# Portfolio overlap — TIIIX vs SFY

Comparing **American Funds Fundamental Investors** (2026-03-31) and **Sofi Select 500 ETF** (2026-02-28).

- Shared positions: 147
- American Funds Fundamental Investors covered by Sofi Select 500 ETF: 0.4328446318756878364110228358
- Sofi Select 500 ETF covered by American Funds Fundamental Investors: 0.4328446318756878364110228358

## 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 | ✓ |

## Sofi Select 500 ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.131291 | ✓ |
| BROADCOM INC | 0.048041 | ✓ |
| MICROSOFT CORP | 0.044114 | ✓ |
| APPLE INC | 0.043051 | ✓ |
| META PLATFORMS INC CL A | 0.027672 | ✓ |
| AMAZON.COM INC | 0.027070 | ✓ |
| ALPHABET INC CL A | 0.024243 | ✓ |
| MICRON TECHNOLOGY INC | 0.023470 | ✓ |
| LILLY ELI and CO | 0.022092 | ✓ |
| ALPHABET INC CL C | 0.021087 | ✓ |
| TESLA INC | 0.010549 | ✓ |
| ABBVIE INC | 0.010284 | ✓ |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.009751 |  |
| ADV MICRO DEVICE | 0.009288 |  |
| JPMORGAN CHASE and CO | 0.008896 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.008853 |  |
| JOHNSON&JOHNSON | 0.007954 |  |
| VISA INC-CLASS A | 0.007444 | ✓ |
| NETFLIX INC | 0.007281 | ✓ |
| WALMART INC | 0.006949 | ✓ |
| RTX CORP | 0.006660 | ✓ |
| BERKSHIRE HATH-B | 0.006640 | ✓ |
| NEWMONT CORP | 0.006415 |  |
| EXXON MOBIL CORP | 0.006291 | ✓ |
| GILEAD SCIENCES INC | 0.006267 |  |
| MASTERCARD INC CL A | 0.006202 | ✓ |
| PFIZER INC | 0.006154 |  |
| LAM RESEARCH CORP | 0.006065 |  |
| UBER TECHNOLOGIES INC | 0.005765 | ✓ |
| COSTCO WHOLESALE CORP | 0.005520 | ✓ |
| AMPHENOL CORPORATION CL A | 0.005414 | ✓ |
| HOME DEPOT INC | 0.004738 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.004709 | ✓ |
| PROCTER & GAMBLE | 0.004366 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.004348 | ✓ |
| GE VERNOVA LLC | 0.004251 | ✓ |
| PHILIP MORRIS INTL INC | 0.004230 | ✓ |
| MERCK & CO | 0.003912 |  |
| UNITEDHEALTH GRP | 0.003856 | ✓ |
| ORACLE CORP | 0.003842 |  |
| AMGEN INC | 0.003795 | ✓ |
| KLA CORP | 0.003782 | ✓ |
| CISCO SYSTEMS INC | 0.003683 |  |
| BANK OF AMERICA CORPORATION | 0.003611 | ✓ |
| INTUITIVE SURGICAL INC | 0.003584 |  |
| COCA-COLA CO/THE | 0.003584 |  |
| APPLOVIN CORP | 0.003451 | ✓ |
| MARVELL TECHNOLOGY INC | 0.003441 |  |
| ABBOTT LABS | 0.003439 | ✓ |
| WELLTOWER INC | 0.003364 | ✓ |


## 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 `0002000324-26-001703` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1742912/000200032426001703/0002000324-26-001703-index.htm>

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