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EQTY vs NICSX

Shared holdings
12
EQTY covered by NICSX
27.43%
NICSX covered by EQTY
27.43%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

EQTY (Jan. 31, 2026)

SecurityWeight
INTERCONTINENTAL EXCHANGE INC4.73%
AMAZON.COM INC4.71%
PHILIP MORRIS INTL INC4.54%
ALPHABET INC CL C4.32%
BECTON DICKINSON and CO4.32%
AON PLC-CLASS A4.01%
SCHWAB CHARLES CORP3.95%
MICROSOFT CORP3.83%
VISA INC-CLASS A3.65%
THERMO FISHER SCIENTIFIC INC3.55%
PACCAR INC3.35%
META PLATFORMS INC CL A3.33%
MOTOROLA SOLUTIONS INC3.14%
ANALOG DEVICES INC3.02%
KEYSIGHT TECHNOLOGIES INC2.98%
CFD_EQS GSILGB2X BJXBP412.94%
Ashtead Group PLC2.89%
JACOBS SOLUTIONS INC2.83%
APPLIED MATERIALS INC2.54%
AMENTUM HOLDINGS INC2.47%
US ULTRA BOND CBT Sep252.46%
COOPER COS INC2.46%
SALESFORCE INC2.41%
WATERS CORP2.33%
LOWES COS INC2.13%
ADV MICRO DEVICE2.06%
COPART INC2.02%
ARISTA NETWORKS INC1.86%
BERKSHIRE HATH-B1.59%
Universal Music Group N.V. ADR1.50%
APPLE INC1.38%
DOLLAR TREE INC1.29%
RYAN SPECIALTY HOLDINGS INC1.27%
HAYWARD HOLDINGS INC0.99%
AMERICAN EXPRESS CO0.91%
CARMAX INC0.88%
FLOOR & DECOR-A0.72%
ALPHABET INC CL A0.60%
ABBOTT LABS0.05%

NICSX (April 30, 2026)

SecurityWeight
ALPHABET INC CL C7.04%
AMAZON.COM INC5.94%
NVIDIA CORP5.93%
APPLE INC4.62%
MICROSOFT CORP4.37%
BROADCOM INC2.60%
COSTCO WHOLESALE CORP2.20%
THERMO FISHER SCIENTIFIC INC1.97%
NETFLIX INC1.93%
TJX COS INC1.93%
ADV MICRO DEVICE1.90%
O'REILLY AUTOMOTIVE INC1.88%
META PLATFORMS INC CL A1.87%
HOME DEPOT INC1.85%
EATON CORP PLC1.85%
WASTE CONNECTIONS INC1.85%
S&P GLOBAL INC1.83%
TEXAS INSTRUMENTS INC1.78%
INTERCONTINENTAL EXCHANGE INC1.77%
AstraZeneca PLC ORD USD0.251.73%
JPMORGAN CHASE and CO1.68%
LILLY ELI and CO1.68%
SHERWIN WILLIAMS CO1.68%
SYNOPSYS INC1.68%
KLA CORP1.66%
VISA INC-CLASS A1.66%
JOHNSON CONTROLS1.65%
CADENCE DESIGN SYSTEMS INC1.65%
SANOFI SPON ADR1.62%
PALO ALTO NETWORKS INC1.59%
MASTERCARD INC CL A1.56%
STARBUCKS CORP1.54%
FASTENAL CO1.53%
VULCAN MATERIALS CO1.48%
LAM RESEARCH CORP1.47%
AON PLC-CLASS A1.45%
COCA-COLA CO/THE1.39%
US BANK MMDA - USBGFS 91.36%
MCDONALDS CORP1.35%
STRYKER CORP1.33%
CFD_EQS GSILGB2X BJXBP411.32%
SALESFORCE INC1.25%
BOSTON SCIENTIFIC CORP1.24%
CINTAS CORP1.17%
FRST AM-GV OB-X1.16%
SERVICENOW INC1.01%
ILLINOIS TOOL WORKS INC1.00%
FORTIVE CORP1.00%
ROPER TECHNOLOGIES INC1.00%
SNOWFLAKE INC CL A0.86%

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