# Portfolio overlap — DNLDX vs SWMCX

Comparing **BNY Mellon Active MidCap Fund** (2026-03-31) and **Schwab U.S. Mid-Cap Index Fund** (2026-01-31).

- Shared positions: 222
- BNY Mellon Active MidCap Fund covered by Schwab U.S. Mid-Cap Index Fund: 0.3581081535117383743417440049
- Schwab U.S. Mid-Cap Index Fund covered by BNY Mellon Active MidCap Fund: 0.3581081535117383743417440051

## BNY Mellon Active MidCap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HALLIBURTON CO | 0.016947 | ✓ |
| VERTIV HOLDINGS CO | 0.016726 | ✓ |
| VALERO ENERGY CORP | 0.015056 | ✓ |
| EMCOR GROUP INC | 0.014284 | ✓ |
| LOEWS CORP | 0.014206 | ✓ |
| ALLSTATE CORPORATION | 0.012635 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.012481 | ✓ |
| CORTEVA INC | 0.012193 | ✓ |
| EDISON INTL | 0.011922 | ✓ |
| SIMON PROPERTY | 0.011383 | ✓ |
| HOWMET AEROSPACE INC | 0.010489 | ✓ |
| ASSURANT INC | 0.010215 | ✓ |
| IDEXX LABS INC | 0.010078 | ✓ |
| RESMED INC | 0.009989 | ✓ |
| FIRST HORIZON CORP | 0.009663 | ✓ |
| WESTERN DIGITAL CORP | 0.009615 | ✓ |
| STATE STREET CORP | 0.009550 | ✓ |
| CONSTELLATION BRANDS INC CL A | 0.009427 | ✓ |
| CHURCH & DWIGHT | 0.009378 | ✓ |
| MSCI INC | 0.009366 | ✓ |
| DUPONT DE NEMOURS INC | 0.008982 | ✓ |
| VULCAN MATERIALS CO | 0.008556 | ✓ |
| ARCHER DANIELS MIDLAND CO | 0.008439 | ✓ |
| PUB SERV ENTERP | 0.008213 | ✓ |
| SMITH (AO) CORP | 0.008179 | ✓ |
| VERISK ANALYTICS INC | 0.008050 | ✓ |
| SANDISK CORPORATION | 0.008030 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.008021 | ✓ |
| TAPESTRY INC | 0.008016 | ✓ |
| US FOODS HOLDING CORP | 0.007945 | ✓ |
| FOX CORP CL A | 0.007748 | ✓ |
| APA CORP | 0.007744 | ✓ |
| NEW YORK TIMES CO CL A | 0.007561 | ✓ |
| CROWN HOLDINGS INC | 0.007552 | ✓ |
| HUNT J B TRANSPORT SERVICES IN | 0.006998 | ✓ |
| ANTERO MIDSTREAM CORP | 0.006853 | ✓ |
| BROADRIDGE FINL | 0.006809 | ✓ |
| DEVON ENERGY CORP | 0.006782 | ✓ |
| CARDINAL HEALTH INC | 0.006585 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.006510 | ✓ |
| SYNCHRONY FINANCIAL | 0.006491 | ✓ |
| PG&E CORP | 0.006448 | ✓ |
| JABIL INC | 0.006385 | ✓ |
| CORNING INC | 0.006367 | ✓ |
| RALPH LAUREN CORP | 0.006318 | ✓ |
| MARATHON PETROLEUM CORP | 0.006195 | ✓ |
| ROCKWELL AUTOMATION INC | 0.006155 | ✓ |
| CIENA CORP | 0.006082 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.005972 | ✓ |
| NORTHERN TRUST CORP | 0.005948 | ✓ |

## Schwab U.S. Mid-Cap Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WESTERN DIGITAL CORP | 0.006590 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.006476 |  |
| HOWMET AEROSPACE INC | 0.006458 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.006367 | ✓ |
| CORNING INC | 0.006240 | ✓ |
| CUMMINS INC | 0.006166 |  |
| SANDISK CORPORATION | 0.006015 | ✓ |
| ROBINHOOD MARKETS INC | 0.005699 | ✓ |
| VERTIV HOLDINGS CO | 0.005482 | ✓ |
| QUANTA SVCS INC | 0.005410 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.005270 | ✓ |
| CENCORA INC | 0.005091 | ✓ |
| WARNER BROS DISCOVERY INC | 0.004965 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.004956 |  |
| SIMON PROPERTY | 0.004798 | ✓ |
| State Street Navigator Securities Lending Portfolio II | 0.004713 |  |
| ROSS STORES INC | 0.004653 | ✓ |
| KINDER MORGAN INC | 0.004589 |  |
| PHILLIPS 66 | 0.004478 | ✓ |
| DIGITAL REALTY TRUST INC | 0.004419 |  |
| REALTY INCOME CORP REIT | 0.004335 |  |
| CLOUDFLARE INC-A | 0.004303 |  |
| BAKER HUGHES CO | 0.004302 | ✓ |
| VALERO ENERGY CORP | 0.004269 | ✓ |
| CARVANA CO CL A | 0.004197 | ✓ |
| FORD MOTOR CO | 0.004194 |  |
| MARATHON PETROLEUM CORP | 0.004147 | ✓ |
| VISTRA CORP | 0.004147 | ✓ |
| IDEXX LABS INC | 0.004134 | ✓ |
| ALLSTATE CORPORATION | 0.004064 | ✓ |
| MONOLITHIC POWER SYS INC | 0.004027 | ✓ |
| AMETEK INC NEW | 0.003994 |  |
| ELECTRONIC ARTS INC | 0.003969 | ✓ |
| CARDINAL HEALTH INC | 0.003969 | ✓ |
| CBRE GROUP INC - CL A | 0.003920 |  |
| CORTEVA INC | 0.003855 | ✓ |
| FASTENAL CO | 0.003853 |  |
| UNITED RENTALS INC | 0.003842 |  |
| ONEOK INC | 0.003830 |  |
| AMERIPRISE FINANCIAL INC | 0.003793 | ✓ |
| FERGUSON ENTERPRISES INC | 0.003733 | ✓ |
| ROCKWELL AUTOMATION INC | 0.003693 | ✓ |
| WW GRAINGER INC | 0.003655 |  |
| ANGLOGOLD ASHANTI PLC | 0.003621 | ✓ |
| EXELON CORP | 0.003503 | ✓ |
| CHENIERE ENERGY INC | 0.003488 |  |
| XCEL ENERGY INC | 0.003484 |  |
| MSCI INC | 0.003434 | ✓ |
| NASDAQ INC | 0.003396 |  |
| COINBASE GLOBAL INC | 0.003359 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-021264` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/737520/000094040026021264/0000940400-26-021264-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030046` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030046/0001410368-26-030046-index.htm>

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