# Portfolio overlap — VALIX vs LEGAX

Comparing **VALUE LINE CAPITAL APPRECIATION FUND INC** (2026-03-31) and **Columbia Cornerstone Growth Fund** (2026-01-31).

- Shared positions: 21
- VALUE LINE CAPITAL APPRECIATION FUND INC covered by Columbia Cornerstone Growth Fund: 0.3465069752848856883309917925
- Columbia Cornerstone Growth Fund covered by VALUE LINE CAPITAL APPRECIATION FUND INC: 0.3465069752848856883309917924

## VALUE LINE CAPITAL APPRECIATION FUND INC — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.039156 | ✓ |
| ALPHABET INC CL A | 0.035385 | ✓ |
| MICRON TECHNOLOGY INC | 0.033549 | ✓ |
| META PLATFORMS INC CL A | 0.033348 | ✓ |
| ADV MICRO DEVICE | 0.032938 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.032435 |  |
| AMAZON.COM INC | 0.030574 | ✓ |
| BROADCOM INC | 0.026727 | ✓ |
| NETFLIX INC | 0.020342 | ✓ |
| MICROSOFT CORP | 0.019579 | ✓ |
| MADRIGAL PHARMACEUTICALS INC | 0.019211 |  |
| EXELIXIS INC | 0.019166 |  |
| UBER TECHNOLOGIES INC | 0.018634 | ✓ |
| US TREASURY N/B | 0.018100 |  |
| US TREASURY N/B | 0.017970 |  |
| APPLE INC | 0.016984 | ✓ |
| COINBASE GLOBAL INC | 0.015078 |  |
| US TREASURY N/B | 0.015072 |  |
| TESLA INC | 0.014847 | ✓ |
| SALESFORCE INC | 0.014104 |  |
| US TREASURY N/B | 0.013775 |  |
| SERVICENOW INC | 0.013542 | ✓ |
| STRATEGY INC CL A | 0.012932 |  |
| US TREASURY N/B | 0.012704 |  |
| APPLOVIN CORP | 0.012029 |  |
| ARM HOLDINGS LTD | 0.011430 |  |
| INSMED INC | 0.011296 | ✓ |
| VISA INC-CLASS A | 0.011092 | ✓ |
| US TREASURY N/B | 0.011002 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.010834 |  |
| GOLDMAN SACHS GROUP INC | 0.010045 | ✓ |
| LILLY ELI and CO | 0.009928 | ✓ |
| BANK OF AMERICA CORPORATION | 0.009472 | ✓ |
| DIAMONDBACK ENERGY INC | 0.009394 |  |
| ROBINHOOD MARKETS INC | 0.008976 |  |
| US TREASURY N/B | 0.008583 |  |
| COREWEAVE INC | 0.008362 |  |
| INTERACTIVE BROKERS GROUP INC | 0.008253 |  |
| ISHARES MBS ETF MUTUAL FUND | 0.008199 |  |
| VERTEX PHARMACEUTICALS INC | 0.007712 | ✓ |
| BLACKSTONE INC | 0.007695 |  |
| JPMORGAN CHASE and CO | 0.007620 |  |
| WORKDAY INC CL A | 0.007573 |  |
| US TREASURY N/B | 0.007498 |  |
| DELTA AIR LI | 0.007176 |  |
| G2 MA8043 | 0.007148 |  |
| CROWDSTRIKE HOLDINGS INC | 0.006911 | ✓ |
| ROKU INC CLASS A | 0.006741 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.006565 | ✓ |
| RIVIAN AUTOMOTIVE INC | 0.006498 |  |

## Columbia Cornerstone Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.135940 | ✓ |
| APPLE INC | 0.104153 | ✓ |
| MICROSOFT CORP | 0.096732 | ✓ |
| AMAZON.COM INC | 0.065164 | ✓ |
| ALPHABET INC CL A | 0.059094 | ✓ |
| META PLATFORMS INC CL A | 0.048350 | ✓ |
| BROADCOM INC | 0.046398 | ✓ |
| LILLY ELI and CO | 0.036687 | ✓ |
| VISA INC-CLASS A | 0.026890 | ✓ |
| COSTCO WHOLESALE CORP | 0.022407 |  |
| ALPHABET INC CL C | 0.021922 |  |
| TESLA INC | 0.019065 | ✓ |
| NETFLIX INC | 0.019037 | ✓ |
| ADV MICRO DEVICE | 0.014281 | ✓ |
| ARISTA NETWORKS INC | 0.013250 |  |
| UBER TECHNOLOGIES INC | 0.012518 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.012370 |  |
| ORACLE CORP | 0.011523 |  |
| PALO ALTO NETWORKS INC | 0.011390 |  |
| TJX COS INC | 0.011197 |  |
| VERTIV HOLDINGS CO | 0.010820 |  |
| INTUITIVE SURGICAL INC | 0.010311 |  |
| BANK OF AMERICA CORPORATION | 0.010255 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009933 | ✓ |
| SERVICENOW INC | 0.009887 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.009840 | ✓ |
| CITIGROUP INC | 0.009564 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009333 | ✓ |
| ILLUMINA INC | 0.008704 |  |
| MICRON TECHNOLOGY INC | 0.008534 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.008450 | ✓ |
| EXPEDIA INC | 0.008290 |  |
| GAP INC/THE | 0.007769 |  |
| GENERAL DYNAMICS CORPORATION | 0.007537 |  |
| EQUINIX INC | 0.007474 |  |
| TKO GROUP HOLDINGS INC | 0.007070 |  |
| NIKE INC CL B | 0.006985 |  |
| EXACT SCIENCES CORP | 0.006910 |  |
| TE CONNECTIVITY PLC | 0.006819 |  |
| REVOLUTION MEDICINES INC | 0.006792 |  |
| COLGATE-PALMOLIVE CO | 0.006552 |  |
| CINTAS CORP | 0.006504 |  |
| ATLASSIAN CORP PLC CLS A | 0.006291 |  |
| PALANTIR TECHNOLOGIES INC | 0.005697 |  |
| EATON CORP PLC | 0.005325 |  |
| DRAFTKINGS INC | 0.004453 |  |
| INSMED INC | 0.004131 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.001402 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050657` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/102757/000141036826050657/0001410368-26-050657-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033323` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/773757/000141036826033323/0001410368-26-033323-index.htm>

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