# Portfolio overlap — HSUAX vs KLCAX

Comparing **Rational Dynamic Brands Fund** (2026-03-31) and **Federated Hermes Kaufmann Large Cap Fund** (2026-04-30).

- Shared positions: 15
- Rational Dynamic Brands Fund covered by Federated Hermes Kaufmann Large Cap Fund: 0.3861582305195482028514427590
- Federated Hermes Kaufmann Large Cap Fund covered by Rational Dynamic Brands Fund: 0.3861582305195482028514427590

## Rational Dynamic Brands Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.066925 | ✓ |
| AMAZON.COM INC | 0.054373 | ✓ |
| NETFLIX INC | 0.053877 | ✓ |
| MERCADOLIBRE INC | 0.051391 |  |
| COSTCO WHOLESALE CORP | 0.051154 | ✓ |
| ALPHABET INC CL A | 0.050441 | ✓ |
| Spotify Technology SA | 0.049807 |  |
| WALMART INC | 0.049535 | ✓ |
| UBER TECHNOLOGIES INC | 0.048367 | ✓ |
| FIRST AM-TR OB-X | 0.047846 |  |
| Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD | 0.044913 |  |
| NVIDIA CORP | 0.043168 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.042814 | ✓ |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.042278 |  |
| SERVICENOW INC | 0.038105 | ✓ |
| MICROSOFT CORP | 0.033527 | ✓ |
| GENERAL ELECTRIC CO | 0.033184 | ✓ |
| GLOBAL X DEFENSE TECH ETF | 0.030375 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.026711 |  |
| APPLOVIN CORP | 0.025598 |  |
| NU Holdings Ltd/Cayman Islands | 0.021566 |  |
| PALANTIR TECHNOLOGIES INC | 0.021383 |  |
| HEICO CORP | 0.021377 |  |
| BLACKSTONE INC | 0.020843 |  |
| BROADCOM INC | 0.012065 | ✓ |
| SHOPIFY INC CL A | 0.009248 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.009131 | ✓ |

## Federated Hermes Kaufmann Large Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.112546 | ✓ |
| ALPHABET INC CL A | 0.074942 | ✓ |
| AMAZON.COM INC | 0.063525 | ✓ |
| QUANTA SVCS INC | 0.057226 |  |
| MICROSOFT CORP | 0.053057 | ✓ |
| BROADCOM INC | 0.052308 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.044858 | ✓ |
| MICRON TECHNOLOGY INC | 0.043353 |  |
| APPLE INC | 0.041333 | ✓ |
| GENERAL ELECTRIC CO | 0.031432 | ✓ |
| ARGENX SE SPONSORED ADR | 0.030347 |  |
| TJX COS INC | 0.028041 |  |
| COSTCO WHOLESALE CORP | 0.025980 | ✓ |
| VISA INC-CLASS A | 0.018991 |  |
| GE VERNOVA LLC | 0.018822 |  |
| TRANE TECHNOLOGIES PLC | 0.017966 |  |
| SHOPIFY INC CL A | 0.017907 | ✓ |
| ASTRAZENECA PLC | 0.017379 |  |
| META PLATFORMS INC CL A | 0.016952 |  |
| ADV MICRO DEVICE | 0.016871 |  |
| S&P GLOBAL INC | 0.014802 |  |
| Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class | 0.014510 |  |
| PARKER HANNIFIN CORP | 0.014465 |  |
| BLACKROCK INC | 0.013162 |  |
| NETFLIX INC | 0.012541 | ✓ |
| KLA CORP | 0.011638 |  |
| NEXTERA ENERGY INC | 0.011346 |  |
| SPOTIFY TECHNOLOGY SA | 0.011280 |  |
| CROWDSTRIKE HOLDINGS INC | 0.010085 | ✓ |
| UCB SA | 0.009474 |  |
| DATADOG INC CL A | 0.009464 |  |
| TESLA INC | 0.008689 |  |
| INTUITIVE SURGICAL INC | 0.008451 |  |
| SNOWFLAKE INC CL A | 0.008447 |  |
| UBER TECHNOLOGIES INC | 0.008409 | ✓ |
| HOME DEPOT INC | 0.007985 |  |
| STRYKER CORP | 0.007057 |  |
| JPMORGAN CHASE and CO | 0.006885 |  |
| MEDLINE INC-A | 0.006484 |  |
| WALMART INC | 0.006396 | ✓ |
| ECOLAB INC | 0.005744 |  |
| SERVICENOW INC | 0.005301 | ✓ |
| ORACLE CORP | 0.003550 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-008456` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/810695/000091047226008456/0000910472-26-008456-index.htm>
- N-PORT (fund B) — accession `0000745968-26-000101` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/745968/000074596826000101/0000745968-26-000101-index.htm>

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