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

FCNTX vs SPY: Portfolio Overlap

Fidelity Contrafund vs SPDR® S&P 500® ETF Trust

46.1%

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

SPY

505 equity holdings
as of August 12, 2026

156 stocks held in common

Overlap View Venn Diagram

Overlapping Holdings

10 Top 10 of 156 shared, by overlap contribution

#	Stock	FCNTX	SPY	Overlap%
1	NVDA	9.48%	8.14%	8.14%
2	AMZN	5.76%	3.92%	3.92%
3	GOOGL	3.91%	3.02%	3.02%
4	MSFT	2.99%	5.49%	2.99%
5	GOOG	2.42%	2.43%	2.42%
6	AAPL	2.35%	6.66%	2.35%
7	META	10.35%	1.91%	1.91%
8	AVGO	1.88%	2.95%	1.88%
9	LLY	1.84%	1.45%	1.45%
10	BRK.B	1.03%	1.40%	1.03%

Most Divergent Holdings Stocks held by one fund but absent from the other

Only in FCNTX — Fidelity Contrafund

Stock	Weight
Space Exploration Technologies	5.13%
Berkshire Hathaway Inc	4.15%
XOM	1.54%
TSM	1.28%
Tencent Holdings Ltd	0.63%

Only in SPY — SPDR® S&P 500® ETF Trust

Stock	Weight
XOM	0.99%
PG	0.50%
ORCL	0.39%
TXN	0.38%
IBM	0.33%

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Frequently Asked Questions (FAQs)

What is the portfolio overlap between FCNTX and SPY?

FCNTX (Fidelity Contrafund) and SPY (SPDR® S&P 500® ETF Trust) share 46.1% portfolio overlap as of FCNTX's March 31, 2026 filing and SPY's August 12, 2026 filing, across 156 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 SPY 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 SPY?

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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