# Portfolio overlap — RYCSX vs FDCPX

Comparing **Telecommunications Fund** (2026-03-31) and **Select Tech Hardware Portfolio** (2026-02-28).

- Shared positions: 4
- Telecommunications Fund covered by Select Tech Hardware Portfolio: 0.2020183269780167833008628241
- Select Tech Hardware Portfolio covered by Telecommunications Fund: 0.2020183269780167833008628241

## Telecommunications Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CISCO SYSTEMS INC | 0.077550 | ✓ |
| AT&T INC | 0.067867 |  |
| VERIZON COMMUNICATIONS INC | 0.064422 |  |
| ARISTA NETWORKS INC | 0.051124 | ✓ |
| COMCAST CORP CL A | 0.046308 |  |
| T-MOBILE US INC | 0.045430 |  |
| CIENA CORP | 0.043782 | ✓ |
| LUMENTUM HOLDINGS INC | 0.042807 |  |
| MOTOROLA SOLUTIONS INC | 0.040183 | ✓ |
| ECHOSTAR CORP CL A | 0.035015 |  |
| AST SPACEMOBILE INC | 0.031881 |  |
| CHARTER COMMUNICATIONS INC A | 0.027846 |  |
| F5 INC | 0.025262 |  |
| ROKU INC CLASS A | 0.023500 |  |
| VIAVI SOLUTIONS INC | 0.017956 |  |
| Nokia Oyj ADR | 0.017376 |  |
| MILLICOM INTL CELL SA | 0.016775 |  |
| Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK1 | 0.016703 |  |
| LUMEN TECHNOLOGIES INC | 0.016498 |  |
| America Movil S.A.B. de C.V. SPON ADS RP CL B | 0.016280 |  |
| Vodafone Group Public Limited Company | 0.015720 |  |
| BCE INC | 0.015379 |  |
| TELUS CORP | 0.014991 |  |
| APPLIED OPTOELECTRONICS INC | 0.014708 |  |
| KT CORP-SP ADR DEPOSITARY RECEIPT | 0.014376 |  |
| ROGERS COMMUNICATIONS INC COMMON STOCK | 0.014350 |  |
| LIBERTY GLOBAL LTD CL A | 0.014309 |  |
| VERSANT MEDIA GROUP INC - A | 0.013970 |  |
| TELEPHONE & DATA | 0.012385 |  |
| VIASAT INC | 0.012152 |  |
| VISTANCE NETWORKS INC | 0.012119 |  |
| ONDAS INC | 0.011148 |  |
| CALIX NETWORKS INC | 0.010486 |  |
| UNITI GROUP INC | 0.010366 |  |
| IRIDIUM COMMUNICATIONS INC | 0.010259 |  |
| NETSCOUT SYSTEMS INC | 0.009412 |  |
| EXTREME NETWORKS INC | 0.008907 |  |
| INTERDIGITAL INC | 0.008030 |  |
| LIBERTY LATIN AMERICA LTD CL C | 0.007663 |  |
| GLOBALSTAR INC | 0.007540 |  |
| ADTRAN HOLDINGS INC | 0.006692 |  |
| HARMONIC INC | 0.005871 |  |
| UBIQUITI INC | 0.005812 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.005180 |  |
| NETGEAR INC | 0.003970 |  |
| GCI LIBERTY INC. - CL C | 0.003649 |  |
| GOGO INC | 0.003270 |  |
| ZAR/USD FORWARD | 0.001425 |  |
| ZAR/USD FORWARD | 0.001295 |  |

## Select Tech Hardware Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SAMSUNG ELECTRONICS CO LTD | 0.151240 |  |
| WESTERN DIGITAL CORP | 0.086885 |  |
| CISCO SYSTEMS INC | 0.086844 | ✓ |
| ARISTA NETWORKS INC | 0.071059 | ✓ |
| APPLE INC | 0.059807 |  |
| MOTOROLA SOLUTIONS INC | 0.049208 | ✓ |
| TSMC | 0.042963 |  |
| SONY GROUP CORP | 0.041046 |  |
| NINTENDO CO LTD | 0.036782 |  |
| DELL TECHNOLOGIES INC CL C | 0.034408 |  |
| SANDISK CORPORATION | 0.034258 |  |
| CIENA CORP | 0.033161 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.028251 |  |
| GARMIN LTD | 0.027591 |  |
| PANASONIC HOLDIN | 0.023136 |  |
| NOKIA OYJ | 0.021877 |  |
| MICROSOFT CORP | 0.021448 |  |
| ALPHABET INC CL A | 0.020474 |  |
| SK HYNIX INC | 0.019744 |  |
| XIAOMI CORP-W | 0.018405 |  |
| TD SYNNEX CORP | 0.016698 |  |
| PURE STORAGE INC CL A | 0.015163 |  |
| PALO ALTO NETWORKS INC | 0.010260 |  |
| AMAZON.COM INC | 0.009456 |  |
| OSI SYSTEMS INC | 0.007347 |  |
| MIRION TECHNOLOGIES INC-A | 0.005826 |  |
| IBIDEN CO LTD | 0.005448 |  |
| Fidelity Cash Central Fund | 0.004646 |  |
| HOYA CORP | 0.004528 |  |
| ACCTON TECH | 0.004253 |  |
| Fidelity Securities Lending Cash Central Fund | 0.003554 |  |
| Montage Technology Co Ltd | 0.002363 |  |
| VAST DATA LTD SER E PC PP | 0.001870 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022998` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/899148/000094040026022998/0000940400-26-022998-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002670` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002670/0000035402-26-002670-index.htm>

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