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CAPTX vs AMRGX

Shared holdings
3
CAPTX covered by AMRGX
11.68%
AMRGX covered by CAPTX
11.68%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 19 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CAPTX (April 30, 2026)

SecurityWeight
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND7.64%
CATERPILLAR INC7.44%
World Gold Trust SPDR GLD MINIS7.23%
MICRON TECHNOLOGY INC6.79%
State Street Communication Services Select Sector SPDR ETF6.35%
ANALOG DEVICES INC6.09%
INVESCO FOOD & B6.03%
WILLIAMS COS INC5.18%
MSILF-GOVT-INS5.05%
ISHARES SELECT DIVIDEND ETF MUTUAL FUND4.97%
ISHARES MSCI SWITZERLAND ETF4.82%
INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND4.77%
HILTON WORLDWIDE HOLDINGS INC4.60%
CME GROUP INC CL A4.52%
ProShares Short FTSE China 50 USD Class3.81%
GILEAD SCIENCES INC3.77%
WASTE MANAGEMENT INC3.73%
GENERAL DYNAMICS CORPORATION3.63%
ProShares Short Real Estate3.59%

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%

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