# Portfolio overlap — LGHT vs BMDIX

Comparing **Langar Global Health Tech ETF** (2026-03-31) and **Baird Mid Cap Growth Fund** (2026-03-31).

- Shared positions: 5
- Langar Global Health Tech ETF covered by Baird Mid Cap Growth Fund: 0.1015446189314971415065808319
- Baird Mid Cap Growth Fund covered by Langar Global Health Tech ETF: 0.1015446189314971415065808319

## Langar Global Health Tech ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| INTUITIVE SURGICAL INC | 0.150021 |  |
| RESMED INC | 0.101310 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.089953 |  |
| VEEVA SYSTEMS-A | 0.063956 | ✓ |
| INSULET CORP | 0.057543 | ✓ |
| Koninklijke Philips NV SPON ADR REP 1 ORD EUR0.20 | 0.053927 |  |
| IQVIA HOLDINGS INC | 0.052119 |  |
| Siemens Healthineers AG | 0.051219 |  |
| ZIMMER BIOMET HO | 0.049949 |  |
| DEXCOM INC | 0.044422 | ✓ |
| BIONTECH SE ADR | 0.037646 |  |
| MODERNA INC | 0.036538 |  |
| Sonova Holding AG | 0.034198 |  |
| ALIGN TECHNOLOGY INC | 0.029679 | ✓ |
| MASIMO CORP | 0.028443 |  |
| UMB Money Market Special II | 0.024452 |  |
| COMMSTCK | 0.018382 |  |
| ALKERMES PLC | 0.013727 |  |
| DOXIMITY INC-A | 0.012725 |  |
| IRHYTHM TECHNOLOGIES INC | 0.011191 |  |
| PRIVIA HEALTH GROUP INC | 0.010058 |  |
| ALIGNMENT HEALTHCARE INC | 0.005466 |  |
| PROCEPT BIOROBOTICS CORP | 0.004693 |  |
| OMNICELL INC | 0.004147 |  |
| PROGYNY INC | 0.003506 |  |
| TANDEM DIABETES CARE INC | 0.003034 |  |
| TELADOC HEALTH INC | 0.002735 |  |
| SCHRODINGER INC | 0.001910 |  |
| LIFESTANCE HEALTH GROUP INC | 0.001856 |  |
| PHREESIA INC | 0.000952 |  |
| TRUBRIDGE INC | 0.000242 |  |

## Baird Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CURTISS WRIGHT CORPORATION | 0.037654 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.033366 |  |
| CAVA GROUP INC | 0.031955 |  |
| FASTENAL CO | 0.029870 |  |
| XPO LOGISTICS INC | 0.029204 |  |
| FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U | 0.027182 |  |
| FERGUSON ENTERPRISES INC | 0.026066 |  |
| MSCI INC | 0.025013 |  |
| DEXCOM INC | 0.024772 | ✓ |
| VIPER ENERGY INC A | 0.024627 |  |
| VERTIV HOLDINGS CO | 0.024260 |  |
| WOODWARD INC | 0.024175 |  |
| TKO GROUP HOLDINGS INC | 0.023779 |  |
| ILLUMINA INC | 0.023415 |  |
| HUBBELL INC | 0.023154 |  |
| ROLLINS INC | 0.022643 |  |
| RESMED INC | 0.022256 | ✓ |
| CASEY'S GENERAL | 0.022051 |  |
| RAYMOND JAMES FINANCIAL INC. | 0.021784 |  |
| INSULET CORP | 0.021371 | ✓ |
| KONTOOR BRANDS INC | 0.021163 |  |
| GRACO INC | 0.020952 |  |
| HEICO CORP | 0.020827 |  |
| MONOLITHIC POWER SYS INC | 0.020261 |  |
| UL SOLUTIONS INC CL A | 0.019810 |  |
| EMCOR GROUP INC | 0.019732 |  |
| IDEXX LABS INC | 0.018216 |  |
| VEEVA SYSTEMS-A | 0.018092 | ✓ |
| BROADRIDGE FINL | 0.018061 |  |
| LIVE NATION ENTERTAINMENT INC | 0.018051 |  |
| LENNOX INTL INC | 0.017865 |  |
| REPLIGEN CORP | 0.017708 |  |
| EQUIFAX INC | 0.017618 |  |
| VICTORIA'S SECRET and CO | 0.017274 |  |
| TWILIO INC CLASS A | 0.016493 |  |
| DELTA AIR LI | 0.015976 |  |
| FLOOR & DECOR-A | 0.015877 |  |
| TYLER TECHNOLOGIES INC | 0.015378 |  |
| DUTCH BROS INC-A | 0.015135 |  |
| ALIGN TECHNOLOGY INC | 0.015054 | ✓ |
| VERISK ANALYTICS INC | 0.014993 |  |
| BROWN FORMAN CORP NON VTG CL B | 0.014444 |  |
| CHURCHILL DOWNS INC | 0.013585 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.013503 |  |
| DESCARTES SYS | 0.012192 |  |
| DATADOG INC CL A | 0.011726 |  |
| BJS WHSL CLUB HLDGS INC | 0.011609 |  |
| WINGSTOP INC | 0.011117 |  |
| DOORDASH INC-A | 0.011018 |  |
| CDW CORPORATION | 0.007675 |  |


## Sources

- N-PORT (fund A) — accession `0002000324-26-002050` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1484018/000200032426002050/0002000324-26-002050-index.htm>
- N-PORT (fund B) — accession `0000894189-26-014915` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1282693/000089418926014915/0000894189-26-014915-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_