ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AFMFX) and August 12, 2026 (XLK)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AFMFX vs XLK Holdings as of April 30, 2026 (AFMFX) and August 12, 2026 (XLK)

AFMFX vs XLK: Portfolio Overlap

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

19.3%
Weighted portfolio overlap
Low Overlap

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

AFMFX
154 equity holdings
as of April 30, 2026
XLK
75 equity holdings
as of August 12, 2026
12 stocks held in common
Overlap View Venn Diagram
19.3% OVERLAP AFMFX XLK
Overlapping Holdings
10 Top 10 of 12 shared, by overlap contribution
# Stock AFMFX XLK Overlap%
1
MSFT
 5.25% 9.70% 5.25%
2
AVGO
 4.69% 5.22% 4.69%
3
AAPL
 2.42% 11.77% 2.42%
4
CSCO
 2.14% 3.17% 2.14%
5
AMAT
 1.43% 2.82% 1.43%
6
TXN
 0.81% 1.63% 0.81%
7
APH
 0.78% 1.35% 0.78%
8
GLW
 0.74% 0.85% 0.74%
9
KLAC
 0.40% 1.76% 0.40%
10
ORCL
 0.35% 1.68% 0.35%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AFMFX — American Mutual Fund
StockWeight
LLY3.05%
PM2.99%
SBUX2.50%
META2.16%
ABBV2.09%
Only in XLK — State Street(R) Technology Select Sector SPDR(R) ETF
StockWeight
NVDA14.39%
AMD3.98%
MU3.75%
INTC3.23%
LRCX2.64%

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

AFMFX (American Mutual Fund) and XLK (State Street(R) Technology Select Sector SPDR(R) ETF) share 19.3% portfolio overlap as of AFMFX's April 30, 2026 filing and XLK's August 12, 2026 filing, across 12 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 AFMFX 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 AFMFX and XLK?

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

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