# Portfolio overlap — AXMNX vs FSMDX

Comparing **Acclivity Mid Cap Multi-Style Fund** (2025-09-30) and **Fidelity Mid Cap Index Fund** (2026-01-31).

- Shared positions: 291
- Acclivity Mid Cap Multi-Style Fund covered by Fidelity Mid Cap Index Fund: 0.4294047841115455332170361755
- Fidelity Mid Cap Index Fund covered by Acclivity Mid Cap Multi-Style Fund: 0.4294047841115455332170361754

## Acclivity Mid Cap Multi-Style Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FIRST AM-TR OB-X | 0.014738 |  |
| DELTA AIR LI | 0.009745 | ✓ |
| HUMANA INC | 0.009723 | ✓ |
| HARTFORD INSURANCE GROUP INC/THE | 0.009511 | ✓ |
| ARCH CAPITAL GRP | 0.009236 |  |
| UNITED AIRLINES HOLDINGS INC | 0.009093 | ✓ |
| SYNCHRONY FINANCIAL | 0.008634 | ✓ |
| CINCINNATI FINANCIAL CORP | 0.008518 | ✓ |
| FOX CORP CL A | 0.007648 | ✓ |
| WR BERKLEY CORP | 0.007536 | ✓ |
| TECHNIPFMC PLC | 0.007164 |  |
| WESTERN DIGITAL CORP | 0.007129 | ✓ |
| MARKEL GROUP INC | 0.007012 | ✓ |
| WILLIS TOWERS WA | 0.006970 |  |
| LAS VEGAS SANDS CORP | 0.006734 | ✓ |
| CONSOLIDATED EDISON INC | 0.006614 | ✓ |
| RAYMOND JAMES FINANCIAL INC. | 0.006609 | ✓ |
| LPL FINL HLDGS INC | 0.006560 | ✓ |
| LOEWS CORP | 0.006491 | ✓ |
| IQVIA HOLDINGS INC | 0.006402 | ✓ |
| FIDELITY NATIONAL FINL INC | 0.006227 | ✓ |
| WEC ENERGY GROUP INC | 0.006227 | ✓ |
| LIVE NATION ENTERTAINMENT INC | 0.005957 | ✓ |
| AMEREN CORP | 0.005863 | ✓ |
| EMCOR GROUP INC | 0.005808 | ✓ |
| PRINCIPAL FINL GROUP INC | 0.005798 | ✓ |
| TRACTOR SUPPLY CO. | 0.005633 | ✓ |
| DIAMONDBACK ENERGY INC | 0.005610 | ✓ |
| PERFORMANCE FOOD GROUP CO | 0.005606 | ✓ |
| UNUM GROUP | 0.005582 | ✓ |
| NETAPP INC | 0.005541 | ✓ |
| NRG ENERGY INC | 0.005495 | ✓ |
| WILLIAMS-SONOMA INC | 0.005467 | ✓ |
| BROWN & BROWN | 0.005440 | ✓ |
| HEWLETT PACKARD ENTERPRISE CO | 0.005327 | ✓ |
| VERISK ANALYTICS INC | 0.005305 | ✓ |
| JABIL INC | 0.005278 | ✓ |
| CARNIVAL CORP | 0.005276 | ✓ |
| TARGA RESOURCES CORP | 0.005147 | ✓ |
| RESMED INC | 0.005146 | ✓ |
| CENTERPOINT ENERGY INC | 0.005124 | ✓ |
| PPL CORPORATION | 0.005120 | ✓ |
| ENTERGY CORP | 0.005106 | ✓ |
| FIFTH THIRD BANCORP | 0.005097 | ✓ |
| ELECTRONIC ARTS INC | 0.005087 | ✓ |
| DARDEN RESTAURANTS INC | 0.005063 | ✓ |
| ATLASSIAN CORP PLC CLS A | 0.004906 |  |
| CORPAY INC | 0.004887 | ✓ |
| KELLOGG CO | 0.004870 |  |
| MONOLITHIC POWER SYS INC | 0.004855 | ✓ |

## Fidelity Mid Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Fidelity Securities Lending Cash Central Fund | 0.013702 |  |
| WESTERN DIGITAL CORP | 0.006523 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.006411 |  |
| HOWMET AEROSPACE INC | 0.006393 |  |
| ROYAL CARIBBEAN CRUISES LTD | 0.006302 |  |
| CORNING INC | 0.006176 |  |
| CUMMINS INC | 0.006103 |  |
| SANDISK CORPORATION | 0.005954 |  |
| ROBINHOOD MARKETS INC | 0.005641 |  |
| VERTIV HOLDINGS CO | 0.005427 | ✓ |
| QUANTA SVCS INC | 0.005356 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.005216 |  |
| CENCORA INC | 0.005040 |  |
| WARNER BROS DISCOVERY INC | 0.004915 |  |
| L3HARRIS TECHNOLOGIES INC | 0.004906 |  |
| SIMON PROPERTY | 0.004749 |  |
| ROSS STORES INC | 0.004606 |  |
| KINDER MORGAN INC | 0.004543 |  |
| PHILLIPS 66 | 0.004433 |  |
| DIGITAL REALTY TRUST INC | 0.004375 |  |
| REALTY INCOME CORP REIT | 0.004291 |  |
| CLOUDFLARE INC-A | 0.004260 |  |
| BAKER HUGHES CO | 0.004258 | ✓ |
| VALERO ENERGY CORP | 0.004226 | ✓ |
| CARVANA CO CL A | 0.004155 | ✓ |
| FORD MOTOR CO | 0.004152 |  |
| MARATHON PETROLEUM CORP | 0.004105 |  |
| VISTRA CORP | 0.004105 |  |
| IDEXX LABS INC | 0.004093 | ✓ |
| ALLSTATE CORPORATION | 0.004023 |  |
| MONOLITHIC POWER SYS INC | 0.003987 | ✓ |
| AMETEK INC NEW | 0.003954 |  |
| ELECTRONIC ARTS INC | 0.003929 | ✓ |
| CARDINAL HEALTH INC | 0.003929 | ✓ |
| CBRE GROUP INC - CL A | 0.003881 |  |
| CORTEVA INC | 0.003816 |  |
| FASTENAL CO | 0.003814 |  |
| UNITED RENTALS INC | 0.003803 |  |
| ONEOK INC | 0.003791 |  |
| AMERIPRISE FINANCIAL INC | 0.003754 |  |
| FERGUSON ENTERPRISES INC | 0.003695 | ✓ |
| ROCKWELL AUTOMATION INC | 0.003656 | ✓ |
| WW GRAINGER INC | 0.003618 |  |
| ANGLOGOLD ASHANTI PLC | 0.003584 |  |
| EXELON CORP | 0.003468 |  |
| CHENIERE ENERGY INC | 0.003453 |  |
| XCEL ENERGY INC | 0.003449 |  |
| MSCI INC | 0.003399 |  |
| NASDAQ INC | 0.003361 |  |
| COINBASE GLOBAL INC | 0.003325 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-25-004271` (as of 2025-09-30)
  <https://www.sec.gov/Archives/edgar/data/1518042/000091047225004271/0000910472-25-004271-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002034` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/35315/000003540226002034/0000035402-26-002034-index.htm>

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