# Portfolio overlap — GLRY vs MRLIX

Comparing **Inspire Growth ETF** (2026-02-28) and **AMG Renaissance Large Cap Growth Fund** (2026-03-31).

- Shared positions: 7
- Inspire Growth ETF covered by AMG Renaissance Large Cap Growth Fund: 0.1512441661356185232732626326
- AMG Renaissance Large Cap Growth Fund covered by Inspire Growth ETF: 0.1512441661356185232732626326

## Inspire Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| KLA CORP | 0.049536 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.049066 |  |
| AMPHENOL CORPORATION CL A | 0.048180 | ✓ |
| BWX TECHNOLOGIES INC | 0.045804 |  |
| EMCOR GROUP INC | 0.043410 | ✓ |
| MONOLITHIC POWER SYS INC | 0.042932 |  |
| BROADCOM INC | 0.041856 | ✓ |
| NRG ENERGY INC | 0.041431 | ✓ |
| FLOWSERVE CORP | 0.039986 |  |
| INTERDIGITAL INC | 0.038334 |  |
| UNITED THERAPEUTICS CORP DEL | 0.036327 |  |
| CASEY'S GENERAL | 0.035503 |  |
| APPLOVIN CORP | 0.035317 | ✓ |
| TEXAS PACIFIC LAND CORP | 0.035136 |  |
| BRADY CORPORATION CL A | 0.028772 |  |
| OMEGA HEALTHCARE INVESTORS INC | 0.028323 |  |
| AUTONATION INC | 0.027545 |  |
| COMFORT SYSTEMS USA INC | 0.026125 | ✓ |
| OLD REPUBLIC INTL CORP | 0.024414 |  |
| REINSURANCE GROUP OF AMERICA | 0.024095 |  |
| ENCOMPASS HEALTH CORP | 0.023661 |  |
| SEI INVESTMENTS | 0.023109 |  |
| ACM RESEARCH INC-CLASS A | 0.022728 |  |
| NEWMONT CORP | 0.022308 |  |
| BJS WHSL CLUB HLDGS INC | 0.019561 |  |
| GROUP 1 AUTOMOTIVE INC | 0.019184 |  |
| MURPHY USA INC | 0.019044 |  |
| EXELIXIS INC | 0.018963 |  |
| FEDERATED HERMES INC | 0.018142 |  |
| TKO GROUP HOLDINGS INC | 0.017958 |  |
| KINSALE CAPITAL GROUP INC | 0.017805 |  |
| MUELLER INDUSTRIES INC | 0.017367 |  |
| DILLARDS INC CL A | 0.016526 |  |
| BBH SWEEP VEHICLE | 0.001552 |  |

## AMG Renaissance Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.034574 |  |
| APPLE INC | 0.028614 |  |
| BROADCOM INC | 0.028311 | ✓ |
| COMFORT SYSTEMS USA INC | 0.028127 | ✓ |
| AMAZON.COM INC | 0.026160 |  |
| EMCOR GROUP INC | 0.024646 | ✓ |
| MICROSOFT CORP | 0.024533 |  |
| HERSHEY CO/THE | 0.022348 |  |
| JABIL INC | 0.022246 |  |
| ARISTA NETWORKS INC | 0.022041 |  |
| AMPHENOL CORPORATION CL A | 0.021950 | ✓ |
| CARDINAL HEALTH INC | 0.021657 |  |
| KLA CORP | 0.021445 | ✓ |
| APPLIED MATERIALS INC | 0.021118 |  |
| COSTCO WHOLESALE CORP | 0.020511 |  |
| JONES LANG LASALLE INC | 0.019621 |  |
| TJX COS INC | 0.019509 |  |
| META PLATFORMS INC CL A | 0.019457 |  |
| SCHWAB CHARLES CORP | 0.019101 |  |
| ZOETIS INC CL A | 0.019062 |  |
| NETFLIX INC | 0.018893 |  |
| ROCKWELL AUTOMATION INC | 0.018879 |  |
| TAPESTRY INC | 0.018736 |  |
| HALOZYME THERAPEUTICS INC | 0.018510 |  |
| MOTOROLA SOLUTIONS INC | 0.018364 |  |
| ABBVIE INC | 0.018260 |  |
| ILLINOIS TOOL WORKS INC | 0.018226 |  |
| AMGEN INC | 0.018139 |  |
| NEUROCRINE BIOSCIENCES INC | 0.018061 |  |
| WW GRAINGER INC | 0.018038 |  |
| CARNIVAL CORP | 0.018034 |  |
| LAM RESEARCH CORP | 0.018024 |  |
| MARRIOTT INTL-A | 0.017792 |  |
| MCKESSON CORP | 0.017214 |  |
| NRG ENERGY INC | 0.017142 | ✓ |
| AMERICAN EXPRESS CO | 0.016378 |  |
| ULTA BEAUTY INC | 0.015724 |  |
| VISA INC-CLASS A | 0.015432 |  |
| LOWES COS INC | 0.015334 |  |
| MOODYS CORP | 0.015248 |  |
| MASTERCARD INC CL A | 0.014950 |  |
| AUTODESK INC | 0.014396 |  |
| UBER TECHNOLOGIES INC | 0.014021 |  |
| HOULIHAN LOKEY I | 0.013977 |  |
| PEGASYSTEMS INC | 0.013816 |  |
| PTC INC | 0.013774 |  |
| INTUIT INC | 0.013106 |  |
| TRADEWEB MARKETS INC A | 0.013025 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.012154 |  |
| DYNATRACE INC | 0.012027 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-005939` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1644419/000091047226005939/0000910472-26-005939-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022960` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022960/0000940400-26-022960-index.htm>

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