# Portfolio overlap — FSMEX vs RSPH

Comparing **Select Medical Technology and Devices Portfolio** (2026-02-28) and **Invesco S&P 500 Equal Weight Health Care ETF** (2026-01-31).

- Shared positions: 15
- Select Medical Technology and Devices Portfolio covered by Invesco S&P 500 Equal Weight Health Care ETF: 0.2105358292103458859287699656
- Invesco S&P 500 Equal Weight Health Care ETF covered by Select Medical Technology and Devices Portfolio: 0.2105358292103458859287699655

## Select Medical Technology and Devices Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DANAHER CORP | 0.136574 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.123513 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.095922 | ✓ |
| INTUITIVE SURGICAL INC | 0.087149 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.056065 | ✓ |
| STRYKER CORP | 0.049499 | ✓ |
| ABBOTT LABS | 0.048907 | ✓ |
| MASIMO CORP | 0.026978 |  |
| VEEVA SYSTEMS-A | 0.026402 |  |
| INSULET CORP | 0.024391 | ✓ |
| IQVIA HOLDINGS INC | 0.022106 | ✓ |
| WAYSTAR HOLDING CORP | 0.019731 |  |
| REPLIGEN CORP | 0.019098 |  |
| BIO-TECHNE CORP | 0.017506 | ✓ |
| WATERS CORP | 0.015794 | ✓ |
| Sartorius Stedim Biotech S.A. | 0.015454 |  |
| BECTON DICKINSON and CO | 0.015418 | ✓ |
| CARIS LIFE SCIENCES INC | 0.014940 |  |
| MEDLINE INC-A | 0.013575 |  |
| IRHYTHM TECHNOLOGIES INC | 0.013522 |  |
| 10X GENOMICS INC | 0.012459 |  |
| NATERA INC | 0.011431 |  |
| PENUMBRA INC | 0.011354 |  |
| VERACYTE INC | 0.010631 |  |
| GUARDANT HEALTH INC | 0.010577 |  |
| AGILENT TECHNOLOGIES INC | 0.010004 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.009724 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.009266 |  |
| KARDIUM SRE D-7 PC PP (REDOMICILE CLOSING AUGUST 2025) | 0.009220 |  |
| LIFESTANCE HEALTH GROUP INC | 0.007161 |  |
| KESTRA MEDICAL TECHNOLOGIES INC | 0.006396 |  |
| Fidelity Cash Central Fund | 0.006155 |  |
| HEARTFLOW INC | 0.005854 |  |
| METTLER-TOLEDO INTL INC | 0.004806 | ✓ |
| ELEMENT BIOSCIENCES INC SER D PC PP | 0.004699 |  |
| BRUKER CORP | 0.003967 |  |
| OMADA HEALTH INC | 0.003374 |  |
| SHOULDER INNOVATIONS INC(180 Day Lockup) | 0.003260 |  |
| FREENOME HOLDINGS INC SER D PC PP | 0.003219 |  |
| 10X GENOMICS INC CL B 144A | 0.002487 |  |
| ALEDADE INC SER F PC PP | 0.001737 |  |
| GALVANIZE THERAPEUTICS SER C-1 PC PERP PP | 0.001712 |  |
| ICU MEDICAL INC | 0.001655 |  |
| MANUS BIO INC SER ONE-6 PC PP | 0.001570 |  |
| DNA SCRIPT SAS SER C PC PP | 0.001386 |  |
| ASIMOV INC SER B PC PP | 0.000695 |  |
| DOXIMITY INC-A | 0.000674 |  |
| SALUDA MEDICAL INC WT PP | 0.000596 |  |
| DMED BIOPHARMACEUTICAL CO LTD SER C PC PP | 0.000471 |  |
| SALUDA MEDICAL INC CDI | 0.000407 |  |

## Invesco S&P 500 Equal Weight Health Care ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MODERNA INC | 0.024270 |  |
| Invesco Private Prime Fund | 0.018739 |  |
| GILEAD SCIENCES INC | 0.018706 |  |
| MERCK & CO | 0.018062 |  |
| VIATRIS INC | 0.018045 |  |
| CENTENE CORP | 0.017912 |  |
| MOLINA HEALTHCARE INC | 0.017888 |  |
| JOHNSON&JOHNSON | 0.017592 |  |
| BAXTER INTL INC | 0.017575 |  |
| CARDINAL HEALTH INC | 0.017334 |  |
| AMGEN INC | 0.017332 |  |
| DEXCOM INC | 0.017288 |  |
| CHARLES RIVER LABS INTL INC | 0.017273 |  |
| BRISTOL-MYERS SQUIBB CO | 0.017190 |  |
| ZOETIS INC CL A | 0.016904 |  |
| VERTEX PHARMACEUTICALS INC | 0.016899 |  |
| BIO-TECHNE CORP | 0.016847 | ✓ |
| CENCORA INC | 0.016845 |  |
| REVVITY INC | 0.016807 |  |
| INCYTE CORP | 0.016802 |  |
| STRYKER CORP | 0.016703 | ✓ |
| LILLY ELI and CO | 0.016683 |  |
| THE CIGNA GROUP | 0.016679 |  |
| QUEST DIAGNOSTICS INC | 0.016649 |  |
| HCA HEALTHCARE INC | 0.016646 |  |
| LABCORP HOLDINGS INC | 0.016573 |  |
| IQVIA HOLDINGS INC | 0.016508 | ✓ |
| RESMED INC | 0.016424 |  |
| PFIZER INC | 0.016401 |  |
| BECTON DICKINSON and CO | 0.016399 | ✓ |
| MCKESSON CORP | 0.016340 |  |
| MEDTRONIC PLC | 0.016326 |  |
| REGENERON PHARMACEUTICALS INC | 0.016317 |  |
| STERIS PLC | 0.016212 |  |
| BIOGEN INC | 0.016202 |  |
| ELEVANCE HEALTH INC | 0.016201 |  |
| BOSTON SCIENTIFIC CORP | 0.016135 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.016125 | ✓ |
| COOPER COS INC | 0.016106 |  |
| HOLOGIC INC | 0.016012 |  |
| HENRY SCHEIN INC | 0.015906 |  |
| ALIGN TECHNOLOGY INC | 0.015841 |  |
| ABBVIE INC | 0.015826 |  |
| METTLER-TOLEDO INTL INC | 0.015615 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.015503 | ✓ |
| IDEXX LABS INC | 0.015271 |  |
| DANAHER CORP | 0.015190 | ✓ |
| CVS HEALTH CORP | 0.015090 |  |
| SOLVENTUM CORP | 0.015017 |  |
| WATERS CORP | 0.014967 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002674` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002674/0000035402-26-002674-index.htm>
- N-PORT (fund B) — accession `0001209466-26-000437` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1209466/000120946626000437/0001209466-26-000437-index.htm>

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