Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ICTTX vs STPIX
Shared holdings
6
ICTTX covered by STPIX
22.58%
STPIX covered by ICTTX
22.58%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
ICTTX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| TAIWAN SEMIC MFG CO LTD SP ADR | 7.55% | |
| CISCO SYSTEMS INC | 6.79% | |
| MKS INSTRUMENTS INC | 5.54% | |
| ARISTA NETWORKS INC | 5.34% | |
| HCA HEALTHCARE INC | 5.29% | |
| KULICKE and SOFFA INDUSTRIES INC | 5.10% | |
| ARROW ELECTRONICS INC | 4.91% | |
| ALPHABET INC CL C | 4.80% | |
| AVNET INC | 4.70% | |
| ENCOMPASS HEALTH CORP | 4.64% | |
| META PLATFORMS INC CL A | 4.59% | |
| TD SYNNEX CORP | 4.59% | |
| PALO ALTO NETWORKS INC | 3.22% | |
| AUTODESK INC | 3.20% | |
| INTEL CORP | 2.81% | |
| SALESFORCE INC | 2.71% | |
| UNIVERSAL DISPLAY CORP | 2.62% | |
| SERVICENOW INC | 2.47% | |
| PEGASYSTEMS INC | 2.36% | |
| TYLER TECHNOLOGIES INC | 2.32% | |
| SEAGATE TECHNOLO | 2.21% | |
| CFD_EQS GOLDUS33 2256908 | 2.13% | |
| SEMTECH CORP | 2.06% | |
| CDW CORPORATION | 1.91% | |
| TERADYNE INC | 1.83% | |
| INSULET CORP | 1.69% | |
| INVESCO S&P SMALLCAP INFO | 1.45% | |
| Globant SA | 0.96% | |
| FRST AM-GV OB-X | 0.20% |
STPIX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 9.88% | |
| KLA CORP | 8.38% | |
| NVIDIA CORP | 7.44% | |
| AMAZON.COM INC | 6.48% | |
| VISA INC-CLASS A | 6.21% | |
| CISCO SYSTEMS INC | 6.08% | |
| MICROSOFT CORP | 5.95% | |
| BROADCOM INC | 5.48% | |
| META PLATFORMS INC CL A | 5.13% | |
| APPLE INC | 4.72% | |
| MASTERCARD INC CL A | 4.42% | |
| SYNOPSYS INC | 3.50% | |
| SALESFORCE INC | 3.40% | |
| CFD_EQS GOLDUS33 2256908 | 3.28% | |
| ORACLE CORP | 2.84% | |
| KULICKE and SOFFA INDUSTRIES INC | 2.26% | |
| APPLIED INDU TEC | 2.24% | |
| ADOBE INC | 2.22% | |
| CROWDSTRIKE HOLDINGS INC | 2.06% | |
| AKAMAI TECHNOLOGIES INC | 1.82% | |
| EBAY INC | 1.49% | |
| JACK HENRY | 1.45% | |
| VEEVA SYSTEMS-A | 1.40% | |
| ROCKWELL AUTOMATION INC | 1.40% | |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.50% |
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