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GTCAX vs SENCX

Shared holdings
8
GTCAX covered by SENCX
21.60%
SENCX covered by GTCAX
21.60%

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.

GTCAX (March 31, 2026)

SecurityWeight
ALPHABET INC CL C8.17%
SOFTBANK GROUP CORP7.90%
T-MOBILE US INC6.27%
MILLICOM INTL CELL SA6.10%
META PLATFORMS INC CL A5.43%
DEUTSCHE TELEKOM5.01%
PROSUS NV4.40%
TELEPHONE & DATA4.28%
ROGERS COMMUNICATIONS INC COMMON STOCK3.91%
ANTERIX INC3.63%
MICROSOFT CORP3.01%
US CELLULAR CORP2.50%
ECHOSTAR CORP CL A2.06%
AT&T INC1.97%
Vodafone Group Public Limited Company1.73%
EQUINIX INC1.73%
MTN GROUP LTD1.72%
AMAZON.COM INC1.70%
BOLLORE SE1.65%
KINNEVIK AB - B1.62%
TELESAT CORP COMMON STOCK1.57%
APPLE INC1.55%
Manchester United plc, Class A1.46%
VNV Global AB (publ)1.31%
VERIZON COMMUNICATIONS INC1.23%
SAMSUNG ELE-PREF1.21%
America Movil S.A.B. de C.V. SPON ADS RP CL B1.21%
SUNRISE COMMUNIC1.20%
Sony Group Corp. SPON ADR EACH REPR 1 ORD1.15%
ZALANDO SE1.13%
MASTERCARD INC CL A1.02%
MADISON SQUARE GARDEN SPORTS CORP0.87%
NETFLIX INC0.83%
AMERICAN TOWER CORP0.82%
SHENANDOAH TELECOM CO0.82%
LIBERTY GLOBAL LTD C0.78%
TELENOR ASA0.76%
ATLANTA BRAVES HOLDINGS INC0.75%
WALT DISNEY CO/T0.65%
TELUS CORP0.61%
COMCAST CORP CL A0.58%
Grupo Televisa SAB0.51%
CROWN CASTLE INC0.50%
EXOR NV0.48%
JUVENTUS FOOTBAL0.47%
COGECO COMMUNICA0.34%
COGECO INC COMMON STOCK0.34%
VERSANT MEDIA GROUP INC - A0.30%
PAYPAL HOLDINGS0.28%
GOGO INC0.25%

SENCX (March 31, 2026)

SecurityWeight
ALPHABET INC CL C8.59%
MICROSOFT CORP8.44%
APPLE INC7.11%
NVIDIA CORP6.65%
META PLATFORMS INC CL A6.34%
AMAZON.COM INC6.06%
EXXON MOBIL CORP3.20%
TAIWAN SEMIC MFG CO LTD SP ADR2.87%
PHILIP MORRIS INTL INC2.83%
BANK OF AMERICA CORPORATION2.80%
VISA INC-CLASS A2.62%
SCHWAB CHARLES CORP2.34%
MARKEL GROUP INC2.13%
APPLIED MATERIALS INC2.12%
MEDTRONIC PLC2.06%
BOEING CO/THE2.02%
JONES LANG LASALLE INC1.76%
TEXAS INSTRUMENTS INC1.76%
AIRBNB INC CLASS A1.68%
ORACLE CORP1.63%
SALESFORCE INC1.56%
BECTON DICKINSON and CO1.50%
BERKSHIRE HATH-B1.44%
LPL FINL HLDGS INC1.41%
DEERE & CO1.37%
BRISTOL-MYERS SQUIBB CO1.31%
JOHNSON&JOHNSON1.31%
GOLDMAN SACHS GROUP INC1.21%
UNITEDHEALTH GRP1.21%
HCA HEALTHCARE INC1.08%
MONSTER BEVERAGE CORP1.03%
WALT DISNEY CO/T1.00%
SS&C TECHNOLOGIE0.99%
WORKDAY INC CL A0.91%
COMCAST CORP CL A0.91%
INTL FLVR & FRAG0.80%
UBER TECHNOLOGIES INC0.77%
LAS VEGAS SANDS CORP0.76%
BROADCOM INC0.75%
STANLEY BLACK and DECKER INC0.74%
HUBBELL INC0.73%
DREY-GVT CSH-I0.72%
BIOMARIN PHARMACEUTICAL INC0.57%
NETFLIX INC0.50%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT0.39%

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