Fund comparison · from official SEC filings
FSELX vs VGT: how much do they overlap?
Select Semiconductors Portfolio and VANGUARD INFORMATION TECHNOLOGY INDEX FUND
vs
Shared holdings
Company
FSELX
VGT
N
NVDANVIDIA CORP
22.03%
16.78%
A
AVGOBROADCOM INC
12.93%
4.20%
M
MRVLMARVELL TECHNOLOGY INC
7.41%
0.72%
N
NXPINXP SEMICONDUCTORS NV
5.78%
0.37%
O
ONON SEMICONDUCTOR
5.20%
0.26%
M
MPWRMONOLITHIC POWER SYSTEMS INC
5.17%
0.34%
A
ALABASTERA LABS INC
5.09%
0.28%
M
MUMICRON TECHNOLOGY INC
3.18%
4.19%
L
LRCXLAM RESEARCH CORP
3.27%
1.56%
W
WDCWESTERN DIGITAL CORP
3.18%
0.75%
M
MTSIMACOM TECHNOLOGY SOLUTIONS H
2.69%
0.16%
A
ALGMALLEGRO MICROSYSTEMS INC
1.55%
0.09%
C
COHRCOHERENT CORP
1.29%
0.27%
K
KLACKLA CORP
0.74%
1.00%
S
SNDKSANDISK CORP
0.59%
0.98%
E
ENTGENTEGRIS INC
0.43%
0.13%
C
CBRSCEREBRAS SYSTEMS INC - A
0.40%
0.00%
S
SYNASYNAPTICS INC
0.36%
0.08%
P
PIIMPINJ INC
0.33%
0.06%
C
CRDOCREDO TECHNOLOGY GROUP HOLDI
0.20%
0.22%
A
AOSLALPHA & OMEGA SEMICONDUCTOR
0.05%
0.02%
A
AEVAAEVA TECHNOLOGIES INC
0.01%
0.00%
Only in FSELX
G
GFSGLOBALFOUNDRIES INC
4.69%
A
ASMLASML HOLDING NV-NY REG SHS
4.58%
?
—Fidelity Revere Street Trust
2.78%
N
NVMINOVA LTD
1.88%
A
ARMARM HOLDINGS PLC-ADR
1.33%
K
KXHCFKIOXIA HOLDINGS CORP
1.26%
?
—CEREBRAS SYSTEMS INC
0.34%
?
—ELEMENT LABS LTD
0.31%
S
SIMOSILICON MOTION TECHNOL-ADR
0.24%
?
—FRORE SYSTEMS INC
0.16%
?
—NEARFIELD INSTRUMENTS BV
0.14%
?
—EMPOWER SEMICONDUCTOR INC
0.07%
?
—LIGHTMATTER INC
0.06%
?
—TAALAS INC
0.05%
?
—ALIF SEMICONDUCTOR
0.05%
?
—TENSTORRENT HOLDINGS INC
0.03%
?
—XSIGHT LABS LTD
0.02%
?
—SIMA TECHNOLOGIES INC
0.02%
?
—MENLO MICRO INC
0.02%
?
—DANGER DEVICES INC
0.01%
?
—RETYM INC
0.01%
?
—DENSITY AI INC
0.01%
?
—DIAMOND FOUNDRY INC
0.01%
?
—CELESTIAL AI INC
0.01%
?
—LYTE AI INC
0.01%
Only in VGT
A
AAPLAPPLE INC
14.53%
M
MSFTMICROSOFT CORP
9.43%
A
AMDADVANCED MICRO DEVICES
3.20%
I
INTCINTEL CORP
2.03%
C
CSCOCISCO SYSTEMS INC
1.85%
O
ORCLORACLE CORP
1.45%
A
AMATAPPLIED MATERIALS INC
1.39%
P
PLTRPALANTIR TECHNOLOGIES INC-A
1.34%
T
TXNTEXAS INSTRUMENTS INC
1.11%
Q
QCOMQUALCOMM INC
1.08%
I
IBMINTL BUSINESS MACHINES CORP
1.08%
P
PANWPALO ALTO NETWORKS INC
0.92%
A
ADIANALOG DEVICES INC
0.81%
S
STXSEAGATE TECHNOLOGY HOLDINGS
0.80%
C
CRWDCROWDSTRIKE HOLDINGS INC - A
0.75%
A
APHAMPHENOL CORP-CL A
0.73%
C
CRMSALESFORCE INC
0.69%
A
ANETARISTA NETWORKS INC
0.69%
G
GLWCORNING INC
0.61%
D
DELLDELL TECHNOLOGIES -C
0.61%
A
APPAPPLOVIN CORP-CLASS A
0.58%
N
NOWSERVICENOW INC
0.51%
A
ACNACCENTURE PLC-CL A
0.47%
A
ADBEADOBE INC
0.45%
C
CDNSCADENCE DESIGN SYS INC
0.44%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.