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SAMM vs AFOS

Shared holdings
6
SAMM covered by AFOS
18.66%
AFOS covered by SAMM
18.66%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SAMM (March 31, 2026)

SecurityWeight
APA CORP5.83%
DOW INC4.83%
GE VERNOVA LLC4.57%
Common Stock4.40%
KEYSIGHT TECHNOLOGIES INC4.36%
REGENERON PHARMACEUTICALS INC4.35%
PARKER HANNIFIN CORP4.34%
GILEAD SCIENCES INC4.28%
ALCOA CORP COMMON STOCK4.05%
MARRIOTT INTL-A3.90%
Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B')3.86%
FREEPORT MCMORAN INC3.83%
TKO GROUP HOLDINGS INC3.83%
Viking Holdings Ltd3.51%
CHEVRON CORP3.40%
NEXTERA ENERGY INC3.30%
DELL TECHNOLOGIES INC CL C3.29%
DEERE & CO3.28%
CAMECO CORP3.24%
NATERA INC3.11%
LILLY ELI and CO3.02%
CSX CORP2.90%
GOLDMAN SACHS GROUP INC2.87%
ASML Holding NV - NY Reg Shares2.66%
MORGAN STANLEY2.34%
VERTEX PHARMACEUTICALS INC2.31%
XPO LOGISTICS INC2.19%
PEPSICO INC2.16%

AFOS (Feb. 27, 2026)

SecurityWeight
WESTERN DIGITAL CORP6.21%
MICRON TECHNOLOGY INC6.07%
LAM RESEARCH CORP5.91%
NEWMONT CORP5.60%
ALPHABET INC CL A4.75%
FRST AM-GV OB-X4.73%
FREEPORT MCMORAN INC4.44%
NVIDIA CORP4.19%
GE VERNOVA LLC3.74%
BOEING CO/THE3.65%
Ascendis Pharma A/S3.64%
VERTIV HOLDINGS CO3.53%
REGENERON PHARMACEUTICALS INC3.32%
MICROSOFT CORP3.30%
QUANTA SVCS INC3.17%
CRH PLC3.12%
MORGAN STANLEY2.95%
VISTRA CORP2.94%
PARKER HANNIFIN CORP2.85%
GENERAL MOTORS CO2.80%
LILLY ELI and CO2.58%
Eaton Corp PLC2.48%
BLACKSTONE INC2.40%
AMAZON.COM INC2.31%
RTX CORP2.17%
APPLE INC2.17%
MARATHON PETROLEUM CORP1.82%
SALESFORCE INC1.54%
BWX TECHNOLOGIES INC0.92%
Biohaven Ltd0.71%

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