# Portfolio overlap — FDCPX vs PRSCX

Comparing **Select Tech Hardware Portfolio** (2026-02-28) and **T. Rowe Price Science & Technology Fund, Inc.** (2026-03-31).

- Shared positions: 15
- Select Tech Hardware Portfolio covered by T. Rowe Price Science & Technology Fund, Inc.: 0.2072983124134013052079709896
- T. Rowe Price Science & Technology Fund, Inc. covered by Select Tech Hardware Portfolio: 0.2072983124134013052079709897

## Select Tech Hardware Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SAMSUNG ELECTRONICS CO LTD | 0.151240 | ✓ |
| WESTERN DIGITAL CORP | 0.086885 | ✓ |
| CISCO SYSTEMS INC | 0.086844 | ✓ |
| ARISTA NETWORKS INC | 0.071059 | ✓ |
| APPLE INC | 0.059807 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.049208 | ✓ |
| TSMC | 0.042963 | ✓ |
| SONY GROUP CORP | 0.041046 |  |
| NINTENDO CO LTD | 0.036782 |  |
| DELL TECHNOLOGIES INC CL C | 0.034408 | ✓ |
| SANDISK CORPORATION | 0.034258 | ✓ |
| CIENA CORP | 0.033161 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.028251 | ✓ |
| GARMIN LTD | 0.027591 |  |
| PANASONIC HOLDIN | 0.023136 |  |
| NOKIA OYJ | 0.021877 |  |
| MICROSOFT CORP | 0.021448 | ✓ |
| ALPHABET INC CL A | 0.020474 | ✓ |
| SK HYNIX INC | 0.019744 | ✓ |
| XIAOMI CORP-W | 0.018405 |  |
| TD SYNNEX CORP | 0.016698 |  |
| PURE STORAGE INC CL A | 0.015163 |  |
| PALO ALTO NETWORKS INC | 0.010260 | ✓ |
| AMAZON.COM INC | 0.009456 |  |
| OSI SYSTEMS INC | 0.007347 |  |
| MIRION TECHNOLOGIES INC-A | 0.005826 |  |
| IBIDEN CO LTD | 0.005448 |  |
| Fidelity Cash Central Fund | 0.004646 |  |
| HOYA CORP | 0.004528 |  |
| ACCTON TECH | 0.004253 |  |
| Fidelity Securities Lending Cash Central Fund | 0.003554 |  |
| Montage Technology Co Ltd | 0.002363 |  |
| VAST DATA LTD SER E PC PP | 0.001870 |  |

## T. Rowe Price Science & Technology Fund, Inc. — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.093380 | ✓ |
| NVIDIA CORP | 0.087393 |  |
| BROADCOM INC | 0.078212 |  |
| MICROSOFT CORP | 0.072963 | ✓ |
| T Rowe Price Government Reserve Investment Fund | 0.071307 |  |
| ALPHABET INC CL A | 0.046284 | ✓ |
| ALPHABET INC CL C | 0.037572 |  |
| META PLATFORMS INC CL A | 0.033895 |  |
| CISCO SYSTEMS INC | 0.027058 | ✓ |
| ADV MICRO DEVICE | 0.024420 |  |
| MICRON TECHNOLOGY INC | 0.022588 |  |
| PALANTIR TECHNOLOGIES INC | 0.022575 |  |
| LAM RESEARCH CORP | 0.016653 |  |
| ORACLE CORP | 0.014578 |  |
| INTL BUS MACH CORP | 0.014420 |  |
| TSMC | 0.014175 | ✓ |
| APPLIED MATERIALS INC | 0.013766 |  |
| INTEL CORP | 0.013716 |  |
| ARISTA NETWORKS INC | 0.010965 | ✓ |
| CIENA CORP | 0.010478 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009804 |  |
| LUMENTUM HOLDINGS INC | 0.009073 |  |
| SANDISK CORPORATION | 0.008941 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.008773 | ✓ |
| SHOPIFY INC CL A | 0.008539 |  |
| SALESFORCE INC | 0.008361 |  |
| KLA CORP | 0.008179 |  |
| WESTERN DIGITAL CORP | 0.007868 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.007391 |  |
| CORNING INC | 0.007148 |  |
| MARVELL TECHNOLOGY INC | 0.006931 |  |
| CLOUDFLARE INC-A | 0.005981 |  |
| TERADYNE INC | 0.005962 |  |
| ANALOG DEVICES INC | 0.005371 |  |
| LATTICE SEMICONDUCTOR CORP | 0.005293 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.004914 | ✓ |
| WAYMO LLC SER A-2 CVT PFD UNITS PP | 0.004681 |  |
| ANTHROPIC PBC SER F-1 CVT PFD PP | 0.004610 |  |
| KIOXIA HOLDINGS | 0.004489 |  |
| AESTAS LLC dba OPENAI LLC EV UNITS Class A | 0.004317 |  |
| MKS INSTRUMENTS INC | 0.004192 |  |
| MONOLITHIC POWER SYS INC | 0.004155 |  |
| TREASURY RESERVE FUND - Collateral | 0.004120 |  |
| CROWDSTRIKE HOLDINGS INC | 0.004053 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.004029 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.003939 |  |
| JABIL INC | 0.003852 |  |
| SK HYNIX INC | 0.003528 | ✓ |
| INTERDIGITAL INC | 0.003498 |  |
| APPLOVIN CORP | 0.003496 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002670` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002670/0000035402-26-002670-index.htm>
- N-PORT (fund B) — accession `0001099263-26-006576` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/819930/000109926326006576/0001099263-26-006576-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/>_