HIS vs GARY overlap
HIS and GARY overlap 35.6% by weight, across 16 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HIS | GARY | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.07% | 4.66% | 4.66% |
| ADV Micro DeviceAMD | 5.39% | 4.59% | 4.59% |
| Microsoft Corp.MSFT | 5.51% | 4.01% | 4.01% |
| PALO ALTO NetworPANW | 4.09% | 3.39% | 3.39% |
| Unitedhealth GRPUNH | 3.82% | 2.51% | 2.51% |
| Amazon.COM Inc.AMZN | 5.04% | 2.22% | 2.22% |
| Alphabet Inc.-aGOOGL | 6.14% | 2.00% | 2.00% |
| Oracle Corp.ORCL | 2.74% | 1.98% | 1.98% |
| Broadcom Inc.AVGO | 3.30% | 1.75% | 1.75% |
| Costco WholesaleCOST | 2.62% | 1.61% | 1.61% |
| VISA Inc.-Class aV | 1.51% | 2.03% | 1.51% |
| Netflix Inc.NFLX | 1.61% | 1.48% | 1.48% |
| Palantir Techn-aPLTR | 1.16% | 3.23% | 1.16% |
| ELI Lilly & CoLLY | 0.96% | 2.90% | 0.96% |
| Bank of AmericaBAC | 2.09% | 0.92% | 0.92% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: HIS, SEC Form N-PORT, June 30, 2026; GARY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: HIS institutional holders, GARY institutional holders.
Frequently asked questions
How much do HIS and GARY overlap?
35.6% by weight, with 16 holdings in common, using holdings for HIS as of June 30, 2026 and GARY as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both HIS and GARY?
0 Form 13F filers report positions in both, out of 10 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.