VERNOVA LLC | 0.004198 | ✓ |
| LINDE PLC | 0.004131 | ✓ |
| INTL BUS MACH CORP | 0.004042 | ✓ |
| MCDONALDS CORP | 0.003949 | ✓ |
| PEPSICO INC | 0.003786 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003777 | ✓ |
| INTEL CORP | 0.003697 | ✓ |
| AT&T INC | 0.003621 | ✓ |
| CITIGROUP INC | 0.003536 | ✓ |
| MORGAN STANLEY | 0.003532 | ✓ |


## 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 `0001004726-26-004288` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/802716/000100472626004288/0001004726-26-004288-index.htm>

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