# Portfolio overlap — FCLCX vs MADE

Comparing **Fidelity Advisor Industrials Fund** (2026-01-31) and **iShares U.S. Manufacturing ETF** (2026-03-31).

- Shared positions: 16
- Fidelity Advisor Industrials Fund covered by iShares U.S. Manufacturing ETF: 0.2237966123540555714157806804
- iShares U.S. Manufacturing ETF covered by Fidelity Advisor Industrials Fund: 0.2237966123540555714157806804

## Fidelity Advisor Industrials Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GENERAL ELECTRIC CO | 0.079012 |  |
| BOEING CO/THE | 0.066496 | ✓ |
| GE VERNOVA LLC | 0.061567 |  |
| CUMMINS INC | 0.049699 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.048538 |  |
| PARKER HANNIFIN CORP | 0.047126 | ✓ |
| HOWMET AEROSPACE INC | 0.043393 |  |
| EATON CORP PLC | 0.033784 |  |
| INGERSOLL RAND INC | 0.032660 |  |
| ITT INC | 0.027954 |  |
| CATERPILLAR INC | 0.024382 | ✓ |
| DOVER CORP | 0.024145 | ✓ |
| QUANTA SVCS INC | 0.023409 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.022859 |  |
| TRANSDIGM GROUP INC | 0.022559 | ✓ |
| DEERE & CO | 0.020640 | ✓ |
| CINTAS CORP | 0.020126 |  |
| UBER TECHNOLOGIES INC | 0.019979 |  |
| RTX CORP | 0.018534 | ✓ |
| AMETEK INC NEW | 0.018069 | ✓ |
| 3M CO | 0.017612 |  |
| GENERAL DYNAMICS CORPORATION | 0.016654 | ✓ |
| COMFORT SYSTEMS USA INC | 0.016124 |  |
| WASTE CONNECTIONS INC | 0.015881 |  |
| OLD DOMINION FRT | 0.015659 |  |
| STANDARDAERO INC | 0.015329 | ✓ |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.014856 |  |
| UNITED RENTALS INC | 0.013878 |  |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 0.013198 |  |
| CH ROBINSON WORLDWIDE INC | 0.013175 |  |
| AXON ENTERPRISE INC | 0.011912 | ✓ |
| HEICO CORP CL A | 0.011436 |  |
| WW GRAINGER INC | 0.011269 |  |
| CACI INTL-A | 0.010595 |  |
| CORE & MAIN IN-A | 0.010274 |  |
| SIMPSON MFG | 0.010028 |  |
| ACUITY INC | 0.008838 | ✓ |
| RBC BEARINGS INC | 0.008681 |  |
| XPO LOGISTICS INC | 0.008304 |  |
| LEIDOS HOLDINGS INC | 0.007649 | ✓ |
| TEXTRON INC | 0.007348 | ✓ |
| CARLISLE COS INC | 0.006746 |  |
| KBR INC | 0.006263 | ✓ |
| COMPOSECURE INC PIPE | 0.005891 |  |
| Fidelity Securities Lending Cash Central Fund | 0.005512 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.004839 |  |
| Fidelity Cash Central Fund | 0.004111 |  |
| CSX CORP | 0.002902 |  |
| BETA TECHNOLOGIES INC | 0.000103 |  |

## iShares U.S. Manufacturing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EATON CORP PLC | 0.041222 |  |
| CATERPILLAR INC | 0.041051 | ✓ |
| DEERE & CO | 0.038878 | ✓ |
| HONEYWELL INTL INC | 0.038711 |  |
| AMPHENOL CORPORATION CL A | 0.038507 |  |
| CUMMINS INC | 0.038350 | ✓ |
| VERTIV HOLDINGS CO | 0.038055 |  |
| PARKER HANNIFIN CORP | 0.035484 | ✓ |
| GENERAL MOTORS CO | 0.034749 |  |
| RTX CORP | 0.033746 | ✓ |
| TE CONNECTIVITY | 0.031649 |  |
| PACCAR INC | 0.031312 |  |
| TRANE TECHNOLOGI | 0.028960 |  |
| AMETEK INC NEW | 0.025458 | ✓ |
| JOHNSON CONTROLS | 0.025169 |  |
| FORD MOTOR CO | 0.023333 |  |
| COHERENT CORP | 0.023044 |  |
| ROCKWELL AUTOMATION INC | 0.020810 |  |
| BOEING CO/THE | 0.020374 | ✓ |
| LOCKHEED MARTIN CORP | 0.015958 |  |
| TELEDYNE TECHNOLOGIES INC | 0.014657 |  |
| DOVER CORP | 0.014507 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.014075 |  |
| CARRIER GLOBAL CORP | 0.013892 |  |
| BLOOM ENERGY CORP CL A | 0.013884 |  |
| NORTHROP GRUMMAN CORP | 0.011874 |  |
| GENERAL DYNAMICS CORPORATION | 0.011354 | ✓ |
| HUBBELL INC | 0.010356 |  |
| SNAP-ON INCORPORATED | 0.009725 |  |
| FABRINET | 0.009644 |  |
| XYLEM INC | 0.009142 |  |
| FORTIVE CORP | 0.008939 |  |
| TRANSDIGM GROUP INC | 0.008525 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.008404 |  |
| FIRST SOLAR INC | 0.008402 |  |
| NVENT ELECTRIC | 0.007575 |  |
| NEXTRACKER INC CL A | 0.007107 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.007073 |  |
| RIVIAN AUTOMOTIVE INC | 0.006340 |  |
| ADV ENERGY INDS | 0.006286 |  |
| STANLEY BLACK and DECKER INC | 0.005678 |  |
| TTM TECHNOLOGIES INC | 0.005195 |  |
| ALLISON TRANSMISSION HLDGS INC | 0.005027 |  |
| REGAL REXNORD CORP | 0.004937 |  |
| OSHKOSH CORP | 0.004803 |  |
| TORO CO | 0.004700 |  |
| LENNOX INTL INC | 0.004654 |  |
| GENERAC HOLDINGS INC | 0.004551 |  |
| PENTAIR PLC | 0.004477 |  |
| GRACO INC | 0.004408 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-001925` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/315700/000003540226001925/0000035402-26-001925-index.htm>
- N-PORT (fund B) — accession `0001004726-26-003729` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003729/0001004726-26-003729-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_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._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_