# Portfolio overlap — FSTCX vs UFO

Comparing **Select Telecommunications Portfolio** (2026-02-28) and **Procure Space ETF** (2026-01-31).

- Shared positions: 5
- Select Telecommunications Portfolio covered by Procure Space ETF: 0.1267837370720543234115886829
- Procure Space ETF covered by Select Telecommunications Portfolio: 0.1267837370720543234115886829

## Select Telecommunications Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERIZON COMMUNICATIONS INC | 0.224021 |  |
| AT&T INC | 0.214076 |  |
| Fidelity Securities Lending Cash Central Fund | 0.074612 |  |
| T-MOBILE US INC | 0.059976 |  |
| AST SPACEMOBILE INC | 0.047028 | ✓ |
| GLOBALSTAR INC | 0.040831 | ✓ |
| Fidelity Cash Central Fund | 0.040252 |  |
| IRIDIUM COMMUNICATIONS INC | 0.038005 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.035989 |  |
| LIBERTY LATIN AMERICA LTD CL C | 0.029025 |  |
| UNITI GROUP INC | 0.025124 |  |
| IDT CORP CL B NEW | 0.023974 |  |
| COMCAST CORP CL A | 0.022587 | ✓ |
| GCI LIBERTY INC. - CL C | 0.020231 |  |
| TELEPHONE & DATA | 0.019693 |  |
| US CELLULAR CORP | 0.019079 |  |
| LIBERTY GLOBAL LTD CL A | 0.012401 |  |
| LIBERTY GLOBAL LTD C | 0.012264 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.011458 |  |
| LIBERTY LATIN AMERICA LTD CL A | 0.008911 |  |
| ECHOSTAR CORP CL A | 0.008899 | ✓ |
| ANTERIX INC | 0.005171 |  |
| BANDWIDTH INC-A | 0.002455 |  |
| GCI LIBERTY INC. A | 0.002046 |  |
| SHENANDOAH TELECOM CO | 0.001345 |  |
| SPOK HOLDINGS INC | 0.000547 |  |

## Procure Space ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Mount Vernon Liquid Assets Portfolio, LLC | 0.074340 |  |
| PLANET LABS PBC A | 0.054132 |  |
| MDA SPACE LTD | 0.049931 |  |
| AST SPACEMOBILE INC | 0.049664 | ✓ |
| ROCKET LAB CORP | 0.047716 |  |
| SES | 0.044899 |  |
| VIASAT INC | 0.044688 |  |
| ECHOSTAR CORP CL A | 0.041058 | ✓ |
| GARMIN LTD | 0.036218 |  |
| SIRIUS XM HOLDINGS INC | 0.034899 |  |
| FIREFLY AEROSPACE INC | 0.031739 |  |
| GLOBALSTAR INC | 0.031662 | ✓ |
| TRIMBLE INC | 0.030713 |  |
| INTUITIVE MACHINES INC A | 0.029156 |  |
| SKY PERF JSAT HD | 0.026312 |  |
| IRIDIUM COMMUNICATIONS INC | 0.025772 | ✓ |
| LOCKHEED MARTIN CORP | 0.025266 |  |
| NORTHROP GRUMMAN CORP | 0.023275 |  |
| L3HARRIS TECHNOLOGIES INC | 0.022351 |  |
| VOYAGER TECHNOLOGIES INC | 0.022229 |  |
| HONEYWELL INTL INC | 0.022208 |  |
| BOEING CO/THE | 0.022041 |  |
| RTX CORP | 0.021422 |  |
| Airbus SE | 0.019130 |  |
| AVIO SPA | 0.016184 |  |
| GILAT SATEL NETW | 0.015101 |  |
| COMCAST CORP CL A | 0.013424 | ✓ |
| REDWIRE CORP | 0.010964 |  |
| KARMAN HOLDINGS INC | 0.009329 |  |
| BLACKSKY TECHNOLOGY INC CL A | 0.009262 |  |
| EUTELSAT COMMUNI | 0.008060 |  |
| INTELLIAN TECHNO | 0.007785 |  |
| Astroscale Holdings Inc | 0.007717 |  |
| QPS Holdings Inc | 0.006860 |  |
| OVZON AB | 0.006460 |  |
| TOMTOM NV | 0.006247 |  |
| Ispace Inc/Japan | 0.005643 |  |
| SATELLOGIC INC-A | 0.005570 |  |
| TELESAT CORP COMMON STOCK | 0.005533 |  |
| Synspective Inc | 0.005163 |  |
| WEATHERNEWS INC | 0.004542 |  |
| SPIRE GLOBAL INC | 0.004357 |  |
| LEONARDO SPA | 0.004200 |  |
| GomSpace Group AB | 0.004049 |  |
| FRST AM-GV OB-X | 0.003798 |  |
| THALES SA | 0.003342 |  |
| VIRGIN GALACTIC HLDGS INC | 0.002541 |  |
| SIDUS SPACE INC A | 0.001393 |  |
| Lumir Inc | 0.001270 |  |
| Space Communication Ltd | 0.000251 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002675` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002675/0000035402-26-002675-index.htm>
- N-PORT (fund B) — accession `0001727398-26-000009` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1727398/000172739826000009/0001727398-26-000009-index.htm>

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