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SFYF vs QTOP

Shared holdings
17
SFYF covered by QTOP
55.07%
QTOP covered by SFYF
55.07%

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.

SFYF (Feb. 28, 2026)

SecurityWeight
TESLA INC9.25%
NVIDIA CORP7.47%
AMAZON.COM INC6.07%
BERKSHIRE HATH-B4.51%
APPLE INC4.10%
Mount Vernon Liquid Assets Portfolio, LLC4.07%
PALANTIR TECHNOLOGIES INC3.77%
ALPHABET INC CL A3.71%
MICROSOFT CORP3.68%
META PLATFORMS INC CL A3.64%
COSTCO WHOLESALE CORP3.55%
ADV MICRO DEVICE3.40%
ALPHABET INC CL C2.99%
TAIWAN SEMIC MFG CO LTD SP ADR2.86%
RIVIAN AUTOMOTIVE INC2.72%
UNITEDHEALTH GRP2.30%
MICRON TECHNOLOGY INC2.24%
NETFLIX INC2.07%
BROADCOM INC2.02%
WALMART INC2.01%
LILLY ELI and CO1.70%
REALTY INCOME CORP REIT1.43%
GAMESTOP CORP CL A1.29%
WALT DISNEY CO/T1.21%
INTEL CORP1.16%
COCA-COLA CO/THE1.15%
EXXON MOBIL CORP1.11%
SHOPIFY INC CL A1.11%
PFIZER INC1.00%
COINBASE GLOBAL INC0.98%
CHEVRON CORP0.97%
NIO Inc. SPON ADS EACH REP 1 ORD SHS0.88%
PAYPAL HOLDINGS0.87%
NIKE INC CL B0.83%
FORD MOTOR CO0.82%
REDDIT INC-A0.77%
ORACLE CORP0.68%
JOHNSON&JOHNSON0.62%
TARGET CORP0.59%
VERIZON COMMUNICATIONS INC0.59%
AT&T INC0.54%
BOEING CO/THE0.54%
DELTA AIR LI0.46%
STARBUCKS CORP0.44%
SOUNDHOUND AI INC0.41%
FIGMA INC-CL A0.32%
LUCID GROUP INC0.32%
TILRAY BRANDS INC COMMON STOCK USD.00010.20%
KLARNA GROUP PLC0.20%
AMC ENTERTAINMENT HLDS CL A0.15%

QTOP (March 31, 2026)

SecurityWeight
NVIDIA CORP11.44%
APPLE INC10.05%
MICROSOFT CORP7.42%
AMAZON.COM INC6.03%
WALMART INC4.59%
ALPHABET INC CL A4.52%
TESLA INC4.36%
ALPHABET INC CL C4.21%
META PLATFORMS INC CL A4.17%
BROADCOM INC4.06%
COSTCO WHOLESALE CORP3.37%
NETFLIX INC3.10%
MICRON TECHNOLOGY INC2.90%
PALANTIR TECHNOLOGIES INC2.56%
ADV MICRO DEVICE2.53%
CISCO SYSTEMS INC2.34%
APPLIED MATERIALS INC2.07%
LAM RESEARCH CORP2.04%
T-MOBILE US INC1.77%
LINDE PLC1.75%
INTEL CORP1.68%
PEPSICO INC1.62%
KLA CORP1.47%
AMGEN INC1.45%
TEXAS INSTRUMENTS INC1.34%
GILEAD SCIENCES INC1.32%
INTUITIVE SURGICAL INC1.25%
ANALOG DEVICES INC1.19%
SHOPIFY INC CL A1.11%
HONEYWELL INTL INC1.10%
QUALCOMM INC1.05%
BlackRock Cash Funds: Treasury, SL Agency Shares0.16%

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