# Portfolio overlap — HVAC vs MADE

Comparing **AdvisorShares HVAC and Industrials ETF** (2026-03-31) and **iShares U.S. Manufacturing ETF** (2026-03-31).

- Shared positions: 12
- AdvisorShares HVAC and Industrials ETF covered by iShares U.S. Manufacturing ETF: 0.1963603744559276835781343854
- iShares U.S. Manufacturing ETF covered by AdvisorShares HVAC and Industrials ETF: 0.1963603744559276835781343854

## AdvisorShares HVAC and Industrials ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COMFORT SYSTEMS USA INC | 0.057599 |  |
| BWX TECHNOLOGIES INC | 0.050020 | ✓ |
| JABIL INC | 0.049026 |  |
| FLOWSERVE CORP | 0.047400 |  |
| GE VERNOVA LLC | 0.045575 |  |
| AMPHENOL CORPORATION CL A | 0.044100 | ✓ |
| VERTIV HOLDINGS CO | 0.043534 | ✓ |
| LEGENCE CORP-A | 0.042287 |  |
| FLUOR CORP | 0.041102 |  |
| STERLING INFRASTRUCTURE INC | 0.038913 |  |
| DREYFUS TRSRY SECURITIES | 0.038078 |  |
| AMETEK INC NEW | 0.037829 | ✓ |
| PARKER HANNIFIN CORP | 0.037393 | ✓ |
| WILLDAN GROUP IN | 0.037305 |  |
| CURTISS WRIGHT CORPORATION | 0.035029 | ✓ |
| BELDEN INC | 0.034833 | ✓ |
| DOVER CORP | 0.033793 | ✓ |
| FORTIVE CORP | 0.033321 | ✓ |
| MASTEC INC | 0.032925 |  |
| MODINE MFG CO | 0.032077 |  |
| HUBBELL INC | 0.031003 | ✓ |
| DIGITAL REALTY TRUST INC | 0.030085 |  |
| TRANE TECHNOLOGIES PLC | 0.028667 |  |
| SPX TECHNOLOGIES INC | 0.028603 | ✓ |
| ILLINOIS TOOL WORKS INC | 0.027758 |  |
| API GROUP CORP | 0.022029 |  |
| BLOOM ENERGY CORP CL A | 0.019719 | ✓ |

## iShares U.S. Manufacturing ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EATON CORP PLC | 0.041222 |  |
| CATERPILLAR INC | 0.041051 |  |
| DEERE & CO | 0.038878 |  |
| HONEYWELL INTL INC | 0.038711 |  |
| AMPHENOL CORPORATION CL A | 0.038507 | ✓ |
| CUMMINS INC | 0.038350 |  |
| VERTIV HOLDINGS CO | 0.038055 | ✓ |
| PARKER HANNIFIN CORP | 0.035484 | ✓ |
| GENERAL MOTORS CO | 0.034749 |  |
| RTX CORP | 0.033746 |  |
| TE CONNECTIVITY | 0.031649 |  |
| PACCAR INC | 0.031312 |  |
| TRANE TECHNOLOGI | 0.028960 |  |
| AMETEK INC NEW | 0.025458 | ✓ |
| JOHNSON CONTROLS | 0.025169 |  |
| FORD MOTOR CO | 0.023333 |  |
| COHERENT CORP | 0.023044 |  |
| ROCKWELL AUTOMATION INC | 0.020810 |  |
| BOEING CO/THE | 0.020374 |  |
| LOCKHEED MARTIN CORP | 0.015958 |  |
| TELEDYNE TECHNOLOGIES INC | 0.014657 |  |
| DOVER CORP | 0.014507 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.014075 |  |
| CARRIER GLOBAL CORP | 0.013892 |  |
| BLOOM ENERGY CORP CL A | 0.013884 | ✓ |
| NORTHROP GRUMMAN CORP | 0.011874 |  |
| GENERAL DYNAMICS CORPORATION | 0.011354 |  |
| HUBBELL INC | 0.010356 | ✓ |
| SNAP-ON INCORPORATED | 0.009725 |  |
| FABRINET | 0.009644 |  |
| XYLEM INC | 0.009142 |  |
| FORTIVE CORP | 0.008939 | ✓ |
| TRANSDIGM GROUP INC | 0.008525 |  |
| L3HARRIS TECHNOLOGIES INC | 0.008404 |  |
| FIRST SOLAR INC | 0.008402 |  |
| NVENT ELECTRIC | 0.007575 |  |
| NEXTRACKER INC CL A | 0.007107 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.007073 |  |
| RIVIAN AUTOMOTIVE INC | 0.006340 |  |
| ADV ENERGY INDS | 0.006286 |  |
| STANLEY BLACK and DECKER INC | 0.005678 |  |
| TTM TECHNOLOGIES INC | 0.005195 |  |
| ALLISON TRANSMISSION HLDGS INC | 0.005027 |  |
| REGAL REXNORD CORP | 0.004937 |  |
| OSHKOSH CORP | 0.004803 |  |
| TORO CO | 0.004700 |  |
| LENNOX INTL INC | 0.004654 |  |
| GENERAC HOLDINGS INC | 0.004551 |  |
| PENTAIR PLC | 0.004477 |  |
| GRACO INC | 0.004408 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020556` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1408970/000094040026020556/0000940400-26-020556-index.htm>
- N-PORT (fund B) — accession `0001004726-26-003729` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000100472626003729/0001004726-26-003729-index.htm>

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