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LIMAX vs GK

Shared holdings
4
LIMAX covered by GK
10.75%
GK covered by LIMAX
10.75%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

LIMAX (March 31, 2026)

SecurityWeight
GE VERNOVA LLC6.70%
DANAHER CORP5.90%
FERGUSON ENTERPRISES INC5.76%
MARTIN MAR MTLS5.32%
PALO ALTO NETWORKS INC5.17%
ATI INC5.15%
INTL FLVR & FRAG4.51%
TALEN ENERGY CORP4.47%
ARM HOLDINGS LTD4.30%
BWX TECHNOLOGIES INC4.09%
ENTEGRIS INC3.74%
PHILLIPS 663.70%
TYLER TECHNOLOGIES INC3.67%
INTUIT INC3.19%
AVANTOR INC3.05%
Short-Term Investment2.99%
WESCO INTL2.96%
SPS COMMERCE INC2.76%
AIR PRODUCTS and CHEMICALS INC2.59%
LPL FINL HLDGS INC2.46%
TENET HEALTHCARE CORP2.27%
BLOOM ENERGY CORP CL A2.05%
MARKEL GROUP INC2.03%
META PLATFORMS INC CL A2.00%
TEXAS PACIFIC LAND CORP1.87%
VERTIV HOLDINGS CO1.80%
VENTURE GLOBAL INC1.80%
Elemental Royalty Corp.1.57%
QXO INC1.23%
SNOWLINE GOLD CORP COMMON STOCK0.90%

GK (March 31, 2026)

SecurityWeight
NVIDIA CORP8.30%
ALPHABET INC CL C8.26%
LILLY ELI and CO7.13%
BROADCOM INC6.65%
GE VERNOVA LLC6.04%
TRANE TECHNOLOGIES PLC4.75%
BLACKROCK TREASURY TRUST4.73%
NETFLIX INC4.59%
QUANTA SVCS INC4.13%
APPLE INC4.08%
MICROSOFT CORP4.08%
MICRON TECHNOLOGY INC3.87%
WALMART INC3.46%
TKO GROUP HOLDINGS INC3.45%
KRATOS DEFENSE and SEC SOLTN INC3.09%
AMAZON.COM INC2.97%
AMPHENOL CORPORATION CL A2.51%
ISHARES GOLD TRUST MUTUAL FUND2.46%
LPL FINL HLDGS INC2.39%
JPMORGAN CHASE and CO2.34%
META PLATFORMS INC CL A2.21%
CROWDSTRIKE HOLDINGS INC1.40%
AXON ENTERPRISE INC1.35%
GENIUS SPORTS LTD1.28%
INTL BUS MACH CORP0.97%
FIRSTCASH HOLDINGS INC0.94%
STERLING INFRASTRUCTURE INC0.89%
STRYKER CORP0.65%
QUEST DIAGNOSTICS INC0.54%
BLOOM ENERGY CORP CL A0.32%
WALT DISNEY CO/T0.19%

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