# Portfolio overlap — RND vs WINN

Comparing **First Trust Bloomberg R&D Leaders ETF** (2026-03-31) and **Harbor Long-Term Growers ETF** (2026-01-31).

- Shared positions: 29
- First Trust Bloomberg R&D Leaders ETF covered by Harbor Long-Term Growers ETF: 0.6329682762527324809771457250
- Harbor Long-Term Growers ETF covered by First Trust Bloomberg R&D Leaders ETF: 0.6329682762527324809771457250

## First Trust Bloomberg R&D Leaders ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.083121 | ✓ |
| APPLE INC | 0.083009 | ✓ |
| ALPHABET INC CL A | 0.081659 | ✓ |
| AMAZON.COM INC | 0.080243 | ✓ |
| MICROSOFT CORP | 0.068065 | ✓ |
| NETFLIX INC | 0.045592 | ✓ |
| ABBVIE INC | 0.042322 |  |
| BROADCOM INC | 0.039725 | ✓ |
| META PLATFORMS INC CL A | 0.038597 | ✓ |
| LILLY ELI and CO | 0.038081 | ✓ |
| TESLA INC | 0.036758 | ✓ |
| GILEAD SCIENCES INC | 0.027697 | ✓ |
| INTUITIVE SURGICAL INC | 0.026047 | ✓ |
| BOEING CO/THE | 0.024963 | ✓ |
| UBER TECHNOLOGIES INC | 0.024035 | ✓ |
| EATON CORP PLC | 0.022300 |  |
| THE BOOKING HOLDINGS INC | 0.021533 |  |
| VERTEX PHARMACEUTICALS INC | 0.018270 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.014885 | ✓ |
| MICRON TECHNOLOGY INC | 0.013411 |  |
| REGENERON PHARMACEUTICALS INC | 0.012607 |  |
| ADV MICRO DEVICE | 0.011692 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.011365 | ✓ |
| TE CONNECTIVITY PLC | 0.009876 |  |
| CISCO SYSTEMS INC | 0.009864 |  |
| APPLIED MATERIALS INC | 0.009656 |  |
| LAM RESEARCH CORP | 0.009522 | ✓ |
| ORACLE CORP | 0.008742 | ✓ |
| DOORDASH INC-A | 0.008447 |  |
| ZOETIS INC CL A | 0.007687 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.006930 |  |
| TEXAS INSTRUMENTS INC | 0.006241 | ✓ |
| ROBLOX CORP - A | 0.005496 |  |
| AXON ENTERPRISE INC | 0.005068 | ✓ |
| ARISTA NETWORKS INC | 0.004545 | ✓ |
| INTUIT INC | 0.004212 |  |
| SERVICENOW INC | 0.003845 | ✓ |
| CORNING INC | 0.003808 |  |
| PALO ALTO NETWORKS INC | 0.003787 | ✓ |
| ADOBE INC | 0.003611 |  |
| CROWDSTRIKE HOLDINGS INC | 0.003328 | ✓ |
| MARVELL TECHNOLOGY INC | 0.003015 |  |
| CADENCE DESIGN SYSTEMS INC | 0.002707 | ✓ |
| SYNOPSYS INC | 0.002607 |  |
| MOTOROLA SOLUTIONS INC | 0.002537 |  |
| CLOUDFLARE INC-A | 0.002161 | ✓ |
| FORTINET INC | 0.001851 |  |
| AUTODESK INC | 0.001807 |  |
| SNOWFLAKE INC CL A | 0.001690 | ✓ |
| WORKDAY INC CL A | 0.000981 |  |

## Harbor Long-Term Growers ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.118954 | ✓ |
| MICROSOFT CORP | 0.079922 | ✓ |
| APPLE INC | 0.076946 | ✓ |
| AMAZON.COM INC | 0.074921 | ✓ |
| ALPHABET INC CL A | 0.072280 | ✓ |
| BROADCOM INC | 0.058943 | ✓ |
| LILLY ELI and CO | 0.037140 | ✓ |
| TESLA INC | 0.033866 | ✓ |
| META PLATFORMS INC CL A | 0.032409 | ✓ |
| BOEING CO/THE | 0.020064 | ✓ |
| WALMART INC | 0.017621 |  |
| NETFLIX INC | 0.017025 | ✓ |
| MASTERCARD INC CL A | 0.016376 |  |
| SNOWFLAKE INC CL A | 0.015301 | ✓ |
| GENERAL ELECTRIC CO | 0.014441 |  |
| CONSTELLATION ENERGY CORP | 0.013097 |  |
| CADENCE DESIGN SYSTEMS INC | 0.012760 | ✓ |
| CROWDSTRIKE HOLDINGS INC | 0.012714 | ✓ |
| COSTCO WHOLESALE CORP | 0.011312 |  |
| ARISTA NETWORKS INC | 0.010611 | ✓ |
| SHOPIFY INC CL A | 0.009856 |  |
| PALO ALTO NETWORKS INC | 0.009620 | ✓ |
| TEXAS INSTRUMENTS INC | 0.009296 | ✓ |
| CLOUDFLARE INC-A | 0.008428 | ✓ |
| GILEAD SCIENCES INC | 0.008289 | ✓ |
| GE VERNOVA LLC | 0.008265 |  |
| ADV MICRO DEVICE | 0.008037 | ✓ |
| LAM RESEARCH CORP | 0.007997 | ✓ |
| TJX COS INC | 0.007889 |  |
| APPLOVIN CORP | 0.007670 |  |
| WALT DISNEY CO/T | 0.007471 |  |
| DANAHER CORP | 0.007318 |  |
| ORACLE CORP | 0.006671 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.006530 |  |
| THERMO FISHER SCIENTIFIC INC | 0.006386 |  |
| JPMORGAN CHASE and CO | 0.005981 |  |
| MERCADOLIBRE INC | 0.005932 |  |
| INTUITIVE SURGICAL INC | 0.005802 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.005548 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.005497 |  |
| COCA-COLA CO/THE | 0.005490 |  |
| AGILENT TECHNOLOGIES INC | 0.005240 |  |
| Industria de Diseno Textil, S.A. ADR | 0.005081 |  |
| TRANSDIGM GROUP INC | 0.005078 |  |
| ARES MANAGEMENT CORP CL A | 0.005028 |  |
| SALESFORCE INC | 0.004702 |  |
| VEEVA SYSTEMS-A | 0.004676 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.004477 |  |
| AMERICAN TOWER CORP | 0.004438 |  |
| ROBINHOOD MARKETS INC | 0.004357 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020531` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1552740/000094040026020531/0000940400-26-020531-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033758` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1860434/000141036826033758/0001410368-26-033758-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/>_
