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USPFX vs USMC

Shared holdings
9
USPFX covered by USMC
34.87%
USMC covered by USPFX
34.87%

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%

USMC (March 31, 2026)

SecurityWeight
NVIDIA CORP7.57%
APPLE INC6.70%
ALPHABET INC CL A5.37%
MICROSOFT CORP4.91%
NETFLIX INC4.65%
COSTCO WHOLESALE CORP4.58%
JPMORGAN CHASE and CO4.56%
BROADCOM INC4.50%
MASTERCARD INC CL A4.49%
VISA INC-CLASS A4.39%
META PLATFORMS INC CL A4.11%
AMAZON.COM INC3.62%
JOHNSON&JOHNSON3.54%
BANK OF AMERICA CORPORATION3.52%
BERKSHIRE HATH-B3.42%
ABBVIE INC3.37%
PROCTER & GAMBLE3.11%
GENERAL ELECTRIC CO2.99%
MICRON TECHNOLOGY INC2.95%
EXXON MOBIL CORP2.84%
CHEVRON CORP2.83%
WALMART INC2.48%
CATERPILLAR INC2.43%
TESLA INC2.36%
LILLY ELI and CO2.23%
HOME DEPOT INC2.20%
State Street Navigator Securities Lending Portfolio II0.28%

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