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STRN vs GFGF

Shared holdings
7
STRN covered by GFGF
23.64%
GFGF covered by STRN
23.64%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 23 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

STRN (March 31, 2026)

SecurityWeight
FRST AM-GV OB-X12.66%
VERTIV HOLDINGS CO7.56%
MONSTER BEVERAGE CORP6.80%
COMFORT SYSTEMS USA INC6.17%
GENERAL ELECTRIC CO6.07%
LILLY ELI and CO5.08%
APPLE INC5.04%
SIMON PROPERTY4.84%
MICRON TECHNOLOGY INC4.51%
SCHWAB CHARLES CORP4.21%
CORNING INC3.95%
WILLIAMS COS INC3.70%
AMPHENOL CORPORATION CL A3.66%
NVIDIA CORP3.15%
LUMENTUM HOLDINGS INC3.12%
TERADYNE INC3.05%
WESTERN DIGITAL CORP2.95%
COHERENT CORP2.72%
LAM RESEARCH CORP2.48%
ALPHABET INC CL C2.42%
ALPHABET INC CL A2.41%
ANALOG DEVICES INC2.04%
Southern Copper Corporation COM USD0.011.40%

GFGF (Feb. 27, 2026)

SecurityWeight
NVIDIA CORP7.34%
TAIWAN SEMIC MFG CO LTD SP ADR6.60%
FRST AM-GV OB-X5.59%
ALPHABET INC CL A4.71%
MSCI INC4.66%
BERKSHIRE HATH-B4.07%
MICROSOFT CORP3.83%
LILLY ELI and CO3.81%
VISA INC-CLASS A3.73%
ASML Holding NV3.73%
APPLE INC3.71%
MASTERCARD INC CL A3.19%
UNITEDHEALTH GRP3.18%
ELEVANCE HEALTH INC3.16%
BROWN & BROWN3.09%
PROGRESSIVE CORP OHIO3.02%
AMAZON.COM INC2.96%
MONSTER BEVERAGE CORP2.90%
MOODYS CORP2.85%
MONOLITHIC POWER SYS INC2.63%
COPART INC2.63%
ARTHUR J GALLAGHAR AND CO2.49%
SYNOPSYS INC2.48%
COSTAR GROUP INC2.43%
META PLATFORMS INC CL A2.26%
ALPHABET INC CL C2.08%
DESCARTES SYS1.91%
INTUITIVE SURGICAL INC1.80%
S&P GLOBAL INC1.68%
AMERICAN EXPRESS CO1.47%

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