SGLC vs HFGO overlap
SGLC and HFGO overlap 39.3% by weight, across 17 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SGLC: May 31, 2026, HFGO: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SGLC | HFGO | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.75% | 16.05% | 7.75% |
| Apple Inc.AAPL | 6.78% | 5.72% | 5.72% |
| Microsoft Corp.MSFT | 5.17% | 5.27% | 5.17% |
| Alphabet Inc.-aGOOGL | 3.37% | 10.48% | 3.37% |
| Amazon.COM Inc.AMZN | 3.22% | 5.01% | 3.22% |
| Broadcom Inc.AVGO | 3.14% | 6.14% | 3.14% |
| META Platforms-aMETA | 2.73% | 3.11% | 2.73% |
| ELI Lilly & CoLLY | 1.96% | 4.15% | 1.96% |
| Sandisk Corp.SNDK | 1.41% | 2.74% | 1.41% |
| Alphabet Inc.-CGOOG | 2.66% | 1.13% | 1.13% |
| Palantir Techn-aPLTR | 1.08% | 1.60% | 1.08% |
| Arista NetworksANET | 0.75% | 2.71% | 0.75% |
| Tesla Inc.TSLA | 0.75% | 1.59% | 0.75% |
| ADV Micro DeviceAMD | 0.59% | 0.92% | 0.59% |
| Airbnb Inc.-aABNB | 0.19% | 1.05% | 0.19% |
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: SGLC, SEC Form N-PORT, May 31, 2026; HFGO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SGLC | HFGO |
|---|---|---|
| LPL Financial LLC | $747K | $23.0M |
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: SGLC institutional holders, HFGO institutional holders.
Frequently asked questions
How much do SGLC and HFGO overlap?
39.3% by weight, with 17 holdings in common, using holdings for SGLC as of May 31, 2026 and HFGO as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both SGLC and HFGO?
1 Form 13F filers report positions in both, out of 25 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%.