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AMRGX vs GSPFX

Shared holdings
22
AMRGX covered by GSPFX
32.09%
GSPFX covered by AMRGX
32.09%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AMRGX (April 30, 2026)

SecurityWeight
TERADYNE INC20.11%
APPLE INC8.66%
CATERPILLAR INC6.50%
ALPHABET INC CL A5.98%
CHEMED CORP5.17%
CISCO SYSTEMS INC4.89%
NVIDIA CORP4.72%
MICROSOFT CORP4.35%
AMGEN INC4.14%
CANADIAN PACIFIC KANSAS CITY LTD4.07%
WASTE MANAGEMENT INC3.98%
MIDDLEBY CORP3.57%
AMAZON.COM INC3.02%
HONEYWELL INTL INC2.25%
HOME DEPOT INC2.09%
EATON CORP PLC2.03%
FAIR ISAAC CORP1.68%
T-MOBILE US INC1.65%
BALCHEM CORP1.59%
HCA HEALTHCARE INC1.50%
GENERAL DYNAMICS CORPORATION1.45%
JOHNSON&JOHNSON1.42%
FREEPORT MCMORAN INC1.09%
TRACTOR SUPPLY CO.1.04%
LOCKHEED MARTIN CORP0.95%
MARKEL GROUP INC0.83%
CONOCOPHILLIPS0.44%
EXXON MOBIL CORP0.43%
BWX TECHNOLOGIES INC0.41%

GSPFX (March 31, 2026)

SecurityWeight
APPLE INC6.34%
NVIDIA CORP5.62%
MICROSOFT CORP5.51%
ALPHABET INC CL A4.84%
AMAZON.COM INC4.48%
META PLATFORMS INC CL A2.90%
LAM RESEARCH CORP1.89%
BERKSHIRE HATH-B1.68%
CISCO SYSTEMS INC1.40%
MICRON TECHNOLOGY INC1.38%
APPLIED MATERIALS INC1.37%
UNITEDHEALTH GRP1.34%
DREY-GVT CSH-I1.34%
JPMORGAN CHASE and CO1.29%
TESLA INC1.26%
T-MOBILE US INC1.24%
VERIZON COMMUNICATIONS INC1.23%
CATERPILLAR INC1.21%
WALT DISNEY CO/T1.08%
VISA INC-CLASS A0.96%
HONEYWELL INTL INC0.96%
EXXON MOBIL CORP0.94%
QUALCOMM INC0.93%
LOCKHEED MARTIN CORP0.92%
WELLTOWER INC0.92%
THE BOOKING HOLDINGS INC0.89%
NEWMONT CORP0.88%
ACCENTURE PLC CL A0.86%
JOHNSON&JOHNSON0.86%
DELL TECHNOLOGIES INC CL C0.86%
PFIZER INC0.82%
BRISTOL-MYERS SQUIBB CO0.82%
PEPSICO INC0.79%
MASTERCARD INC CL A0.75%
MCKESSON CORP0.74%
ALTRIA GROUP INC0.73%
HCA HEALTHCARE INC0.70%
ADOBE INC0.68%
GENERAL DYNAMICS CORPORATION0.62%
FEDEX CORP0.61%
UNITED PARCEL SERVICE INC CL B0.60%
AUTOMATIC DATA PROCESSING INC0.58%
MARSH & MCLENNAN0.58%
BANK OF AMERICA CORPORATION0.57%
GILEAD SCIENCES INC0.57%
JOHNSON CONTROLS INTERNATIONAL PLC0.54%
VALERO ENERGY CORP0.51%
ILLINOIS TOOL WORKS INC0.50%
COCA-COLA CO/THE0.49%
THE CIGNA GROUP0.48%

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