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GCAD vs VINAX

Shared holdings
33
GCAD covered by VINAX
19.51%
VINAX covered by GCAD
19.51%

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%

VINAX (Feb. 28, 2026)

SecurityWeight
GENERAL ELECTRIC CO5.11%
CATERPILLAR INC4.90%
RTX CORP3.82%
GE VERNOVA LLC3.35%
BOEING CO/THE2.50%
DEERE & CO2.28%
HONEYWELL INTL INC2.18%
UBER TECHNOLOGIES INC2.11%
EATON CORP PLC2.06%
LOCKHEED MARTIN CORP1.95%
UNION PACIFIC CORP1.89%
PARKER HANNIFIN CORP1.80%
TRANE TECHNOLOGI1.45%
HOWMET AEROSPACE INC1.42%
NORTHROP GRUMMAN CORP1.39%
WASTE MANAGEMENT INC1.37%
JOHNSON CONTROLS1.33%
VERTIV HOLDINGS CO1.30%
3M CO1.24%
AUTOMATIC DATA PROCESSING INC1.22%
FEDEX CORP1.22%
UNITED PARCEL SERVICE INC CL B1.20%
EMERSON ELECTRIC CO1.20%
QUANTA SVCS INC1.18%
GENERAL DYNAMICS CORPORATION1.15%
ILLINOIS TOOL WORKS INC1.13%
CUMMINS INC1.13%
CSX CORP1.12%
TRANSDIGM GROUP INC1.03%
CINTAS CORP1.02%
NORFOLK SOUTHERN CORP0.99%
L3HARRIS TECHNOLOGIES INC0.96%
PACCAR INC0.93%
AMETEK INC NEW0.78%
UNITED RENTALS INC0.76%
FASTENAL CO0.74%
WW GRAINGER INC0.73%
FERGUSON ENTERPRISES INC0.72%
COMFORT SYSTEMS USA INC0.71%
REPUBLIC SVCS0.71%
CARRIER GLOBAL CORP0.70%
ROCKWELL AUTOMATION INC0.65%
WESTINGHOUSE AIR BRAKE TECH CORP0.64%
DELTA AIR LI0.60%
AXON ENTERPRISE INC0.57%
WASTE CONNECTIONS INC0.56%
OLD DOMINION FRT0.54%
INGERSOLL RAND INC0.53%
OTIS WORLDWIDE CORP0.51%
COPART INC0.49%

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