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GCEAX vs SPGSX

Shared holdings
13
GCEAX covered by SPGSX
32.66%
SPGSX covered by GCEAX
32.66%

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.

GCEAX (March 31, 2026)

SecurityWeight
MICROSOFT CORP5.74%
NVIDIA CORP5.31%
TSMC5.14%
AMAZON.COM INC4.05%
SAMSUNG ELECTRONICS CO LTD3.61%
APPLE INC3.08%
THERMO FISHER SCIENTIFIC INC3.03%
OTIS WORLDWIDE CORP2.94%
FIDELITY NATIONAL FINL INC2.84%
ALPHABET INC CL C2.51%
APPLIED MATERIALS INC2.51%
CBOE GLOBAL MARKETS INC2.43%
META PLATFORMS INC CL A2.36%
VISA INC-CLASS A2.16%
CME GROUP INC CL A1.91%
PROCTER & GAMBLE1.89%
ANHEUSER-BUSCH INBEV SA/NV1.87%
DEXCOM INC1.81%
SERVICE CORP INTERNATIONAL INC1.77%
SHELL PLC1.77%
BLACKROCK INC1.75%
B3 SA1.67%
AIA Group Ltd1.65%
ICG PLC1.53%
ZOETIS INC CL A1.40%
ASTRAZENECA PLC1.39%
TENCENT HOLDINGS LTD1.35%
LEIDOS HOLDINGS INC1.34%
S&P GLOBAL INC1.32%
Compass Group PLC1.29%
SPOTIFY TECHNOLOGY SA1.27%
CBRE GROUP INC - CL A1.23%
NEWMONT CORP1.20%
DSV PANALPINA A S1.17%
SONY GROUP CORP1.16%
ELEVANCE HEALTH INC1.16%
SLB LTD1.12%
SCHNEIDER ELECTR1.10%
STRYKER CORP1.04%
EXPERIAN PLC COMMON STOCK USD.11.02%
MARRIOTT INTL-A1.00%
SIEMENS ENERGY AG0.93%
JULIUS BAER GROU0.93%
GOLDMAN SACHS GROUP INC0.92%
UBER TECHNOLOGIES INC0.89%
SALESFORCE INC0.88%
KONGSBERG GRUPP0.87%
ILLUMINA INC0.87%
Teck Resources Ltd0.78%
NOVOZYMES A S0.78%

SPGSX (March 31, 2026)

SecurityWeight
NVIDIA CORP14.91%
MICROSOFT CORP10.38%
AMAZON.COM INC6.11%
APPLE INC5.04%
META PLATFORMS INC CL A4.92%
BROADCOM INC4.74%
ALPHABET INC CL C4.10%
LILLY ELI and CO3.54%
ALPHABET INC CL A3.53%
VISA INC-CLASS A2.97%
State Street Navigator Securities Lending Portfolio II2.94%
VANGUARD INF T E2.80%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND2.80%
APPLIED MATERIALS INC2.11%
ADV MICRO DEVICE2.10%
S&P GLOBAL INC1.91%
HOME DEPOT INC1.78%
SERVICENOW INC1.75%
MASTERCARD INC CL A1.52%
UBER TECHNOLOGIES INC1.42%
EATON CORP PLC1.41%
SYNOPSYS INC1.41%
EQUINIX INC1.28%
AMPHENOL CORPORATION CL A1.27%
MONSTER BEVERAGE CORP1.14%
DEXCOM INC1.13%
ASTRAZENECA PLC1.13%
PARKER HANNIFIN CORP1.08%
SALESFORCE INC1.02%
UNITED RENTALS INC1.02%
MONGODB INC CL A1.02%
REPLIGEN CORP1.01%
INTUITIVE SURGICAL INC1.00%
CROWDSTRIKE HOLDINGS INC1.00%
EMERSON ELECTRIC CO0.95%
MARTIN MAR MTLS0.90%
TESLA INC0.84%

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