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USPFX vs NCEGX

Shared holdings
10
USPFX covered by NCEGX
31.35%
NCEGX covered by USPFX
31.35%

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.

USPFX (March 31, 2026)

SecurityWeight
APPLE INC7.74%
JPMORGAN CHASE and CO7.67%
MICROSOFT CORP7.07%
META PLATFORMS INC CL A7.03%
GOLDMAN SACHS GROUP INC5.60%
DOLLAR TREE INC5.48%
FEDEX CORP5.38%
JOHNSON&JOHNSON4.42%
EXXON MOBIL CORP4.19%
BOEING CO/THE3.53%
UNITEDHEALTH GRP3.39%
PG&E CORP3.38%
BANK OF AMERICA CORPORATION3.19%
SLB LTD3.18%
NIKE INC CL B3.15%
STARBUCKS CORP3.08%
WALT DISNEY CO/T3.01%
SIMON PROPERTY2.95%
CHEVRON CORP2.89%
MERCK & CO2.87%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT2.51%
HOME DEPOT INC2.36%
MONEYMKT2.13%
LVMH MOET HENNESSY-UNSP ADR Sponsored ADR2.05%
TARGET CORP1.76%

NCEGX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP9.68%
APPLE INC8.79%
ALPHABET INC CL A7.17%
MICROSOFT CORP6.61%
AMAZON.COM INC4.40%
CATERPILLAR INC3.87%
META PLATFORMS INC CL A3.38%
AMPHENOL CORPORATION CL A3.14%
JPMORGAN CHASE and CO3.11%
WALMART INC2.99%
HOME DEPOT INC2.46%
BANK OF AMERICA CORPORATION2.29%
BERKSHIRE HATH-B2.13%
WILLIAMS COS INC2.13%
JOHNSON&JOHNSON1.95%
BLACKROCK INC1.94%
SALESFORCE INC1.92%
GOLDMAN SACHS GROUP INC1.85%
HONEYWELL INTL INC1.81%
KKR & CO INC1.81%
PROCTER & GAMBLE1.68%
MASCO CORPORATION1.63%
MORGAN STANLEY1.56%
INTERCONTINENTAL EXCHANGE INC1.54%
VISA INC-CLASS A1.51%
AMGEN INC1.51%
TJX COS INC1.42%
TESLA INC1.40%
STRYKER CORP1.38%
NETFLIX INC1.35%
THERMO FISHER SCIENTIFIC INC1.34%
ORACLE CORP1.32%
ABBOTT LABS1.25%
COSTCO WHOLESALE CORP1.17%
CAPITAL ONE FINANCIAL CORP1.10%
EXXON MOBIL CORP1.03%
CHEVRON CORP1.02%
PEPSICO INC0.98%
ADOBE INC0.96%
DANAHER CORP0.66%
PALO ALTO NETWORKS INC0.39%
STRATEGY INC CL A0.16%
SOLSTICE ADV MAT0.15%
JEFFERIES FINANCIAL GROUP INC0.04%
WHEAT SEP 260.02%

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