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AGIX vs IVES

Shared holdings
17
AGIX covered by IVES
37.27%
IVES covered by AGIX
37.27%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AGIX (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep256.33%
NVIDIA CORP5.29%
MICROSOFT CORP4.04%
META PLATFORMS INC CL A3.69%
ALPHABET INC CL A3.40%
APPLE INC COMMON STOCK3.33%
BROADCOM INC3.13%
TSMC2.90%
PUT Amazon.com, Inc. 01/02/2026 P2052.83%
TESLA INC2.30%
PALANTIR TECHNOLOGIES INC2.12%
NETFLIX INC2.09%
ORACLE CORP2.01%
CLOUDFLARE INC-A1.96%
SERVICENOW INC1.95%
Yandex NV1.94%
NEXTERA ENERGY INC1.80%
SHOPIFY INC CL A1.75%
VERTIV HOLDINGS CO1.74%
SK HYNIX INC1.73%
FLEX LTD1.70%
SALESFORCE INC1.69%
SAMSUNG ELECTRONICS CO LTD1.69%
CIENA CORP1.68%
DATADOG INC CL A1.58%
Common Stock1.54%
CONSTELLATION ENERGY CORP1.52%
ASML Holding NV1.52%
TWILIO INC CLASS A1.51%
Common Stock1.49%
COREWEAVE INC1.44%
SNOWFLAKE INC CL A1.42%
TERAWULF INC1.42%
SAMSARA INC-CL A1.41%
CIRCLE INTERNET GROUP INC A1.37%
ARISTA NETWORKS INC COMMON STOCK1.31%
SAP SE1.30%
SYNOPSYS INC1.28%
ROBLOX CORP - A1.20%
ASTERA LABS INC1.19%
RIOT PLATFORMS INC1.17%
HUT 8 CORP1.16%
MICRON TECHNOLOGY INC1.11%
TEMPUS AI INC-A1.04%
PURE STORAGE INC CL A1.00%
APPLIED DIGITAL CORP COMMON STOCK0.95%
DUOLINGO INC0.89%
TE CONNECTIVITY0.88%
MEDIATEK0.87%
REDDIT INC-A0.86%

IVES (April 30, 2026)

SecurityWeight
ADV MICRO DEVICE6.32%
BROADCOM INC5.44%
AMAZON.COM INC5.41%
ALPHABET INC CL A5.37%
TAIWAN SEMIC MFG CO LTD SP ADR4.94%
NVIDIA CORP4.83%
APPLE INC4.71%
MICRON TECHNOLOGY INC4.65%
MICROSOFT CORP4.43%
GE VERNOVA LLC4.24%
META PLATFORMS INC CL A4.17%
TESLA INC4.05%
ORACLE CORP3.44%
ALIBABA GROUP HOLDING LTD SPON ADR3.39%
PALANTIR TECHNOLOGIES INC3.22%
PALO ALTO NETWORKS INC3.00%
INTL BUS MACH CORP3.00%
SHOPIFY INC CL A2.83%
SALESFORCE INC2.72%
CROWDSTRIKE HOLDINGS INC2.67%
COREWEAVE INC2.55%
Nebius Group NV, Class A2.20%
SERVICENOW INC2.10%
SNOWFLAKE INC CL A1.73%
IREN LTD1.69%
MONGODB INC CL A1.68%
OKLO INC1.67%
ZSCALER INC1.39%
INNODATA INC1.00%
PEGASYSTEMS INC0.99%
Short-Term Investment0.15%

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