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VLSIX vs MPGAX

Shared holdings
5
VLSIX covered by MPGAX
8.55%
MPGAX covered by VLSIX
8.55%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

VLSIX (April 30, 2025)

SecurityWeight
PRIMERICA INC7.06%
VISA INC-CLASS A5.40%
POOL CORP4.97%
MOODYS CORP4.80%
INTUIT INC4.77%
RYAN SPECIALTY HOLDINGS INC4.70%
TRANSUNION4.51%
NCINO INC4.48%
LENNOX INTL INC4.26%
TRADE DESK INC-A4.22%
CELSIUS HOLDINGS INC4.03%
VERISK ANALYTICS INC3.97%
ALPHABET INC CL C3.96%
HOME DEPOT INC3.90%
TRIUMPH FINANCIAL INC3.72%
JACK HENRY3.71%
LPL FINL HLDGS INC3.35%
COOPER COS INC3.25%
WATTS WATER TECH INC CL A3.23%
ZOETIS INC CL A3.09%
OLD DOMINION FRT3.00%
CDW CORPORATION2.99%
UL SOLUTIONS INC CL A2.29%
LAMB WESTON HOLDINGS INC2.26%
MSCI INC2.09%
WEST PHARMACEUTICAL SVCS INC1.97%

MPGAX (June 30, 2025)

SecurityWeight
NVIDIA CORP13.53%
MICROSOFT CORP12.59%
APPLE INC10.01%
AMAZON.COM INC5.55%
META PLATFORMS INC CL A4.89%
BROADCOM INC4.87%
VISA INC-CLASS A2.89%
ALPHABET INC CL A2.55%
TESLA INC2.51%
iShares Russell 1000 Growth ETF2.45%
ALPHABET INC CL C2.34%
LILLY ELI and CO2.09%
NETFLIX INC1.78%
AMPHENOL CORPORATION CL A1.30%
MOODYS CORP1.20%
MASTERCARD INC CL A1.17%
INTUIT INC1.12%
COMFORT SYSTEMS USA INC1.09%
CENCORA INC1.07%
COSTCO WHOLESALE CORP1.04%
HOME DEPOT INC0.99%
FIXED INC CLEARING CORP.REPO0.98%
RESMED INC0.97%
THE BOOKING HOLDINGS INC0.96%
KLA CORP0.93%
ORACLE CORP0.91%
BROWN & BROWN0.84%
PROGRESSIVE CORP OHIO0.81%
PEPSICO INC0.80%
PALANTIR TECHNOLOGIES INC0.78%
ADOBE INC0.76%
EMCOR GROUP INC0.71%
ARISTA NETWORKS INC0.70%
FORTINET INC0.53%
APPLOVIN CORP0.53%
DECKERS OUTDOOR CORP0.50%
DYNATRACE INC0.47%
MORNINGSTAR INC0.45%
HEICO CORP CL A0.45%
PAYCHEX INC0.44%
SPOTIFY TECHNOLOGY SA0.43%
SALESFORCE INC0.42%
COINBASE GLOBAL INC0.41%
SERVICENOW INC0.41%
CINTAS CORP0.41%
SYNOPSYS INC0.38%
TRADEWEB MARKETS INC A0.38%
AUTOMATIC DATA PROCESSING INC0.38%
SHARKNINJA INC0.38%
MARSH & MCLENNAN0.35%

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