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SEQAX vs GFCIX

Shared holdings
42
SEQAX covered by GFCIX
30.46%
GFCIX covered by SEQAX
30.46%

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.

SEQAX (Sept. 30, 2024)

SecurityWeight
NVIDIA CORP3.20%
APPLE INC3.17%
MICROSOFT CORP3.03%
ALPHABET INC CL C2.07%
AMAZON.COM INC1.74%
ISHARES MSCI EAFE ETF MUTUAL FUND1.44%
SPDR S&P 500 ETF Trust1.43%
HOME DEPOT INC1.25%
JOHNSON&JOHNSON1.25%
NOVO NORDISK-B1.15%
INTL BUS MACH CORP1.15%
WALMART INC1.09%
VERIZON COMMUNICATIONS INC1.07%
GOLDMAN SACHS GROUP INC1.05%
PEPSICO INC1.02%
SOUTHERN CO1.02%
CISCO SYSTEMS INC0.99%
META PLATFORMS INC CL A0.99%
DUKE ENERGY CORP NEW0.93%
TEXAS INSTRUMENTS INC0.90%
COLGATE-PALMOLIVE CO0.89%
AXA0.89%
LOCKHEED MARTIN CORP0.89%
ENTERGY CORP0.89%
ALTRIA GROUP INC0.88%
SIMON PROPERTY0.88%
AVALONBAY COMMUNITIES INC REIT0.85%
SMURFIT WESTROCK PLC0.85%
INTESA SANPAOLO0.84%
GENERALI ASSIC0.83%
WESTPAC BANKING CORPORATION0.83%
BANK OF NEW YORK MELLON CORP0.83%
CONSOLIDATED EDISON INC0.82%
MCDONALDS CORP0.82%
UNITED OVERSEAS0.82%
NATL AUST BANK0.82%
ARISTA NETWORKS INC0.81%
ELEVANCE HEALTH INC0.80%
BERKSHIRE HATH-B0.79%
TE CONNECTIVITY PLC0.78%
VICI PROPERTIES0.77%
PHILLIPS 660.77%
MARATHON PETROLEUM CORP0.77%
CVS HEALTH CORP0.76%
UNITEDHEALTH GRP0.76%
UNICREDIT SPA0.76%
COGNIZANT TECH SOLUTIONS CL A0.76%
WASTE CONNECTIONS INC0.76%
GARMIN LTD0.75%
KRAFT HEINZ CO/T0.74%

GFCIX (June 30, 2024)

SecurityWeight
MICROSOFT CORP6.86%
APPLE INC5.75%
NVIDIA CORP5.29%
AMAZON.COM INC2.76%
ALPHABET INC CL A2.50%
META PLATFORMS INC CL A1.95%
BERKSHIRE HATH-B1.93%
VALERO ENERGY CORP1.77%
HARTFORD INSURANCE GROUP INC/THE1.76%
LOCKHEED MARTIN CORP1.72%
WW GRAINGER INC1.71%
SYNCHRONY FINANCIAL1.45%
LOWES COS INC1.41%
PRUDENTL FINL1.32%
CHENIERE ENERGY INC1.31%
BROADCOM INC1.31%
TRAVELERS COS IN1.30%
CATERPILLAR INC1.28%
ARISTA NETWORKS INC1.24%
AMGEN INC1.16%
CUMMINS INC1.16%
MCKESSON CORP1.13%
DEERE & CO1.12%
SNAP-ON INCORPORATED1.12%
UNITED RENTALS INC1.11%
VERTEX PHARMACEUTICALS INC1.08%
DR HORTON INC1.06%
MERCK & CO1.02%
GENERAL DYNAMICS CORPORATION1.02%
TD SYNNEX CORP0.99%
NUCOR CORP0.99%
CAPITAL ONE FINANCIAL CORP0.98%
UNITEDHEALTH GRP0.97%
PROGRESSIVE CORP OHIO0.96%
QUALCOMM INC0.94%
CISCO SYSTEMS INC0.93%
CITIGROUP INC0.91%
PULTEGROUP INC0.91%
AMPHENOL CORPORATION CL A0.90%
EBAY INC0.90%
KLA CORP0.88%
SPDR S&P 500 ETF Trust0.86%
AVNET INC0.86%
GILEAD SCIENCES INC0.86%
REGENERON PHARMACEUTICALS INC0.85%
ELEVANCE HEALTH INC0.85%
AMERICAN EXPRESS CO0.85%
UNITED THERAPEUTICS CORP DEL0.84%
FEDEX CORP0.84%
MOTOROLA SOLUTIONS INC0.82%

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