RULE vs GARY overlap
RULE and GARY overlap 22.5% by weight, across 9 shared holdings.
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Top shared holdings
| Holding | RULE | GARY | Overlap |
|---|---|---|---|
| LAM ResearchLRCX | 4.50% | 4.28% | 4.28% |
| KLA Corp.KLAC | 4.21% | 3.87% | 3.87% |
| ADV Micro DeviceAMD | 3.75% | 4.59% | 3.75% |
| PALO ALTO NetworPANW | 2.68% | 3.39% | 2.68% |
| Nvidia Corp.NVDA | 2.02% | 4.66% | 2.02% |
| Alphabet Inc.-aGOOGL | 2.81% | 2.00% | 2.00% |
| Arista NetworksANET | 1.50% | 2.31% | 1.50% |
| Amazon.COM Inc.AMZN | 1.25% | 2.22% | 1.25% |
| Vertiv Holding-aVRT | 2.06% | 1.12% | 1.12% |
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: RULE, 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: RULE institutional holders, GARY institutional holders.
Frequently asked questions
How much do RULE and GARY overlap?
22.5% by weight, with 9 holdings in common, using holdings for RULE as of June 30, 2026 and GARY as of July 31, 2026. The largest shared position is LRCX.
Do institutions hold both RULE 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%.