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PODAX vs GTPE

Shared holdings
1
PODAX covered by GTPE
11.16%
GTPE covered by PODAX
11.16%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 22 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PODAX (March 31, 2026)

SecurityWeight
Aristotle Core Equity Fund17.15%
Aristotle Growth Equity Fund11.43%
MONEYMKT11.16%
iShares Trust RUSSELL 1000 VALUE ETF10.05%
Aristotle Core Bond Fund6.95%
iShares Trust RUSSELL 2000 VALUE ETF5.74%
iShares Russell Mid-Cap Value ETF5.33%
Aristotle International Equity Fund4.43%
ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW4.42%
Aristotle Short Duration Income Fund4.40%
ISHARES RUSSELL 2000 GROWTH MUTUAL FUND3.97%
Aristotle Core Income Fund3.18%
ISHARES CORE MSCI EMERGING MUTUAL FUND2.71%
Aristotle High Yield Bond Fund2.63%
ISHARES MSCI EAFE VALUE ETF MUTUAL FUND2.27%
VANGUARD-FTSE AW0.90%
ISHARES MSCI EAFE GROWTH ETF MUTUAL FUND0.90%
iShares JP Morgan USD Em Mkts Bd ETF0.89%
iShares Core U.S. REIT ETF - Class USD INC0.44%
ISHARES TIPS BOND ETF MUTUAL FUND0.44%
Aristotle Floating Rate Income Fund Class I0.44%
US BANK MMDA - USBGFS 90.16%

GTPE (Feb. 28, 2026)

SecurityWeight
MONEYMKT14.75%
MICROSOFT CORP2.45%
USD/TWD FORWARD2.40%
LILLY ELI and CO2.09%
PALANTIR TECHNOLOGIES INC2.05%
ADV MICRO DEVICE2.05%
GE VERNOVA LLC2.00%
VERTEX PHARMACEUTICALS INC1.86%
NVIDIA CORP1.84%
BROADCOM INC1.71%
LOCKHEED MARTIN CORP1.59%
BARRICK MINING CORP1.51%
BANK OF NEW YORK MELLON CORP1.45%
GENERAL DYNAMICS CORPORATION1.44%
MARVELL TECHNOLOGY INC1.22%
ADOBE INC1.21%
DOORDASH INC-A1.20%
SCHWAB CHARLES CORP1.18%
HCA HEALTHCARE INC1.10%
MONSTER BEVERAGE CORP1.10%
REALTY INCOME CORP REIT1.04%
PNC FINANCIAL SERVICES GRP INC0.97%
CAMECO CORP0.91%
CIENA CORP0.86%
CAN NATL RAILWAY0.83%
ALNYLAM PHARMACEUTICALS INC0.77%
MASTERCARD INC CL A0.70%
AUTOMATIC DATA PROCESSING INC0.68%
FEDEX CORP0.65%
HERSHEY CO/THE0.61%
TERADYNE INC0.60%
FAIR ISAAC CORP0.59%
ECOLAB INC0.58%
ASML Holding NV0.57%
ALPHABET INC CL A0.53%
SAP SE0.50%
CELESTICA INC SUB VTG0.47%
NETFLIX INC0.47%
CITIZENS FINANCIAL GROUP INC0.45%
INFINEON TECH0.45%
ANTOFAGASTA PLC0.40%
INTL PAPER CO0.39%
LEONARDO SPA0.38%
RHEINMETALL AG0.37%
ADIDAS AG0.36%
Halma PLC0.36%
DEUTSCHE BANK-RG0.35%
VERISIGN INC0.34%
GALDERMA GROUP A0.32%
LOEWS CORP0.31%

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