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ALLIX vs TCHP

Shared holdings
19
ALLIX covered by TCHP
56.52%
TCHP covered by ALLIX
56.52%

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.

ALLIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.59%
ALPHABET INC CL C9.47%
MICROSOFT CORP8.16%
AMAZON.COM INC7.53%
BROADCOM INC5.87%
META PLATFORMS INC CL A5.44%
VISA INC-CLASS A3.69%
LILLY ELI and CO3.11%
NETFLIX INC2.57%
TAIWAN SEMIC MFG CO LTD SP ADR2.23%
COSTCO WHOLESALE CORP2.12%
APPLE INC2.07%
MONSTER BEVERAGE CORP2.02%
HOME DEPOT INC1.83%
INTUITIVE SURGICAL INC1.48%
TEXAS INSTRUMENTS INC1.37%
VERTEX PHARMACEUTICALS INC1.35%
STRYKER CORP1.35%
MCKESSON CORP1.31%
SHERWIN WILLIAMS CO1.20%
ASML HOLDING-NY1.17%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio1.17%
VEEVA SYSTEMS-A1.15%
TJX COS INC1.12%
VERISK ANALYTICS INC1.09%
CHIPOTLE MEXICAN GRILL INC1.06%
CBOE GLOBAL MARKETS INC1.03%
CELSIUS HOLDINGS INC0.88%
QUALCOMM INC0.87%
METTLER-TOLEDO INTL INC0.84%
APPLIED MATERIALS INC0.80%
APPLOVIN CORP0.73%
CADENCE DESIGN SYSTEMS INC0.72%
ABBOTT LABS0.65%
PROGRESSIVE CORP OHIO0.65%
SAIA INC0.65%
OTIS WORLDWIDE CORP0.64%
FERRARI NV0.63%
INTUIT INC0.62%
TRACTOR SUPPLY CO.0.60%
SHOPIFY INC CL A0.56%
TEXAS ROADHOUSE INC0.54%
WATERS CORP0.53%
BROADRIDGE FINL0.51%
REDDIT INC-A0.51%
DEXCOM INC0.51%
UNITED RENTALS INC0.51%
UNITEDHEALTH GRP0.50%
ON HOLDING AG0.45%
MOTOROLA SOLUTIONS INC0.41%

TCHP (March 31, 2026)

SecurityWeight
NVIDIA CORP15.17%
MICROSOFT CORP10.26%
APPLE INC9.51%
AMAZON.COM INC6.62%
ALPHABET INC CL C5.83%
BROADCOM INC5.00%
META PLATFORMS INC CL A4.94%
CARVANA CO CL A3.51%
LILLY ELI and CO2.98%
VISA INC-CLASS A2.81%
TESLA INC2.75%
NETFLIX INC2.28%
MASTERCARD INC CL A2.21%
GENERAL ELECTRIC CO1.86%
ALPHABET INC CL A1.58%
INTUITIVE SURGICAL INC1.32%
ASML Holding NV - NY Reg Shares1.16%
SERVICENOW INC1.12%
CHUBB LTD1.06%
T-MOBILE US INC1.01%
GE VERNOVA LLC0.99%
ORACLE CORP0.89%
THE BOOKING HOLDINGS INC0.86%
SHOPIFY INC CL A0.79%
TAIWAN SEMIC MFG CO LTD SP ADR0.75%
MONOLITHIC POWER SYS INC0.65%
UNITEDHEALTH GRP0.62%
ROSS STORES INC0.60%
THERMO FISHER SCIENTIFIC INC0.58%
TJX COS INC0.56%
DANAHER CORP0.52%
SYNOPSYS INC0.49%
TE CONNECTIVITY0.49%
CONSTELLATION ENERGY CORP0.49%
State Street Navigator Securities Lending Portfolio II0.48%
MORGAN STANLEY0.47%
STRYKER CORP0.46%
GOLDMAN SACHS GROUP INC0.44%
CHIPOTLE MEXICAN GRILL INC0.44%
LINDE PLC0.40%
SEA LTD ADR0.39%
CROWDSTRIKE HOLDINGS INC0.37%
SHERWIN WILLIAMS CO0.36%
DOORDASH INC-A0.34%
COLGATE-PALMOLIVE CO0.34%
SCHWAB CHARLES CORP0.33%
ROPER TECHNOLOGIES INC0.32%
MARSH & MCLENNAN0.31%
TEXAS INSTRUMENTS INC0.30%
MOODYS CORP0.29%

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