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AFOS vs SGLC

Shared holdings
16
AFOS covered by SGLC
29.56%
SGLC covered by AFOS
29.56%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFOS (Feb. 27, 2026)

SecurityWeight
WESTERN DIGITAL CORP6.21%
MICRON TECHNOLOGY INC6.07%
LAM RESEARCH CORP5.91%
NEWMONT CORP5.60%
ALPHABET INC CL A4.75%
FRST AM-GV OB-X4.73%
FREEPORT MCMORAN INC4.44%
NVIDIA CORP4.19%
GE VERNOVA LLC3.74%
BOEING CO/THE3.65%
Ascendis Pharma A/S3.64%
VERTIV HOLDINGS CO3.53%
REGENERON PHARMACEUTICALS INC3.32%
MICROSOFT CORP3.30%
QUANTA SVCS INC3.17%
CRH PLC3.12%
MORGAN STANLEY2.95%
VISTRA CORP2.94%
PARKER HANNIFIN CORP2.85%
GENERAL MOTORS CO2.80%
LILLY ELI and CO2.58%
Eaton Corp PLC2.48%
BLACKSTONE INC2.40%
AMAZON.COM INC2.31%
RTX CORP2.17%
APPLE INC2.17%
MARATHON PETROLEUM CORP1.82%
SALESFORCE INC1.54%
BWX TECHNOLOGIES INC0.92%
Biohaven Ltd0.71%

SGLC (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP7.74%
APPLE INC6.71%
ALPHABET INC CL A5.72%
MICROSOFT CORP5.69%
AMAZON.COM INC3.92%
META PLATFORMS INC CL A3.07%
REGENERON PHARMACEUTICALS INC2.57%
Mount Vernon Liquid Assets Portfolio, LLC2.39%
MICRON TECHNOLOGY INC2.37%
BERKSHIRE HATH-B2.26%
EMCOR GROUP INC1.95%
LAM RESEARCH CORP1.92%
MASTERCARD INC CL A1.86%
BROADCOM INC1.82%
BANK OF AMERICA CORPORATION1.82%
NEWMONT CORP1.81%
CBRE GROUP INC - CL A1.80%
JPMORGAN CHASE and CO1.75%
THE BOOKING HOLDINGS INC1.69%
FOX CORPORATION B1.62%
LILLY ELI and CO1.41%
COLGATE-PALMOLIVE CO1.39%
FREEPORT MCMORAN INC1.28%
PROGRESSIVE CORP OHIO1.26%
DTE ENERGY CO1.19%
MERCK & CO1.11%
CINTAS CORP1.01%
MONSTER BEVERAGE CORP0.91%
CF INDUSTRIES HOLDINGS INC0.85%
RALPH LAUREN CORP0.83%
COSTCO WHOLESALE CORP0.76%
UNITED AIRLINES HOLDINGS INC0.68%
CATERPILLAR INC0.68%
ALLSTATE CORPORATION0.66%
INCYTE CORP0.66%
VERTEX PHARMACEUTICALS INC0.64%
TAPESTRY INC0.58%
PALANTIR TECHNOLOGIES INC0.57%
EVERGY INC0.54%
AUTOMATIC DATA PROCESSING INC0.52%
DECKERS OUTDOOR CORP0.52%
SANDISK CORPORATION0.51%
APPLIED MATERIALS INC0.46%
INTUITIVE SURGICAL INC0.43%
MARATHON PETROLEUM CORP0.43%
ANALOG DEVICES INC0.42%
FEDEX CORP0.40%
GENERAL ELECTRIC CO0.38%
CINCINNATI FINANCIAL CORP0.38%
SYSCO CORP0.37%

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