# Portfolio overlap — AVRY vs FDCF

Comparing **Avory Foundational ETF** (2026-02-27) and **Fidelity Disruptive Communications ETF** (2026-02-28).

- Shared positions: 4
- Avory Foundational ETF covered by Fidelity Disruptive Communications ETF: 0.1129670508051812503882766444
- Fidelity Disruptive Communications ETF covered by Avory Foundational ETF: 0.1129670508051812503882766444

## Avory Foundational ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOCK INC CL A | 0.140479 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.130815 | ✓ |
| CLEAR SECURE INC | 0.111310 |  |
| ZILLOW GROUP INC CL C | 0.064015 |  |
| AMAZON.COM INC | 0.048708 | ✓ |
| OMNICELL INC | 0.048240 |  |
| AIRBNB INC CLASS A | 0.047606 |  |
| STARBUCKS CORP | 0.043209 |  |
| UIPATH INC -CL A | 0.039702 |  |
| BLACKSTONE INC | 0.039177 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.038313 |  |
| ROBLOX CORP - A | 0.037452 | ✓ |
| META PLATFORMS INC CL A | 0.032469 | ✓ |
| PAYCOM SOFTWARE INC | 0.031417 |  |
| LEGALZOOMCOM INC | 0.028727 |  |
| FIRST WATCH RESTAURANT GROUP INC | 0.027494 |  |
| WIX.COM LTD - TRS | 0.024648 |  |
| Monday.com Ltd | 0.024087 |  |
| BITMINE IMMERSION TECHNOLOGIES INC | 0.021209 |  |
| OKTA INC CL A | 0.016456 |  |
| XOMETRY INC-A | 0.004470 |  |

## Fidelity Disruptive Communications ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.099089 |  |
| ALPHABET INC CL A | 0.077646 |  |
| META PLATFORMS INC CL A | 0.068434 | ✓ |
| NVIDIA CORP | 0.050303 |  |
| ARISTA NETWORKS INC | 0.049940 |  |
| AMAZON.COM INC | 0.044977 | ✓ |
| WARNER BROS DISCOVERY INC | 0.043224 |  |
| SEA LTD ADR | 0.035119 |  |
| Fidelity Securities Lending Cash Central Fund | 0.033190 |  |
| T-MOBILE US INC | 0.032983 |  |
| ROKU INC CLASS A | 0.031312 |  |
| QUEBECOR INC-B | 0.028288 |  |
| ROBLOX CORP - A | 0.025613 | ✓ |
| ECHOSTAR CORP CL A | 0.023875 |  |
| APPLE INC | 0.023446 |  |
| PDD HOLDINGS INC ADR | 0.021663 |  |
| REDDIT INC-A | 0.021472 |  |
| LIVE NATION ENTERTAINMENT INC | 0.019734 |  |
| CADENCE DESIGN SYSTEMS INC | 0.018200 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.018097 |  |
| TWILIO INC CLASS A | 0.017778 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.017160 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.017120 |  |
| NETFLIX INC | 0.016607 |  |
| TENCENT HOLDINGS LTD | 0.016322 |  |
| WALT DISNEY CO/T | 0.016170 |  |
| SPOTIFY TECHNOLOGY SA | 0.015964 |  |
| CLOUDFLARE INC-A | 0.015161 |  |
| DYCOM INDUSTRIES INC | 0.014771 |  |
| MAGNITE INC | 0.014657 |  |
| NAVER CORP | 0.014621 |  |
| MICROSOFT CORP | 0.010233 |  |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.009908 | ✓ |
| AST SPACEMOBILE INC | 0.007684 |  |
| APPLOVIN CORP | 0.006472 |  |
| SYNOPSYS INC | 0.006266 |  |
| NXP SEMICONDUCTORS NV | 0.006174 |  |
| SERVICENOW INC | 0.005610 |  |
| UNITY SOFTWARE INC | 0.003659 |  |
| Fidelity Cash Central Fund | 0.001059 |  |


## Sources

- N-PORT (fund A) — accession `0001592900-26-001844` (as of 2026-02-27)
  <https://www.sec.gov/Archives/edgar/data/1592900/000159290026001844/0001592900-26-001844-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002541` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540226002541/0000035402-26-002541-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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