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STSEX vs TOPT

Shared holdings
7
STSEX covered by TOPT
26.74%
TOPT covered by STSEX
26.74%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

STSEX (March 31, 2026)

SecurityWeight
MICROSOFT CORP22.55%
GENERAL DYNAMICS CORPORATION10.37%
BERKSHIRE HATH-B10.27%
JPMORGAN CHASE and CO8.25%
AMERICAN EXPRESS CO7.16%
JOHNSON&JOHNSON5.24%
ASTRAZENECA PLC4.89%
VISA INC-CLASS A4.65%
Novartis AG4.06%
WALMART INC3.96%
EXXON MOBIL CORP3.58%
PHILIP MORRIS INTL INC3.21%
MERCK & CO3.17%
ALTRIA GROUP INC1.97%
KEYSIGHT TECHNOLOGIES INC1.63%
SLB LTD1.40%
PROCTER & GAMBLE1.13%
PFIZER INC0.83%
COMMSTCK0.57%
Sandoz Group AG SPONSORED ADS0.42%
ALCON INC0.40%
BLKR-LIQ T-INS0.17%
VIATRIS INC0.07%
WESTINGHOUSE AIR BRAKE TECH CORP0.04%
ORGANON & CO0.02%

TOPT (March 31, 2026)

SecurityWeight
NVIDIA CORP16.01%
APPLE INC14.08%
ALPHABET INC CL A6.33%
MICROSOFT CORP5.98%
ALPHABET INC CL C5.07%
AMAZON.COM INC4.62%
BERKSHIRE HATH-B4.55%
TESLA INC4.30%
BROADCOM INC4.28%
META PLATFORMS INC CL A4.12%
JPMORGAN CHASE and CO4.11%
LILLY ELI and CO3.78%
EXXON MOBIL CORP3.68%
JOHNSON&JOHNSON3.05%
WALMART INC2.82%
VISA INC-CLASS A2.63%
COSTCO WHOLESALE CORP2.29%
MASTERCARD INC CL A2.11%
NETFLIX INC2.10%
ABBVIE INC1.99%
MICRON TECHNOLOGY INC1.97%
BlackRock Cash Funds: Treasury, SL Agency Shares0.12%

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