# Portfolio overlap — TPLIX vs KTCIX

Comparing **Timothy Plan Large/Mid Cap Growth Fund** (2026-03-31) and **DWS Science and Technology Fund** (2026-01-31).

- Shared positions: 16
- Timothy Plan Large/Mid Cap Growth Fund covered by DWS Science and Technology Fund: 0.2487321128439861250264713997
- DWS Science and Technology Fund covered by Timothy Plan Large/Mid Cap Growth Fund: 0.2487321128439861250264713997

## Timothy Plan Large/Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TP US LRG/MD CAP | 0.100256 |  |
| BROADCOM INC | 0.074366 | ✓ |
| COSTCO WHOLESALE CORP | 0.053722 |  |
| KLA CORP | 0.050992 |  |
| MONEYMKT | 0.047017 |  |
| ANALOG DEVICES INC | 0.044637 | ✓ |
| CATERPILLAR INC | 0.036915 |  |
| ARISTA NETWORKS INC | 0.030826 | ✓ |
| AMPHENOL CORPORATION CL A | 0.030446 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.028828 | ✓ |
| LINDE PLC | 0.024093 |  |
| PALO ALTO NETWORKS INC | 0.023939 |  |
| CIENA CORP | 0.023557 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.023172 |  |
| STRYKER CORP | 0.019183 |  |
| INTUITIVE SURGICAL INC | 0.018431 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.018428 |  |
| CADENCE DESIGN SYSTEMS INC | 0.017822 | ✓ |
| GE VERNOVA LLC | 0.017322 |  |
| VERTIV HOLDINGS CO | 0.017264 |  |
| SHOPIFY INC CL A | 0.014418 | ✓ |
| TRANE TECHNOLOGI | 0.014253 |  |
| ROSS STORES INC | 0.012683 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.012344 |  |
| PROLOGIS INC REIT | 0.011943 |  |
| CROWDSTRIKE HOLDINGS INC | 0.011808 | ✓ |
| SHERWIN WILLIAMS CO | 0.011397 |  |
| CINTAS CORP | 0.011258 |  |
| APPLOVIN CORP | 0.010613 | ✓ |
| FASTENAL CO | 0.010303 |  |
| MARTIN MAR MTLS | 0.010138 |  |
| PALANTIR TECHNOLOGIES INC | 0.009662 | ✓ |
| WILLIAMS COS INC | 0.009104 |  |
| WASTE MANAGEMENT INC | 0.009059 |  |
| HCA HEALTHCARE INC | 0.008316 |  |
| TRANSDIGM GROUP INC | 0.008222 |  |
| HOWMET AEROSPACE INC | 0.008077 |  |
| SNOWFLAKE INC CL A | 0.007938 | ✓ |
| AMERICAN TOWER CORP | 0.007935 |  |
| GUIDEWIRE SOFTWARE INC | 0.007657 | ✓ |
| CLOUDFLARE INC-A | 0.007518 | ✓ |
| LPL FINL HLDGS INC | 0.007508 |  |
| DATADOG INC CL A | 0.007311 |  |
| UNITED THERAPEUTICS CORP DEL | 0.006642 |  |
| COMFORT SYSTEMS USA INC | 0.006588 |  |
| TRACTOR SUPPLY CO. | 0.006562 |  |
| QUANTA SVCS INC | 0.006435 | ✓ |
| CARVANA CO CL A | 0.005495 |  |
| PROGRESSIVE CORP OHIO | 0.005428 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.005213 |  |

## DWS Science and Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.106865 |  |
| MICROSOFT CORP | 0.085506 |  |
| BROADCOM INC | 0.078897 | ✓ |
| APPLE INC | 0.063181 |  |
| ALPHABET INC CL A | 0.056688 |  |
| META PLATFORMS INC CL A | 0.052846 |  |
| ALPHABET INC CL C | 0.044949 |  |
| LAM RESEARCH CORP | 0.027856 |  |
| AMPHENOL CORPORATION CL A | 0.022213 | ✓ |
| ORACLE CORP | 0.021956 |  |
| ARISTA NETWORKS INC | 0.020761 | ✓ |
| MICRON TECHNOLOGY INC | 0.018981 |  |
| ASML HOLDING-NY | 0.017832 |  |
| CIENA CORP | 0.017121 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.015274 | ✓ |
| ANALOG DEVICES INC | 0.014717 | ✓ |
| MONGODB INC CL A | 0.014645 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.014100 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.013930 | ✓ |
| SHOPIFY INC CL A | 0.013592 | ✓ |
| SERVICENOW INC | 0.013255 |  |
| MOTOROLA SOLUTIONS INC | 0.013010 |  |
| SNOWFLAKE INC CL A | 0.012943 | ✓ |
| INTUIT INC | 0.012159 |  |
| CLOUDFLARE INC-A | 0.012067 | ✓ |
| BLOOM ENERGY CORP CL A | 0.012031 |  |
| SYNOPSYS INC | 0.011415 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.011178 |  |
| MARVELL TECHNOLOGY INC | 0.011085 |  |
| APPLIED MATERIALS INC | 0.010000 |  |
| CHECK POINT SOFTWARE TECHS LTD | 0.009799 |  |
| PALANTIR TECHNOLOGIES INC | 0.009467 | ✓ |
| TEXAS INSTRUMENTS INC | 0.009430 |  |
| BWX TECHNOLOGIES INC | 0.009427 |  |
| QUANTA SVCS INC | 0.008036 | ✓ |
| LILLY ELI and CO | 0.007805 |  |
| MASTERCARD INC CL A | 0.007370 |  |
| UBER TECHNOLOGIES INC | 0.006412 |  |
| VERISK ANALYTICS INC | 0.006345 |  |
| DYNATRACE INC | 0.006285 |  |
| SANDISK CORPORATION | 0.005685 |  |
| DWS Central Cash Management Government Fund | 0.005506 |  |
| BYD COMPANY LTD H | 0.005395 |  |
| APPLOVIN CORP | 0.005258 | ✓ |
| ADV MICRO DEVICE | 0.005055 |  |
| THERMO FISHER SCIENTIFIC INC | 0.004800 |  |
| ATLASSIAN CORP PLC CLS A | 0.004678 |  |
| BOX INC- CLASS A | 0.004541 |  |
| PEGASYSTEMS INC | 0.004374 |  |
| GUIDEWIRE SOFTWARE INC | 0.004355 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000910472-26-007293` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/916490/000091047226007293/0000910472-26-007293-index.htm>
- N-PORT (fund B) — accession `0001410368-26-028967` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/88048/000141036826028967/0001410368-26-028967-index.htm>

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