ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ABALX) and August 12, 2026 (XLK)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ABALX vs XLK Holdings as of March 31, 2026 (ABALX) and August 12, 2026 (XLK)

ABALX vs XLK: Portfolio Overlap

American Balanced Fund vs State Street(R) Technology Select Sector SPDR(R) ETF

18.9%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

ABALX
174 equity holdings
as of March 31, 2026
XLK
75 equity holdings
as of August 12, 2026
15 stocks held in common
Overlap View Venn Diagram
18.9% OVERLAP ABALX XLK
Overlapping Holdings
10 Top 10 of 15 shared, by overlap contribution
# Stock ABALX XLK Overlap%
1
AVGO
 5.47% 5.22% 5.22%
2
NVDA
 3.25% 14.39% 3.25%
3
MSFT
 3.23% 9.70% 3.23%
4
MU
 2.09% 3.75% 2.09%
5
AAPL
 1.03% 11.77% 1.03%
6
INTC
 0.77% 3.23% 0.77%
7
IBM
 0.72% 1.44% 0.72%
8
CRM
 0.69% 1.02% 0.69%
9
KLAC
 0.64% 1.76% 0.64%
10
WDC
 0.63% 1.01% 0.63%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ABALX — American Balanced Fund
StockWeight
CAPITAL GROUP CENTRAL CORPORATE BOND FUND4.55%
TSM3.79%
PM3.63%
GOOGL2.83%
GOOG2.32%
Only in XLK — State Street(R) Technology Select Sector SPDR(R) ETF
StockWeight
CSCO3.17%
LRCX2.64%
PLTR2.54%
PANW2.03%
ORCL1.68%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between ABALX and XLK?

ABALX (American Balanced Fund) and XLK (State Street(R) Technology Select Sector SPDR(R) ETF) share 18.9% portfolio overlap as of ABALX's March 31, 2026 filing and XLK's August 12, 2026 filing, across 15 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do ABALX and XLK invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both ABALX and XLK?

The most prominent shared holdings (by combined weight) are: AVGO, NVDA, MSFT. See the full common-holdings table on this page for weights in each fund.

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