# Portfolio overlap — SIPIX vs AVMC

Comparing **SIMT Mid-Cap Fund** (2026-03-31) and **Avantis U.S. Mid Cap Equity ETF** (2026-02-28).

- Shared positions: 207
- SIMT Mid-Cap Fund covered by Avantis U.S. Mid Cap Equity ETF: 0.3577922988179570620822872679
- Avantis U.S. Mid Cap Equity ETF covered by SIMT Mid-Cap Fund: 0.3577922988179570620822872677

## SIMT Mid-Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| KEYSIGHT TECHNOLOGIES INC | 0.019512 | ✓ |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.014690 |  |
| HOWMET AEROSPACE INC | 0.013227 |  |
| US ULTRA BOND CBT Sep25 | 0.012953 |  |
| HARTFORD INSURANCE GROUP INC/THE | 0.012944 | ✓ |
| VALERO ENERGY CORP | 0.011872 | ✓ |
| EDISON INTL | 0.011763 | ✓ |
| ROCKWELL AUTOMATION INC | 0.011633 | ✓ |
| TECHNIPFMC PLC | 0.010809 | ✓ |
| MARATHON PETROLEUM CORP | 0.010229 |  |
| CHENIERE ENERGY INC | 0.010194 | ✓ |
| VICI PROPERTIES | 0.010085 |  |
| M&T BANK CORP | 0.010051 | ✓ |
| EVERSOURCE ENERGY | 0.010013 | ✓ |
| PG&E CORP | 0.009846 | ✓ |
| RENAISSANCERE | 0.009810 | ✓ |
| LUMENTUM HOLDINGS INC | 0.008616 |  |
| ENCOMPASS HEALTH CORP | 0.008208 | ✓ |
| Anglogold Ashanti Plc | 0.007556 |  |
| PHILLIPS 66 | 0.007469 |  |
| BORGWARNER INC COMMON STOCK | 0.007464 |  |
| REGAL REXNORD CORP | 0.006966 |  |
| WOODWARD INC | 0.006756 | ✓ |
| WESCO INTL | 0.006605 | ✓ |
| BANK OF NEW YORK MELLON CORP COMMON STOCK | 0.006424 |  |
| FLOWSERVE CORP | 0.006392 | ✓ |
| CLEAN HARBORS INC | 0.006375 | ✓ |
| HALLIBURTON CO | 0.006364 | ✓ |
| UNITED RENTALS INC | 0.006363 |  |
| MICROCHIP TECHNOLOGY | 0.006202 |  |
| UNITED AIRLINES HOLDINGS INC | 0.006187 | ✓ |
| SYNCHRONY FINANCIAL | 0.006161 | ✓ |
| ALLSTATE CORP COMMON STOCK | 0.006136 |  |
| AKAMAI TECHNOLOGIES INC | 0.005718 | ✓ |
| ROYAL CARIBBEAN | 0.005672 |  |
| PARKER HANNIFIN CORP | 0.005667 |  |
| GENPACT LTD | 0.005630 | ✓ |
| JANUS HENDERSON | 0.005582 | ✓ |
| FIRST AMERICAN FINANCIAL CORP | 0.005512 | ✓ |
| SLB LTD | 0.005505 | ✓ |
| ROYAL GOLD INC | 0.005483 | ✓ |
| POPULAR INC | 0.005370 | ✓ |
| IDEXX LABS INC | 0.005357 | ✓ |
| MEDPACE HOLDINGS INC | 0.005237 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.005094 | ✓ |
| IQVIA HOLDINGS INC | 0.005014 | ✓ |
| WESTERN DIGITAL CORP | 0.004936 | ✓ |
| CUMMINS INC | 0.004924 |  |
| REINSURANCE GROUP OF AMERICA | 0.004851 | ✓ |
| FIRST HORIZON CORP | 0.004816 | ✓ |

## Avantis U.S. Mid Cap Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WESTERN DIGITAL CORP | 0.008959 | ✓ |
| COMFORT SYSTEMS USA INC | 0.007104 | ✓ |
| TERADYNE INC | 0.007000 | ✓ |
| CIENA CORP | 0.006641 | ✓ |
| TARGA RESOURCES CORP | 0.006429 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.005984 | ✓ |
| CHENIERE ENERGY INC | 0.005751 | ✓ |
| HARTFORD INSURANCE GROUP INC/THE | 0.005465 | ✓ |
| ROCKWELL AUTOMATION INC | 0.005426 | ✓ |
| UNITED AIRLINES HOLDINGS INC | 0.005379 | ✓ |
| OCCIDENTAL PETROLEUM CORP | 0.005356 |  |
| FIFTH THIRD BANCORP | 0.005317 |  |
| WARNER BROS DISCOVERY INC | 0.005289 |  |
| DELTA AIR LI | 0.005247 | ✓ |
| TARGET CORP | 0.005153 |  |
| SYSCO CORP | 0.005101 | ✓ |
| CARNIVAL CORP | 0.005046 | ✓ |
| MARTIN MAR MTLS | 0.004959 |  |
| DOLLAR GENERAL CORP | 0.004907 | ✓ |
| MONOLITHIC POWER SYS INC | 0.004822 |  |
| EQT CORPORATION | 0.004786 | ✓ |
| DR HORTON INC | 0.004753 | ✓ |
| VULCAN MATERIALS CO | 0.004638 |  |
| EBAY INC | 0.004630 | ✓ |
| ENTERGY CORP | 0.004589 | ✓ |
| TECHNIPFMC PLC | 0.004571 | ✓ |
| WASTE CONNECTIONS INC | 0.004528 |  |
| KROGER CO | 0.004444 |  |
| EMCOR GROUP INC | 0.004426 | ✓ |
| NUCOR CORP | 0.004423 | ✓ |
| ARCH CAPITAL GRP | 0.004412 | ✓ |
| ONEOK INC | 0.004383 |  |
| STATE STREET CORP | 0.004350 |  |
| GARMIN LTD | 0.004308 | ✓ |
| ELECTRONIC ARTS INC | 0.004304 |  |
| DEVON ENERGY CORP | 0.004302 | ✓ |
| AMERICAN INTERNATIONAL GROUP | 0.004296 |  |
| EXELON CORP | 0.004236 | ✓ |
| SYNCHRONY FINANCIAL | 0.004143 | ✓ |
| PRUDENTL FINL | 0.004133 |  |
| NORTHERN TRUST CORP | 0.004097 |  |
| TAPESTRY INC | 0.004092 | ✓ |
| ULTA BEAUTY INC | 0.004085 | ✓ |
| FLEX LTD | 0.004046 |  |
| AGILENT TECHNOLOGIES INC | 0.003991 | ✓ |
| ARCHER DANIELS MIDLAND CO | 0.003987 |  |
| VALERO ENERGY CORP | 0.003956 | ✓ |
| BLOOM ENERGY CORP CL A | 0.003931 |  |
| TEXAS PACIFIC LAND CORP | 0.003931 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.003863 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002048251-26-004547` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/804239/000204825126004547/0002048251-26-004547-index.htm>
- N-PORT (fund B) — accession `0001193125-26-189885` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1710607/000119312526189885/0001193125-26-189885-index.htm>

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