# Portfolio overlap — STFFX vs SWLSX

Comparing **Allspring Large Cap Growth Fund** (2026-01-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 24
- Allspring Large Cap Growth Fund covered by Schwab Large-Cap Growth Fund: 0.5891297696487685825569048628
- Schwab Large-Cap Growth Fund covered by Allspring Large Cap Growth Fund: 0.5891297696487685825569048628

## Allspring Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.099542 | ✓ |
| MICROSOFT CORP | 0.085073 | ✓ |
| AMAZON.COM INC | 0.070076 | ✓ |
| ALPHABET INC CL A | 0.067421 | ✓ |
| APPLE INC | 0.060486 | ✓ |
| BROADCOM INC | 0.053292 | ✓ |
| META PLATFORMS INC CL A | 0.040160 | ✓ |
| GENERAL ELECTRIC CO | 0.028467 | ✓ |
| ARISTA NETWORKS INC | 0.025780 | ✓ |
| MCKESSON CORP | 0.025673 |  |
| QUANTA SVCS INC | 0.024442 | ✓ |
| VISA INC-CLASS A | 0.024340 | ✓ |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.022603 |  |
| EMCOR GROUP INC | 0.022525 |  |
| ARGENX SE SPONSORED ADR | 0.021184 |  |
| DOORDASH INC-A | 0.021140 | ✓ |
| NETFLIX INC | 0.020530 | ✓ |
| ORACLE CORP | 0.019586 | ✓ |
| S&P GLOBAL INC | 0.019021 |  |
| MERCADOLIBRE INC | 0.018872 |  |
| HOWMET AEROSPACE INC | 0.018465 | ✓ |
| THE BOOKING HOLDINGS INC | 0.017716 | ✓ |
| ASTRAZENECA PLC SPONS ADR | 0.017615 |  |
| EDWARDS LIFESCIENCES CORP | 0.017042 |  |
| VERTIV HOLDINGS CO | 0.016088 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.015334 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.015022 |  |
| SPOTIFY TECHNOLOGY SA | 0.014710 | ✓ |
| PROGRESSIVE CORP OHIO | 0.013749 |  |
| KKR & CO INC | 0.013733 |  |
| BOSTON SCIENTIFIC CORP | 0.012655 | ✓ |
| SNOWFLAKE INC CL A | 0.012653 | ✓ |
| ALLSPRING GOVERNMENT MONEY MAR | 0.010219 |  |
| MASTERCARD INC CL A | 0.009756 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.009648 | ✓ |
| INTUITIVE SURGICAL INC | 0.009124 | ✓ |
| REDDIT INC-A | 0.006257 |  |

## Schwab Large-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105096 | ✓ |
| APPLE INC | 0.082352 | ✓ |
| ALPHABET INC CL A | 0.076895 | ✓ |
| MICROSOFT CORP | 0.072885 | ✓ |
| BROADCOM INC | 0.056356 | ✓ |
| AMAZON.COM INC | 0.053610 | ✓ |
| META PLATFORMS INC CL A | 0.052145 | ✓ |
| LILLY ELI and CO | 0.032816 |  |
| TESLA INC | 0.031366 |  |
| VISA INC-CLASS A | 0.017293 | ✓ |
| LAM RESEARCH CORP | 0.017205 |  |
| ABBVIE INC | 0.016018 |  |
| AMPHENOL CORPORATION CL A | 0.015837 |  |
| NETFLIX INC | 0.015354 | ✓ |
| GENERAL ELECTRIC CO | 0.014415 | ✓ |
| ADV MICRO DEVICE | 0.014276 |  |
| COSTCO WHOLESALE CORP | 0.014174 |  |
| ARISTA NETWORKS INC | 0.013964 | ✓ |
| MASTERCARD INC CL A | 0.013643 | ✓ |
| PALO ALTO NETWORKS INC | 0.013123 |  |
| HOME DEPOT INC | 0.012078 |  |
| CATERPILLAR INC | 0.011930 |  |
| AMERICAN EXPRESS CO | 0.011049 |  |
| INTUIT INC | 0.010727 |  |
| PHILIP MORRIS INTL INC | 0.010517 |  |
| PARKER HANNIFIN CORP | 0.010253 |  |
| TJX COS INC | 0.010101 |  |
| CROWDSTRIKE HOLDINGS INC | 0.009596 |  |
| GE VERNOVA LLC | 0.008844 |  |
| VERTIV HOLDINGS CO | 0.008841 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.008835 |  |
| INTUITIVE SURGICAL INC | 0.008587 | ✓ |
| SYNOPSYS INC | 0.008175 |  |
| THE BOOKING HOLDINGS INC | 0.008015 | ✓ |
| QUANTA SVCS INC | 0.007998 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.007910 | ✓ |
| INTL BUS MACH CORP | 0.007263 |  |
| UBER TECHNOLOGIES INC | 0.007184 |  |
| DATADOG INC CL A | 0.007018 |  |
| INTERACTIVE BROKERS GROUP INC | 0.006615 |  |
| SERVICENOW INC | 0.006589 |  |
| KLA CORP | 0.006305 |  |
| CADENCE DESIGN SYSTEMS INC | 0.006029 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.005848 |  |
| ORACLE CORP | 0.005716 | ✓ |
| WALMART INC | 0.005690 |  |
| DOORDASH INC-A | 0.005354 | ✓ |
| CITIGROUP INC | 0.005070 |  |
| O'REILLY AUTOMOTIVE INC | 0.004989 |  |
| TEXAS INSTRUMENTS INC | 0.004854 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-032020` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1081400/000141036826032020/0001410368-26-032020-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm>

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