# Portfolio overlap — TLCYX vs ABCAX

Comparing **Touchstone Strategic Trust-Touchstone Large Cap Fund** (2026-03-31) and **American Beacon The London Company Income Equity Fund** (2026-02-28).

- Shared positions: 14
- Touchstone Strategic Trust-Touchstone Large Cap Fund covered by American Beacon The London Company Income Equity Fund: 0.4421881394548717647454808515
- American Beacon The London Company Income Equity Fund covered by Touchstone Strategic Trust-Touchstone Large Cap Fund: 0.4421881394548717647454808515

## Touchstone Strategic Trust-Touchstone Large Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.088501 |  |
| BERKSHIRE HATH-B | 0.063816 | ✓ |
| APPLE INC | 0.063270 | ✓ |
| NORFOLK SOUTHERN CORP | 0.048413 | ✓ |
| REPUBLIC SVCS | 0.042646 |  |
| AIR PRODUCTS and CHEMICALS INC | 0.041765 | ✓ |
| CHUBB LTD | 0.041557 |  |
| DOMINION ENERGY INC | 0.040464 | ✓ |
| MARTIN MAR MTLS | 0.039953 |  |
| PROGRESSIVE CORP OHIO | 0.037887 | ✓ |
| VISA INC-CLASS A | 0.037731 |  |
| BLACKROCK INC | 0.035947 | ✓ |
| TE CONNECTIVITY | 0.035861 |  |
| FEDEX CORP | 0.035599 |  |
| NEWMARKET CORP | 0.032558 |  |
| OLD DOMINION FRT | 0.031659 |  |
| ENTEGRIS INC | 0.031344 |  |
| CHEVRON CORP | 0.030397 | ✓ |
| TEXAS INSTRUMENTS INC | 0.029433 | ✓ |
| ALTRIA GROUP INC | 0.029192 | ✓ |
| JOHNSON&JOHNSON | 0.028479 | ✓ |
| SCHWAB CHARLES CORP | 0.023828 | ✓ |
| NESTLE S A SPONSORED ADR | 0.023173 |  |
| O'REILLY AUTOMOTIVE INC | 0.022504 |  |
| CHURCH & DWIGHT | 0.021903 |  |
| LOWES COS INC | 0.017038 | ✓ |
| STARBUCKS CORP | 0.013586 | ✓ |
| DREY-GVT CSH-I | 0.011497 |  |

## American Beacon The London Company Income Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CORNING INC | 0.091583 |  |
| APPLE INC | 0.050355 | ✓ |
| NORFOLK SOUTHERN CORP | 0.050183 | ✓ |
| PHILIP MORRIS INTL INC | 0.046324 |  |
| DOMINION ENERGY INC | 0.045597 | ✓ |
| JOHNSON&JOHNSON | 0.041775 | ✓ |
| BLACKROCK INC | 0.040140 | ✓ |
| CUMMINS INC | 0.038441 |  |
| CHEVRON CORP | 0.037695 | ✓ |
| TEXAS INSTRUMENTS INC | 0.037575 | ✓ |
| SCHWAB CHARLES CORP | 0.035752 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.035362 | ✓ |
| TE CONNECTIVITY PLC | 0.034764 |  |
| BERKSHIRE HATH-B | 0.034479 | ✓ |
| LOWES COS INC | 0.033170 | ✓ |
| NORTHROP GRUMMAN CORP | 0.032992 |  |
| CISCO SYSTEMS INC | 0.031209 |  |
| PROGRESSIVE CORP OHIO | 0.030374 | ✓ |
| American Beacon U.S. Government Money Market Fund | 0.029423 |  |
| FASTENAL CO | 0.027207 |  |
| MICROSOFT CORP | 0.027192 |  |
| Nintendo Company Ltd. ADR | 0.025695 |  |
| STARBUCKS CORP | 0.024508 | ✓ |
| ALTRIA GROUP INC | 0.024035 | ✓ |
| UNITEDHEALTH GRP | 0.022434 |  |
| CINCINNATI FINANCIAL CORP | 0.021981 |  |
| CHUBB LTD | 0.019593 |  |
| PAYCHEX INC | 0.016262 |  |
| CROWN CASTLE INC | 0.013902 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-246884` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/711080/000119312526246884/0001193125-26-246884-index.htm>
- N-PORT (fund B) — accession `0001410368-26-038370` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/809593/000141036826038370/0001410368-26-038370-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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