# Portfolio overlap — FSVLX vs BCFN

Comparing **Select FinTech Portfolio** (2026-02-28) and **Baron Financials ETF** (2026-03-31).

- Shared positions: 8
- Select FinTech Portfolio covered by Baron Financials ETF: 0.2384971650350336179858191497
- Baron Financials ETF covered by Select FinTech Portfolio: 0.2384971650350336179858191497

## Select FinTech Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VISA INC-CLASS A | 0.106812 | ✓ |
| SHOPIFY INC CL A | 0.084154 | ✓ |
| INTUIT INC | 0.066236 | ✓ |
| AMERICAN EXPRESS CO | 0.063659 |  |
| FISERV INC | 0.058910 |  |
| MASTERCARD INC CL A | 0.058232 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.054566 |  |
| CAPITAL ONE FINANCIAL CORP | 0.049893 | ✓ |
| TOAST INC-A | 0.043917 |  |
| BLOCK INC CL A | 0.040258 | ✓ |
| MAREX GROUP PLC | 0.039978 |  |
| ROCKET COS INC-A | 0.039039 | ✓ |
| REMITLY GLOBAL INC | 0.038504 |  |
| INTERACTIVE BROKERS GROUP INC | 0.034663 | ✓ |
| ADYEN NV | 0.034335 |  |
| BANCORP INC/THE | 0.031976 |  |
| COINBASE GLOBAL INC | 0.028872 |  |
| STRATEGY INC CL A | 0.028398 |  |
| AFFIRM HOLDINGS INC | 0.025705 |  |
| DLOCAL LTD/URUGUAY | 0.022959 |  |
| GALAXY DIGITAL INC A | 0.022877 |  |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.020674 |  |
| Pagseguro Digital Ltd., Class A | 0.002951 |  |
| Fidelity Cash Central Fund | 0.002432 |  |

## Baron Financials ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MASTERCARD INC CL A | 0.056456 | ✓ |
| VISA INC-CLASS A | 0.055881 | ✓ |
| S&P GLOBAL INC | 0.055824 |  |
| SCHWAB CHARLES CORP | 0.044925 |  |
| LPL FINL HLDGS INC | 0.040913 |  |
| MERCADOLIBRE INC | 0.036856 |  |
| INTERACTIVE BROKERS GROUP INC | 0.035908 | ✓ |
| KKR & CO INC | 0.035769 |  |
| TRADEWEB MARKETS INC A | 0.035471 |  |
| CME GROUP INC CL A | 0.035121 |  |
| MSCI INC | 0.034374 |  |
| MOODYS CORP | 0.034123 |  |
| INTUIT INC | 0.033820 | ✓ |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.033280 |  |
| MORGAN STANLEY | 0.032978 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.029590 |  |
| BANK OF AMERICA CORPORATION | 0.026933 |  |
| VERISK ANALYTICS INC | 0.025388 |  |
| HOULIHAN LOKEY I | 0.024416 |  |
| GUIDEWIRE SOFTWARE INC | 0.024161 |  |
| CAPITAL ONE FINANCIAL CORP | 0.024039 | ✓ |
| BLACKROCK INC | 0.023507 |  |
| FAIR ISAAC CORP | 0.021581 |  |
| ARCH CAPITAL GROUP LTD | 0.021417 |  |
| WISE PLC - A | 0.018313 |  |
| JACK HENRY | 0.017457 |  |
| SHOPIFY INC CL A | 0.016895 | ✓ |
| PROGRESSIVE CORP OHIO | 0.015070 |  |
| PRIMERICA INC | 0.012753 |  |
| TRANSUNION | 0.011839 |  |
| ROBINHOOD MARKETS INC | 0.011781 |  |
| EQUIFAX INC | 0.010722 |  |
| KINSALE CAPITAL GROUP INC | 0.009533 |  |
| BLOCK INC CL A | 0.008870 | ✓ |
| SERVICETITAN INC-A | 0.008362 |  |
| ROCKET COS INC-A | 0.007873 | ✓ |
| TWFG INC (CLASS A) | 0.006641 |  |
| ALKAMI TECHNOLOGY INC | 0.004971 |  |
| BRP GROUP INC-A | 0.004766 |  |
| NEPTUNE INSURANCE HOLDINGS INC | 0.004440 |  |
| FACTSET RESEARCH SYSTEMS INC | 0.004430 |  |
| Accelerant Holdings, Class A | 0.002554 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002656` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002656/0000035402-26-002656-index.htm>
- N-PORT (fund B) — accession `0001410368-26-049916` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/2081199/000141036826049916/0001410368-26-049916-index.htm>

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