# Portfolio overlap — WVAIX vs STPIX

Comparing **Large Cap Equity Fund** (2026-03-31) and **Saratoga Technology & Communication Portfolio** (2026-02-28).

- Shared positions: 9
- Large Cap Equity Fund covered by Saratoga Technology & Communication Portfolio: 0.3516149867474900411701096246
- Saratoga Technology & Communication Portfolio covered by Large Cap Equity Fund: 0.3516149867474900411701096246

## Large Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DANAHER CORP | 0.081472 |  |
| THERMO FISHER SCIENTIFIC INC | 0.059648 |  |
| ALPHABET INC CL C | 0.057752 | ✓ |
| MICROSOFT CORP | 0.055967 | ✓ |
| VISA INC-CLASS A | 0.055317 | ✓ |
| AMAZON.COM INC | 0.050548 | ✓ |
| BERKSHIRE HATH-B | 0.049572 |  |
| MASTERCARD INC CL A | 0.049303 | ✓ |
| VULCAN MATERIALS CO | 0.047670 |  |
| ANALOG DEVICES INC | 0.047341 |  |
| META PLATFORMS INC CL A | 0.045527 | ✓ |
| AON PLC-CLASS A | 0.043665 |  |
| IDEX CORPORATION | 0.036200 |  |
| JPM-US GV MM-L | 0.036191 |  |
| EQUIFAX INC | 0.034390 |  |
| GLOBAL PAYMENTS INC | 0.023028 |  |
| ACCENTURE PLC-A | 0.022091 |  |
| MERCADOLIBRE INC | 0.022014 |  |
| BIO-TECHNE CORP | 0.020377 |  |
| OLD DOMINION FRT | 0.020214 |  |
| SALESFORCE INC | 0.019756 | ✓ |
| IDEXX LABS INC | 0.017885 |  |
| COSTAR GROUP INC | 0.017013 |  |
| CONSTELLATION SOFTWARE INC | 0.015366 |  |
| ORACLE CORP | 0.012877 | ✓ |
| ASML Holding NV - NY Reg Shares | 0.011562 |  |
| U.S. Treasury Bills | 0.011126 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.010757 |  |
| INGERSOLL RAND INC | 0.009946 |  |
| NVIDIA CORP | 0.009715 | ✓ |
| HEICO CORP CL A | 0.005711 |  |

## 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 `0001004726-26-004069` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1257927/000100472626004069/0001004726-26-004069-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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