# Portfolio overlap — OSGIX vs RMDAX

Comparing **JPMorgan Mid Cap Growth Fund** (2026-03-31) and **Virtus Silvant Mid-Cap Growth Fund** (2026-03-31).

- Shared positions: 40
- JPMorgan Mid Cap Growth Fund covered by Virtus Silvant Mid-Cap Growth Fund: 0.4714766819312919151469068575
- Virtus Silvant Mid-Cap Growth Fund covered by JPMorgan Mid Cap Growth Fund: 0.4714766819312919151469068574

## JPMorgan Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HOWMET AEROSPACE INC | 0.034341 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.033899 | ✓ |
| VERTIV HOLDINGS CO | 0.033283 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.030753 | ✓ |
| QUANTA SVCS INC | 0.028736 | ✓ |
| COMFORT SYSTEMS USA INC | 0.025365 | ✓ |
| CENCORA INC | 0.024676 | ✓ |
| INSMED INC | 0.022046 | ✓ |
| CLOUDFLARE INC-A | 0.021903 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.020175 | ✓ |
| CHENIERE ENERGY INC | 0.017386 |  |
| CARVANA CO CL A | 0.017287 | ✓ |
| BURLINGTON STORES INC | 0.015717 | ✓ |
| NATERA INC | 0.014699 | ✓ |
| NEUROCRINE BIOSCIENCES INC | 0.013834 | ✓ |
| LIVE NATION ENTERTAINMENT INC | 0.013747 | ✓ |
| DATADOG INC CL A | 0.013739 | ✓ |
| MSCI INC | 0.013710 | ✓ |
| VISTRA CORP | 0.013468 | ✓ |
| WILLIAMS COS INC | 0.013129 |  |
| HEICO CORP CL A | 0.012518 |  |
| FTAI AVIATION LTD | 0.012235 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.012171 |  |
| VEEVA SYSTEMS-A | 0.012048 | ✓ |
| IDEXX LABS INC | 0.011700 | ✓ |
| MONOLITHIC POWER SYS INC | 0.011556 | ✓ |
| CBRE GROUP INC - CL A | 0.011001 | ✓ |
| ITT INC | 0.010984 |  |
| TEMPUR SEALY INTERNATIONAL INC | 0.010914 | ✓ |
| CASEY'S GENERAL | 0.010681 |  |
| ULTA BEAUTY INC | 0.010432 | ✓ |
| ROBLOX CORP - A | 0.010397 |  |
| CIENA CORP | 0.010136 |  |
| PERFORMANCE FOOD GROUP CO | 0.009811 |  |
| DEXCOM INC | 0.009741 | ✓ |
| ON SEMICONDUCTOR CORP | 0.009625 |  |
| TELEDYNE TECHNOLOGIES INC | 0.009397 | ✓ |
| AMETEK INC NEW | 0.009392 |  |
| BWX TECHNOLOGIES INC | 0.009363 |  |
| RAYMOND JAMES FINANCIAL INC. | 0.009330 |  |
| AUTOZONE INC | 0.009154 |  |
| EOG RESOURCES INC | 0.009139 |  |
| TERADYNE INC | 0.008933 |  |
| FABRINET | 0.008738 | ✓ |
| REDDIT INC-A | 0.008523 | ✓ |
| AXON ENTERPRISE INC | 0.008294 | ✓ |
| ROLLINS INC | 0.008168 |  |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.008112 |  |
| BROADRIDGE FINL | 0.007968 |  |
| JPMorgan Prime Money Market Fund, IM Shares | 0.007489 |  |

## Virtus Silvant Mid-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERTIV HOLDINGS CO | 0.046245 | ✓ |
| QUANTA SVCS INC | 0.036457 | ✓ |
| HOWMET AEROSPACE INC | 0.035331 | ✓ |
| MONOLITHIC POWER SYS INC | 0.034297 | ✓ |
| CLOUDFLARE INC-A | 0.031076 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.030415 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.028330 | ✓ |
| CENCORA INC | 0.024199 | ✓ |
| AXON ENTERPRISE INC | 0.020670 | ✓ |
| VISTRA CORP | 0.020247 | ✓ |
| IDEXX LABS INC | 0.017817 | ✓ |
| CARVANA CO CL A | 0.017560 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.017393 |  |
| ARES MANAGEMENT CORP CL A | 0.017144 | ✓ |
| EXPEDIA INC | 0.016495 | ✓ |
| MSCI INC | 0.015725 | ✓ |
| ALNYLAM PHARMACEUTICALS INC | 0.014459 | ✓ |
| FAIR ISAAC CORP | 0.014426 |  |
| LIVE NATION ENTERTAINMENT INC | 0.014057 | ✓ |
| LPL FINL HLDGS INC | 0.013868 | ✓ |
| DATADOG INC CL A | 0.013847 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.013462 |  |
| TRANE TECHNOLOGIES PLC | 0.013385 | ✓ |
| TEXAS PACIFIC LAND CORP | 0.013264 |  |
| TE CONNECTIVITY PLC | 0.013243 |  |
| JABIL INC | 0.012705 |  |
| UNITED RENTALS INC | 0.012661 |  |
| FIFTH THIRD BANCORP | 0.012638 |  |
| SHARKNINJA INC | 0.011920 |  |
| DARDEN RESTAURANTS INC | 0.011913 |  |
| ROCKWELL AUTOMATION INC | 0.011771 |  |
| BURLINGTON STORES INC | 0.011392 | ✓ |
| NRG ENERGY INC | 0.011149 |  |
| ENTEGRIS INC | 0.011095 |  |
| HEICO CORP | 0.011022 |  |
| JONES LANG LASALLE INC | 0.010828 |  |
| TAPESTRY INC | 0.010810 |  |
| ROCKET LAB CORP | 0.010754 | ✓ |
| COUPANG INC A | 0.010548 | ✓ |
| FERGUSON ENTERPRISES INC | 0.010502 |  |
| LAM RESEARCH CORP | 0.010387 |  |
| NATERA INC | 0.010282 | ✓ |
| MICROCHIP TECHNOLOGY | 0.010252 |  |
| DECKERS OUTDOOR CORP | 0.010039 |  |
| METTLER-TOLEDO INTL INC | 0.009780 | ✓ |
| COMFORT SYSTEMS USA INC | 0.009558 | ✓ |
| REDDIT INC-A | 0.009526 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.009517 | ✓ |
| CH ROBINSON WORLDWIDE INC | 0.009239 |  |
| TRACTOR SUPPLY CO. | 0.009200 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012767` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012767/0002071691-26-012767-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022208` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/867297/000094040026022208/0000940400-26-022208-index.htm>

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