# Portfolio overlap — HDUS vs FDFIX

Comparing **Hartford Disciplined US Equity ETF** (2026-01-31) and **Fidelity Flex 500 Index Fund** (2026-02-28).

- Shared positions: 191
- Hartford Disciplined US Equity ETF covered by Fidelity Flex 500 Index Fund: 0.5820579587799761441672341646
- Fidelity Flex 500 Index Fund covered by Hartford Disciplined US Equity ETF: 0.5820579587799761441672341645

## Hartford Disciplined US Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.069247 | ✓ |
| MICROSOFT CORP | 0.050135 | ✓ |
| ALPHABET INC CL A | 0.049879 | ✓ |
| APPLE INC | 0.045079 | ✓ |
| AMAZON.COM INC | 0.035725 | ✓ |
| META PLATFORMS INC CL A | 0.025858 | ✓ |
| BROADCOM INC | 0.022871 | ✓ |
| JOHNSON&JOHNSON | 0.019507 | ✓ |
| TESLA INC | 0.014554 | ✓ |
| JPMORGAN CHASE and CO | 0.012496 | ✓ |
| PEPSICO INC | 0.012179 | ✓ |
| CUMMINS INC | 0.010999 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.010359 | ✓ |
| LAM RESEARCH CORP | 0.010103 | ✓ |
| APPLIED MATERIALS INC | 0.010095 | ✓ |
| ALTRIA GROUP INC | 0.009840 | ✓ |
| CHEVRON CORP | 0.009713 | ✓ |
| EXXON MOBIL CORP | 0.009542 | ✓ |
| MEDTRONIC PLC | 0.008752 | ✓ |
| TXNM ENERGY INC | 0.008564 |  |
| KLA CORP | 0.008490 | ✓ |
| MICRON TECHNOLOGY INC | 0.008435 | ✓ |
| VISA INC-CLASS A | 0.008435 | ✓ |
| GILEAD SCIENCES INC | 0.007525 | ✓ |
| LILLY ELI and CO | 0.007356 | ✓ |
| NEWMARKET CORP | 0.007317 |  |
| OMEGA HEALTHCARE INVESTORS INC | 0.007298 |  |
| DONALDSON CO INC | 0.007100 |  |
| INTL BUS MACH CORP | 0.007037 | ✓ |
| T ROWE PRICE GRP | 0.006947 | ✓ |
| CAL-MAINE FOODS INC | 0.006814 |  |
| MASTERCARD INC CL A | 0.006401 | ✓ |
| DROPBOX INC CL A | 0.006398 |  |
| LAMAR ADVERTISING CO CL A | 0.006272 |  |
| STRYKER CORP | 0.006164 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.006059 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005816 | ✓ |
| CENTERPOINT ENERGY INC | 0.005740 | ✓ |
| WALMART INC | 0.005681 | ✓ |
| CINTAS CORP | 0.005590 | ✓ |
| UL SOLUTIONS INC CL A | 0.005520 |  |
| CISCO SYSTEMS INC | 0.005496 | ✓ |
| MORGAN STANLEY | 0.005384 | ✓ |
| THE BOOKING HOLDINGS INC | 0.005328 | ✓ |
| SEI INVESTMENTS | 0.005323 |  |
| NEW YORK TIMES CO CL A | 0.005311 |  |
| NORTHERN TRUST CORP | 0.005282 | ✓ |
| VERALTO CORP | 0.005173 | ✓ |
| ROLLINS INC | 0.005122 |  |
| NETFLIX INC | 0.005118 | ✓ |

## Fidelity Flex 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.072395 | ✓ |
| APPLE INC | 0.065633 | ✓ |
| MICROSOFT CORP | 0.049079 | ✓ |
| AMAZON.COM INC | 0.034349 | ✓ |
| ALPHABET INC CL A | 0.030404 | ✓ |
| BROADCOM INC | 0.025372 | ✓ |
| ALPHABET INC CL C | 0.024443 |  |
| META PLATFORMS INC CL A | 0.023737 | ✓ |
| TESLA INC | 0.019016 | ✓ |
| BERKSHIRE HATH-B | 0.015567 | ✓ |
| LILLY ELI and CO | 0.014046 | ✓ |
| JPMORGAN CHASE and CO | 0.013743 | ✓ |
| EXXON MOBIL CORP | 0.010816 | ✓ |
| JOHNSON&JOHNSON | 0.010062 | ✓ |
| WALMART INC | 0.009436 | ✓ |
| VISA INC-CLASS A | 0.009082 | ✓ |
| MICRON TECHNOLOGY INC | 0.007783 | ✓ |
| COSTCO WHOLESALE CORP | 0.007534 |  |
| MASTERCARD INC CL A | 0.007129 | ✓ |
| ABBVIE INC | 0.006895 | ✓ |
| NETFLIX INC | 0.006858 | ✓ |
| PROCTER & GAMBLE | 0.006569 | ✓ |
| HOME DEPOT INC | 0.006371 | ✓ |
| GENERAL ELECTRIC CO | 0.006070 | ✓ |
| CHEVRON CORP | 0.005946 | ✓ |
| CATERPILLAR INC | 0.005844 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005626 |  |
| ADV MICRO DEVICE | 0.005481 | ✓ |
| COCA-COLA CO/THE | 0.005310 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005269 | ✓ |
| CISCO SYSTEMS INC | 0.005264 | ✓ |
| MERCK & CO | 0.005166 | ✓ |
| APPLIED MATERIALS INC | 0.004987 | ✓ |
| LAM RESEARCH CORP | 0.004939 | ✓ |
| PHILIP MORRIS INTL INC | 0.004891 |  |
| RTX CORP | 0.004568 | ✓ |
| UNITEDHEALTH GRP | 0.004467 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004335 | ✓ |
| WELLS FARGO & CO | 0.004297 | ✓ |
| ORACLE CORP | 0.004112 | ✓ |
| MCDONALDS CORP | 0.004086 | ✓ |
| LINDE PLC | 0.003988 | ✓ |
| GE VERNOVA LLC | 0.003985 |  |
| PEPSICO INC | 0.003904 | ✓ |
| INTL BUS MACH CORP | 0.003774 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003554 | ✓ |
| AMGEN INC | 0.003514 | ✓ |
| INTEL CORP | 0.003439 |  |
| ABBOTT LABS | 0.003402 | ✓ |
| MORGAN STANLEY | 0.003381 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030411` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1605803/000141036826030411/0001410368-26-030411-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002571` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/819118/000003540226002571/0000035402-26-002571-index.htm>

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