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SUSTX vs FFTYX

Shared holdings
12
SUSTX covered by FFTYX
29.54%
FFTYX covered by SUSTX
29.54%

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.

SUSTX (June 30, 2025)

SecurityWeight
MICROSOFT CORP8.96%
APPLE INC6.20%
VISA INC-CLASS A5.08%
FIXED INC CLEARING CORP.REPO3.99%
ANALOG DEVICES INC3.80%
INTERCONTINENTAL EXCHANGE INC3.77%
SCHWAB CHARLES CORP3.55%
BROADCOM INC3.47%
BOSTON SCIENTIFIC CORP3.36%
HOME DEPOT INC3.13%
PROCTER & GAMBLE2.65%
S&P GLOBAL INC2.54%
WASTE MANAGEMENT INC2.52%
ACCENTURE PLC CL A2.26%
DANAHER CORP2.24%
TRANE TECHNOLOGIES PLC2.24%
DEERE & CO2.10%
COMMERCE BCSHS1.91%
LILLY ELI and CO1.83%
ZOETIS INC CL A1.79%
AMPHENOL CORPORATION CL A1.78%
LINDE PLC1.68%
CADENCE DESIGN SYSTEMS INC1.66%
CHUBB LTD1.51%
AMERICAN EXPRESS CO1.50%
NORDSON CORP1.44%
MERCK & CO1.36%
CBRE GROUP INC - CL A1.35%
APPLIED MATERIALS INC1.25%
MARVELL TECHNOLOGY INC1.22%
QUALCOMM INC1.21%
CYBER-ARK SOFTWARE LTD1.21%
THERMO FISHER SCIENTIFIC INC1.18%
SALESFORCE INC1.15%
MEDTRONIC PLC1.15%
WATTS WATER TECH INC CL A1.13%
SHERWIN WILLIAMS CO1.13%
XYLEM INC1.11%
OLD DOMINION FRT1.10%
CARLISLE COS INC1.06%
UNITEDHEALTH GRP1.03%
STARBUCKS CORP0.98%
AVERY DENNISON CORP0.95%
ROCKWELL AUTOMATION INC0.87%
MSA SAFETY INC0.66%
UNITED RENTALS INC0.63%
VERTEX PHARMACEUTICALS INC0.53%
NVIDIA CORP0.33%
State Street Institutional Treasury Plus Money Market Fund0.24%
ADOBE INC0.21%

FFTYX (Dec. 31, 2025)

SecurityWeight
APPLE INC6.07%
MICROSOFT CORP5.13%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio4.98%
NVIDIA CORP4.51%
BROADCOM INC3.91%
ABBVIE INC3.81%
VERALTO CORP3.52%
ROCKWELL AUTOMATION INC3.47%
TE CONNECTIVITY PLC3.42%
VISA INC-CLASS A3.26%
JOHNSON&JOHNSON3.13%
NEXTERA ENERGY INC2.83%
STERIS PLC2.81%
WASTE MANAGEMENT INC2.80%
INTERCONTINENTAL EXCHANGE INC2.66%
SALESFORCE INC2.57%
MEDTRONIC PLC2.55%
TAIWAN SEMIC MFG CO LTD SP ADR2.36%
JEFFERIES FINANCIAL GROUP INC2.31%
SERVICENOW INC2.23%
CADENCE DESIGN SYSTEMS INC2.18%
AFLAC INC2.12%
SPOTIFY TECHNOLOGY SA2.11%
EMERSON ELECTRIC CO2.04%
STRYKER CORP2.01%
GE HEALTHCARE TECHNOLOGIES INC WI1.97%
CROWDSTRIKE HOLDINGS INC1.95%
FLEX LTD1.89%
APTIV PLC1.71%
NXP SEMICONDUCTORS NV1.61%
PALO ALTO NETWORKS INC1.55%
LPL FINL HLDGS INC1.53%
AECOM1.47%
SHOPIFY INC CL A1.43%
CAMECO CORP1.38%
HOLOGIC INC1.28%
DANAHER CORP1.28%
MONOLITHIC POWER SYS INC1.11%
TETRA TECH INC1.05%

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