# Portfolio overlap — FXAIX vs S000006724

Comparing **Fidelity 500 Index Fund** (2026-02-28) and **Penn Series Index 500 Fund** (2026-03-31).

- Shared positions: 499
- Fidelity 500 Index Fund covered by Penn Series Index 500 Fund: 0.9707314832630928081735551489
- Penn Series Index 500 Fund covered by Fidelity 500 Index Fund: 0.9707314832630928081735551490

## Fidelity 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.073030 | ✓ |
| APPLE INC | 0.066210 | ✓ |
| MICROSOFT CORP | 0.049509 | ✓ |
| AMAZON.COM INC | 0.034650 | ✓ |
| ALPHABET INC CL A | 0.030765 | ✓ |
| BROADCOM INC | 0.025595 | ✓ |
| ALPHABET INC CL C | 0.024562 | ✓ |
| META PLATFORMS INC CL A | 0.023943 | ✓ |
| TESLA INC | 0.019183 | ✓ |
| BERKSHIRE HATH-B | 0.015705 | ✓ |
| LILLY ELI and CO | 0.014169 | ✓ |
| JPMORGAN CHASE and CO | 0.013866 | ✓ |
| EXXON MOBIL CORP | 0.010908 | ✓ |
| JOHNSON&JOHNSON | 0.010152 | ✓ |
| WALMART INC | 0.009516 | ✓ |
| VISA INC-CLASS A | 0.009164 | ✓ |
| MICRON TECHNOLOGY INC | 0.007851 | ✓ |
| COSTCO WHOLESALE CORP | 0.007598 | ✓ |
| MASTERCARD INC CL A | 0.007193 | ✓ |
| ABBVIE INC | 0.006957 | ✓ |
| NETFLIX INC | 0.006917 | ✓ |
| PROCTER & GAMBLE | 0.006627 | ✓ |
| HOME DEPOT INC | 0.006428 | ✓ |
| GENERAL ELECTRIC CO | 0.006123 | ✓ |
| CHEVRON CORP | 0.005995 | ✓ |
| CATERPILLAR INC | 0.005896 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005678 | ✓ |
| ADV MICRO DEVICE | 0.005528 | ✓ |
| COCA-COLA CO/THE | 0.005356 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005315 | ✓ |
| CISCO SYSTEMS INC | 0.005311 | ✓ |
| MERCK & CO | 0.005213 | ✓ |
| APPLIED MATERIALS INC | 0.005030 | ✓ |
| LAM RESEARCH CORP | 0.004983 | ✓ |
| PHILIP MORRIS INTL INC | 0.004933 | ✓ |
| RTX CORP | 0.004608 | ✓ |
| UNITEDHEALTH GRP | 0.004506 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004373 | ✓ |
| WELLS FARGO & CO | 0.004337 | ✓ |
| ORACLE CORP | 0.004148 | ✓ |
| MCDONALDS CORP | 0.004120 | ✓ |
| LINDE PLC | 0.004024 | ✓ |
| GE VERNOVA LLC | 0.004020 | ✓ |
| PEPSICO INC | 0.003937 | ✓ |
| INTL BUS MACH CORP | 0.003808 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003586 | ✓ |
| AMGEN INC | 0.003545 | ✓ |
| INTEL CORP | 0.003469 | ✓ |
| ABBOTT LABS | 0.003432 | ✓ |
| MORGAN STANLEY | 0.003411 | ✓ |

## Penn Series Index 500 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075730 | ✓ |
| APPLE INC | 0.066546 | ✓ |
| MICROSOFT CORP | 0.049227 | ✓ |
| AMAZON.COM INC | 0.036410 | ✓ |
| ALPHABET INC CL A | 0.028215 | ✓ |
| BROADCOM INC | 0.026170 | ✓ |
| ALPHABET INC CL C | 0.022968 | ✓ |
| META PLATFORMS INC CL A | 0.022729 | ✓ |
| TESLA INC | 0.018719 | ✓ |
| BERKSHIRE HATH-B | 0.015772 | ✓ |
| JPMORGAN CHASE and CO | 0.014217 | ✓ |
| LILLY ELI and CO | 0.013086 | ✓ |
| EXXON MOBIL CORP | 0.012725 | ✓ |
| JOHNSON&JOHNSON | 0.010616 | ✓ |
| WALMART INC | 0.009832 | ✓ |
| VISA INC-CLASS A | 0.009141 | ✓ |
| COSTCO WHOLESALE CORP | 0.007875 | ✓ |
| NETFLIX INC | 0.007327 | ✓ |
| MASTERCARD INC CL A | 0.007318 | ✓ |
| CHEVRON CORP | 0.006932 | ✓ |
| ABBVIE INC | 0.006867 | ✓ |
| MICRON TECHNOLOGY INC | 0.006811 | ✓ |
| PROCTER & GAMBLE | 0.006184 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006066 | ✓ |
| CATERPILLAR INC | 0.006013 | ✓ |
| ADV MICRO DEVICE | 0.005947 | ✓ |
| HOME DEPOT INC | 0.005933 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005796 | ✓ |
| CISCO SYSTEMS INC | 0.005531 | ✓ |
| GENERAL ELECTRIC CO | 0.005418 | ✓ |
| MERCK & CO | 0.005387 | ✓ |
| COCA-COLA CO/THE | 0.005310 | ✓ |
| APPLIED MATERIALS INC | 0.004938 | ✓ |
| LAM RESEARCH CORP | 0.004897 | ✓ |
| RTX CORP | 0.004677 | ✓ |
| PHILIP MORRIS INTL INC | 0.004662 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004639 | ✓ |
| ORACLE CORP | 0.004440 | ✓ |
| WELLS FARGO & CO | 0.004412 | ✓ |
| UNITEDHEALTH GRP | 0.004370 | ✓ |
| GE VERNOVA LLC | 0.004293 | ✓ |
| LINDE PLC | 0.004142 | ✓ |
| INTL BUS MACH CORP | 0.004091 | ✓ |
| MCDONALDS CORP | 0.003988 | ✓ |
| PEPSICO INC | 0.003815 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003804 | ✓ |
| AT&T INC | 0.003697 | ✓ |
| CITIGROUP INC | 0.003638 | ✓ |
| MORGAN STANLEY | 0.003616 | ✓ |
| KLA CORP | 0.003511 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002559` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/819118/000003540226002559/0000035402-26-002559-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020250` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/702340/000094040026020250/0000940400-26-020250-index.htm>

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