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REDWX vs HACAX

Shared holdings
16
REDWX covered by HACAX
42.57%
HACAX covered by REDWX
42.57%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

REDWX (March 31, 2026)

SecurityWeight
NVIDIA CORP7.62%
ALPHABET INC CL A7.59%
MICROSOFT CORP6.27%
AMAZON.COM INC4.80%
VISA INC-CLASS A3.61%
COSTCO WHOLESALE CORP2.99%
BROADCOM INC2.97%
LILLY ELI and CO2.94%
TJX COS INC2.86%
APPLE INC2.76%
MARSH & MCLENNAN2.59%
UNITEDHEALTH GRP2.40%
INTL FLVR & FRAG2.35%
BRISTOL-MYERS SQUIBB CO2.27%
CADENCE DESIGN SYSTEMS INC1.99%
FIRST HORIZON CORP1.92%
CAPITAL ONE FINANCIAL CORP1.92%
VERTEX PHARMACEUTICALS INC1.90%
JACK HENRY1.73%
PROGRESSIVE CORP OHIO1.72%
APOLLO GLOBAL MANAGEMENT INC1.66%
GATES INDUSTRIAL1.64%
ADV MICRO DEVICE1.62%
WALT DISNEY CO/T1.60%
SERVICENOW INC1.56%
ECOLAB INC1.55%
BIO RAD LABS CL A1.50%
MICRON TECHNOLOGY INC1.47%
QUALCOMM INC1.43%
ADVANCED DRAINAGE SYSTEMS INC1.36%
T-MOBILE US INC1.36%
WASTE MANAGEMENT INC1.32%
AMERICAN WATER WRKS COMPANY1.27%
CHIPOTLE MEXICAN GRILL INC1.26%
APTIV PLC1.25%
INGERSOLL RAND INC1.21%
XYLEM INC1.20%
SPROUTS FMRS MKT INC1.17%
DEXCOM INC1.16%
JOHN BEAN TECHNOLOGIES CORP1.14%
MICROCHIP TECHNOLOGY1.03%
MONEYMKT1.01%
DYNATRACE INC0.98%
RIVIAN AUTOMOTIVE INC0.95%
SALESFORCE INC0.90%
AECOM0.89%
James Hardie Industries PLC0.64%
ATLASSIAN CORP PLC CLS A0.63%

HACAX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.93%
AMAZON.COM INC7.68%
BROADCOM INC6.65%
MICROSOFT CORP6.41%
APPLE INC6.14%
META PLATFORMS INC CL A4.12%
ALPHABET INC CL C4.08%
LILLY ELI and CO4.06%
ALPHABET INC CL A3.85%
TESLA INC3.62%
BOEING CO/THE2.24%
MASTERCARD INC CL A2.00%
GENERAL ELECTRIC CO1.99%
VISA INC-CLASS A1.92%
WALMART INC1.86%
TAIWAN SEMIC MFG CO LTD SP ADR1.83%
CADENCE DESIGN SYSTEMS INC1.74%
COSTCO WHOLESALE CORP1.68%
NETFLIX INC1.68%
CROWDSTRIKE HOLDINGS INC1.59%
ADV MICRO DEVICE1.58%
SNOWFLAKE INC CL A1.56%
WALT DISNEY CO/T1.47%
CONSTELLATION ENERGY CORP1.36%
VERTEX PHARMACEUTICALS INC1.27%
AMPHENOL CORPORATION CL A1.24%
SHOPIFY INC CL A1.21%
GOLDMAN SACHS GROUP INC1.18%
INTUITIVE SURGICAL INC1.17%
ORACLE CORP1.06%
EDWARDS LIFESCIENCES CORP1.03%
HILTON WORLDWIDE HOLDINGS INC0.97%
O'REILLY AUTOMOTIVE INC0.94%
MERCK & CO0.86%
APPLOVIN CORP0.82%
SERVICENOW INC0.81%
SPOTIFY TECHNOLOGY SA0.80%
DATADOG INC CL A0.77%
INDITEX SA0.64%
MERCADOLIBRE INC0.55%
PALANTIR TECHNOLOGIES INC0.45%
TJX COS INC0.45%
DEXCOM INC0.43%
AXON ENTERPRISE INC0.41%
UBER TECHNOLOGIES INC0.31%
CLOUDFLARE INC-A0.29%
TOAST INC-A0.28%

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