# Portfolio overlap — USLCX vs STPIX

Comparing **U.S. Global Leaders Growth Fund** (2026-01-31) and **Saratoga Technology & Communication Portfolio** (2026-02-28).

- Shared positions: 11
- U.S. Global Leaders Growth Fund covered by Saratoga Technology & Communication Portfolio: 0.4871385328772153599642177315
- Saratoga Technology & Communication Portfolio covered by U.S. Global Leaders Growth Fund: 0.4871385328772153599642177314

## U.S. Global Leaders Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085689 | ✓ |
| AMAZON.COM INC | 0.083978 | ✓ |
| MICROSOFT CORP | 0.070963 | ✓ |
| ALPHABET INC CL C | 0.052571 | ✓ |
| META PLATFORMS INC CL A | 0.046947 | ✓ |
| VISA INC-CLASS A | 0.043828 | ✓ |
| WASTE MANAGEMENT INC | 0.040403 |  |
| YUM! BRANDS INC | 0.039956 |  |
| APPLE INC | 0.036511 | ✓ |
| S&P GLOBAL INC | 0.034854 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.034479 |  |
| SYNOPSYS INC | 0.032023 | ✓ |
| SALESFORCE INC | 0.030000 | ✓ |
| AON PLC-CLASS A | 0.028531 |  |
| INTUIT INC | 0.026969 |  |
| DANAHER CORP | 0.026331 |  |
| BROADCOM INC | 0.025379 | ✓ |
| AMERICAN EXPRESS CO | 0.025189 |  |
| UNITEDHEALTH GRP | 0.025125 |  |
| WW GRAINGER INC | 0.025043 |  |
| NETFLIX INC | 0.024319 |  |
| CHIPOTLE MEXICAN GRILL INC | 0.021745 |  |
| MASTERCARD INC CL A | 0.021187 | ✓ |
| COOPER COS INC | 0.020821 |  |
| ECOLAB INC | 0.020518 |  |
| NIKE INC CL B | 0.020080 |  |
| ARM HOLDINGS LTD | 0.016378 |  |
| SERVICENOW INC | 0.016341 |  |
| GARTNER INC | 0.014134 |  |
| SSC GOVERNMENT MM GVMXX   / | 0.008077 |  |
| JH COLLATERAL | 0.001630 |  |

## Saratoga Technology & Communication Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.098760 | ✓ |
| KLA CORP | 0.083822 |  |
| NVIDIA CORP | 0.074375 | ✓ |
| AMAZON.COM INC | 0.064822 | ✓ |
| VISA INC-CLASS A | 0.062079 | ✓ |
| CISCO SYSTEMS INC | 0.060794 |  |
| MICROSOFT CORP | 0.059496 | ✓ |
| BROADCOM INC | 0.054799 | ✓ |
| META PLATFORMS INC CL A | 0.051268 | ✓ |
| APPLE INC | 0.047171 | ✓ |
| MASTERCARD INC CL A | 0.044156 | ✓ |
| SYNOPSYS INC | 0.034952 | ✓ |
| SALESFORCE INC | 0.034021 | ✓ |
| CFD_EQS GOLDUS33 2256908 | 0.032788 |  |
| ORACLE CORP | 0.028440 |  |
| KULICKE and SOFFA INDUSTRIES INC | 0.022577 |  |
| APPLIED INDU TEC | 0.022366 |  |
| ADOBE INC | 0.022154 |  |
| CROWDSTRIKE HOLDINGS INC | 0.020609 |  |
| AKAMAI TECHNOLOGIES INC | 0.018170 |  |
| EBAY INC | 0.014920 |  |
| JACK HENRY | 0.014487 |  |
| VEEVA SYSTEMS-A | 0.014046 |  |
| ROCKWELL AUTOMATION INC | 0.013974 |  |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.004957 |  |


## Sources

- N-PORT (fund A) — accession `0000045291-26-000012` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/45291/000004529126000012/0000045291-26-000012-index.htm>
- N-PORT (fund B) — accession `0000910472-26-005978` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/924628/000091047226005978/0000910472-26-005978-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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