ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FCNTX vs QCSTFX Holdings as of March 31, 2026

FCNTX vs QCSTFX: Portfolio Overlap

Fidelity Contrafund vs College Retirement Equities Fund - Total Global Stock Account

32.3%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

FCNTX
389 equity holdings
as of March 31, 2026
QCSTFX
7549 equity holdings
as of March 31, 2026
243 stocks held in common
Overlap View Venn Diagram
32.3% OVERLAP FCNTX QCSTFX
Overlapping Holdings
10 Top 10 of 243 shared, by overlap contribution
# Stock FCNTX QCSTFX Overlap%
1
NVDA
 9.48% 3.77% 3.77%
2
MSFT
 2.99% 2.83% 2.83%
3
AAPL
 2.35% 3.68% 2.35%
4
AMZN
 5.76% 1.98% 1.98%
5
AVGO
 1.88% 1.97% 1.88%
6
GOOGL
 3.91% 1.50% 1.50%
7
GOOG
 2.42% 1.35% 1.35%
8
META
 10.35% 0.89% 0.89%
9
JPM
 0.87% 0.96% 0.87%
10
XOM
 1.54% 0.84% 0.84%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%
Tencent Holdings Ltd0.63%
British American Tobacco PLC0.41%
SK hynix Inc0.36%
Only in QCSTFX — College Retirement Equities Fund - Total Global Stock Account
StockWeight
Taiwan Semiconductor Manufacturing Co., Ltd.1.66%
Samsung Electronics Co Ltd0.81%
ASML Holding N.V.0.60%
LIN0.54%
SHELL PLC0.45%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between FCNTX and QCSTFX?

FCNTX (Fidelity Contrafund) and QCSTFX (College Retirement Equities Fund - Total Global Stock Account) share 32.2% portfolio overlap as of their March 31, 2026 filings, across 243 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 FCNTX and QCSTFX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both FCNTX and QCSTFX?

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

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