# Portfolio overlap — MITDX vs LCDS

Comparing **Massachusetts Investors Trust** (2026-03-31) and **JPMorgan Fundamental Data Science Large Core ETF** (2026-03-31).

- Shared positions: 32
- Massachusetts Investors Trust covered by JPMorgan Fundamental Data Science Large Core ETF: 0.4879329828652078436135913972
- JPMorgan Fundamental Data Science Large Core ETF covered by Massachusetts Investors Trust: 0.4879329828652078436135913972

## Massachusetts Investors Trust — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.066873 | ✓ |
| APPLE INC | 0.064087 | ✓ |
| MICROSOFT CORP | 0.062005 | ✓ |
| ALPHABET INC CL A | 0.055930 | ✓ |
| AMAZON.COM INC | 0.045923 | ✓ |
| META PLATFORMS INC CL A | 0.029150 | ✓ |
| JPMORGAN CHASE and CO | 0.027035 |  |
| CONOCOPHILLIPS | 0.019517 | ✓ |
| LAM RESEARCH CORP | 0.019064 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.018140 |  |
| VISA INC-CLASS A | 0.017963 |  |
| EXXON MOBIL CORP | 0.017954 | ✓ |
| RTX CORP | 0.017581 | ✓ |
| MASTERCARD INC CL A | 0.017049 | ✓ |
| CHUBB LTD | 0.016731 |  |
| LINDE PLC | 0.016416 | ✓ |
| PROCTER & GAMBLE | 0.015242 | ✓ |
| CME GROUP INC CL A | 0.014992 | ✓ |
| ANALOG DEVICES INC | 0.014730 | ✓ |
| XCEL ENERGY INC | 0.014446 |  |
| EMERSON ELECTRIC CO | 0.014267 |  |
| MEDTRONIC PLC | 0.014097 | ✓ |
| COSTCO WHOLESALE CORP | 0.013850 | ✓ |
| KLA CORP | 0.013679 |  |
| THERMO FISHER SCIENTIFIC INC | 0.013625 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.012691 |  |
| EATON CORP PLC | 0.012672 | ✓ |
| HOWMET AEROSPACE INC | 0.012290 | ✓ |
| AON PLC | 0.012045 |  |
| AMPHENOL CORPORATION CL A | 0.011997 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.011921 | ✓ |
| STERIS PLC | 0.011777 |  |
| THE CIGNA GROUP | 0.011086 | ✓ |
| ALLEGION PLC | 0.010859 |  |
| ARISTA NETWORKS INC | 0.010661 | ✓ |
| TJX COS INC | 0.010608 | ✓ |
| TE CONNECTIVITY PLC | 0.010428 |  |
| ARAMARK | 0.010263 |  |
| TEXAS INSTRUMENTS INC | 0.010242 |  |
| WASTE MANAGEMENT INC | 0.010058 |  |
| CHECK POINT SOFTWARE TECHS LTD | 0.009924 |  |
| HUBBELL INC | 0.008999 |  |
| SOUTHERN CO | 0.008592 | ✓ |
| SALESFORCE INC | 0.008550 | ✓ |
| AMETEK INC NEW | 0.008449 |  |
| ABBOTT LABS | 0.008273 |  |
| WILLIS TOWERS WATSON PLC | 0.008179 |  |
| COLGATE-PALMOLIVE CO | 0.008083 |  |
| NASDAQ INC | 0.007685 |  |
| BJS WHSL CLUB HLDGS INC | 0.007625 | ✓ |

## JPMorgan Fundamental Data Science Large Core ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.082453 | ✓ |
| APPLE INC | 0.066562 | ✓ |
| MICROSOFT CORP | 0.057583 | ✓ |
| ALPHABET INC CL A | 0.047223 | ✓ |
| AMAZON.COM INC | 0.041004 | ✓ |
| META PLATFORMS INC CL A | 0.028272 | ✓ |
| BROADCOM INC | 0.024150 | ✓ |
| WELLS FARGO & CO | 0.023434 |  |
| EXXON MOBIL CORP | 0.022923 | ✓ |
| MASTERCARD INC CL A | 0.017277 | ✓ |
| TESLA INC | 0.015467 |  |
| ABBVIE INC | 0.014299 |  |
| LILLY ELI and CO | 0.012734 |  |
| BANK OF AMERICA CORPORATION | 0.012713 | ✓ |
| MICRON TECHNOLOGY INC | 0.012689 |  |
| PHILIP MORRIS INTL INC | 0.012666 |  |
| CSX CORP | 0.011775 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.011126 | ✓ |
| RTX CORP | 0.011080 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.010912 |  |
| AMERICAN EXPRESS CO | 0.010867 |  |
| CONOCOPHILLIPS | 0.010796 | ✓ |
| LOWES COS INC | 0.010502 |  |
| NORTHROP GRUMMAN CORP | 0.010172 |  |
| HOWMET AEROSPACE INC | 0.010063 | ✓ |
| EOG RESOURCES INC | 0.010059 |  |
| LAM RESEARCH CORP | 0.009815 | ✓ |
| SOUTHERN CO | 0.008648 | ✓ |
| MCDONALDS CORP | 0.008451 |  |
| STRYKER CORP | 0.008142 |  |
| TRANE TECHNOLOGIES PLC | 0.008137 |  |
| NEXTERA ENERGY INC | 0.008072 |  |
| BERKSHIRE HATH-B | 0.007927 |  |
| THERMO FISHER SCIENTIFIC INC | 0.007852 | ✓ |
| SCHWAB CHARLES CORP | 0.007820 |  |
| UNITEDHEALTH GRP | 0.007531 |  |
| REGENERON PHARMACEUTICALS INC | 0.007406 |  |
| MORGAN STANLEY | 0.007384 |  |
| MONDELEZ INTL INC | 0.007374 |  |
| PROGRESSIVE CORP OHIO | 0.007164 |  |
| CME GROUP INC CL A | 0.007109 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.007036 |  |
| DEERE & CO | 0.006879 |  |
| 3M CO | 0.006816 |  |
| AT&T INC | 0.006737 |  |
| DOVER CORP | 0.006704 |  |
| WALT DISNEY CO/T | 0.006658 |  |
| ENTERGY CORP | 0.006502 |  |
| MEDTRONIC PLC | 0.006490 | ✓ |
| AMPHENOL CORPORATION CL A | 0.006450 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050728` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/63091/000141036826050728/0001410368-26-050728-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012741` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1485894/000207169126012741/0002071691-26-012741-index.htm>

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