# Portfolio overlap — SWLSX vs WINN

Comparing **Schwab Large-Cap Growth Fund** (2026-01-31) and **Harbor Long-Term Growers ETF** (2026-01-31).

- Shared positions: 38
- Schwab Large-Cap Growth Fund covered by Harbor Long-Term Growers ETF: 0.7159180926489908291885365514
- Harbor Long-Term Growers ETF covered by Schwab Large-Cap Growth Fund: 0.7159180926489908291885365514

## 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 | ✓ |

## Harbor Long-Term Growers ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.118954 | ✓ |
| MICROSOFT CORP | 0.079922 | ✓ |
| APPLE INC | 0.076946 | ✓ |
| AMAZON.COM INC | 0.074921 | ✓ |
| ALPHABET INC CL A | 0.072280 | ✓ |
| BROADCOM INC | 0.058943 | ✓ |
| LILLY ELI and CO | 0.037140 | ✓ |
| TESLA INC | 0.033866 | ✓ |
| META PLATFORMS INC CL A | 0.032409 | ✓ |
| BOEING CO/THE | 0.020064 |  |
| WALMART INC | 0.017621 | ✓ |
| NETFLIX INC | 0.017025 | ✓ |
| MASTERCARD INC CL A | 0.016376 | ✓ |
| SNOWFLAKE INC CL A | 0.015301 | ✓ |
| GENERAL ELECTRIC CO | 0.014441 | ✓ |
| CONSTELLATION ENERGY CORP | 0.013097 |  |
| CADENCE DESIGN SYSTEMS INC | 0.012760 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.012714 | ✓ |
| COSTCO WHOLESALE CORP | 0.011312 | ✓ |
| ARISTA NETWORKS INC | 0.010611 | ✓ |
| SHOPIFY INC CL A | 0.009856 |  |
| PALO ALTO NETWORKS INC | 0.009620 | ✓ |
| TEXAS INSTRUMENTS INC | 0.009296 | ✓ |
| CLOUDFLARE INC-A | 0.008428 |  |
| GILEAD SCIENCES INC | 0.008289 |  |
| GE VERNOVA LLC | 0.008265 | ✓ |
| ADV MICRO DEVICE | 0.008037 | ✓ |
| LAM RESEARCH CORP | 0.007997 | ✓ |
| TJX COS INC | 0.007889 | ✓ |
| APPLOVIN CORP | 0.007670 | ✓ |
| WALT DISNEY CO/T | 0.007471 |  |
| DANAHER CORP | 0.007318 |  |
| ORACLE CORP | 0.006671 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.006530 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.006386 |  |
| JPMORGAN CHASE and CO | 0.005981 |  |
| MERCADOLIBRE INC | 0.005932 |  |
| INTUITIVE SURGICAL INC | 0.005802 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.005548 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.005497 |  |
| COCA-COLA CO/THE | 0.005490 |  |
| AGILENT TECHNOLOGIES INC | 0.005240 |  |
| Industria de Diseno Textil, S.A. ADR | 0.005081 |  |
| TRANSDIGM GROUP INC | 0.005078 |  |
| ARES MANAGEMENT CORP CL A | 0.005028 |  |
| SALESFORCE INC | 0.004702 | ✓ |
| VEEVA SYSTEMS-A | 0.004676 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.004477 |  |
| AMERICAN TOWER CORP | 0.004438 |  |
| ROBINHOOD MARKETS INC | 0.004357 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033758` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1860434/000141036826033758/0001410368-26-033758-index.htm>

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