# Portfolio overlap — PECAX vs SMLL

Comparing **JPMorgan SMID Cap Equity Fund** (2026-03-31) and **Harbor Active Small Cap ETF** (2026-01-31).

- Shared positions: 22
- JPMorgan SMID Cap Equity Fund covered by Harbor Active Small Cap ETF: 0.1893451343843583127068774913
- Harbor Active Small Cap ETF covered by JPMorgan SMID Cap Equity Fund: 0.1893451343843583127068774912

## JPMorgan SMID Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Prime Money Market Fund, IM Shares | 0.030841 |  |
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.028199 |  |
| NVENT ELECTRIC PLC | 0.016642 |  |
| HAYWARD HOLDINGS INC | 0.015911 | ✓ |
| PERFORMANCE FOOD GROUP CO | 0.015525 |  |
| TRANSUNION | 0.013733 |  |
| WASTE CONNECTIONS INC | 0.013713 |  |
| MODINE MFG CO | 0.013530 |  |
| LPL FINL HLDGS INC | 0.013467 |  |
| RELIANCE STEEL and ALUMINUM CO | 0.013213 | ✓ |
| LOAR HOLDINGS INC | 0.013060 |  |
| STERIS PLC | 0.012980 |  |
| FIRST HORIZON CORP | 0.012819 |  |
| COLLIERS-SUBORD | 0.012815 |  |
| ENVISTA HOLDINGS CORP | 0.012588 |  |
| KINSALE CAPITAL GROUP INC | 0.012235 | ✓ |
| DOMINOS PIZZA INC | 0.012099 |  |
| POOL CORP | 0.012062 | ✓ |
| EVERCORE INC A | 0.012015 |  |
| STEPSTONE GROUP INC CLASS A | 0.011854 |  |
| PLANET FITNESS INC CL A | 0.011814 |  |
| WINTRUST FINL | 0.011725 | ✓ |
| NOVANTA INC | 0.011679 |  |
| ENTEGRIS INC | 0.011605 |  |
| WYNDHAM HOTELS and RESORTS INC | 0.011480 |  |
| CBOE GLOBAL MARKETS INC | 0.011470 |  |
| CORE & MAIN IN-A | 0.011459 | ✓ |
| BURLINGTON STORES INC | 0.011193 |  |
| MSA SAFETY INC | 0.011152 |  |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | 0.011135 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.011013 |  |
| MARKETAXESS HLDGS INC | 0.010964 |  |
| LENNOX INTL INC | 0.010885 |  |
| RBC BEARINGS INC | 0.010870 | ✓ |
| MORNINGSTAR INC | 0.010847 | ✓ |
| CUSHMAN and WAKEFIELD LTD | 0.010825 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.010762 | ✓ |
| CULLEN FROST BANKERS INC | 0.010677 |  |
| SM ENERGY CO | 0.010350 |  |
| SOLSTICE ADV MAT | 0.010162 |  |
| ALLEGRO MICROSYSTEMS INC | 0.009959 |  |
| BROWN & BROWN | 0.009791 |  |
| BJS WHSL CLUB HLDGS INC | 0.009748 |  |
| MIDDLEBY CORP | 0.009697 | ✓ |
| HEALTHEQUITY INC | 0.009536 |  |
| IDEX CORPORATION | 0.009372 |  |
| PAYLOCITY HOLDING CORP | 0.009325 | ✓ |
| FABRINET | 0.009321 |  |
| RB GLOBAL INC | 0.009306 |  |
| LINCOLN ELECTRIC HLDGS INC | 0.009129 |  |

## Harbor Active Small Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SS&C TECHNOLOGIE | 0.048745 | ✓ |
| RELIANCE STEEL and ALUMINUM CO | 0.044323 | ✓ |
| POOL CORP | 0.043187 | ✓ |
| REMITLY GLOBAL INC | 0.037986 |  |
| WINTRUST FINL | 0.037861 | ✓ |
| MORNINGSTAR INC | 0.036530 | ✓ |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.035693 | ✓ |
| PAYLOCITY HOLDING CORP | 0.032759 | ✓ |
| FRESHWORKS INC CL A | 0.032630 |  |
| LIBERTY ENERGY INC CL A | 0.032151 | ✓ |
| HILLMAN SOLUTIONS CORP | 0.031680 |  |
| DOUGLAS DYNAMICS INC | 0.031060 |  |
| UNITED BANKSHS | 0.029264 |  |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 0.028894 |  |
| JANUS INTERNATIONAL GROUP INC | 0.027816 | ✓ |
| MIDDLEBY CORP | 0.022620 | ✓ |
| SHIFT4 PAYMENTS INC | 0.022413 |  |
| TORO CO | 0.022280 |  |
| STANDARDAERO INC | 0.021939 |  |
| LANDSTAR SYSTEM INC | 0.021224 |  |
| APTARGROUP INC | 0.020381 |  |
| US PHYSICAL THERAPY INC | 0.020135 |  |
| DOXIMITY INC-A | 0.019705 | ✓ |
| RLJ LODGING TRUST | 0.019134 |  |
| HAYWARD HOLDINGS INC | 0.018144 | ✓ |
| ANDERSEN GROUP-A | 0.017890 | ✓ |
| FACTSET RESEARCH SYSTEMS INC | 0.017627 | ✓ |
| PHILLIPS EDISON and CO INC | 0.017425 |  |
| RANGE RESOURCES CORP | 0.016450 |  |
| RBC BEARINGS INC | 0.015418 | ✓ |
| NORTHPOINTE BANCSHARES INC | 0.014193 |  |
| MONARCH CASINO and RESORT INC | 0.013621 |  |
| MOELIS & CO-CL A | 0.012281 | ✓ |
| CORE & MAIN IN-A | 0.011818 | ✓ |
| KINSALE CAPITAL GROUP INC | 0.011782 | ✓ |
| WARBY PARKER INC | 0.011056 | ✓ |
| WAYSTAR HOLDING CORP | 0.011042 |  |
| BOSTON BEER COMPANY CL A | 0.010472 |  |
| MAPLEBEAR INC | 0.010103 |  |
| LYFT INC-A | 0.009808 |  |
| Q2 HOLDINGS INC | 0.009436 |  |
| FORTUNE BRANDS INNOVATIONS INC | 0.009385 |  |
| EUROPEAN WAX CENTER INC | 0.009253 |  |
| MASTERBRAND INC | 0.008908 |  |
| COMMERCIAL METALS CO | 0.006235 |  |
| WEALTHFRONT CORP | 0.004855 | ✓ |
| Accelerant Holdings, Class A | 0.004854 | ✓ |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.004519 | ✓ |
| EQUIPMENTSHARE-A | 0.003020 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012785` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012785/0002071691-26-012785-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033728` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1860434/000141036826033728/0001410368-26-033728-index.htm>

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