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XPND vs ROGSX

Shared holdings
19
XPND covered by ROGSX
45.34%
ROGSX covered by XPND
45.34%

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%

ROGSX (April 30, 2026)

SecurityWeight
ALPHABET INC CL C10.26%
BROADCOM INC9.55%
AMAZON.COM INC8.97%
NVIDIA CORP6.88%
KLA CORP6.83%
CISCO SYSTEMS INC5.89%
MICROSOFT CORP5.22%
ADV MICRO DEVICE4.10%
VISA INC-CLASS A3.82%
SYNOPSYS INC3.79%
APPLE INC3.70%
NXP SEMICONDUCTO3.53%
META PLATFORMS INC CL A3.50%
NETAPP INC2.73%
AMPHENOL CORPORATION CL A2.65%
ALPHABET INC CL A2.48%
LOCKHEED MARTIN CORP2.11%
NETFLIX INC2.11%
MASTERCARD INC CL A1.92%
ADOBE INC1.91%
AKAMAI TECHNOLOGIES INC1.35%
ACCENTURE PLC-A1.15%
US ULTRA BOND CBT Sep251.02%
CADENCE DESIGN SYSTEMS INC0.98%
QUALCOMM INC0.88%
INTUIT INC0.79%
WORKDAY INC CL A0.74%
ORACLE CORP0.60%
Mount Vernon Liquid Assets Portfolio, LLC0.54%

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