# Portfolio overlap — SOAVX vs MUXAX

Comparing **SPIRIT OF AMERICA LARGE CAP VALUE FUND** (2026-03-31) and **Victory S&P 500 Index Fund** (2026-03-31).

- Shared positions: 125
- SPIRIT OF AMERICA LARGE CAP VALUE FUND covered by Victory S&P 500 Index Fund: 0.5396007561133881616272113908
- Victory S&P 500 Index Fund covered by SPIRIT OF AMERICA LARGE CAP VALUE FUND: 0.5396007561133881616272113908

## SPIRIT OF AMERICA LARGE CAP VALUE FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.136085 | ✓ |
| ALPHABET INC CL A | 0.061314 | ✓ |
| APPLE INC | 0.043587 | ✓ |
| CATERPILLAR INC | 0.038157 | ✓ |
| MICROSOFT CORP | 0.034385 | ✓ |
| JPMORGAN CHASE and CO | 0.032694 | ✓ |
| AMAZON.COM INC | 0.031126 | ✓ |
| COSTCO WHOLESALE CORP | 0.022450 | ✓ |
| ORACLE CORP | 0.021968 | ✓ |
| APPLIED MATERIALS INC | 0.019609 | ✓ |
| ABBVIE INC | 0.019366 | ✓ |
| MCKESSON CORP | 0.019243 | ✓ |
| WALMART INC | 0.016810 | ✓ |
| DEERE & CO | 0.015075 | ✓ |
| LILLY ELI and CO | 0.013347 | ✓ |
| GE VERNOVA LLC | 0.012079 | ✓ |
| CITIGROUP INC | 0.011599 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.011259 | ✓ |
| TESLA INC | 0.010959 | ✓ |
| VISA INC-CLASS A | 0.010838 | ✓ |
| NEXTERA ENERGY INC | 0.010606 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.010570 | ✓ |
| CONSTELLATION ENERGY CORP | 0.010316 | ✓ |
| BERKSHIRE HATH-B | 0.010137 | ✓ |
| NETFLIX INC | 0.010019 | ✓ |
| META PLATFORMS INC CL A | 0.009721 | ✓ |
| HONEYWELL INTL INC | 0.009628 | ✓ |
| CUMMINS INC | 0.009322 | ✓ |
| BROADCOM INC | 0.008976 | ✓ |
| HOME DEPOT INC | 0.008925 | ✓ |
| ADV MICRO DEVICE | 0.008910 | ✓ |
| WILLIAMS COS INC | 0.008670 | ✓ |
| VISTRA CORP | 0.008393 | ✓ |
| BLACKSTONE INC | 0.007748 | ✓ |
| TEXAS INSTRUMENTS INC | 0.007569 | ✓ |
| VALERO ENERGY CORP | 0.007332 | ✓ |
| AMERICAN EXPRESS CO | 0.007279 | ✓ |
| CHENIERE ENERGY INC | 0.006965 |  |
| WALT DISNEY CO/T | 0.006726 | ✓ |
| CISCO SYSTEMS INC | 0.006517 | ✓ |
| CSX CORP | 0.006441 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.006413 | ✓ |
| EXXON MOBIL CORP | 0.006131 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005948 | ✓ |
| WELLTOWER INC | 0.005948 | ✓ |
| MASTERCARD INC CL A | 0.005892 | ✓ |
| WEC ENERGY GROUP INC | 0.005628 | ✓ |
| CORNING INC | 0.005432 | ✓ |
| TALEN ENERGY CORP | 0.005301 |  |
| JOHNSON CONTROLS | 0.005202 | ✓ |

## 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 `0000910472-26-007678` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1039667/000091047226007678/0000910472-26-007678-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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