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SWP vs JAGIX

Shared holdings
19
SWP covered by JAGIX
32.69%
JAGIX covered by SWP
32.69%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SWP (Feb. 28, 2026)

SecurityWeight
MICROSOFT CORP3.95%
ALPHABET INC CL A3.90%
APPLE INC3.64%
BROADCOM INC3.30%
FIRST AM-TR OB-X3.04%
PHILIP MORRIS INTL INC2.78%
PROLOGIS INC REIT2.73%
FLOWSERVE CORP2.70%
INTL BUS MACH CORP2.69%
ORACLE CORP2.60%
BAKER HUGHES CO2.51%
TOLL BROTHERS INC2.51%
CENCORA INC2.45%
META PLATFORMS INC CL A2.39%
JPMORGAN CHASE and CO2.36%
EMERSON ELECTRIC CO2.30%
TJX COS INC2.29%
APPLIED INDU TEC2.22%
NEXTERA ENERGY INC2.20%
MEDTRONIC PLC2.20%
ASTRAZENECA PLC2.20%
RTX CORP2.18%
ABBVIE INC2.04%
BLACKROCK INC2.02%
LILLY ELI and CO1.97%
FREEPORT MCMORAN INC1.93%
JEFFERIES FINANCIAL GROUP INC1.85%
CITIGROUP INC1.83%
Silicon Motion Technology Corp. SPONSORED ADR1.80%
STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS1.72%
DARDEN RESTAURANTS INC1.72%
TAIWAN SEMIC MFG CO LTD SP ADR1.72%
UNION PACIFIC CORP1.69%
PNC FINANCIAL SERVICES GRP INC1.64%
CAN NATURAL RES1.62%
SCOTTS MIRACLE GRO CO1.56%
BLACKSTONE INC1.54%
UNITED PARCEL SERVICE INC CL B1.50%
GOLDMAN SACHS GROUP INC1.46%
TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT1.45%
DICKS SPORTING GOODS INC1.44%
ENBRIDGE INC1.36%
AMERICAN EXPRESS CO1.30%
UNITED RENTALS INC1.28%
NIKE INC CL B1.18%
DIGITAL REALTY TRUST INC1.14%
DUKE ENERGY CORP NEW1.11%
CAMECO CORP1.03%

JAGIX (March 31, 2026)

SecurityWeight
ALPHABET INC CL C6.37%
MICROSOFT CORP6.02%
APPLE INC5.04%
BROADCOM INC4.14%
META PLATFORMS INC CL A2.92%
NVIDIA CORP2.58%
JPMORGAN CHASE and CO2.45%
VISA INC-CLASS A2.28%
LILLY ELI and CO2.21%
KLA CORP2.14%
LAM RESEARCH CORP2.06%
PHILIP MORRIS INTL INC1.90%
TAIWAN SEMIC MFG CO LTD SP ADR1.89%
AMPHENOL CORPORATION CL A1.85%
JOHNSON&JOHNSON1.75%
CHEVRON CORP1.68%
COCA-COLA CO/THE1.52%
TEXAS INSTRUMENTS INC1.48%
AMERICAN EXPRESS CO1.47%
GOLDMAN SACHS GROUP INC1.45%
HOME DEPOT INC1.41%
CISCO SYSTEMS INC1.40%
MORGAN STANLEY1.39%
VERIZON COMMUNICATIONS INC1.39%
EATON CORP PLC1.38%
ABBVIE INC1.35%
ABBOTT LABS1.27%
WALT DISNEY CO/T1.27%
MASTERCARD INC CL A1.25%
TRANE TECHNOLOGI1.23%
GENERAL ELECTRIC CO1.18%
STRYKER CORP1.17%
RTX CORP1.17%
DANAHER CORP1.09%
TJX COS INC1.09%
PROGRESSIVE CORP OHIO1.09%
GARMIN LTD1.05%
MEDTRONIC PLC1.02%
THE BOOKING HOLDINGS INC1.00%
CME GROUP INC CL A0.97%
INTERCONTINENTAL EXCHANGE INC0.97%
ZOETIS INC CL A0.97%
PNC FINANCIAL SERVICES GRP INC0.96%
INTUIT INC0.94%
ORACLE CORP0.94%
MARRIOTT INTL-A0.93%
ROYAL CARIBBEAN0.93%
SEAGATE TECHNOLO0.91%
EBAY INC0.90%
UNION PACIFIC CORP0.88%

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