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SAGP vs NATO

Shared holdings
10
SAGP covered by NATO
12.02%
NATO covered by SAGP
12.02%

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%

NATO (March 31, 2026)

SecurityWeight
RTX CORP8.76%
GENERAL ELECTRIC CO7.40%
BOEING CO/THE7.02%
ROLLS-ROYCE HOLDINGS PLC5.87%
LOCKHEED MARTIN CORP5.77%
HONEYWELL INTL INC5.39%
SAFRAN SA5.24%
Airbus SE5.08%
NORTHROP GRUMMAN CORP4.72%
HOWMET AEROSPACE INC4.45%
BAE SYSTEMS PLC4.26%
RHEINMETALL AG3.71%
GENERAL DYNAMICS CORPORATION3.68%
L3HARRIS TECHNOLOGIES INC3.13%
TRANSDIGM GROUP INC3.10%
ROCKET LAB CORP1.52%
AXON ENTERPRISE INC1.51%
TELEDYNE TECHNOLOGIES INC1.36%
LEONARDO SPA1.28%
CURTISS WRIGHT CORPORATION1.24%
THALES SA1.22%
FTAI AVIATION LTD1.21%
SAAB AB-B0.95%
MTU AERO ENGINES0.93%
BWX TECHNOLOGIES INC0.91%
TEXTRON INC0.76%
BOMBARDIER INC-B0.74%
HUNTINGTON INGALLS INDUSTRIES INC0.70%
KRATOS DEFENSE and SEC SOLTN INC0.57%
HEICO CORP0.54%
FIRST AM-TR OB-X0.45%
ASELSAN0.41%
MELROSE INDUSTRI0.41%
CRANE CO0.40%
MOOG INC-CLASS A0.39%
DASSAULT AVIATION SA0.31%
HEXCEL CORPORATION0.30%
KARMAN HOLDINGS INC0.30%
AEROVIRONMENT INC0.26%
HENSOLDT AG0.26%
RENK GROUP AG0.23%
MIRION TECHNOLOGIES INC-A0.21%
JOBY AVIATION INC0.21%
AAR CORP0.20%
OSI SYSTEMS INC0.20%
MERCURY SYSTEMS INC0.18%
AMENTUM HOLDINGS INC0.18%
QINETIQ GROUP PLC COMMON STOCK0.14%
ARCHER AVIATION INC A0.13%
SATELLOGIC INC-A0.12%

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