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AFOCX vs HSTAX

Shared holdings
16
AFOCX covered by HSTAX
34.82%
HSTAX covered by AFOCX
34.82%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFOCX (Feb. 28, 2026)

SecurityWeight
LOCKHEED MARTIN CORP4.58%
LAM RESEARCH CORP4.28%
KLA CORP3.93%
COSTCO WHOLESALE CORP3.91%
CATERPILLAR INC3.83%
ILLINOIS TOOL WORKS INC3.74%
META PLATFORMS INC CL A3.67%
ATMOS ENERGY CORP3.53%
PROCTER & GAMBLE3.49%
ARISTA NETWORKS INC3.44%
SLB LTD3.44%
MASTERCARD INC CL A3.33%
NETFLIX INC3.30%
NVIDIA CORP3.19%
MERCK & CO3.19%
APPLIED MATERIALS INC2.92%
TJX COS INC2.91%
CHIPOTLE MEXICAN GRILL INC2.88%
NIKE INC CL B2.80%
APPLE INC2.79%
QUALCOMM INC2.79%
VISA INC-CLASS A2.76%
MSILF Treasury Portfolio, Class Institutional2.74%
ALPHABET INC CL A2.69%
LINDE PLC2.62%
LILLY ELI and CO2.57%
JOHNSON&JOHNSON2.56%
MICROSOFT CORP2.53%
UNITEDHEALTH GRP2.49%
AUTOMATIC DATA PROCESSING INC2.48%
ADOBE INC2.47%
ACCENTURE PLC-A2.15%

HSTAX (March 31, 2026)

SecurityWeight
MICROSOFT CORP5.02%
BROADCOM INC5.00%
LILLY ELI and CO4.07%
MASTERCARD INC CL A3.57%
APPLE INC3.42%
NORTHROP GRUMMAN CORP3.14%
VISA INC-CLASS A3.12%
TEXAS INSTRUMENTS INC2.94%
WELLS FARGO & CO2.82%
HONEYWELL INTL INC2.74%
NIKE INC CL B2.69%
HOME DEPOT INC2.66%
LINDE PLC2.59%
TJX COS INC2.59%
KLA CORP2.47%
BLACKROCK INC2.44%
STRYKER CORP2.31%
MERCK & CO2.16%
DANAHER CORP2.15%
MARSH & MCLENNAN2.13%
CHUBB LTD2.12%
AUTOMATIC DATA PROCESSING INC2.00%
AMERICAN EXPRESS CO1.97%
JOHNSON&JOHNSON1.93%
S&P GLOBAL INC1.89%
CAN NATL RAILWAY1.76%
MCDONALDS CORP1.75%
COCA-COLA CO/THE1.70%
PROCTER & GAMBLE1.67%
CATERPILLAR INC1.57%
AMPHENOL CORPORATION CL A1.53%
TRANE TECHNOLOGIES PLC1.52%
KROGER CO1.51%
ABBOTT LABS1.45%
QUALCOMM INC1.44%
ALPHABET INC CL A1.32%
AMETEK INC NEW1.12%
EXXON MOBIL CORP1.09%
ELEVANCE HEALTH INC1.08%
DEERE & CO1.03%
MARRIOTT INTL-A1.01%
META PLATFORMS INC CL A1.00%
ACCENTURE PLC CL A0.94%
ZOETIS INC CL A0.93%
PEPSICO INC0.88%
INTUIT INC0.88%
COLGATE-PALMOLIVE CO0.85%
UNILEVER PLC0.71%
WALMART INC0.61%
AMERICAN WATER WRKS COMPANY0.51%

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