TCHP vs CGCV overlap
TCHP and CGCV overlap 30.7% by weight, across 21 shared holdings.
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Top shared holdings
| Holding | TCHP | CGCV | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 5.96% | 4.87% | 4.87% |
| Microsoft Corp.MSFT | 4.38% | 5.79% | 4.38% |
| ELI Lilly & CoLLY | 3.20% | 3.52% | 3.20% |
| Apple Inc.AAPL | 4.54% | 2.94% | 2.94% |
| Alphabet Inc.-aGOOGL | 5.85% | 2.49% | 2.49% |
| META Platforms-aMETA | 3.51% | 2.24% | 2.24% |
| General ElectricGE | 1.96% | 2.25% | 1.96% |
| Applied MaterialAMAT | 2.50% | 1.78% | 1.78% |
| Taiwan Semic-ADRTSM | 1.06% | 1.93% | 1.06% |
| Mastercard Inc.-aMA | 1.75% | 0.98% | 0.98% |
| Texas InstrumentTXN | 0.85% | 1.10% | 0.85% |
| Chubb Ltd.CB | 0.98% | 0.82% | 0.82% |
| Unitedhealth GRPUNH | 0.58% | 0.90% | 0.58% |
| Morgan StanleyMS | 0.52% | 0.76% | 0.52% |
| Thermo FisherTMO | 0.47% | 0.52% | 0.47% |
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: TCHP, SEC Form N-PORT, June 30, 2026; CGCV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TCHP | CGCV |
|---|---|---|
| Cetera Investment Advisers | $208.6M | $36.6M |
| Envestnet Asset Management Inc. | $163.0M | $81.4M |
| LPL Financial LLC | $7.4M | $188.4M |
| Northwestern Mutual Wealth Management Co | $81.0M | $42.0M |
| PNC Financial Services Group, Inc. | $115.5M | $13K |
| Raymond James Financial Inc. | $16.2M | $96.6M |
| Jones Financial Companies LLLP | $69.4M | $29.6M |
| Bank of America Corp. | $79.2M | $14.5M |
| Wells Fargo & Company | $100K | $67.7M |
| Commonwealth Equity Services, LLC | $41.0M | $20.9M |
| Stifel Financial Corp. | $10.7M | $27.3M |
| Souders Financial Advisors | $16.1M | $16.8M |
| Cambridge Investment Research Advisors, Inc. | $5.0M | $24.6M |
| &Partners | $14.7M | $11.2M |
| Janney Montgomery Scott LLC | $18.6M | $6.8M |
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: TCHP institutional holders, CGCV institutional holders.
Frequently asked questions
How much do TCHP and CGCV overlap?
30.7% by weight, with 21 holdings in common, using holdings for TCHP as of June 30, 2026 and CGCV as of May 31, 2026. The largest shared position is AVGO.
Do institutions hold both TCHP and CGCV?
60 Form 13F filers report positions in both, out of 284 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%.