VCBCX
Systematic Growth Fund
VALIC Co I

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
EQUITABLE HOLDINGS INC 0 39,445 39,445 0.16% $1.59M
NU HOLDINGS LTD/CAYMAN ISLANDS 0 97,919 97,919 0.14% $1.47M
APELLIS PHARMACEUTICALS INC 0 32,500 32,500 0.07% $681.20K
BULLISH 0 18,679 18,679 0.06% $586.33K
VEEVA SYSTEMS-A 0 2,051 2,051 0.04% $373.30K
ROSS STORES INC 0 1,425 1,425 0.03% $293.04K
BOOZ ALLEN HAMILTON HLDG CL A 0 3,147 3,147 0.02% $248.08K
AMGEN INC 0 556 556 0.02% $215.82K
EXACT SCIENCES CORP 0 1,972 1,972 0.02% $203.87K
TEMPUR SEALY INTERNATIONAL INC 0 1,834 1,834 0.02% $164.16K
JONES LANG LASALLE INC 0 466 466 0.01% $147.05K
HCA HEALTHCARE INC 0 263 263 0.01% $139.31K
XP, Inc., Class A 0 5,853 5,853 0.01% $126.02K
ROCKWELL AUTOMATION INC 0 281 281 0.01% $114.49K
CONFLUENT INC-A 0 3,313 3,313 0.01% $101.61K
TEMPUS AI INC-A 0 1,378 1,378 0.01% $73.38K
LOAR HOLDINGS INC 0 900 900 0.01% $63.71K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
BROWN & BROWN 56,590 0 -56,590 0.00% -$4.55M
FISERV INC 38,799 0 -38,799 0.00% -$2.38M
ARTHUR J GALLAGHAR AND CO 5,780 0 -5,780 0.00% -$1.43M
GODADDY INC CL A 6,031 0 -6,031 0.00% -$771.12K
BLOCK INC CL A 6,153 0 -6,153 0.00% -$411.02K
PENUMBRA INC 1,390 0 -1,390 0.00% -$407.51K
ROYAL CARIBBEAN CRUISES LTD 1,370 0 -1,370 0.00% -$364.76K
SAMSARA INC-CL A 7,024 0 -7,024 0.00% -$267.12K
BENTLEY SYSTEM-B 5,818 0 -5,818 0.00% -$244.12K
ALLISON TRANSMISSION HLDGS INC 2,675 0 -2,675 0.00% -$237.17K
LIVE NATION ENTERTAINMENT INC 1,661 0 -1,661 0.00% -$218.34K
FLUTTER ENTERTAINMENT PLC 1,030 0 -1,030 0.00% -$215.07K
CROWDSTRIKE HOLDINGS INC 387 0 -387 0.00% -$197.04K
VISTRA CORP 1,023 0 -1,023 0.00% -$182.97K
MOTOROLA SOLUTIONS INC 485 0 -485 0.00% -$179.29K
MASTEC INC 803 0 -803 0.00% -$171.75K
HUBSPOT INC 454 0 -454 0.00% -$166.76K
QUANTA SVCS INC 261 0 -261 0.00% -$121.33K
BROOKFIELD ASSET MANAGEMENT LTD A 2,150 0 -2,150 0.00% -$113.39K
MANHATTAN ASSOCIATES INC 600 0 -600 0.00% -$105.87K
CARNIVAL CORP 4,073 0 -4,073 0.00% -$105.00K
VERISK ANALYTICS INC 435 0 -435 0.00% -$97.91K
KINSALE CAPITAL GROUP INC 244 0 -244 0.00% -$93.92K
TOAST INC-A 2,214 0 -2,214 0.00% -$75.70K
TOPBUILD CORP 130 0 -130 0.00% -$58.82K
ECOLAB INC 199 0 -199 0.00% -$54.76K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
LILLY ELI and CO 21,662 22,458 796 2.33% $328.76K
iShares Russell 1000 Growth ETF 2,878 41,928 39,050 1.86% $17.50M
MASTERCARD INC CL A 26,907 33,607 6,700 1.71% $2.57M
NETFLIX INC 117,595 132,776 15,181 1.26% $127.49K
State Street Navigator Securities Lending Government Money Market Portfolio 329,730 11,742,715 11,412,985 1.16% $11.41M
LAM RESEARCH CORP 12,786 45,373 32,587 1.05% $8.62M
THE BOOKING HOLDINGS INC 2,160 2,269 109 0.95% -$996.65K
PALANTIR TECHNOLOGIES INC 65,349 67,689 2,340 0.91% -$1.72M
ABBVIE INC 37,997 39,170 1,173 0.90% $438.66K
MCKESSON CORP 3,590 6,088 2,498 0.59% $2.85M
MOODYS CORP 9,601 11,589 1,988 0.55% $822.81K
MONSTER BEVERAGE CORP 23,449 61,346 37,897 0.52% $3.47M
EXELIXIS INC 106,178 116,520 10,342 0.51% $443.99K
CORE & MAIN IN-A 18,661 89,108 70,447 0.48% $3.92M
PAYCHEX INC 18,996 48,078 29,082 0.44% $2.38M
GENERAL ELECTRIC CO 5,777 12,925 7,148 0.44% $2.70M
HOULIHAN LOKEY I 23,453 26,390 2,937 0.43% $208.23K
GE VERNOVA LLC 4,402 4,940 538 0.43% $1.68M
GRAND CANYON EDUCATION INC 14,937 25,787 10,850 0.40% $1.75M
TAPESTRY INC 22,097 25,508 3,411 0.39% $1.55M
INCYTE CORP 27,733 37,176 9,443 0.37% $867.82K
MEDPACE HOLDINGS INC 3,987 8,225 4,238 0.37% $1.35M
TKO GROUP HOLDINGS INC 10,355 16,443 6,088 0.36% $1.67M
DECKERS OUTDOOR CORP 30,934 31,131 197 0.36% $927.61K
HALOZYME THERAPEUTICS INC 41,545 50,767 9,222 0.35% $563.52K
FORTINET INC 37,054 41,359 4,305 0.32% $262.41K
DELL TECHNOLOGIES INC CL C 8,744 20,099 11,355 0.29% $1.81M
RALPH LAUREN CORP 7,426 7,836 410 0.28% $113.54K
ULTA BEAUTY INC 3,865 3,968 103 0.27% $634.67K
DROPBOX INC CL A 91,629 101,642 10,013 0.25% -$197.84K
CASEY'S GENERAL 3,212 3,699 487 0.25% $703.68K
EXPEDIA INC 9,341 11,715 2,374 0.25% $138.41K
COCA COLA CONSOLIDATED INC 7,909 12,027 4,118 0.24% $1.15M
INTERACTIVE BROKERS GROUP INC 23,462 33,027 9,565 0.23% $825.69K
PERFORMANCE FOOD GROUP CO 22,882 23,454 572 0.22% $55.29K
ANGLOGOLD ASHANTI PLC 12,002 17,600 5,598 0.22% $1.22M
ETSY INC 22,969 39,412 16,443 0.21% $917.55K
SPROUTS FMRS MKT INC 21,097 29,178 8,081 0.21% $387.24K
AMERICAN EXPRESS CO 6,046 6,291 245 0.19% -$265.13K
WILLIAMS-SONOMA INC 8,816 9,285 469 0.19% $322.49K
CELSIUS HOLDINGS INC 11,885 33,610 21,725 0.18% $1.32M
QUALCOMM INC 11,299 11,758 459 0.16% -$225.38K
SYSCO CORP 16,777 17,964 1,187 0.16% $359.19K
BRISTOL-MYERS SQUIBB CO 23,078 26,070 2,992 0.16% $490.55K
GEN DIGITAL INC 69,953 70,569 616 0.16% -$251.92K
WAYFAIR INC- A 9,819 20,298 10,479 0.15% $461.40K
FERGUSON ENTERPRISES INC 3,120 5,851 2,731 0.15% $740.50K
ADV MICRO DEVICE 7,532 7,577 45 0.15% -$121.44K
AUTOMATIC DATA PROCESSING INC 6,262 6,742 480 0.14% -$153.47K
SITEONE LANDSCAPE SUPPLY INC 7,470 9,883 2,413 0.14% $409.11K
ROLLINS INC 20,698 21,556 858 0.13% $40.03K
BJS WHSL CLUB HLDGS INC 11,438 13,156 1,718 0.13% $279.07K
ARMSTRONG WORLD INDUSTRIES INC 6,294 7,159 865 0.12% $47.86K
ALNYLAM PHARMACEUTICALS INC 1,352 3,402 2,050 0.11% $522.53K
BANK OF NEW YORK MELLON CORP 7,346 9,418 2,072 0.11% $298.20K
CHEMED CORP 1,881 2,726 845 0.11% $291.57K
LYFT INC-A 61,733 77,420 15,687 0.11% -$226.75K
AON PLC 2,565 2,717 152 0.09% $3.67K
ROBLOX CORP - A 9,724 12,788 3,064 0.09% -$46.05K
INSPIRE MEDICAL SYSTEMS INC 8,728 13,261 4,533 0.08% -$230.38K
H&R BLOCK INC 12,916 26,349 13,433 0.08% $262.78K
SLM CORP 36,801 42,661 5,860 0.08% -$278.80K
NUTANIX INC CL A 12,243 20,071 7,828 0.08% $183.10K
PINTEREST INC CL A 26,443 44,218 17,775 0.07% $66.76K
MARSH & MCLENNAN 1,380 3,954 2,574 0.07% $485.21K
ROBINHOOD MARKETS INC 8,459 9,205 746 0.07% -$388.70K
COUPANG INC A 28,594 36,392 7,798 0.07% -$110.85K
DOXIMITY INC-A 9,961 27,663 17,702 0.07% $166.18K
MURPHY USA INC 1,332 1,730 398 0.07% $163.07K
APPFOLIO INC - A 2,448 3,704 1,256 0.06% $99.59K
ILLINOIS TOOL WORKS INC 1,914 2,248 334 0.06% $176.21K
POPULAR INC 3,574 4,778 1,204 0.06% $236.78K
IDEXX LABS INC 324 899 575 0.06% $346.47K
COLGATE-PALMOLIVE CO 4,968 5,413 445 0.05% $137.27K
CHEWY INC- CL A 17,315 19,178 1,863 0.05% -$76.18K
PURE STORAGE INC CL A 4,783 7,892 3,109 0.05% $81.33K
NATERA INC 1,674 2,333 659 0.05% $85.59K
UNITY SOFTWARE INC 8,682 24,367 15,685 0.04% $75.05K
SUMMIT THERAPEUTICS INC 19,441 24,402 4,961 0.04% $57.03K
BANK OF AMERICA CORPORATION 3,965 7,947 3,982 0.04% $183.28K
CREDIT ACCEPTANCE CORP 600 813 213 0.04% $107.51K
SERVICENOW INC 1,452 3,480 2,028 0.04% -$803.74K
SCHWAB CHARLES CORP 2,014 3,921 1,907 0.04% $186.52K
VERALTO CORP 2,962 3,494 532 0.03% $40.61K
NETAPP INC 2,074 2,520 446 0.02% $18.18K
RUBRIK INC-A 3,448 3,789 341 0.02% -$42.14K
CARLISLE COS INC 166 250 84 0.01% $45.89K
State Street Navigator Securities Lending Portfolio II 182 184 2 0.00% $2
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NVIDIA CORP 790,510 737,253 -53,257 12.87% -$9.29M
APPLE INC 466,401 431,379 -35,022 11.23% -$16.09M
MICROSOFT CORP 234,878 232,975 -1,903 9.01% -$24.06M
BROADCOM INC 154,559 146,827 -7,732 4.62% -$15.36M
AMAZON.COM INC 252,855 219,782 -33,073 4.55% -$12.82M
ALPHABET INC CL A 141,645 134,141 -7,504 4.12% -$3.53M
META PLATFORMS INC CL A 64,253 60,555 -3,698 3.87% -$2.38M
ALPHABET INC CL C 119,029 103,606 -15,423 3.18% -$5.84M
TESLA INC 73,790 65,057 -8,733 2.58% -$5.56M
VISA INC-CLASS A 73,061 71,417 -1,644 2.25% -$1.57M
COSTCO WHOLESALE CORP 12,084 11,434 -650 1.14% $517.55K
AMPHENOL CORPORATION CL A 75,990 70,151 -5,839 1.01% -$460.74K
COMFORT SYSTEMS USA INC 9,278 5,955 -3,323 0.84% -$552.15K
APPLOVIN CORP 16,868 15,349 -1,519 0.66% -$3.44M
HOME DEPOT INC 20,792 16,575 -4,217 0.62% -$1.11M
ADOBE INC 26,155 23,939 -2,216 0.62% -$2.09M
KLA CORP 4,509 3,224 -1,285 0.48% -$385.05K
ARISTA NETWORKS INC 31,648 28,022 -3,626 0.37% -$394.82K
INTUIT INC 9,720 9,076 -644 0.37% -$2.45M
ORACLE CORP 28,994 24,580 -4,414 0.35% -$2.28M
EMCOR GROUP INC 5,475 4,812 -663 0.34% $119.36K
VERTEX PHARMACEUTICALS INC 8,051 6,626 -1,425 0.32% -$199.00K
RESMED INC 21,663 12,221 -9,442 0.31% -$2.41M
CENCORA INC 11,838 8,381 -3,457 0.31% -$1.25M
VERTIV HOLDINGS CO 13,587 12,026 -1,561 0.30% $623.32K
TRANE TECHNOLOGIES PLC 6,994 6,328 -666 0.29% -$22.27K
UBER TECHNOLOGIES INC 47,028 35,102 -11,926 0.26% -$1.47M
UBIQUITI INC 3,708 3,278 -430 0.25% $352.10K
TJX COS INC 15,453 15,302 -151 0.24% $126.10K
GILEAD SCIENCES INC 17,946 15,425 -2,521 0.23% $39.23K
BOSTON SCIENTIFIC CORP 34,428 28,434 -5,994 0.22% -$1.31M
O'REILLY AUTOMOTIVE INC 21,672 20,868 -804 0.19% -$244.95K
AMERIPRISE FINANCIAL INC 4,929 4,115 -814 0.19% -$311.80K
PEGASYSTEMS INC 50,974 42,339 -8,635 0.18% -$940.36K
WW GRAINGER INC 1,625 1,561 -64 0.18% $245.40K
RINGCENTRAL INC CL A 55,235 48,731 -6,504 0.17% $216.41K
PROGRESSIVE CORP OHIO 10,683 7,635 -3,048 0.16% -$812.87K
DOUBLEVERIFY HOLDINGS INC 170,542 148,430 -22,112 0.15% -$233.06K
TERADATA CORP 51,596 49,170 -2,426 0.15% $70.65K
AUTOZONE INC 432 405 -27 0.15% -$187.26K
MORNINGSTAR INC 8,334 7,918 -416 0.14% -$340.54K
LULULEMON ATHLETICA INC 10,780 7,767 -3,013 0.14% -$547.25K
ROKU INC CLASS A 14,973 14,244 -729 0.14% -$47.48K
FASTENAL CO 31,646 30,407 -1,239 0.14% $121.44K
PAYCOM SOFTWARE INC 12,254 10,566 -1,688 0.13% -$645.46K
DOCUSIGN INC 28,081 25,412 -2,669 0.11% -$802.10K
APPLIED MATERIALS INC 3,250 2,876 -374 0.11% $250.92K
PEPSICO INC 10,815 6,253 -4,562 0.10% -$547.24K
LPL FINL HLDGS INC 5,258 3,237 -2,021 0.10% -$899.73K
CINTAS CORP 7,895 4,815 -3,080 0.10% -$500.19K
SHARKNINJA INC 15,881 7,873 -8,008 0.10% -$582.15K
TWILIO INC CLASS A 11,621 7,730 -3,891 0.09% -$572.11K
NRG ENERGY INC 5,792 4,994 -798 0.09% -$87.96K
DYNATRACE INC 48,584 24,787 -23,797 0.09% -$1.27M
SALESFORCE INC 7,656 4,531 -3,125 0.09% -$882.42K
AUTODESK INC 4,689 3,585 -1,104 0.09% -$540.92K
REDDIT INC-A 6,325 5,881 -444 0.08% -$511.66K
LAZARD INC CL A 18,153 16,720 -1,433 0.08% -$70.69K
HEICO CORP CL A 8,702 3,306 -5,396 0.08% -$1.36M
SPOTIFY TECHNOLOGY SA 1,754 1,362 -392 0.07% -$349.07K
EXLSERVICE HOLDINGS INC 26,553 21,442 -5,111 0.07% -$384.89K
FAIR ISAAC CORP 626 450 -176 0.06% -$496.24K
CITIGROUP INC 8,377 5,635 -2,742 0.06% -$246.94K
CADENCE DESIGN SYSTEMS INC 2,685 1,882 -803 0.06% -$270.06K
TRADEWEB MARKETS INC A 4,596 4,367 -229 0.05% $37.93K
JABIL INC 3,198 1,989 -1,209 0.05% -$146.79K
CORPAY INC 5,954 1,593 -4,361 0.05% -$1.24M
YUM! BRANDS INC 4,157 2,993 -1,164 0.05% -$133.59K
HOWMET AEROSPACE INC 3,015 1,888 -1,127 0.05% -$121.18K
DOORDASH INC-A 3,614 2,492 -1,122 0.04% -$277.15K
CARVANA CO CL A 7,429 1,248 -6,181 0.04% -$2.37M
MASIMO CORP 4,896 2,288 -2,608 0.04% -$296.14K
NEXSTAR MEDIA GROUP INC 2,508 1,284 -1,224 0.03% -$159.58K
TRAVEL+LEISURE CO 4,324 4,197 -127 0.03% $12.78K
WEX INC 3,093 1,709 -1,384 0.03% -$203.91K
CHENIERE ENERGY INC 2,584 1,007 -1,577 0.02% -$301.28K
CORCEPT THERAPEUTICS INC 7,500 5,791 -1,709 0.02% -$388.76K
ASTERA LABS INC 1,810 1,719 -91 0.02% -$80.93K
LENNOX INTL INC 1,009 334 -675 0.02% -$313.00K
GARTNER INC 1,526 1,018 -508 0.02% -$195.13K
BROADRIDGE FINL 1,670 835 -835 0.02% -$225.71K
MARKEL GROUP INC 160 68 -92 0.01% -$191.94K
SHERWIN WILLIAMS CO 804 354 -450 0.01% -$147.97K
TYLER TECHNOLOGIES INC 536 351 -185 0.01% -$127.22K
KYNDRYL HOLDINGS INC 23,327 8,146 -15,181 0.01% -$502.10K
WORKDAY INC CL A 1,351 651 -700 0.01% -$204.22K
STRATEGY INC CL A 2,341 481 -1,860 0.01% -$352.49K
APOLLO GLOBAL MANAGEMENT INC 6,977 575 -6,402 0.01% -$859.77K
ATLASSIAN CORP PLC CLS A 3,294 752 -2,542 0.01% -$436.02K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
WALMART INC 12,541 12,541 0 0.16% $218.72K
DOMINOS PIZZA INC 2,154 2,154 0 0.09% -$36.88K
SOFI TECHNOLOGIES INC A 22,976 22,976 0 0.04% -$274.79K
INSULET CORP 300 300 0 0.01% -$24.17K

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