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YALL vs QTOP

Shared holdings
6
YALL covered by QTOP
22.13%
QTOP covered by YALL
22.13%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

YALL (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP6.33%
TESLA INC6.26%
BROADCOM INC5.73%
HCA HEALTHCARE INC5.16%
COSTCO WHOLESALE CORP4.77%
ELECTRONIC ARTS INC4.77%
BOEING CO/THE4.71%
SCHWAB CHARLES CORP4.35%
CHARTER COMMUNICATIONS INC A4.15%
REGIONS FINANCIAL CORP4.09%
AMGEN INC4.08%
PALANTIR TECHNOLOGIES INC3.98%
WASTE MANAGEMENT INC3.26%
DANAHER CORP2.42%
NEWMONT CORP2.37%
COPART INC2.18%
TRACTOR SUPPLY CO.2.03%
MARATHON DIGITAL HOLDINGS INC1.93%
CSX CORP1.76%
STRATEGY INC CL A1.62%
CINTAS CORP1.59%
SHERWIN WILLIAMS CO1.58%
OCCIDENTAL PETROLEUM CORP1.58%
EOG RESOURCES INC1.46%
COINBASE GLOBAL INC1.39%
PROLOGIS INC REIT1.38%
DOLLAR GENERAL CORP1.34%
COLGATE-PALMOLIVE CO1.27%
SLB LTD1.16%
MONDELEZ INTL INC1.15%
TYSON FOODS INC CL A1.15%
NEXTERA ENERGY INC1.15%
XCEL ENERGY INC1.12%
DOMINION ENERGY INC1.05%
MARTIN MAR MTLS1.03%
NUCOR CORP1.03%
GENERAL MILLS INC1.02%
PUBLIC STORAGE0.84%
PAYCHEX INC0.83%
DR HORTON INC0.82%
FRST AM-GV OB-X0.09%

QTOP (March 31, 2026)

SecurityWeight
NVIDIA CORP11.44%
APPLE INC10.05%
MICROSOFT CORP7.42%
AMAZON.COM INC6.03%
WALMART INC4.59%
ALPHABET INC CL A4.52%
TESLA INC4.36%
ALPHABET INC CL C4.21%
META PLATFORMS INC CL A4.17%
BROADCOM INC4.06%
COSTCO WHOLESALE CORP3.37%
NETFLIX INC3.10%
MICRON TECHNOLOGY INC2.90%
PALANTIR TECHNOLOGIES INC2.56%
ADV MICRO DEVICE2.53%
CISCO SYSTEMS INC2.34%
APPLIED MATERIALS INC2.07%
LAM RESEARCH CORP2.04%
T-MOBILE US INC1.77%
LINDE PLC1.75%
INTEL CORP1.68%
PEPSICO INC1.62%
KLA CORP1.47%
AMGEN INC1.45%
TEXAS INSTRUMENTS INC1.34%
GILEAD SCIENCES INC1.32%
INTUITIVE SURGICAL INC1.25%
ANALOG DEVICES INC1.19%
SHOPIFY INC CL A1.11%
HONEYWELL INTL INC1.10%
QUALCOMM INC1.05%
BlackRock Cash Funds: Treasury, SL Agency Shares0.16%

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