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GCAD vs NATO

Shared holdings
32
GCAD covered by NATO
43.25%
NATO covered by GCAD
43.25%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GCAD (March 31, 2026)

SecurityWeight
ALBANY INTL CORP5.95%
BOEING CO/THE5.94%
LOCKHEED MARTIN CORP5.85%
NORTHROP GRUMMAN CORP5.80%
MOOG INC-CLASS A5.32%
HEXCEL CORPORATION4.59%
TEXTRON INC4.59%
HONEYWELL INTL INC4.22%
DUCOMMUN INC3.87%
L3HARRIS TECHNOLOGIES INC3.61%
MERCURY SYSTEMS INC2.91%
GENERAL DYNAMICS CORPORATION2.87%
HOWMET AEROSPACE INC2.77%
CURTISS WRIGHT CORPORATION2.73%
ASTRONICS CORP2.34%
CRANE CO2.29%
TRANSDIGM GROUP INC2.21%
WOODWARD INC2.19%
ATI INC2.09%
RTX CORP1.94%
INNOVATIVE SOLUT and SUPP INC1.65%
AAR CORP1.59%
ECHOSTAR CORP CL A1.48%
GENERAL ELECTRIC CO1.45%
U.S. Treasury Bills1.37%
CAE INC1.34%
HEICO CORP1.24%
REDWIRE CORP1.21%
LEONARDO DRS INC1.14%
CARPENTER TECHNOLOGY CORP1.13%
HUNTINGTON INGALLS INDUSTRIES INC1.11%
STANDARDAERO INC1.00%
FIREFLY AEROSPACE INC0.94%
RHEINMETALL AG0.89%
LEIDOS HOLDINGS INC0.86%
MTU AERO ENGINES0.82%
SENIOR PLC0.79%
ELBIT SYSTEMS LTD0.78%
KRATOS DEFENSE and SEC SOLTN INC0.76%
PALANTIR TECHNOLOGIES INC0.70%
BWX TECHNOLOGIES INC0.60%
AEROEDGE CO LTD0.55%
CADRE HOLDINGS I0.54%
PARK AEROSPACE CORP0.53%
YORK SPACE SYSTE0.47%
U.S. Treasury Bills0.43%
U.S. Treasury Bills0.38%
NEW HORIZON AIRCRAFT LTD CL A0.13%
KARMAN HOLDINGS INC0.04%

NATO (March 31, 2026)

SecurityWeight
RTX CORP8.76%
GENERAL ELECTRIC CO7.40%
BOEING CO/THE7.02%
ROLLS-ROYCE HOLDINGS PLC5.87%
LOCKHEED MARTIN CORP5.77%
HONEYWELL INTL INC5.39%
SAFRAN SA5.24%
Airbus SE5.08%
NORTHROP GRUMMAN CORP4.72%
HOWMET AEROSPACE INC4.45%
BAE SYSTEMS PLC4.26%
RHEINMETALL AG3.71%
GENERAL DYNAMICS CORPORATION3.68%
L3HARRIS TECHNOLOGIES INC3.13%
TRANSDIGM GROUP INC3.10%
ROCKET LAB CORP1.52%
AXON ENTERPRISE INC1.51%
TELEDYNE TECHNOLOGIES INC1.36%
LEONARDO SPA1.28%
CURTISS WRIGHT CORPORATION1.24%
THALES SA1.22%
FTAI AVIATION LTD1.21%
SAAB AB-B0.95%
MTU AERO ENGINES0.93%
BWX TECHNOLOGIES INC0.91%
TEXTRON INC0.76%
BOMBARDIER INC-B0.74%
HUNTINGTON INGALLS INDUSTRIES INC0.70%
KRATOS DEFENSE and SEC SOLTN INC0.57%
HEICO CORP0.54%
FIRST AM-TR OB-X0.45%
ASELSAN0.41%
MELROSE INDUSTRI0.41%
CRANE CO0.40%
MOOG INC-CLASS A0.39%
DASSAULT AVIATION SA0.31%
HEXCEL CORPORATION0.30%
KARMAN HOLDINGS INC0.30%
AEROVIRONMENT INC0.26%
HENSOLDT AG0.26%
RENK GROUP AG0.23%
MIRION TECHNOLOGIES INC-A0.21%
JOBY AVIATION INC0.21%
AAR CORP0.20%
OSI SYSTEMS INC0.20%
MERCURY SYSTEMS INC0.18%
AMENTUM HOLDINGS INC0.18%
QINETIQ GROUP PLC COMMON STOCK0.14%
ARCHER AVIATION INC A0.13%
SATELLOGIC INC-A0.12%

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