# Portfolio overlap — CMLIX vs MFSG

Comparing **Congress Large Cap Growth Fund** (2026-04-30) and **MFS Active Growth ETF** (2026-02-28).

- Shared positions: 19
- Congress Large Cap Growth Fund covered by MFS Active Growth ETF: 0.5438772046555465408230009886
- MFS Active Growth ETF covered by Congress Large Cap Growth Fund: 0.5438772046555465408230009887

## Congress Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.081924 | ✓ |
| APPLE INC | 0.078043 | ✓ |
| ALPHABET INC CL A | 0.075073 | ✓ |
| AMAZON.COM INC | 0.070397 | ✓ |
| MICROSOFT CORP | 0.060398 | ✓ |
| VISA INC-CLASS A | 0.041718 | ✓ |
| BROADCOM INC | 0.039188 | ✓ |
| HOWMET AEROSPACE INC | 0.036672 |  |
| COSTCO WHOLESALE CORP | 0.031863 |  |
| ARISTA NETWORKS INC | 0.030069 | ✓ |
| O'REILLY AUTOMOTIVE INC | 0.029776 |  |
| EATON CORP PLC | 0.029564 | ✓ |
| GE VERNOVA LLC | 0.028110 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.024361 |  |
| INTUITIVE SURGICAL INC | 0.023198 |  |
| WILLIAMS COS INC | 0.021687 |  |
| META PLATFORMS INC CL A | 0.021620 | ✓ |
| TJX COS INC | 0.020762 | ✓ |
| ALPHABET INC CL C | 0.019232 |  |
| MARTIN MAR MTLS | 0.019158 |  |
| PARKER HANNIFIN CORP | 0.018006 | ✓ |
| WELLTOWER INC | 0.017232 |  |
| TKO GROUP HOLDINGS INC | 0.016527 | ✓ |
| UBER TECHNOLOGIES INC | 0.015027 | ✓ |
| ECOLAB INC | 0.014634 |  |
| MOODYS CORP | 0.012278 | ✓ |
| ARM HOLDINGS LTD | 0.012206 |  |
| ASML HOLDING-NY | 0.011053 |  |
| THERMO FISHER SCIENTIFIC INC | 0.010669 | ✓ |
| IDEXX LABS INC | 0.010553 |  |
| LILLY ELI and CO | 0.010529 |  |
| AMPHENOL CORPORATION CL A | 0.010218 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.009404 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.009350 |  |
| SERVICENOW INC | 0.009157 |  |
| MONGODB INC CL A | 0.008777 |  |
| INTERACTIVE BROKERS GROUP INC | 0.008685 |  |
| SHOPIFY INC CL A | 0.005479 | ✓ |
| FIRST AM-TR OB-X | 0.004316 |  |
| PALANTIR TECHNOLOGIES INC | 0.003087 |  |

## MFS Active Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.136280 | ✓ |
| MICROSOFT CORP | 0.093828 | ✓ |
| APPLE INC | 0.089768 | ✓ |
| ALPHABET INC CL A | 0.078731 | ✓ |
| AMAZON.COM INC | 0.058537 | ✓ |
| META PLATFORMS INC CL A | 0.031669 | ✓ |
| VISA INC-CLASS A | 0.030999 | ✓ |
| GE VERNOVA LLC | 0.029928 | ✓ |
| BROADCOM INC | 0.029797 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.024903 |  |
| AMPHENOL CORPORATION CL A | 0.020864 | ✓ |
| GENERAL ELECTRIC CO | 0.018764 |  |
| KLA CORP | 0.017526 |  |
| LAM RESEARCH CORP | 0.014681 |  |
| TJX COS INC | 0.013791 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.013773 | ✓ |
| AUTODESK INC | 0.013693 |  |
| MEDTRONIC PLC | 0.013264 |  |
| WATERS CORP | 0.012279 |  |
| PHILIP MORRIS INTL INC | 0.012185 |  |
| AMETEK INC NEW | 0.011141 |  |
| NASDAQ INC | 0.010160 |  |
| GILEAD SCIENCES INC | 0.010138 |  |
| MARRIOTT INTL-A | 0.010046 |  |
| MORGAN STANLEY | 0.009777 |  |
| ABBOTT LABS | 0.009256 |  |
| EATON CORP PLC | 0.009220 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.008852 |  |
| MONSTER BEVERAGE CORP | 0.008818 |  |
| SHOPIFY INC CL A | 0.008665 | ✓ |
| STARBUCKS CORP | 0.008516 |  |
| APPLOVIN CORP | 0.008075 |  |
| CADENCE DESIGN SYSTEMS INC | 0.007985 |  |
| ARISTA NETWORKS INC | 0.007724 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.007447 |  |
| DANAHER CORP | 0.007429 |  |
| CATERPILLAR INC | 0.007296 |  |
| CRH PLC | 0.007199 |  |
| WESTERN DIGITAL CORP | 0.006937 |  |
| UBER TECHNOLOGIES INC | 0.006892 | ✓ |
| KKR & CO INC | 0.006571 |  |
| SPOTIFY TECHNOLOGY SA | 0.006320 |  |
| PARKER HANNIFIN CORP | 0.006264 | ✓ |
| TKO GROUP HOLDINGS INC | 0.005934 | ✓ |
| SNOWFLAKE INC CL A | 0.005618 |  |
| FIFTH THIRD BANCORP | 0.005558 |  |
| ASM INTL NV | 0.005225 |  |
| AIRBNB INC CLASS A | 0.005146 |  |
| WW GRAINGER INC | 0.004902 |  |
| SAP SE | 0.004713 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-287745` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/811030/000119312526287745/0001193125-26-287745-index.htm>
- N-PORT (fund B) — accession `0001410368-26-040055` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/2018846/000141036826040055/0001410368-26-040055-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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