# Portfolio overlap — VSTIX vs S000006724

Comparing **Stock Index Fund** (2026-02-28) and **Penn Series Index 500 Fund** (2026-03-31).

- Shared positions: 498
- Stock Index Fund covered by Penn Series Index 500 Fund: 0.9697446015991373810027765695
- Penn Series Index 500 Fund covered by Stock Index Fund: 0.9697446015991373810027765695

## Stock Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.072938 | ✓ |
| APPLE INC | 0.066127 | ✓ |
| MICROSOFT CORP | 0.049447 | ✓ |
| AMAZON.COM INC | 0.034606 | ✓ |
| ALPHABET INC CL A | 0.030726 | ✓ |
| BROADCOM INC | 0.025563 | ✓ |
| ALPHABET INC CL C | 0.024532 | ✓ |
| META PLATFORMS INC CL A | 0.023913 | ✓ |
| TESLA INC | 0.019159 | ✓ |
| BERKSHIRE HATH-B | 0.015685 | ✓ |
| LILLY ELI and CO | 0.014152 | ✓ |
| JPMORGAN CHASE and CO | 0.013848 | ✓ |
| EXXON MOBIL CORP | 0.010894 | ✓ |
| JOHNSON&JOHNSON | 0.010139 | ✓ |
| WALMART INC | 0.009504 | ✓ |
| VISA INC-CLASS A | 0.009152 | ✓ |
| MICRON TECHNOLOGY INC | 0.007841 | ✓ |
| COSTCO WHOLESALE CORP | 0.007588 | ✓ |
| MASTERCARD INC CL A | 0.007187 | ✓ |
| ABBVIE INC | 0.006935 | ✓ |
| NETFLIX INC | 0.006920 | ✓ |
| PROCTER & GAMBLE | 0.006625 | ✓ |
| HOME DEPOT INC | 0.006412 | ✓ |
| GENERAL ELECTRIC CO | 0.006107 | ✓ |
| CHEVRON CORP | 0.005988 | ✓ |
| CATERPILLAR INC | 0.005896 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005673 | ✓ |
| ADV MICRO DEVICE | 0.005535 | ✓ |
| COCA-COLA CO/THE | 0.005360 | ✓ |
| CISCO SYSTEMS INC | 0.005315 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005299 | ✓ |
| MERCK & CO | 0.005206 | ✓ |
| APPLIED MATERIALS INC | 0.005015 | ✓ |
| LAM RESEARCH CORP | 0.004963 | ✓ |
| PHILIP MORRIS INTL INC | 0.004927 | ✓ |
| RTX CORP | 0.004598 | ✓ |
| UNITEDHEALTH GRP | 0.004492 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004367 | ✓ |
| WELLS FARGO & CO | 0.004333 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.004179 |  |
| ORACLE CORP | 0.004149 | ✓ |
| MCDONALDS CORP | 0.004122 | ✓ |
| LINDE PLC | 0.004023 | ✓ |
| GE VERNOVA LLC | 0.004011 | ✓ |
| PEPSICO INC | 0.003932 | ✓ |
| INTL BUS MACH CORP | 0.003808 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003594 | ✓ |
| AMGEN INC | 0.003527 | ✓ |
| INTEL CORP | 0.003464 | ✓ |
| ABBOTT LABS | 0.003433 | ✓ |

## Penn Series Index 500 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075730 | ✓ |
| APPLE INC | 0.066546 | ✓ |
| MICROSOFT CORP | 0.049227 | ✓ |
| AMAZON.COM INC | 0.036410 | ✓ |
| ALPHABET INC CL A | 0.028215 | ✓ |
| BROADCOM INC | 0.026170 | ✓ |
| ALPHABET INC CL C | 0.022968 | ✓ |
| META PLATFORMS INC CL A | 0.022729 | ✓ |
| TESLA INC | 0.018719 | ✓ |
| BERKSHIRE HATH-B | 0.015772 | ✓ |
| JPMORGAN CHASE and CO | 0.014217 | ✓ |
| LILLY ELI and CO | 0.013086 | ✓ |
| EXXON MOBIL CORP | 0.012725 | ✓ |
| JOHNSON&JOHNSON | 0.010616 | ✓ |
| WALMART INC | 0.009832 | ✓ |
| VISA INC-CLASS A | 0.009141 | ✓ |
| COSTCO WHOLESALE CORP | 0.007875 | ✓ |
| NETFLIX INC | 0.007327 | ✓ |
| MASTERCARD INC CL A | 0.007318 | ✓ |
| CHEVRON CORP | 0.006932 | ✓ |
| ABBVIE INC | 0.006867 | ✓ |
| MICRON TECHNOLOGY INC | 0.006811 | ✓ |
| PROCTER & GAMBLE | 0.006184 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006066 | ✓ |
| CATERPILLAR INC | 0.006013 | ✓ |
| ADV MICRO DEVICE | 0.005947 | ✓ |
| HOME DEPOT INC | 0.005933 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005796 | ✓ |
| CISCO SYSTEMS INC | 0.005531 | ✓ |
| GENERAL ELECTRIC CO | 0.005418 | ✓ |
| MERCK & CO | 0.005387 | ✓ |
| COCA-COLA CO/THE | 0.005310 | ✓ |
| APPLIED MATERIALS INC | 0.004938 | ✓ |
| LAM RESEARCH CORP | 0.004897 | ✓ |
| RTX CORP | 0.004677 | ✓ |
| PHILIP MORRIS INTL INC | 0.004662 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004639 | ✓ |
| ORACLE CORP | 0.004440 | ✓ |
| WELLS FARGO & CO | 0.004412 | ✓ |
| UNITEDHEALTH GRP | 0.004370 | ✓ |
| GE VERNOVA LLC | 0.004293 | ✓ |
| LINDE PLC | 0.004142 | ✓ |
| INTL BUS MACH CORP | 0.004091 | ✓ |
| MCDONALDS CORP | 0.003988 | ✓ |
| PEPSICO INC | 0.003815 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003804 | ✓ |
| AT&T INC | 0.003697 | ✓ |
| CITIGROUP INC | 0.003638 | ✓ |
| MORGAN STANLEY | 0.003616 | ✓ |
| KLA CORP | 0.003511 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-041585` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/719423/000141036826041585/0001410368-26-041585-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020250` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/702340/000094040026020250/0000940400-26-020250-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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