# Portfolio overlap — WOFDX vs POGAX

Comparing **Allspring Opportunity Fund** (2026-03-31) and **Putnam Large Cap Growth Fund** (2026-01-31).

- Shared positions: 18
- Allspring Opportunity Fund covered by Putnam Large Cap Growth Fund: 0.4212389798334273337247399548
- Putnam Large Cap Growth Fund covered by Allspring Opportunity Fund: 0.4212389798334273337247399547

## Allspring Opportunity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.064592 | ✓ |
| ALPHABET INC CL C | 0.060061 | ✓ |
| MICROSOFT CORP | 0.056758 | ✓ |
| APPLE INC | 0.048822 | ✓ |
| NVIDIA CORP | 0.044339 | ✓ |
| META PLATFORMS INC CL A | 0.042361 | ✓ |
| MASTERCARD INC CL A | 0.028456 | ✓ |
| MARVELL TECHNOLOGY INC | 0.024592 |  |
| SCHWAB CHARLES CORP | 0.023502 |  |
| REGAL REXNORD CORP | 0.020879 |  |
| TEXAS INSTRUMENTS INC | 0.020136 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.017957 |  |
| REPUBLIC SVCS | 0.017188 |  |
| MELROSE INDUSTRI | 0.016296 |  |
| HEICO CORP CL A | 0.015947 |  |
| SALESFORCE INC | 0.015884 |  |
| ON SEMICONDUCTOR CORP | 0.015700 |  |
| TELEDYNE TECHNOLOGIES INC | 0.015339 |  |
| AMPHENOL CORPORATION CL A | 0.015193 |  |
| TRANE TECHNOLOGIES PLC | 0.015069 | ✓ |
| PROLOGIS INC REIT | 0.014279 |  |
| BWX TECHNOLOGIES INC | 0.014240 |  |
| THERMO FISHER SCIENTIFIC INC | 0.014095 |  |
| SHERWIN WILLIAMS CO | 0.014007 | ✓ |
| QXO INC | 0.014001 |  |
| AGILENT TECHNOLOGIES INC | 0.013006 |  |
| SPOTIFY TECHNOLOGY SA | 0.012799 | ✓ |
| HOME DEPOT INC | 0.012713 |  |
| XCEL ENERGY INC | 0.012473 |  |
| SERVICENOW INC | 0.012123 | ✓ |
| CONSTELLATION ENERGY CORP | 0.012064 | ✓ |
| BROADCOM INC | 0.011347 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.011335 | ✓ |
| DYNATRACE INC | 0.010601 |  |
| UNUM GROUP | 0.010418 |  |
| LILLY ELI and CO | 0.010186 | ✓ |
| STARBUCKS CORP | 0.010045 | ✓ |
| S&P GLOBAL INC | 0.009888 |  |
| CARLISLE COS INC | 0.009752 |  |
| AMERICAN TOWER CORP | 0.009489 | ✓ |
| MARSH & MCLENNAN | 0.009436 |  |
| MEDTRONIC PLC | 0.009372 |  |
| TRANSUNION | 0.009200 |  |
| COSTCO WHOLESALE CORP | 0.009140 | ✓ |
| BURLINGTON STORES INC | 0.008594 |  |
| ALLSPRING GOVERNMENT MONEY MAR | 0.008378 |  |
| BIO RAD LABS CL A | 0.007773 |  |
| ASHLAND INC | 0.007357 |  |
| MCKESSON CORP | 0.006858 |  |
| VIRTU FINANCIAL INC- CL A | 0.006498 |  |

## Putnam Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.137863 | ✓ |
| APPLE INC | 0.095418 | ✓ |
| MICROSOFT CORP | 0.088572 | ✓ |
| BROADCOM INC | 0.061463 | ✓ |
| ALPHABET INC CL C | 0.059176 | ✓ |
| AMAZON.COM INC | 0.051853 | ✓ |
| META PLATFORMS INC CL A | 0.049541 | ✓ |
| TESLA INC | 0.039560 |  |
| LILLY ELI and CO | 0.036202 | ✓ |
| MASTERCARD INC CL A | 0.029243 | ✓ |
| LAM RESEARCH CORP | 0.020750 |  |
| VISA INC-CLASS A | 0.020198 |  |
| ABBVIE INC | 0.017595 |  |
| GE VERNOVA LLC | 0.016612 |  |
| GENERAL ELECTRIC CO | 0.016529 |  |
| ADV MICRO DEVICE | 0.016004 |  |
| CADENCE DESIGN SYSTEMS INC | 0.013529 |  |
| Putnam Short Term Investment Fund, Class P | 0.012518 |  |
| CBRE GROUP INC - CL A | 0.012225 |  |
| TRANE TECHNOLOGIES PLC | 0.011475 | ✓ |
| INTUITIVE SURGICAL INC | 0.011468 |  |
| CATERPILLAR INC | 0.011226 |  |
| ARISTA NETWORKS INC | 0.010295 |  |
| COSTCO WHOLESALE CORP | 0.010032 | ✓ |
| VULCAN MATERIALS CO | 0.010002 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009797 |  |
| NASDAQ INC | 0.009201 |  |
| NETFLIX INC | 0.008923 |  |
| CAPITAL ONE FINANCIAL CORP | 0.008696 | ✓ |
| AMERICAN TOWER CORP | 0.007775 | ✓ |
| STARBUCKS CORP | 0.007663 | ✓ |
| SHERWIN WILLIAMS CO | 0.007118 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.006830 |  |
| LONZA GROUP -REG | 0.006782 |  |
| CONSTELLATION ENERGY CORP | 0.006729 | ✓ |
| GALDERMA GROUP A | 0.006440 |  |
| TRANSDIGM GROUP INC | 0.006318 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.005911 |  |
| PALANTIR TECHNOLOGIES INC | 0.005799 |  |
| SNOWFLAKE INC CL A | 0.005703 |  |
| IDEXX LABS INC | 0.005207 |  |
| LIVE NATION ENTERTAINMENT INC | 0.005150 |  |
| SERVICENOW INC | 0.005111 | ✓ |
| WASTE CONNECTIONS INC | 0.004863 |  |
| SPOTIFY TECHNOLOGY SA | 0.004234 | ✓ |
| Putnam Government Money Market Fund, Class G | 0.003374 |  |
| ORACLE CORP | 0.003027 |  |
| SWISS FRANC | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-052377` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1081400/000141036826052377/0001410368-26-052377-index.htm>
- N-PORT (fund B) — accession `0002071691-26-007547` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/932101/000207169126007547/0002071691-26-007547-index.htm>

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