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ACFSX vs GTOP

Shared holdings
13
ACFSX covered by GTOP
43.85%
GTOP covered by ACFSX
43.85%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 45 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ACFSX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP18.92%
ALPHABET INC CL C17.45%
AMAZON.COM INC10.29%
TESLA INC7.56%
MICROSOFT CORP4.07%
ROCKET LAB CORP3.26%
Ascendis Pharma A/S3.09%
NETFLIX INC2.88%
CADENCE DESIGN SYSTEMS INC2.76%
MASTERCARD INC CL A2.35%
ALNYLAM PHARMACEUTICALS INC2.12%
REGENERON PHARMACEUTICALS INC1.98%
INTUITIVE SURGICAL INC1.76%
MONOLITHIC POWER SYS INC1.58%
ARGENX SE SPONSORED ADR1.44%
SHOPIFY INC CL A1.40%
ADYEN NV1.39%
STRUCTURE THERAPEUTICS INC ADR1.28%
DOORDASH INC-A1.18%
PALANTIR TECHNOLOGIES INC1.18%
WESTINGHOUSE AIR BRAKE TECH CORP1.00%
Spotify Technology SA1.00%
COHERENT CORP0.99%
INSMED INC0.83%
OKTA INC CL A0.82%
ARM HOLDINGS LTD0.81%
APPLOVIN CORP0.78%
INTUIT INC0.61%
S&P GLOBAL INC0.56%
BLOOM ENERGY CORP CL A0.49%
KINSALE CAPITAL GROUP INC0.48%
AURORA INNOVATION INC0.48%
DOCUSIGN INC0.48%
CHIPOTLE MEXICAN GRILL INC0.47%
VERISK ANALYTICS INC0.42%
TECHNIPFMC PLC0.41%
HUBSPOT INC0.38%
PAYLOCITY HOLDING CORP0.33%
LAM RESEARCH CORP0.24%
OKLO INC0.19%
CAVA GROUP INC0.13%
Fixed Income Clearing Corp 3.66 02/02/20260.11%
FIGMA INC-CL A0.07%
SOLD ZAR/BOUGHT USD0.00%
State Street Navigator Securities Lending Portfolio II0.00%

GTOP (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP13.96%
ALPHABET INC CL C9.21%
TAIWAN SEMIC MFG CO LTD SP ADR4.88%
AMAZON.COM INC4.57%
META PLATFORMS INC CL A4.33%
MICROSOFT CORP4.30%
APPLE INC4.29%
BROADCOM INC3.36%
EQUINIX INC3.02%
APPLIED MATERIALS INC2.96%
TESLA INC2.93%
MICRON TECHNOLOGY INC2.61%
VISA INC-CLASS A2.60%
ADV MICRO DEVICE2.49%
KLA CORP2.38%
MOTOROLA SOLUTIONS INC2.21%
TEXAS INSTRUMENTS INC2.17%
MASTERCARD INC CL A2.10%
SHOPIFY INC CL A2.05%
SPOTIFY TECHNOLOGY SA1.89%
MARVELL TECHNOLOGY INC1.71%
APPLOVIN CORP1.69%
ARISTA NETWORKS INC1.67%
COHERENT CORP1.57%
DOORDASH INC-A1.45%
SAMSARA INC-CL A1.43%
EBAY INC1.38%
SNOWFLAKE INC CL A1.38%
DATADOG INC CL A1.27%
ALIBABA GROUP HOLDING LTD SPON ADR1.23%
MERCADOLIBRE INC1.20%
INTUIT INC1.09%
CADENCE DESIGN SYSTEMS INC1.05%
PALANTIR TECHNOLOGIES INC1.01%
MONEYMKT0.94%
CLOUDFLARE INC-A0.88%
ZSCALER INC0.74%

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