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ACFSX vs Growth Stock Portfolio
Shared holdings
14
ACFSX covered by B
45.13%
B covered by ACFSX
45.13%
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)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 18.92% | |
| ALPHABET INC CL C | 17.45% | |
| AMAZON.COM INC | 10.29% | |
| TESLA INC | 7.56% | |
| MICROSOFT CORP | 4.07% | |
| ROCKET LAB CORP | 3.26% | |
| Ascendis Pharma A/S | 3.09% | |
| NETFLIX INC | 2.88% | |
| CADENCE DESIGN SYSTEMS INC | 2.76% | |
| MASTERCARD INC CL A | 2.35% | |
| ALNYLAM PHARMACEUTICALS INC | 2.12% | |
| REGENERON PHARMACEUTICALS INC | 1.98% | |
| INTUITIVE SURGICAL INC | 1.76% | |
| MONOLITHIC POWER SYS INC | 1.58% | |
| ARGENX SE SPONSORED ADR | 1.44% | |
| SHOPIFY INC CL A | 1.40% | |
| ADYEN NV | 1.39% | |
| STRUCTURE THERAPEUTICS INC ADR | 1.28% | |
| DOORDASH INC-A | 1.18% | |
| PALANTIR TECHNOLOGIES INC | 1.18% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 1.00% | |
| Spotify Technology SA | 1.00% | |
| COHERENT CORP | 0.99% | |
| INSMED INC | 0.83% | |
| OKTA INC CL A | 0.82% | |
| ARM HOLDINGS LTD | 0.81% | |
| APPLOVIN CORP | 0.78% | |
| INTUIT INC | 0.61% | |
| S&P GLOBAL INC | 0.56% | |
| BLOOM ENERGY CORP CL A | 0.49% | |
| KINSALE CAPITAL GROUP INC | 0.48% | |
| AURORA INNOVATION INC | 0.48% | |
| DOCUSIGN INC | 0.48% | |
| CHIPOTLE MEXICAN GRILL INC | 0.47% | |
| VERISK ANALYTICS INC | 0.42% | |
| TECHNIPFMC PLC | 0.41% | |
| HUBSPOT INC | 0.38% | |
| PAYLOCITY HOLDING CORP | 0.33% | |
| LAM RESEARCH CORP | 0.24% | |
| OKLO INC | 0.19% | |
| CAVA GROUP INC | 0.13% | |
| Fixed Income Clearing Corp 3.66 02/02/2026 | 0.11% | |
| FIGMA INC-CL A | 0.07% | |
| SOLD ZAR/BOUGHT USD | 0.00% | |
| State Street Navigator Securities Lending Portfolio II | 0.00% |
Growth Stock Portfolio (March 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 16.81% | |
| APPLE INC | 9.24% | |
| MICROSOFT CORP | 8.27% | |
| AMAZON.COM INC | 6.75% | |
| ALPHABET INC CL C | 6.19% | |
| META PLATFORMS INC CL A | 5.03% | |
| BROADCOM INC | 5.03% | |
| CARVANA CO CL A | 3.56% | |
| LILLY ELI and CO | 3.00% | |
| VISA INC-CLASS A | 2.82% | |
| TESLA INC | 2.79% | |
| NETFLIX INC | 2.31% | |
| MASTERCARD INC CL A | 2.23% | |
| GENERAL ELECTRIC CO | 1.87% | |
| ALPHABET INC CL A | 1.59% | |
| INTUITIVE SURGICAL INC | 1.33% | |
| ASML HOLDING-NY | 1.18% | |
| SERVICENOW INC | 1.12% | |
| CHUBB LTD | 1.07% | |
| T-MOBILE US INC | 1.01% | |
| GE VERNOVA LLC | 0.99% | |
| ORACLE CORP | 0.90% | |
| THE BOOKING HOLDINGS INC | 0.88% | |
| SHOPIFY INC CL A | 0.80% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.75% | |
| MONOLITHIC POWER SYS INC | 0.66% | |
| UNITEDHEALTH GRP | 0.62% | |
| ROSS STORES INC | 0.60% | |
| THERMO FISHER SCIENTIFIC INC | 0.58% | |
| TJX COS INC | 0.56% | |
| DANAHER CORP | 0.53% | |
| TE CONNECTIVITY PLC | 0.50% | |
| CONSTELLATION ENERGY CORP | 0.49% | |
| SYNOPSYS INC | 0.49% | |
| MORGAN STANLEY | 0.48% | |
| STRYKER CORP | 0.46% | |
| GOLDMAN SACHS GROUP INC | 0.45% | |
| CHIPOTLE MEXICAN GRILL INC | 0.44% | |
| LINDE PLC | 0.39% | |
| SEA LTD ADR | 0.39% | |
| SHERWIN WILLIAMS CO | 0.37% | |
| CROWDSTRIKE HOLDINGS INC | 0.36% | |
| COLGATE-PALMOLIVE CO | 0.35% | |
| DOORDASH INC-A | 0.33% | |
| SCHWAB CHARLES CORP | 0.33% | |
| ROPER TECHNOLOGIES INC | 0.32% | |
| MARSH & MCLENNAN | 0.32% | |
| MOODYS CORP | 0.30% | |
| PALANTIR TECHNOLOGIES INC | 0.29% | |
| TEXAS INSTRUMENTS INC | 0.29% |
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