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PSET vs NICSX

Shared holdings
19
PSET covered by NICSX
36.57%
NICSX covered by PSET
36.57%

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.

PSET (March 31, 2026)

SecurityWeight
NVIDIA CORP6.14%
APPLE INC5.25%
MICROSOFT CORP3.56%
ALPHABET INC CL C2.73%
AMAZON.COM INC2.14%
VISA INC-CLASS A2.03%
MASTERCARD INC CL A1.85%
APPLIED MATERIALS INC1.71%
GENERAL ELECTRIC CO1.56%
TJX COS INC1.48%
EATON CORP PLC1.44%
SLB LTD1.41%
SALESFORCE INC1.39%
INTUITIVE SURGICAL INC1.38%
PALO ALTO NETWORKS INC1.36%
DANAHER CORP1.34%
MONOLITHIC POWER SYS INC1.33%
PARKER HANNIFIN CORP1.33%
TRANE TECHNOLOGIES PLC1.31%
CUMMINS INC1.29%
FEDEX CORP1.29%
SHERWIN WILLIAMS CO1.26%
INTUIT INC1.26%
INTERCONTINENTAL EXCHANGE INC1.26%
HUBBELL INC1.25%
METTLER-TOLEDO INTL INC1.25%
MARSH & MCLENNAN1.25%
STRYKER CORP1.25%
HOWMET AEROSPACE INC1.23%
COMCAST CORP CL A1.23%
CADENCE DESIGN SYSTEMS INC1.22%
BROWN FORMAN CORP NON VTG CL B1.22%
NORTHERN TRUST CORP1.21%
ECOLAB INC1.21%
NETAPP INC1.21%
AMETEK INC NEW1.21%
AGILENT TECHNOLOGIES INC1.21%
PPG INDUSTRIES INC1.20%
ALPHABET INC CL A1.20%
CARRIER GLOBAL CORP1.20%
WATERS CORP1.19%
BOSTON SCIENTIFIC CORP1.19%
ROPER TECHNOLOGIES INC1.18%
NASDAQ INC1.18%
BROADCOM INC1.18%
REPUBLIC SVCS1.18%
GARMIN LTD1.17%
HUNTINGTON BANCSHARES INC1.17%
GE HEALTHCARE TECHNOLOGIES INC WI1.17%
HCA HEALTHCARE INC1.17%

NICSX (April 30, 2026)

SecurityWeight
ALPHABET INC CL C7.04%
AMAZON.COM INC5.94%
NVIDIA CORP5.93%
APPLE INC4.62%
MICROSOFT CORP4.37%
BROADCOM INC2.60%
COSTCO WHOLESALE CORP2.20%
THERMO FISHER SCIENTIFIC INC1.97%
NETFLIX INC1.93%
TJX COS INC1.93%
ADV MICRO DEVICE1.90%
O'REILLY AUTOMOTIVE INC1.88%
META PLATFORMS INC CL A1.87%
HOME DEPOT INC1.85%
EATON CORP PLC1.85%
WASTE CONNECTIONS INC1.85%
S&P GLOBAL INC1.83%
TEXAS INSTRUMENTS INC1.78%
INTERCONTINENTAL EXCHANGE INC1.77%
AstraZeneca PLC ORD USD0.251.73%
JPMORGAN CHASE and CO1.68%
LILLY ELI and CO1.68%
SHERWIN WILLIAMS CO1.68%
SYNOPSYS INC1.68%
KLA CORP1.66%
VISA INC-CLASS A1.66%
JOHNSON CONTROLS1.65%
CADENCE DESIGN SYSTEMS INC1.65%
SANOFI SPON ADR1.62%
PALO ALTO NETWORKS INC1.59%
MASTERCARD INC CL A1.56%
STARBUCKS CORP1.54%
FASTENAL CO1.53%
VULCAN MATERIALS CO1.48%
LAM RESEARCH CORP1.47%
AON PLC-CLASS A1.45%
COCA-COLA CO/THE1.39%
US BANK MMDA - USBGFS 91.36%
MCDONALDS CORP1.35%
STRYKER CORP1.33%
CFD_EQS GSILGB2X BJXBP411.32%
SALESFORCE INC1.25%
BOSTON SCIENTIFIC CORP1.24%
CINTAS CORP1.17%
FRST AM-GV OB-X1.16%
SERVICENOW INC1.01%
ILLINOIS TOOL WORKS INC1.00%
FORTIVE CORP1.00%
ROPER TECHNOLOGIES INC1.00%
SNOWFLAKE INC CL A0.86%

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