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JFCAX vs TWCIX

Shared holdings
12
JFCAX covered by TWCIX
32.17%
TWCIX covered by JFCAX
32.17%

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.

JFCAX (Feb. 28, 2026)

SecurityWeight
AMAZON.COM INC7.50%
MICROSOFT CORP6.90%
ALPHABET INC CL A6.37%
TAIWAN SEMIC MFG CO LTD SP ADR4.22%
NVIDIA CORP3.79%
CHENIERE ENERGY INC3.70%
LENNAR CORP CL A3.32%
KKR & CO INC3.31%
ROPER TECHNOLOGIES INC2.95%
HOLOGIC INC2.85%
REGAL REXNORD CORP2.74%
SALESFORCE INC2.56%
ELEVANCE HEALTH INC2.53%
META PLATFORMS INC CL A2.46%
MCKESSON CORP2.21%
THERMO FISHER SCIENTIFIC INC2.00%
UNITED RENTALS INC1.97%
WORKDAY INC CL A1.78%
GROUP 1 AUTOMOTIVE INC1.68%
ADOBE INC1.66%
ZIMMER BIOMET HO1.65%
APPLE INC1.61%
SAMSUNG ELECTRONICS CO LTD COMMON STOCK KRW100.01.58%
CARMAX INC1.57%
AMERICAN TOWER CORP1.56%
POST HOLDINGS INC1.51%
S&P GLOBAL INC1.51%
UNITEDHEALTH GRP1.48%
CROWN CASTLE INC1.46%
TEXAS INSTRUMENTS INC1.46%
ELANCO ANIMAL HEALTH INC1.45%
FIRST HAWAIIAN INC1.42%
FORTIVE CORP1.42%
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C1.39%
GE HEALTHCARE TECHNOLOGIES INC WI1.15%
MILLROSE PROPERTIES INC1.14%
MORGAN STANLEY1.09%
VAIL RESORTS INC1.08%
FERRARI NV /EUR/ 0.000000001.06%
BECTON DICKINSON and CO0.95%
ACCENTURE PLC-A0.90%
CARGURUS INC CL A0.78%
JH COLLATERAL0.69%
MOBILEYE GLOBAL INC A0.66%
ALIGN TECHNOLOGY INC0.65%
CANADA GOOSE HOL0.64%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT0.54%
BELLRING BRANDS INC0.39%
FOX FACTORY HOLDING CORP0.24%
FIVE POINT HOLDINGS LLC COMMON STOCK0.24%

TWCIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP14.88%
APPLE INC8.51%
AMAZON.COM INC7.50%
MICROSOFT CORP6.70%
ALPHABET INC CL A6.14%
META PLATFORMS INC CL A5.81%
ALPHABET INC CL C4.61%
TESLA INC4.19%
BROADCOM INC3.53%
MASTERCARD INC CL A3.44%
ANALOG DEVICES INC2.20%
TAIWAN SEMIC MFG CO LTD SP ADR2.17%
KLA CORP1.99%
LILLY ELI and CO1.95%
GILEAD SCIENCES INC1.73%
COSTCO WHOLESALE CORP1.64%
ORACLE CORP1.42%
APPLOVIN CORP1.39%
IONIS PHARMACEUTICALS INC1.20%
GE VERNOVA LLC1.14%
CROWDSTRIKE HOLDINGS INC1.01%
LOWES COS INC1.01%
DANAHER CORP0.96%
TJX COS INC0.93%
LINCOLN ELECTRIC HLDGS INC0.90%
NETFLIX INC0.83%
ZSCALER INC0.82%
REGENERON PHARMACEUTICALS INC0.80%
PROGRESSIVE CORP OHIO0.74%
AMERICAN EXPRESS CO0.69%
GRACO INC0.67%
PALANTIR TECHNOLOGIES INC0.61%
BOSTON SCIENTIFIC CORP0.59%
CHENIERE ENERGY INC0.58%
UL SOLUTIONS INC CL A0.58%
MSCI INC0.56%
SALESFORCE INC0.52%
WALT DISNEY CO/T0.50%
BROADRIDGE FINL0.48%
MERCURY SYSTEMS INC0.41%
MARRIOTT INTL-A0.41%
ROPER TECHNOLOGIES INC0.36%
VERALTO CORP0.34%
BURLINGTON STORES INC0.32%
ROCKET COS INC-A0.28%
ADOBE INC0.27%
STRYKER CORP0.25%
AIRBNB INC CLASS A0.23%
PINTEREST INC CL A0.21%
LUMENTUM HOLDINGS INC0.20%

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