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VSPIX vs MPGAX

Shared holdings
21
VSPIX covered by MPGAX
39.33%
MPGAX covered by VSPIX
39.33%

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%

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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