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MSEFX vs RLSIX

Shared holdings
12
MSEFX covered by RLSIX
29.35%
RLSIX covered by MSEFX
29.35%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MSEFX (March 31, 2026)

SecurityWeight
MICROSOFT CORP5.81%
SAMSUNG ELE-PREF5.60%
AON PLC5.27%
ZOETIS INC CL A5.02%
OCCIDENTAL PETROLEUM CORP4.90%
FRANCO-NEVADA CORP4.69%
MCKESSON CORP4.19%
VISA INC-CLASS A3.97%
CAN NATL RAILWAY3.47%
AGILENT TECHNOLOGIES INC3.44%
UNION PACIFIC CORP3.41%
BROOKFIELD CORP CL A3.40%
HALEON PLC SPONS ADR3.33%
MARSH & MCLENNAN3.18%
State Street Navigator Securities Lending Government Money Market Portfolio3.07%
META PLATFORMS INC CL A2.82%
WALT DISNEY CO/T2.78%
TAIWAN SEMIC MFG CO LTD SP ADR2.70%
ALPHABET INC CL A2.67%
AMAZON.COM INC2.66%
UNITEDHEALTH GRP2.62%
LILLY ELI and CO2.51%
HEINEKEN NV2.49%
ADOBE INC2.41%
BROADCOM INC2.18%
SHOPIFY INC CL A2.10%
TENCENT HOLDINGS LTD1.95%
FIXED INC CLEARING CORP.REPO1.69%
SERVICENOW INC1.57%
SIEMENS ENERGY AG1.51%
ADYEN NV1.32%
COSTAR GROUP INC1.26%

RLSIX (March 31, 2026)

SecurityWeight
APPLE INC COMMON STOCK6.70%
NVIDIA CORP6.68%
MICROSOFT CORP6.04%
PUT Amazon.com, Inc. 01/02/2026 P2054.84%
LILLY ELI and CO4.20%
META PLATFORMS INC CL A3.93%
TAIWAN SEMIC MFG CO LTD SP ADR3.38%
NETFLIX INC3.35%
APPLIED MATERIALS INC COMMON STOCK3.34%
ALPHABET INC CL A3.28%
ALPHABET INC CL C3.27%
UBER TECHNOLOGIES INC3.25%
SHOPIFY INC CL A3.01%
COSTCO WHOLESALE CORP2.73%
SCHWAB CHARLES CORP2.72%
MASTERCARD INC CL A2.68%
VISA INC-CLASS A2.57%
WALT DISNEY CO/T2.46%
INTUITIVE SURGICAL INC2.40%
THE BOOKING HOLDINGS INC2.35%
KKR & CO INC2.29%
BLACKSTONE INC2.15%
STARBUCKS CORP2.11%
UNITEDHEALTH GRP2.07%
DATADOG INC CL A1.81%
SERVICENOW INC1.70%
NIKE INC CL B1.66%
AUTODESK INC COMMON STOCK1.43%
MCDONALDS CORP1.41%
LOCKHEED MARTIN CORP1.37%
COREWEAVE INC1.36%
PEPSICO INC1.19%
ZOETIS INC CL A1.11%
INTUIT INC1.11%
ADOBE INC0.97%
LYFT INC-A0.75%
SNAP INC - A0.73%
US ULTRA BOND CBT Sep250.54%
BRK: GOLDMAN REF: SPDR S&P HOMEBUILDERS ETF0.30%
ZSCALER INC CFD0.20%
BRK: GOLDMAN REF: ISHARES MSCI ETF0.10%
BRK: GOLDMAN REF: SALES.COM INC0.10%
BRK: GOLDMAN REF: ARES MANAGEMENT CORP - A0.09%
BRK: GOLDMAN REF: DOCUSIGN INC0.05%
BRK: GOLDMAN REF: CELSIUS HOLDING INC0.04%
BRK: GOLDMAN REF: APPLOVIN CORP-CLASS A0.03%
BRK: GOLDMAN REF: MATCH GROUP INC0.03%
BRK: GOLDMAN REF: APPLOVIN CORP-CLASS A0.02%
BRK: GOLDMAN REF: TEXAS ROADHOUSE INC0.02%
BRK: GOLDMAN REF: CELSIUS HOLDINGS INC0.02%

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