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JAFSX vs VCSTX

Shared holdings
37
JAFSX covered by VCSTX
57.16%
VCSTX covered by JAFSX
57.16%

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.

JAFSX (March 31, 2026)

SecurityWeight
APPLE INC9.73%
NVIDIA CORP9.12%
BROADCOM INC8.15%
MICROSOFT CORP7.62%
T Rowe Price Government Reserve Investment Fund7.55%
ALPHABET INC CL A4.83%
ALPHABET INC CL C3.92%
META PLATFORMS INC CL A3.54%
CISCO SYSTEMS INC2.82%
ADV MICRO DEVICE2.56%
MICRON TECHNOLOGY INC2.36%
PALANTIR TECHNOLOGIES INC2.35%
LAM RESEARCH CORP1.74%
ORACLE CORP1.52%
INTL BUS MACH CORP1.51%
TAIWAN SEMICONDUCTOR MANUFACTU COMMON STOCK TWD10.01.49%
APPLIED MATERIALS INC1.44%
INTEL CORP1.43%
ARISTA NETWORKS INC1.14%
CIENA CORP1.09%
AMPHENOL CORPORATION CL A1.02%
LUMENTUM HOLDINGS INC0.94%
SANDISK CORPORATION0.93%
MOTOROLA SOLUTIONS INC0.92%
SHOPIFY INC CL A0.89%
SALESFORCE INC0.87%
KLA CORP0.86%
WESTERN DIGITAL CORP0.82%
VERIZON COMMUNICATIONS INC0.77%
CORNING INC0.75%
MARVELL TECHNOLOGY INC0.72%
CLOUDFLARE INC-A0.62%
TERADYNE INC0.62%
ANALOG DEVICES INC0.56%
LATTICE SEMICONDUCTOR CORP0.56%
KEYSIGHT TECHNOLOGIES INC0.52%
KIOXIA HOLDINGS CORP COMMON STOCK0.47%
MKS INSTRUMENTS INC0.44%
MONOLITHIC POWER SYS INC0.43%
CROWDSTRIKE HOLDINGS INC0.42%
SAMSUNG ELECTRONICS CO LTD COMMON STOCK KRW100.00.42%
SEAGATE TECHNOLO0.41%
JABIL INC0.40%
INTERDIGITAL INC0.37%
SK HYNIX INC COMMON STOCK KRW5000.00.37%
APPLOVIN CORP0.36%
DELL TECHNOLOGIES INC CL C0.36%
COHERENT CORP0.35%
VIAVI SOLUTIONS INC0.35%
FABRINET0.35%

VCSTX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP12.23%
APPLE INC7.42%
BROADCOM INC6.67%
MICROSOFT CORP6.04%
SAMSUNG ELECTRONICS CO LTD5.61%
ALPHABET INC CL C5.20%
LAM RESEARCH CORP2.96%
META PLATFORMS INC CL A2.79%
TAIWAN SEMIC MFG CO LTD SP ADR2.64%
MICRON TECHNOLOGY INC2.23%
ALPHABET INC CL A2.19%
AMPHENOL CORPORATION CL A1.73%
KLA CORP1.70%
SNOWFLAKE INC CL A1.60%
LUMENTUM HOLDINGS INC1.59%
ARISTA NETWORKS INC1.57%
PALANTIR TECHNOLOGIES INC1.34%
ANALOG DEVICES INC1.31%
ADVANTEST CORP1.31%
MONOLITHIC POWER SYS INC1.23%
APPLIED MATERIALS INC1.20%
CROWDSTRIKE HOLDINGS INC1.18%
WESTERN DIGITAL CORP1.16%
KRANESH CSI CHINA INTERNET MUTUAL FUND1.08%
PALO ALTO NETWORKS INC0.96%
AMAZON.COM INC0.89%
ELITE MATERIAL0.85%
SANDISK CORPORATION0.83%
TESLA INC0.81%
SHOPIFY INC CL A0.80%
COHERENT CORP0.78%
ORACLE CORP0.78%
VERTIV HOLDINGS CO0.76%
SIEMENS ENERGY AG0.76%
SOFTBANK GROUP CORP0.75%
CLOUDFLARE INC-A0.74%
MONGODB INC CL A0.70%
RUBRIK INC-A0.70%
GOLD CIRCUIT0.70%
SPOTIFY TECHNOLOGY SA0.68%
ADV MICRO DEVICE0.65%
ASML Holding NV0.61%
ADV ENERGY INDS0.58%
BLOOM ENERGY CORP CL A0.56%
BWX TECHNOLOGIES INC0.55%
AKAMAI TECHNOLOGIES INC0.52%
TAKE-TWO INTERACTV SOFTWR INC0.51%
CELESTICA INC SUB VTG0.48%
NXP SEMICONDUCTORS NV0.47%
CORNING INC0.45%

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