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XPND vs GARP

Shared holdings
30
XPND covered by GARP
48.84%
GARP covered by XPND
48.84%

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.

XPND (Feb. 28, 2026)

SecurityWeight
CISCO SYSTEMS INC4.71%
META PLATFORMS INC CL A4.70%
NVIDIA CORP4.70%
ALPHABET INC CL A4.57%
VISA INC-CLASS A4.50%
APPLE INC4.45%
APPLIED MATERIALS INC4.44%
MASTERCARD INC CL A4.41%
LAM RESEARCH CORP4.40%
NETFLIX INC4.20%
PALANTIR TECHNOLOGIES INC3.82%
MICROSOFT CORP3.75%
BROADCOM INC3.72%
T-MOBILE US INC3.64%
ORACLE CORP3.38%
INTL BUS MACH CORP3.36%
KLA CORP3.01%
TEXAS INSTRUMENTS INC2.89%
WALT DISNEY CO/T2.84%
AMPHENOL CORPORATION CL A2.68%
ARISTA NETWORKS INC2.52%
QUALCOMM INC2.28%
APPLOVIN CORP2.20%
CORNING INC1.93%
INTUIT INC1.71%
SERVICENOW INC1.68%
ADOBE INC1.65%
CADENCE DESIGN SYSTEMS INC1.23%
MARVELL TECHNOLOGY INC1.05%
TERADYNE INC0.46%
MOTOROLA SOLUTIONS INC0.34%
JABIL INC0.33%
MONOLITHIC POWER SYS INC0.33%
LIVE NATION ENTERTAINMENT INC0.32%
WARNER BROS DISCOVERY INC0.31%
TKO GROUP HOLDINGS INC0.30%
MSILF Treasury Portfolio, Class Institutional0.29%
WARNER MUSIC GRP CORP CL A0.26%
FORTINET INC0.25%
PTC INC0.23%
NETAPP INC0.23%
ZOOM VIDEO COMMUNICATIONS INC CL A0.23%
FOX CORP CL A0.22%
GEN DIGITAL INC0.22%
AUTODESK INC0.21%
PAYPAL HOLDINGS0.19%
PURE STORAGE INC CL A0.19%
DATADOG INC CL A0.18%
GODADDY INC CL A0.18%
WORKDAY INC CL A0.16%

GARP (March 31, 2026)

SecurityWeight
APPLE INC5.04%
NVIDIA CORP4.94%
MICROSOFT CORP4.89%
LAM RESEARCH CORP4.76%
META PLATFORMS INC CL A4.69%
VISA INC-CLASS A3.29%
ALPHABET INC CL A3.20%
KLA CORP3.16%
AMPHENOL CORPORATION CL A3.03%
LILLY ELI and CO2.86%
UBER TECHNOLOGIES INC2.57%
MICRON TECHNOLOGY INC2.48%
FORTINET INC2.36%
BROADCOM INC2.28%
ADV MICRO DEVICE2.16%
ADOBE INC2.00%
ALPHABET INC CL C1.78%
ORACLE CORP1.66%
MASTERCARD INC CL A1.64%
NETFLIX INC1.51%
AMAZON.COM INC1.29%
AMERICAN EXPRESS CO1.29%
ROYAL CARIBBEAN CRUISES LTD1.29%
ARISTA NETWORKS INC1.29%
SCHWAB CHARLES CORP1.23%
GENERAL ELECTRIC CO1.16%
PALANTIR TECHNOLOGIES INC1.09%
QUANTA SVCS INC1.06%
AUTODESK INC0.99%
AIRBNB INC CLASS A0.98%
COMFORT SYSTEMS USA INC0.88%
IDEXX LABS INC0.81%
HOWMET AEROSPACE INC0.80%
NEWMONT CORP0.76%
BOSTON SCIENTIFIC CORP0.72%
SERVICENOW INC0.71%
VERTIV HOLDINGS CO0.71%
DIAMONDBACK ENERGY INC0.67%
GE VERNOVA LLC0.61%
EMCOR GROUP INC0.60%
VALERO ENERGY CORP0.58%
JABIL INC0.55%
MARVELL TECHNOLOGY INC0.55%
CITIGROUP INC0.52%
DOORDASH INC-A0.52%
MONOLITHIC POWER SYS INC0.51%
EQT CORPORATION0.51%
NRG ENERGY INC0.51%
EXPEDIA INC0.49%
COTERRA ENERGY INC0.48%

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