# Portfolio overlap — USCL vs MUXAX

Comparing **iShares Climate Conscious & Transition MSCI USA ETF** (2026-02-28) and **Victory S&P 500 Index Fund** (2026-03-31).

- Shared positions: 243
- iShares Climate Conscious & Transition MSCI USA ETF covered by Victory S&P 500 Index Fund: 0.6748656445679776197534176883
- Victory S&P 500 Index Fund covered by iShares Climate Conscious & Transition MSCI USA ETF: 0.6748656445679776197534176883

## iShares Climate Conscious & Transition MSCI USA ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.054173 | ✓ |
| BROADCOM INC | 0.046103 | ✓ |
| MICROSOFT CORP | 0.045524 | ✓ |
| AMAZON.COM INC | 0.041583 | ✓ |
| META PLATFORMS INC CL A | 0.036914 | ✓ |
| TESLA INC | 0.029862 | ✓ |
| ALPHABET INC CL A | 0.028543 | ✓ |
| ALPHABET INC CL C | 0.023953 | ✓ |
| LILLY ELI and CO | 0.022215 | ✓ |
| JPMORGAN CHASE and CO | 0.021672 | ✓ |
| EXXON MOBIL CORP | 0.017064 | ✓ |
| JOHNSON&JOHNSON | 0.015705 | ✓ |
| WALMART INC | 0.014728 | ✓ |
| VISA INC-CLASS A | 0.014273 | ✓ |
| MASTERCARD INC CL A | 0.011569 | ✓ |
| ABBVIE INC | 0.010762 | ✓ |
| NETFLIX INC | 0.010727 | ✓ |
| ADV MICRO DEVICE | 0.010449 | ✓ |
| PROCTER & GAMBLE | 0.010270 | ✓ |
| CISCO SYSTEMS INC | 0.010103 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.010041 | ✓ |
| HOME DEPOT INC | 0.009939 | ✓ |
| BANK OF AMERICA CORPORATION | 0.009197 | ✓ |
| CATERPILLAR INC | 0.009133 | ✓ |
| COCA-COLA CO/THE | 0.008752 | ✓ |
| MERCK & CO | 0.008111 | ✓ |
| ORACLE CORP | 0.007998 | ✓ |
| INTL BUS MACH CORP | 0.007197 | ✓ |
| UNITEDHEALTH GRP | 0.006965 | ✓ |
| WELLS FARGO & CO | 0.006843 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.006842 | ✓ |
| MCDONALDS CORP | 0.006391 | ✓ |
| LINDE PLC | 0.006253 | ✓ |
| PEPSICO INC | 0.006091 | ✓ |
| SALESFORCE INC | 0.005958 | ✓ |
| ANALOG DEVICES INC | 0.005624 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.005551 | ✓ |
| AMGEN INC | 0.005490 | ✓ |
| CITIGROUP INC | 0.005324 | ✓ |
| ABBOTT LABS | 0.005315 | ✓ |
| AT&T INC | 0.005259 | ✓ |
| MORGAN STANLEY | 0.005234 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.005169 | ✓ |
| NEXTERA ENERGY INC | 0.005069 | ✓ |
| WALT DISNEY CO/T | 0.005004 | ✓ |
| QUALCOMM INC | 0.004910 | ✓ |
| GILEAD SCIENCES INC | 0.004842 | ✓ |
| AMERICAN EXPRESS CO | 0.004518 | ✓ |
| SCHWAB CHARLES CORP | 0.004301 | ✓ |
| DEERE & CO | 0.004236 | ✓ |

## Victory S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.076355 | ✓ |
| APPLE INC | 0.067130 |  |
| MICROSOFT CORP | 0.049524 | ✓ |
| AMAZON.COM INC | 0.036296 | ✓ |
| ALPHABET INC CL A | 0.029868 | ✓ |
| BROADCOM INC | 0.026180 | ✓ |
| ALPHABET INC CL C | 0.023934 | ✓ |
| META PLATFORMS INC CL A | 0.022323 | ✓ |
| TESLA INC | 0.018653 | ✓ |
| BERKSHIRE HATH-B | 0.015677 |  |
| JPMORGAN CHASE and CO | 0.014150 | ✓ |
| LILLY ELI and CO | 0.013003 | ✓ |
| EXXON MOBIL CORP | 0.012649 | ✓ |
| JOHNSON&JOHNSON | 0.010509 | ✓ |
| WALMART INC | 0.009719 | ✓ |
| VISA INC-CLASS A | 0.009064 | ✓ |
| COSTCO WHOLESALE CORP | 0.007891 |  |
| MASTERCARD INC CL A | 0.007260 | ✓ |
| NETFLIX INC | 0.007242 | ✓ |
| CHEVRON CORP | 0.006919 |  |
| ABBVIE INC | 0.006858 | ✓ |
| MICRON TECHNOLOGY INC | 0.006784 |  |
| PROCTER & GAMBLE | 0.005989 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005962 | ✓ |
| ADV MICRO DEVICE | 0.005917 | ✓ |
| CATERPILLAR INC | 0.005881 | ✓ |
| HOME DEPOT INC | 0.005841 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005771 | ✓ |
| CISCO SYSTEMS INC | 0.005469 | ✓ |
| MERCK & CO | 0.005326 | ✓ |
| GENERAL ELECTRIC CO | 0.005309 |  |
| COCA-COLA CO/THE | 0.005253 | ✓ |
| APPLIED MATERIALS INC | 0.004840 |  |
| LAM RESEARCH CORP | 0.004760 |  |
| RTX CORP | 0.004619 |  |
| PHILIP MORRIS INTL INC | 0.004592 |  |
| GOLDMAN SACHS GROUP INC | 0.004525 | ✓ |
| ORACLE CORP | 0.004451 | ✓ |
| WELLS FARGO & CO | 0.004392 | ✓ |
| UNITEDHEALTH GRP | 0.004372 | ✓ |
| GE VERNOVA LLC | 0.004198 |  |
| LINDE PLC | 0.004131 | ✓ |
| INTL BUS MACH CORP | 0.004042 | ✓ |
| MCDONALDS CORP | 0.003949 | ✓ |
| PEPSICO INC | 0.003786 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003777 | ✓ |
| INTEL CORP | 0.003697 |  |
| AT&T INC | 0.003621 | ✓ |
| CITIGROUP INC | 0.003536 | ✓ |
| MORGAN STANLEY | 0.003532 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001004726-26-002866` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626002866/0001004726-26-002866-index.htm>
- N-PORT (fund B) — accession `0001004726-26-004288` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/802716/000100472626004288/0001004726-26-004288-index.htm>

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