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CGCIX vs SPXUX

Shared holdings
24
CGCIX covered by SPXUX
25.32%
SPXUX covered by CGCIX
25.32%

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.

CGCIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP5.36%
State Street Navigator Securities Lending Government Money Market Portfolio5.35%
ALPHABET INC CL A4.60%
TSMC3.61%
Boeing Co. (The), Conv. Pfd.3.22%
SAMSUNG ELECTRONICS CO LTD2.66%
Alibaba Group Holding Ltd.2.54%
Iberdrola Finanzas SA, Series IBE2.19%
AMAZON.COM INC1.86%
ASML Holding NV1.67%
UNICREDIT SPA1.65%
MICROSOFT CORP1.56%
GOLDMAN SACHS GROUP INC1.54%
AST SPACEMOBILE INC CONV 2.375% 10/15/2032 144A1.52%
LILLY ELI and CO1.46%
HEIDELBERG MATERIALS AG COMMON STOCK1.43%
TESLA INC1.39%
BROADCOM INC1.31%
ROLLS-ROYCE HOLDINGS PLC1.29%
CYBR 0 06/15/301.29%
GE VERNOVA LLC1.24%
SINGAPORE TELECO (LOT SIZE 100)1.24%
LIGAND PHARMACEUTICALS INC CONV 0.75% 10/01/2030 144A1.16%
PHILIP MORRIS INTL INC1.08%
PPL Capital Funding, Inc., Convertible1.08%
EXXON MOBIL CORP1.03%
SIEMENS AG-REG1.02%
SOC GENERALE SA1.01%
HITACHI LTD1.00%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A1.00%
Rohm Co Ltd0.99%
WELLS FARGO & CO0.99%
JOHNSON&JOHNSON0.99%
Lumentum Holdings Inc., Conv.0.99%
BWX Technologies, Inc., Convertible0.98%
HYUNDAI MOTOR CO0.98%
BANCO SANTANDER SA0.95%
Duke Energy Corporation, Convertible0.95%
WASTE MANAGEMENT INC0.95%
ASTRAZENECA PLC0.92%
CNP 3 08/01/280.92%
Euronext NV0.91%
CITIGROUP INC0.91%
SOUTHERN CO/THE SR UNSECURED 06/27 4.50.90%
JPMORGAN CHASE and CO0.88%
ALAMOS GOLD INC A0.88%
WOLFSPEED INC0.87%
RHEINMETALL AG0.86%
Saipem SpA0.85%
First Majestic Silver Corp.0.85%

SPXUX (March 31, 2026)

SecurityWeight
NVIDIA CORP7.46%
APPLE INC6.40%
ALPHABET INC CL A6.01%
MICROSOFT CORP4.72%
AMAZON.COM INC3.74%
META PLATFORMS INC CL A2.47%
BROADCOM INC2.39%
TESLA INC1.91%
BERKSHIRE HATH-B1.82%
WALMART INC1.69%
LILLY ELI and CO1.58%
JPMORGAN CHASE and CO1.40%
EXXON MOBIL CORP1.31%
VISA INC-CLASS A1.05%
JOHNSON&JOHNSON0.98%
NETFLIX INC0.83%
MASTERCARD INC CL A0.82%
COSTCO WHOLESALE CORP0.77%
CHEVRON CORP0.76%
BANK OF AMERICA CORPORATION0.65%
MICRON TECHNOLOGY INC0.64%
ORACLE CORP0.64%
ABBVIE INC0.63%
PROCTER & GAMBLE0.62%
ADV MICRO DEVICE0.59%
PALANTIR TECHNOLOGIES INC0.58%
CATERPILLAR INC0.58%
COCA-COLA CO/THE0.56%
CISCO SYSTEMS INC0.56%
GENERAL ELECTRIC CO0.54%
HOME DEPOT INC0.53%
MERCK & CO0.51%
APPLIED MATERIALS INC0.49%
LAM RESEARCH CORP0.48%
WELLS FARGO & CO0.47%
PHILIP MORRIS INTL INC0.46%
RTX CORP0.46%
T-MOBILE US INC0.43%
GOLDMAN SACHS GROUP INC0.43%
MORGAN STANLEY0.43%
UNITEDHEALTH GRP0.41%
GE VERNOVA LLC0.40%
INTL BUS MACH CORP0.38%
AMERICAN EXPRESS CO0.37%
AT&T INC0.36%
PEPSICO INC0.36%
MCDONALDS CORP0.35%
VERIZON COMMUNICATIONS INC0.35%
INTEL CORP0.35%
KLA CORP0.35%

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