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UMLAX vs NUGO

Shared holdings
19
UMLAX covered by NUGO
62.94%
NUGO covered by UMLAX
62.94%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

UMLAX (March 31, 2026)

SecurityWeight
NVIDIA CORP13.63%
MICROSOFT CORP9.92%
AMAZON.COM INC7.54%
ALPHABET INC CL A5.44%
APPLE INC5.04%
BROADCOM INC4.75%
META PLATFORMS INC CL A4.38%
INTUITIVE SURGICAL INC3.77%
LILLY ELI and CO3.73%
VISA INC-CLASS A3.66%
TKO GROUP HOLDINGS INC3.51%
APPLIED MATERIALS INC3.16%
COSTCO WHOLESALE CORP2.83%
SERVICENOW INC2.42%
ARGENX SE SPONSORED ADR2.26%
PALO ALTO NETWORKS INC1.99%
NETFLIX INC1.98%
CROWDSTRIKE HOLDINGS INC1.81%
INSMED INC1.69%
O'REILLY AUTOMOTIVE INC1.63%
ARISTA NETWORKS INC1.61%
VERTIV HOLDINGS CO1.58%
TRANE TECHNOLOGIES PLC1.26%
EQT CORPORATION1.25%
ROYAL CARIBBEAN CRUISES LTD1.15%
TE CONNECTIVITY PLC1.07%
TJX COS INC1.06%
CITIGROUP INC1.05%
LIVE NATION ENTERTAINMENT INC1.03%
QUANTA SVCS INC0.98%
GENERAL DYNAMICS CORPORATION0.80%
GAP INC/THE0.78%
EATON CORP PLC0.63%
COLUMBIA SHORT TERM CASH FUND0.61%

NUGO (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP14.45%
MICROSOFT CORP10.96%
ALPHABET INC CL A9.39%
APPLE INC7.68%
AMAZON.COM INC7.44%
BROADCOM INC7.28%
LILLY ELI and CO3.81%
MASTERCARD INC CL A3.67%
META PLATFORMS INC CL A2.39%
ARISTA NETWORKS INC2.14%
APPLIED MATERIALS INC1.92%
TESLA INC1.90%
GENERAL ELECTRIC CO1.73%
THE BOOKING HOLDINGS INC1.55%
INTUITIVE SURGICAL INC1.44%
GE VERNOVA LLC1.36%
HOWMET AEROSPACE INC1.25%
SHOPIFY INC CL A1.23%
SNOWFLAKE INC CL A1.18%
O'REILLY AUTOMOTIVE INC1.07%
WESTERN DIGITAL CORP1.05%
PALO ALTO NETWORKS INC1.03%
PALANTIR TECHNOLOGIES INC1.02%
MICROCHIP TECHNOLOGY1.00%
EATON CORP PLC0.95%
NETFLIX INC0.93%
REGENERON PHARMACEUTICALS INC0.91%
COSTCO WHOLESALE CORP0.87%
UBER TECHNOLOGIES INC0.87%
AUTOZONE INC0.83%
AMPHENOL CORPORATION CL A0.83%
VERTIV HOLDINGS CO0.81%
ADV MICRO DEVICE0.69%
HEICO CORP0.66%
THERMO FISHER SCIENTIFIC INC0.56%
INTUIT INC0.45%
DOORDASH INC-A0.40%
CROWDSTRIKE HOLDINGS INC0.39%
KKR & CO INC0.39%
SERVICENOW INC0.28%
QUANTA SVCS INC0.27%
State Street Navigator Securities Lending Portfolio II0.25%
ZSCALER INC0.20%
VISTRA CORP0.20%
CHIPOTLE MEXICAN GRILL INC0.20%
DEXCOM INC0.14%
ORACLE CORP0.00%

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