# Portfolio overlap — TIIIX vs ABALX

Comparing **American Funds Fundamental Investors** (2026-03-31) and **American Balanced Fund** (2026-03-31).

- Shared positions: 115
- American Funds Fundamental Investors covered by American Balanced Fund: 0.4463016940507615376580380747
- American Balanced Fund covered by American Funds Fundamental Investors: 0.4463016940507615376580380748

## American Funds Fundamental Investors — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.059774 | ✓ |
| MICROSOFT CORP | 0.045423 | ✓ |
| PHILIP MORRIS INTL INC | 0.040169 | ✓ |
| ALPHABET INC CL C | 0.036659 | ✓ |
| NVIDIA CORP | 0.036365 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.028301 | ✓ |
| AMAZON.COM INC | 0.028201 | ✓ |
| META PLATFORMS INC CL A | 0.023297 | ✓ |
| BRITISH AMERICAN TOBACCO PLC | 0.023091 | ✓ |
| TRANSDIGM GROUP INC | 0.021837 | ✓ |
| TSMC | 0.021755 | ✓ |
| MICRON TECHNOLOGY INC | 0.021397 | ✓ |
| SK HYNIX INC | 0.016681 | ✓ |
| ALPHABET INC CL A | 0.016074 | ✓ |
| APPLE INC | 0.015305 | ✓ |
| VISA INC-CLASS A | 0.012208 | ✓ |
| KLA CORP | 0.012151 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.011508 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.009749 | ✓ |
| LILLY ELI and CO | 0.009570 | ✓ |
| STARBUCKS CORP | 0.009360 | ✓ |
| MERCADOLIBRE INC | 0.008726 | ✓ |
| AMGEN INC | 0.008710 | ✓ |
| WELLTOWER INC | 0.008548 | ✓ |
| STRATEGY INC CL A | 0.008432 |  |
| SHOPIFY INC CL A | 0.008255 | ✓ |
| FTAI AVIATION LTD | 0.008155 | ✓ |
| CAN NATURAL RES | 0.008031 | ✓ |
| UNITEDHEALTH GRP | 0.007881 | ✓ |
| ROLLS-ROYCE HOLDINGS PLC | 0.007660 |  |
| GRUPO MEXICO-B | 0.007486 | ✓ |
| RYANAIR HOLDINGS PLC SPON ADR | 0.007232 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.006842 | ✓ |
| UNION PACIFIC CORP | 0.006219 | ✓ |
| GENERAL ELECTRIC CO | 0.006216 |  |
| NESTLE SA (REG) | 0.006118 | ✓ |
| RTX CORP | 0.006041 | ✓ |
| FIRSTENERGY CORP | 0.005743 | ✓ |
| PERFORMANCE FOOD GROUP CO | 0.005609 |  |
| SALESFORCE INC | 0.005500 | ✓ |
| WESTERN DIGITAL CORP | 0.005467 | ✓ |
| WHEATON PRECIOUS METALS CORP | 0.005379 | ✓ |
| JPMORGAN CHASE and CO | 0.005330 | ✓ |
| PAYCHEX INC | 0.005276 |  |
| ITT INC | 0.005008 |  |
| CONOCOPHILLIPS | 0.004961 |  |
| MASTERCARD INC CL A | 0.004768 | ✓ |
| RESTAURANT BRANDS INTERNATIONAL INC | 0.004740 | ✓ |
| COUPANG INC A | 0.004740 |  |
| TRUIST FINL CORP | 0.004705 |  |

## American Balanced Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CAPITAL GROUP CENTRAL CASH FUND | 0.067210 | ✓ |
| BROADCOM INC | 0.033292 | ✓ |
| CAPITAL GROUP CENTRAL CORPORATE BOND FUND CL M (CCBF CL M) | 0.027707 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.023102 | ✓ |
| PHILIP MORRIS INTL INC | 0.022132 | ✓ |
| NVIDIA CORP | 0.019812 | ✓ |
| MICROSOFT CORP | 0.019693 | ✓ |
| ALPHABET INC CL A | 0.017240 | ✓ |
| ALPHABET INC CL C | 0.014154 | ✓ |
| LILLY ELI and CO | 0.013181 | ✓ |
| MICRON TECHNOLOGY INC | 0.012719 | ✓ |
| VISA INC-CLASS A | 0.010208 | ✓ |
| CAN NATURAL RES | 0.010117 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.009957 | ✓ |
| STARBUCKS CORP | 0.009854 | ✓ |
| US TREASURY N/B | 0.009239 |  |
| AMGEN INC | 0.009181 | ✓ |
| UNION PACIFIC CORP | 0.009053 | ✓ |
| UNITEDHEALTH GRP | 0.008509 | ✓ |
| US TREASURY N/B | 0.008238 |  |
| US TREASURY N/B | 0.008188 |  |
| AMAZON.COM INC | 0.007932 | ✓ |
| NORTHROP GRUMMAN CORP | 0.007506 | ✓ |
| SK HYNIX INC | 0.007241 | ✓ |
| META PLATFORMS INC CL A | 0.007147 | ✓ |
| HOME DEPOT INC | 0.007051 | ✓ |
| WHEATON PRECIOUS METALS CORP | 0.007036 | ✓ |
| DEERE & CO | 0.006593 | ✓ |
| TRANSDIGM GROUP INC | 0.006425 | ✓ |
| APPLE INC | 0.006257 | ✓ |
| EOG RESOURCES INC | 0.005991 | ✓ |
| US TREASURY N/B | 0.005776 |  |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.005732 |  |
| US TREASURY N/B | 0.005446 |  |
| DR HORTON INC | 0.005269 | ✓ |
| SYNCHRONY FINANCIAL | 0.005207 | ✓ |
| GILEAD SCIENCES INC | 0.005155 |  |
| CVS HEALTH CORP | 0.005002 | ✓ |
| BAKER HUGHES CO | 0.004797 | ✓ |
| INTEL CORP | 0.004712 | ✓ |
| COMCAST CORP CL A | 0.004559 | ✓ |
| Boeing Co. (The), Conv. Pfd. | 0.004517 | ✓ |
| BROOKFIELD CORP CL A | 0.004452 | ✓ |
| GLENCORE PLC | 0.004452 | ✓ |
| INTL BUS MACH CORP | 0.004414 |  |
| SALESFORCE INC | 0.004227 | ✓ |
| U.S. Treasury Notes | 0.004217 |  |
| ROYAL GOLD INC | 0.004043 | ✓ |
| NESTLE SA (REG) | 0.003996 | ✓ |
| TSMC | 0.003958 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-243476` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/39473/000119312526243476/0001193125-26-243476-index.htm>
- N-PORT (fund B) — accession `0001193125-26-243463` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/4568/000119312526243463/0001193125-26-243463-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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