ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (FCNTX) and May 31, 2026 (QQQM)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FCNTX vs QQQM Holdings as of March 31, 2026 (FCNTX) and May 31, 2026 (QQQM)

FCNTX vs QQQM: Portfolio Overlap

Fidelity Contrafund vs Invesco NASDAQ 100 ETF

36.0%
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
QQQM
101 equity holdings
as of May 31, 2026
52 stocks held in common
Overlap View Venn Diagram
36.0% OVERLAP FCNTX QQQM
Overlapping Holdings
10 Top 10 of 52 shared, by overlap contribution
# Stock FCNTX QQQM Overlap%
1
NVDA
 9.48% 8.16% 8.16%
2
AMZN
 5.76% 4.62% 4.62%
3
GOOGL
 3.91% 3.52% 3.52%
4
MSFT
 2.99% 5.32% 2.99%
5
META
 10.35% 2.97% 2.97%
6
GOOG
 2.42% 3.26% 2.42%
7
AAPL
 2.35% 7.29% 2.35%
8
AVGO
 1.88% 3.37% 1.88%
9
NFLX
 1.81% 1.60% 1.60%
10
GILD
 0.92% 0.73% 0.73%
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%
APH2.09%
LLY1.84%
XOM1.54%
Only in QQQM — Invesco NASDAQ 100 ETF
StockWeight
TXN1.22%
QCOM1.18%
SNDK1.10%
LIN1.01%
TMUS0.91%

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

FCNTX (Fidelity Contrafund) and QQQM (Invesco NASDAQ 100 ETF) share 36.0% portfolio overlap as of FCNTX's March 31, 2026 filing and QQQM's May 31, 2026 filing, across 52 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 QQQM 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 QQQM?

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

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