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JAVAX vs USMC

Shared holdings
19
JAVAX covered by USMC
35.20%
USMC covered by JAVAX
35.20%

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.

JAVAX (March 31, 2026)

SecurityWeight
NVIDIA CORP4.40%
ALPHABET INC CL A3.80%
BROADCOM INC3.27%
ENOVA INTL INC3.11%
APPLE INC2.86%
GOLDMAN SACHS GROUP INC2.73%
ASML Holding NV - NY Reg Shares2.68%
WALMART INC2.24%
META PLATFORMS INC CL A2.22%
JPMORGAN CHASE and CO2.07%
FIRST AM-TR OB-X2.06%
CATERPILLAR INC2.00%
TAIWAN SEMIC MFG CO LTD SP ADR1.97%
LILLY ELI and CO1.70%
ARTHUR J GALLAGH1.69%
JABIL INC1.69%
US TREASURY N/B1.65%
STARBUCKS CORP1.61%
BLACKROCK INC1.61%
EATON CORP PLC1.48%
T-MOBILE US INC1.48%
PETROLEO BRASILEIRO SPONS ADR1.46%
CHEVRON CORP1.46%
MICROSOFT CORP1.44%
WELLTOWER INC1.39%
AstraZeneca PLC ORD USD0.251.39%
AT&T INC1.35%
VALERO ENERGY CORP1.31%
JOHNSON&JOHNSON1.29%
CHENIERE ENERGY INC1.25%
NEXTERA ENERGY INC1.24%
MASTERCARD INC CL A1.22%
HCA HEALTHCARE INC1.17%
Range Nuclear Renaissance Index ETF1.16%
STEEL DYNAMICS INC1.14%
GLOBAL X DEFENSE TECH ETF1.12%
MATADOR RESOURCES COMPANY1.11%
MCDONALDS CORP1.10%
COMMSTCK1.09%
GENERAL ELECTRIC CO1.09%
COSTCO WHOLESALE CORP1.05%
LINDE PLC1.05%
CADENCE DESIGN SYSTEMS INC0.98%
ABBVIE INC0.96%
DIGITAL REALTY TRUST INC0.95%
US TREASURY N/B0.95%
BANCORP INC/THE0.93%
MCKESSON CORP0.92%
Select STOXX Europe Aerospace & Defense ETF0.90%
US TREASURY N/B0.89%

USMC (March 31, 2026)

SecurityWeight
NVIDIA CORP7.57%
APPLE INC6.70%
ALPHABET INC CL A5.37%
MICROSOFT CORP4.91%
NETFLIX INC4.65%
COSTCO WHOLESALE CORP4.58%
JPMORGAN CHASE and CO4.56%
BROADCOM INC4.50%
MASTERCARD INC CL A4.49%
VISA INC-CLASS A4.39%
META PLATFORMS INC CL A4.11%
AMAZON.COM INC3.62%
JOHNSON&JOHNSON3.54%
BANK OF AMERICA CORPORATION3.52%
BERKSHIRE HATH-B3.42%
ABBVIE INC3.37%
PROCTER & GAMBLE3.11%
GENERAL ELECTRIC CO2.99%
MICRON TECHNOLOGY INC2.95%
EXXON MOBIL CORP2.84%
CHEVRON CORP2.83%
WALMART INC2.48%
CATERPILLAR INC2.43%
TESLA INC2.36%
LILLY ELI and CO2.23%
HOME DEPOT INC2.20%
State Street Navigator Securities Lending Portfolio II0.28%

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