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SLGFX vs KCXIX

Shared holdings
889
SLGFX covered by KCXIX
83.15%
KCXIX covered by SLGFX
83.15%

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.

SLGFX (March 31, 2026)

SecurityWeight
NVIDIA CORP6.56%
APPLE INC COMMON STOCK5.88%
MICROSOFT CORP4.41%
PUT Amazon.com, Inc. 01/02/2026 P2053.21%
ALPHABET INC CL A2.69%
BROADCOM INC2.30%
ALPHABET INC CL C2.18%
US ULTRA BOND CBT Sep252.05%
META PLATFORMS INC CL A2.01%
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36)1.84%
TESLA INC1.69%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.42%
JPMORGAN CHASE and CO1.28%
LILLY ELI and CO1.18%
EXXON MOBIL CORP1.15%
JOHNSON&JOHNSON0.94%
WALMART INC0.87%
VISA INC-CLASS A0.82%
COSTCO WHOLESALE CORP0.71%
NETFLIX INC0.66%
MASTERCARD INC CL A0.65%
CHEVRON CORP0.62%
ABBVIE INC0.62%
MICRON TECHNOLOGY INC0.61%
PROCTER & GAMBLE0.55%
CATERPILLAR INC0.53%
Common Stock0.53%
HOME DEPOT INC0.53%
BANK OF AMERICA CORP COMMON STOCK0.51%
PALANTIR TECHNOLOGIES INC0.51%
CISCO SYSTEMS INC0.50%
MERCK & CO0.48%
COCA-COLA CO/THE0.48%
GENERAL ELECTRIC CO0.47%
APPLIED MATERIALS INC COMMON STOCK0.44%
LAM RESEARCH CORP0.43%
RTX CORPORATION COMMON STOCK0.41%
PHILIP MORRIS INTL INC0.41%
GOLDMAN SACHS GROUP INC0.40%
ORACLE CORP0.40%
WELLS FARGO & CO0.40%
UNITEDHEALTH GRP0.40%
GE VERNOVA LLC0.38%
LINDE PLC0.37%
INTL BUS MACH CORP0.36%
MCDONALDS CORP0.36%
PEPSICO INC0.34%
VERIZON COMMUNICATIONS INC0.34%
AT&T INC0.32%
CITIGROUP INC0.32%

KCXIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.62%
APPLE INC COMMON STOCK6.45%
MICROSOFT CORP5.46%
ALPHABET INC CL A3.35%
ALPHABET INC CL C2.69%
META PLATFORMS INC CL A2.65%
BROADCOM INC2.62%
TESLA INC2.14%
US ULTRA BOND CBT Sep252.00%
JPMORGAN CHASE and CO1.42%
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK1.10%
EXXON MOBIL CORP1.03%
VISA INC-CLASS A0.93%
WALMART INC0.88%
MICRON TECHNOLOGY INC0.79%
MASTERCARD INC CL A0.76%
COSTCO WHOLESALE CORP0.71%
Common Stock0.65%
HOME DEPOT INC0.64%
BANK OF AMERICA CORP COMMON STOCK0.62%
PROCTER & GAMBLE0.61%
NETFLIX INC0.60%
CHEVRON CORP0.58%
PALANTIR TECHNOLOGIES INC0.55%
GENERAL ELECTRIC CO0.53%
CATERPILLAR INC0.52%
LAM RESEARCH CORP0.50%
WELLS FARGO & CO0.49%
INTL BUS MACH CORP0.49%
GOLDMAN SACHS GROUP INC0.48%
CISCO SYSTEMS INC0.48%
ORACLE CORP0.47%
COCA-COLA CO/THE0.45%
APPLIED MATERIALS INC COMMON STOCK0.44%
MCDONALDS CORP0.38%
MORGAN STANLEY0.38%
LINDE PLC0.37%
CITIGROUP INC0.36%
PEPSICO INC0.36%
WALT DISNEY CO/T0.35%
GE VERNOVA LLC0.34%
SALESFORCE INC0.33%
TEXAS INSTRUMENTS INC0.33%
KLA CORP0.32%
AT&T INC0.32%
INTEL CORP0.32%
NEXTERA ENERGY INC0.31%
INTUITIVE SURGICAL INC0.30%
SCHWAB CHARLES CORP0.30%
GILEAD SCIENCES INC0.30%

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