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VSPIX vs CADVX

Shared holdings
15
VSPIX covered by CADVX
34.10%
CADVX covered by VSPIX
34.10%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

VSPIX (March 31, 2025)

SecurityWeight
APPLE INC7.51%
MICROSOFT CORP5.64%
NVIDIA CORP4.49%
ALPHABET INC CL C3.44%
AMAZON.COM INC3.33%
LILLY ELI and CO2.81%
META PLATFORMS INC CL A2.49%
VISA INC-CLASS A2.10%
VERTEX PHARMACEUTICALS INC1.78%
CENCORA INC1.72%
BROWN & BROWN1.64%
Novartis AG1.60%
WR BERKLEY CORP1.59%
BROADCOM INC1.58%
JPMORGAN CHASE and CO1.56%
HALOZYME THERAPEUTICS INC1.55%
CASEY'S GENERAL1.54%
CACI INTL-A1.53%
ASTRAZENECA PLC SPONS ADR1.53%
CORPAY INC1.44%
JD.COM INC SPON ADR1.42%
TRANE TECHNOLOGI1.41%
BGC GROUP INC-A1.36%
AMPHENOL CORPORATION CL A1.33%
RAYMOND JAMES FINANCIAL INC.1.33%
QUANTA SVCS INC1.32%
SPDR S&P 500 ETF Trust1.31%
TEXAS ROADHOUSE INC1.31%
WALT DISNEY CO/T1.29%
HCA HEALTHCARE INC1.25%
Tencent Music Entertainment Group SPON ADS EA REP 2 ORD SHS1.22%
BELLRING BRANDS INC1.17%
KIRBY CORP1.15%
COREBRIDGE FINANCIAL INC1.13%
ENSIGN GROUP INC1.13%
INGREDION INC1.13%
FED SIGNAL CORP1.11%
EBAY INC1.10%
FISERV INC1.09%
FABRINET1.06%
EXPEDIA INC1.05%
AFFIL MANAGERS1.04%
INTERACTIVE BROKERS GROUP INC1.02%
KLA CORP1.01%
RESMED INC1.01%
CLEAR SECURE INC1.00%
AMERIPRISE FINANCIAL INC0.97%
GOLDMAN SACHS GROUP INC0.95%
GENERAL MOTORS CO0.91%
TAIWAN SEMIC MFG CO LTD SP ADR0.88%

CADVX (July 31, 2025)

SecurityWeight
NVIDIA CORP8.61%
MICROSOFT CORP7.79%
APPLE INC5.73%
AMAZON.COM INC4.25%
ALPHABET INC CL C3.80%
META PLATFORMS INC CL A3.37%
BROADCOM INC3.15%
JPMORGAN CHASE and CO2.27%
TESLA INC1.62%
MASTERCARD INC CL A1.59%
ORACLE CORP1.42%
VISA INC-CLASS A1.40%
NETFLIX INC1.38%
LILLY ELI and CO1.38%
State Street Navigator Securities Lending Government Money Market Portfolio1.36%
COSTCO WHOLESALE CORP1.29%
WALMART INC1.27%
WELLS FARGO & CO1.24%
EXXON MOBIL CORP1.21%
BANK OF AMERICA CORPORATION1.12%
THE BOOKING HOLDINGS INC1.09%
NORFOLK SOUTHERN CORP1.07%
PARKER HANNIFIN CORP0.99%
VISTRA CORP0.95%
GE VERNOVA LLC0.93%
MARATHON PETROLEUM CORP0.93%
GENERAL ELECTRIC CO0.91%
LINDE PLC0.89%
TJX COS INC0.88%
AMERICAN EXPRESS CO0.83%
INTUIT INC0.83%
SERVICENOW INC0.83%
Boeing Co. (The), Conv. Pfd.0.82%
ABBVIE INC0.81%
RTX CORP0.79%
ABBOTT LABS0.79%
JOHNSON&JOHNSON0.77%
GOLDMAN SACHS GROUP INC0.76%
BOSTON SCIENTIFIC CORP0.76%
PALANTIR TECHNOLOGIES INC0.75%
WELLTOWER INC0.73%
PROCTER & GAMBLE0.67%
HOME DEPOT INC0.66%
PHILIP MORRIS INTL INC0.66%
PPL CORPORATION0.64%
COCA-COLA CO/THE0.64%
VULCAN MATERIALS CO0.64%
S&P GLOBAL INC0.63%
WALT DISNEY CO/T0.62%
SHERWIN WILLIAMS CO0.60%

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