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SAGP vs FOWF

Shared holdings
10
SAGP covered by FOWF
12.47%
FOWF covered by SAGP
12.47%

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.

SAGP (March 31, 2026)

SecurityWeight
VERISIGN INC COMMON STOCK2.14%
DAVITA INC2.11%
LYONDELLBASELL-A2.09%
FOX CORP CL A2.05%
ALTRIA GROUP INC2.03%
YUM! BRANDS INC2.02%
MATCH GROUP INC2.02%
KYOWA KIRIN CO L2.02%
EBAY INC2.02%
TERADYNE INC2.00%
VERTEX PHARMACEUTICALS INC2.00%
INCYTE CORP1.99%
PALANTIR TECHNOLOGIES INC1.97%
GENERAL DYNAMICS CORPORATION1.96%
HONEYWELL INTL INC1.96%
LOCKHEED MARTIN CORP1.90%
NORTHROP GRUMMAN CORP1.90%
SMITH (AO) CORP1.89%
STANLEY BLACK and DECKER INC1.88%
TEXTRON INC1.87%
HUNTINGTON INGALLS INDUSTRIES INC1.86%
OTSUKA HOLDINGS1.84%
DEXCOM INC1.83%
LEIDOS HOLDINGS INC1.82%
ASTELLAS PHARMA1.80%
EQUIFAX INC1.79%
SINGAP TECH ENG1.70%
INTERCONTINENTAL1.70%
EISAI CO LTD1.69%
BRITISH AMERICAN TOBACCO PLC1.69%
FRESENIUS MEDICAL CARE AG COMMON STOCK1.66%
BeOne Medicines Ltd. USD0.0001 (SWITZERLAND)1.66%
EQT AB1.65%
BIOMERIEUX1.64%
SAAB AB-B1.63%
CAMECO CORP1.63%
FERROVIAL SE1.63%
BROOKFIELD ASSET MANAGEMENT LTD A1.61%
CSL LTD COMMON STOCK1.61%
RELX PLC1.60%
EXPERIAN PLC COMMON STOCK USD.11.60%
PARAMOUNT SKYDANCE CORP1.58%
NOVO NORDISK-B1.58%
CANADIAN PACIFIC KANSAS CITY LTD1.58%
Smith & Nephew PLC1.54%
AXON ENTERPRISE INC1.53%
Spotify Technology SA1.50%
FAIR ISAAC CORP1.49%
SMITHS GROUP PLC COMMON STOCK GBP.3751.47%
UNIVERSAL MUSIC GROUP NV1.46%

FOWF (April 30, 2026)

SecurityWeight
GENERAL DYNAMICS CORPORATION7.55%
BOEING CO/THE7.51%
RTX CORP6.76%
LOCKHEED MARTIN CORP6.38%
NORTHROP GRUMMAN CORP5.57%
BAE SYSTEMS PLC3.98%
L3HARRIS TECHNOLOGIES INC3.24%
DELL TECHNOLOGIES INC CL C2.10%
LEIDOS HOLDINGS INC2.07%
HONEYWELL INTL INC1.65%
NOKIA OYJ1.40%
VERTIV HOLDINGS CO1.16%
CORNING INC1.10%
KEYSIGHT TECHNOLOGIES INC1.09%
GLOBALFOUNDRIES INC1.00%
HEWLETT PACKARD ENTERPRISE CO0.90%
Halma PLC0.85%
JOHNSON CONTROLS INTERNATIONAL PLC0.84%
VERIZON COMMUNICATIONS INC0.83%
CISCO SYSTEMS INC0.80%
HOWMET AEROSPACE INC0.80%
ARISTA NETWORKS INC0.80%
TRANE TECHNOLOGIES PLC0.80%
L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude0.79%
ALPHABET INC CL A0.79%
CLOUDFLARE INC-A0.79%
FORTIVE CORP0.78%
CARRIER GLOBAL CORP0.78%
BT GROUP PLC0.77%
DOVER CORP0.77%
AMAZON.COM INC0.76%
MOTOROLA SOLUTIONS INC0.75%
CADENCE DESIGN SYSTEMS INC0.75%
BOUYGUES SA0.75%
Vodafone Group Public Limited Company0.75%
KLA CORP0.72%
AMETEK INC NEW0.72%
NVIDIA CORP0.72%
AT&T INC0.72%
DATADOG INC CL A0.71%
LEONARDO SPA0.71%
FERROVIAL SE0.70%
PALO ALTO NETWORKS INC0.70%
SYNOPSYS INC0.70%
CROWDSTRIKE HOLDINGS INC0.69%
SMITHS GROUP PLC COMMON STOCK GBP.3750.69%
KONGSBERG GRUPP0.69%
DEUTSCHE TELEKOM0.68%
TRIMBLE INC0.68%
EXPERIAN PLC COMMON STOCK USD.10.68%

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