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GLRY vs GFLW

Shared holdings
9
GLRY covered by GFLW
16.56%
GFLW covered by GLRY
16.56%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

GLRY (Feb. 28, 2026)

SecurityWeight
KLA CORP4.95%
CURTISS WRIGHT CORPORATION4.91%
AMPHENOL CORPORATION CL A4.82%
BWX TECHNOLOGIES INC4.58%
EMCOR GROUP INC4.34%
MONOLITHIC POWER SYS INC4.29%
BROADCOM INC4.19%
NRG ENERGY INC4.14%
FLOWSERVE CORP4.00%
INTERDIGITAL INC3.83%
UNITED THERAPEUTICS CORP DEL3.63%
CASEY'S GENERAL3.55%
APPLOVIN CORP3.53%
TEXAS PACIFIC LAND CORP3.51%
BRADY CORPORATION CL A2.88%
OMEGA HEALTHCARE INVESTORS INC2.83%
AUTONATION INC2.75%
COMFORT SYSTEMS USA INC2.61%
OLD REPUBLIC INTL CORP2.44%
REINSURANCE GROUP OF AMERICA2.41%
ENCOMPASS HEALTH CORP2.37%
SEI INVESTMENTS2.31%
ACM RESEARCH INC-CLASS A2.27%
NEWMONT CORP2.23%
BJS WHSL CLUB HLDGS INC1.96%
GROUP 1 AUTOMOTIVE INC1.92%
MURPHY USA INC1.90%
EXELIXIS INC1.90%
FEDERATED HERMES INC1.81%
TKO GROUP HOLDINGS INC1.80%
KINSALE CAPITAL GROUP INC1.78%
MUELLER INDUSTRIES INC1.74%
DILLARDS INC CL A1.65%
BBH SWEEP VEHICLE0.16%

GFLW (March 31, 2026)

SecurityWeight
NVIDIA CORP3.62%
NEWMONT CORP3.54%
BROADCOM INC3.50%
GE VERNOVA LLC3.14%
SANDISK CORPORATION2.90%
LAM RESEARCH CORP2.69%
APPLIED MATERIALS INC2.51%
CARDINAL HEALTH INC2.27%
VERTIV HOLDINGS CO2.14%
ROSS STORES INC2.13%
AMPHENOL CORPORATION CL A2.08%
COMFORT SYSTEMS USA INC2.01%
KLA CORP1.91%
TJX COS INC1.88%
EMCOR GROUP INC1.87%
COEUR MINING INC1.85%
PALANTIR TECHNOLOGIES INC1.71%
NEW YORK TIMES CO CL A1.55%
ADOBE INC1.49%
MONSTER BEVERAGE CORP1.47%
MCKESSON CORP1.45%
CENCORA INC1.44%
Viking Holdings Ltd1.44%
STERLING INFRASTRUCTURE INC1.38%
SALESFORCE INC1.34%
MONOLITHIC POWER SYS INC1.22%
ARISTA NETWORKS INC1.21%
WAYFAIR INC- A1.20%
RALPH LAUREN CORP1.20%
NEXTRACKER INC CL A1.18%
CARVANA CO CL A1.18%
IES HOLDINGS INC1.12%
APPLOVIN CORP1.11%
INCYTE CORP1.07%
MARRIOTT INTL-A1.05%
LULULEMON ATHLETICA INC1.05%
TRANE TECHNOLOGI1.01%
HILTON WORLDWIDE HOLDINGS INC0.97%
WORKDAY INC CL A0.96%
LILLY ELI and CO0.96%
GODADDY INC CL A0.89%
ATLASSIAN CORP PLC CLS A0.89%
NETFLIX INC0.88%
MEDPACE HOLDINGS INC0.84%
CREDO TECHNOLOGY0.82%
INTUIT INC0.81%
SERVICENOW INC0.78%
ALNYLAM PHARMACEUTICALS INC0.78%
PINTEREST INC CL A0.77%
THE BOOKING HOLDINGS INC0.70%

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