# Portfolio overlap — QLSCX vs JSCSX

Comparing **Federated Hermes MDT Small Cap Core Fund** (2026-04-30) and **JPMorgan U.S. Small Company Fund** (2026-03-31).

- Shared positions: 159
- Federated Hermes MDT Small Cap Core Fund covered by JPMorgan U.S. Small Company Fund: 0.2622527483522788007828707969
- JPMorgan U.S. Small Company Fund covered by Federated Hermes MDT Small Cap Core Fund: 0.2622527483522788007828707970

## Federated Hermes MDT Small Cap Core Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMERICAN HEALTHCARE REIT INC | 0.023153 | ✓ |
| BLOOM ENERGY CORP CL A | 0.019572 | ✓ |
| Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class | 0.019471 |  |
| POWELL INDUSTRIES INC | 0.015858 |  |
| PRIMORIS SVCS CORP | 0.014981 | ✓ |
| BRIGHTSPRING HEALTH SERVICES INC | 0.014310 | ✓ |
| JACKSON FINANCIAL INC | 0.012011 | ✓ |
| MIRUM PHARMACEUTICALS INC | 0.011780 | ✓ |
| VIASAT INC | 0.011491 | ✓ |
| MAXLINEAR INC | 0.011399 | ✓ |
| SPHERE ENTERTAINMENT CO | 0.011341 | ✓ |
| FLUOR CORP | 0.011266 | ✓ |
| SPS COMMERCE INC | 0.010522 |  |
| INDIVIOR PHARMACEUTICALS INC | 0.009604 | ✓ |
| Hamilton Insurance Group Ltd., Class B | 0.009454 | ✓ |
| MUELLER WATER PRODUCTS INC A | 0.008615 |  |
| CNO FINANCIAL GROUP INC | 0.008356 | ✓ |
| FB FINANCIAL CORP | 0.008172 | ✓ |
| BANKUNITED INC | 0.007903 | ✓ |
| BYLINE BANCORP INC | 0.007778 | ✓ |
| LEGENCE CORP-A | 0.007763 |  |
| ARTERIS INC | 0.007274 | ✓ |
| TRUSTMARK CORP | 0.007243 |  |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 0.007142 |  |
| ALLEGIANT TRAVEL CO | 0.007082 |  |
| COMMERCIAL METALS CO | 0.007008 | ✓ |
| NEXTRACKER INC CL A | 0.006768 | ✓ |
| FORMFACTOR INC | 0.006749 | ✓ |
| GRANITE CONSTRUCTION INC | 0.006587 | ✓ |
| BRIGHTSPHERE INVESTMENT GROUP INC | 0.006564 | ✓ |
| OUTFRONT MEDIA INC | 0.006507 |  |
| MGP INGREDIENTS INC | 0.006492 |  |
| KODIAK GAS SERVICES INC | 0.006490 |  |
| V2X INC | 0.006484 |  |
| SWEETGREEN INC CL A | 0.006416 |  |
| BANK OF NT BUTTERFIELD & SON LTD/THE | 0.006360 | ✓ |
| SKYWARD SPECIALTY INSURANCE GROUP INC | 0.006288 | ✓ |
| CNX RESOURCES CORP | 0.006281 | ✓ |
| POSTAL REALTY TRUST INC | 0.006179 | ✓ |
| TIDEWATER INC | 0.006147 | ✓ |
| BRIDGEBIO PHARMA INC | 0.006144 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.005572 | ✓ |
| NY COMM BANCORP | 0.005559 |  |
| ADTRAN HOLDINGS INC | 0.005552 | ✓ |
| ZURN ELKAY WATER SOLUTIONS CORP | 0.005549 |  |
| TALOS ENERGY INC | 0.005346 |  |
| ADV ENERGY INDS | 0.005173 | ✓ |
| ARCUTIS BIOTHERAPEUTICS INC | 0.005118 |  |
| PLANET LABS PBC A | 0.005118 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.005066 | ✓ |

## JPMorgan U.S. Small Company Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares | 0.043932 |  |
| JPMorgan Prime Money Market Fund, IM Shares | 0.017170 |  |
| MOOG INC-CLASS A | 0.009500 | ✓ |
| MODINE MFG CO | 0.008476 |  |
| MYR GROUP INC/DELAWARE | 0.007298 |  |
| DYCOM INDUSTRIES INC | 0.006993 |  |
| BLOOM ENERGY CORP CL A | 0.006849 | ✓ |
| ENERSYS INC | 0.006626 | ✓ |
| PRIMORIS SVCS CORP | 0.006562 | ✓ |
| FABRINET | 0.006179 | ✓ |
| ECHOSTAR CORP CL A | 0.006102 |  |
| STERLING INFRASTRUCTURE INC | 0.005955 | ✓ |
| API GROUP CORP | 0.005854 |  |
| BANK OF NT BUTTERFIELD & SON LTD/THE | 0.005660 | ✓ |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.005203 | ✓ |
| GENERATE BIOMEDI | 0.005122 |  |
| PAR PACIFIC HOLDINGS INC | 0.005108 |  |
| Constellium SE, Class A | 0.005108 | ✓ |
| CNX RESOURCES CORP | 0.005094 | ✓ |
| COMMERCIAL METALS CO | 0.004998 | ✓ |
| ADV ENERGY INDS | 0.004843 | ✓ |
| WATTS WATER TECH INC CL A | 0.004807 | ✓ |
| BRIDGEBIO PHARMA INC | 0.004670 | ✓ |
| COEUR MINING INC | 0.004554 | ✓ |
| ENOVA INTL INC | 0.004371 |  |
| SIGNET JEWELERS LTD | 0.004334 |  |
| TRANSOCEAN LTD | 0.004265 |  |
| ESSENTIAL PROPERTIES REALTY TRUST INC | 0.004183 | ✓ |
| MCGRAW HILL INC | 0.004134 |  |
| ENSIGN GROUP INC | 0.004029 |  |
| APPLIED INDU TEC | 0.003956 |  |
| EASTERN BANKSHARES INC | 0.003907 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.003867 | ✓ |
| OLD NATL BANCORP | 0.003849 |  |
| FORMFACTOR INC | 0.003818 | ✓ |
| BALCHEM CORP | 0.003791 |  |
| GUARDANT HEALTH INC | 0.003791 | ✓ |
| BROADSTONE NET LEASE INC | 0.003777 |  |
| GRIFFON CORP | 0.003769 | ✓ |
| STONEX GROUP INC | 0.003702 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.003690 | ✓ |
| IONQ INC | 0.003657 |  |
| PLANET LABS PBC A | 0.003639 | ✓ |
| HECLA MINING CO | 0.003636 | ✓ |
| TTM TECHNOLOGIES INC | 0.003607 |  |
| PLEXUS CORP | 0.003547 |  |
| PIPER SANDLER CO | 0.003524 |  |
| TAYLOR MORRISON HOME CORP | 0.003517 |  |
| PRAXIS PRECISION MEDICINES INC | 0.003478 |  |
| RUSH ENTERPRISES INC CL A | 0.003470 |  |


## Sources

- N-PORT (fund A) — accession `0001363526-26-000077` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1363526/000136352626000077/0001363526-26-000077-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012733` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1217286/000207169126012733/0002071691-26-012733-index.htm>

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