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GARY vs GARP

Shared holdings
17
GARY covered by GARP
36.09%
GARP covered by GARY
36.09%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 37 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GARY (April 30, 2026)

SecurityWeight
Common Stock8.68%
NVIDIA CORP6.01%
ASML Holding NV - NY Reg Shares5.82%
APPLIED MATERIALS INC COMMON STOCK5.65%
LAM RESEARCH CORP4.89%
KLA CORP4.82%
MICROSOFT CORP4.57%
TAIWAN SEMIC MFG CO LTD SP ADR4.27%
PALANTIR TECHNOLOGIES INC4.08%
SERVICENOW INC3.41%
LILLY ELI and CO3.07%
UNITEDHEALTH GRP2.91%
ARISTA NETWORKS INC COMMON STOCK2.88%
PUT Amazon.com, Inc. 01/02/2026 P2052.82%
ALPHABET INC CL A2.81%
EQUINIX INC2.65%
HCA HEALTHCARE INC2.57%
NETFLIX INC2.50%
PALO ALTO NETWORKS INC2.38%
VISA INC-CLASS A2.37%
ORACLE CORP2.30%
CROWDSTRIKE HOLDINGS INC2.24%
COSTCO WHOLESALE CORP2.24%
META PLATFORMS INC CL A2.19%
INTUITIVE SURGICAL INC2.15%
HOME DEPOT INC2.07%
BROADCOM INC1.88%
HOWMET AEROSPACE INC1.26%
TRAVELERS COS INC/THE COMMON STOCK1.19%
BANK OF AMERICA CORP COMMON STOCK1.03%
STRYKER CORP0.63%
IONQ INC0.34%
QUANTUM CORP0.30%
RIGETTI COMPUTING INC A0.28%
QUANTUM COMPUTING INC0.26%
D-WAVE QUANTUM INC0.26%
ARQIT QUANTUM INC COMMON STOCK0.21%

GARP (March 31, 2026)

SecurityWeight
APPLE INC5.04%
NVIDIA CORP4.94%
MICROSOFT CORP4.89%
LAM RESEARCH CORP4.76%
META PLATFORMS INC CL A4.69%
VISA INC-CLASS A3.29%
ALPHABET INC CL A3.20%
KLA CORP3.16%
AMPHENOL CORPORATION CL A3.03%
LILLY ELI and CO2.86%
UBER TECHNOLOGIES INC2.57%
MICRON TECHNOLOGY INC2.48%
FORTINET INC2.36%
BROADCOM INC2.28%
ADV MICRO DEVICE2.16%
ADOBE INC2.00%
ALPHABET INC CL C1.78%
ORACLE CORP1.66%
MASTERCARD INC CL A1.64%
NETFLIX INC1.51%
AMAZON.COM INC1.29%
AMERICAN EXPRESS CO1.29%
ROYAL CARIBBEAN CRUISES LTD1.29%
ARISTA NETWORKS INC1.29%
SCHWAB CHARLES CORP1.23%
GENERAL ELECTRIC CO1.16%
PALANTIR TECHNOLOGIES INC1.09%
QUANTA SVCS INC1.06%
AUTODESK INC0.99%
AIRBNB INC CLASS A0.98%
COMFORT SYSTEMS USA INC0.88%
IDEXX LABS INC0.81%
HOWMET AEROSPACE INC0.80%
NEWMONT CORP0.76%
BOSTON SCIENTIFIC CORP0.72%
SERVICENOW INC0.71%
VERTIV HOLDINGS CO0.71%
DIAMONDBACK ENERGY INC0.67%
GE VERNOVA LLC0.61%
EMCOR GROUP INC0.60%
VALERO ENERGY CORP0.58%
JABIL INC0.55%
MARVELL TECHNOLOGY INC0.55%
CITIGROUP INC0.52%
DOORDASH INC-A0.52%
MONOLITHIC POWER SYS INC0.51%
EQT CORPORATION0.51%
NRG ENERGY INC0.51%
EXPEDIA INC0.49%
COTERRA ENERGY INC0.48%

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