# Portfolio overlap — CPLIX vs JUEAX

Comparing **Calamos Phineus Long/Short Fund** (2026-01-31) and **JPMorgan U.S. Equity Fund** (2026-03-31).

- Shared positions: 10
- Calamos Phineus Long/Short Fund covered by JPMorgan U.S. Equity Fund: 0.2558544029062446331160339293
- JPMorgan U.S. Equity Fund covered by Calamos Phineus Long/Short Fund: 0.2558544029062446331160339293

## Calamos Phineus Long/Short Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMAZON.COM INC | 0.058459 | ✓ |
| NVIDIA CORP | 0.046782 | ✓ |
| BOEING CO/THE | 0.043375 |  |
| L3HARRIS TECHNOLOGIES INC | 0.041066 |  |
| UNITED AIRLINES HOLDINGS INC | 0.039286 |  |
| UNION PACIFIC CORP | 0.038718 |  |
| MORGAN STANLEY | 0.038598 | ✓ |
| WELLS FARGO & CO | 0.038025 | ✓ |
| 3M CO | 0.035385 |  |
| BOOZ ALLEN HAMILTON HLDG CL A | 0.033572 |  |
| BROADCOM INC | 0.032467 | ✓ |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.029699 |  |
| BAE SYSTEMS PLC | 0.029303 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.028156 |  |
| MICROSOFT CORP | 0.024853 | ✓ |
| SYNOPSYS INC | 0.023899 |  |
| SHERWIN WILLIAMS CO | 0.023674 |  |
| FREEPORT MCMORAN INC | 0.023525 |  |
| MARRIOTT INTL-A | 0.022689 | ✓ |
| SCHNEIDER ELECTR | 0.021582 |  |
| LOWES COS INC | 0.021494 | ✓ |
| UNITED RENTALS INC | 0.020364 | ✓ |
| HALOZYME THERAPEUTICS INC | 0.019487 |  |
| JACOBS SOLUTIONS INC | 0.019467 |  |
| DR HORTON INC | 0.018321 |  |
| EMERSON ELECTRIC CO | 0.017742 |  |
| CACI INTL-A | 0.017628 |  |
| UBER TECHNOLOGIES INC | 0.017282 |  |
| WOLFSPEED INC | 0.017249 |  |
| HUBSPOT INC | 0.017233 |  |
| Icon Public Limited Company | 0.017067 |  |
| INTUIT INC | 0.016062 | ✓ |
| REGAL REXNORD CORP | 0.014527 |  |
| SPOTIFY TECHNOLOGY SA | 0.014213 |  |
| CITIGROUP INC | 0.011285 |  |
| FERGUSON ENTERPRISES INC | 0.011235 |  |
| THERMO FISHER SCIENTIFIC INC | 0.010683 |  |
| VSTOXX FUTURE JAN26 | 0.010624 |  |
| WASTE MANAGEMENT INC | 0.010522 |  |
| NETFLIX INC | 0.010475 |  |
| CAPITAL ONE FINANCIAL CORP | 0.008188 |  |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.003432 |  |
| UNITEDHEALTH GRP | 0.002309 |  |

## JPMorgan U.S. Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.088822 | ✓ |
| APPLE INC | 0.070222 |  |
| AMAZON.COM INC | 0.053035 | ✓ |
| ALPHABET INC CL A | 0.048424 |  |
| MICROSOFT CORP | 0.038716 | ✓ |
| BROADCOM INC | 0.033950 | ✓ |
| META PLATFORMS INC CL A | 0.033843 |  |
| WELLS FARGO & CO | 0.031551 | ✓ |
| MASTERCARD INC CL A | 0.029569 |  |
| LOWES COS INC | 0.024901 | ✓ |
| NEXTERA ENERGY INC | 0.024701 |  |
| AMERICAN EXPRESS CO | 0.024022 |  |
| MCDONALDS CORP | 0.023504 |  |
| WALMART INC | 0.020475 |  |
| WALT DISNEY CO/T | 0.019198 |  |
| BAKER HUGHES CO | 0.018006 |  |
| LILLY ELI and CO | 0.017890 |  |
| NORTHROP GRUMMAN CORP | 0.017678 |  |
| EATON CORP PLC | 0.017221 |  |
| MORGAN STANLEY | 0.016914 | ✓ |
| ARTHUR J GALLAGHAR AND CO | 0.016880 |  |
| ABBVIE INC | 0.016828 |  |
| INTUIT INC | 0.016812 | ✓ |
| NXP SEMICONDUCTORS NV | 0.016236 |  |
| TRANE TECHNOLOGIES PLC | 0.015395 |  |
| STRYKER CORP | 0.015110 |  |
| ORACLE CORP | 0.014670 |  |
| TESLA INC | 0.012967 |  |
| MEDTRONIC PLC | 0.012150 |  |
| HOWMET AEROSPACE INC | 0.012075 |  |
| CONOCOPHILLIPS | 0.011666 |  |
| ENTERGY CORP | 0.010944 |  |
| VULCAN MATERIALS CO | 0.010506 |  |
| BLACKSTONE INC | 0.010187 |  |
| SOUTHERN CO | 0.010184 |  |
| AUTOZONE INC | 0.010034 |  |
| ASML HOLDING-NY | 0.009597 |  |
| AMPHENOL CORPORATION CL A | 0.009479 |  |
| EDWARDS LIFESCIENCES CORP | 0.009449 |  |
| PROGRESSIVE CORP OHIO | 0.009229 |  |
| UNITED RENTALS INC | 0.008822 | ✓ |
| PROLOGIS INC REIT | 0.008296 |  |
| REGENERON PHARMACEUTICALS INC | 0.008235 |  |
| WESTERN DIGITAL CORP | 0.008117 |  |
| VERTEX PHARMACEUTICALS INC | 0.007617 |  |
| DEERE & CO | 0.007499 |  |
| MONDELEZ INTL INC | 0.007318 |  |
| MICRON TECHNOLOGY INC | 0.006895 |  |
| JPMorgan Prime Money Market Fund, IM Shares | 0.005479 |  |
| BOSTON SCIENTIFIC CORP | 0.004604 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-034404` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/826732/000141036826034404/0001410368-26-034404-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012771` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012771/0002071691-26-012771-index.htm>

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