# Portfolio overlap — SIPIX vs AXMNX

Comparing **SIMT Mid-Cap Fund** (2026-03-31) and **Acclivity Mid Cap Multi-Style Fund** (2025-09-30).

- Shared positions: 140
- SIMT Mid-Cap Fund covered by Acclivity Mid Cap Multi-Style Fund: 0.3107117815874999311733935897
- Acclivity Mid Cap Multi-Style Fund covered by SIMT Mid-Cap Fund: 0.3107117815874999311733935897

## 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 | ✓ |

## Acclivity Mid Cap Multi-Style Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FIRST AM-TR OB-X | 0.014738 |  |
| DELTA AIR LI | 0.009745 | ✓ |
| HUMANA INC | 0.009723 | ✓ |
| HARTFORD INSURANCE GROUP INC/THE | 0.009511 | ✓ |
| ARCH CAPITAL GRP | 0.009236 | ✓ |
| UNITED AIRLINES HOLDINGS INC | 0.009093 | ✓ |
| SYNCHRONY FINANCIAL | 0.008634 | ✓ |
| CINCINNATI FINANCIAL CORP | 0.008518 | ✓ |
| FOX CORP CL A | 0.007648 |  |
| WR BERKLEY CORP | 0.007536 |  |
| TECHNIPFMC PLC | 0.007164 | ✓ |
| WESTERN DIGITAL CORP | 0.007129 | ✓ |
| MARKEL GROUP INC | 0.007012 |  |
| WILLIS TOWERS WA | 0.006970 | ✓ |
| LAS VEGAS SANDS CORP | 0.006734 | ✓ |
| CONSOLIDATED EDISON INC | 0.006614 | ✓ |
| RAYMOND JAMES FINANCIAL INC. | 0.006609 | ✓ |
| LPL FINL HLDGS INC | 0.006560 |  |
| LOEWS CORP | 0.006491 |  |
| IQVIA HOLDINGS INC | 0.006402 | ✓ |
| FIDELITY NATIONAL FINL INC | 0.006227 | ✓ |
| WEC ENERGY GROUP INC | 0.006227 | ✓ |
| LIVE NATION ENTERTAINMENT INC | 0.005957 |  |
| AMEREN CORP | 0.005863 |  |
| EMCOR GROUP INC | 0.005808 | ✓ |
| PRINCIPAL FINL GROUP INC | 0.005798 |  |
| TRACTOR SUPPLY CO. | 0.005633 | ✓ |
| DIAMONDBACK ENERGY INC | 0.005610 | ✓ |
| PERFORMANCE FOOD GROUP CO | 0.005606 | ✓ |
| UNUM GROUP | 0.005582 |  |
| NETAPP INC | 0.005541 | ✓ |
| NRG ENERGY INC | 0.005495 | ✓ |
| WILLIAMS-SONOMA INC | 0.005467 | ✓ |
| BROWN & BROWN | 0.005440 |  |
| HEWLETT PACKARD ENTERPRISE CO | 0.005327 |  |
| VERISK ANALYTICS INC | 0.005305 | ✓ |
| JABIL INC | 0.005278 | ✓ |
| CARNIVAL CORP | 0.005276 | ✓ |
| TARGA RESOURCES CORP | 0.005147 |  |
| RESMED INC | 0.005146 |  |
| CENTERPOINT ENERGY INC | 0.005124 | ✓ |
| PPL CORPORATION | 0.005120 |  |
| ENTERGY CORP | 0.005106 | ✓ |
| FIFTH THIRD BANCORP | 0.005097 |  |
| ELECTRONIC ARTS INC | 0.005087 |  |
| DARDEN RESTAURANTS INC | 0.005063 |  |
| ATLASSIAN CORP PLC CLS A | 0.004906 |  |
| CORPAY INC | 0.004887 |  |
| KELLOGG CO | 0.004870 |  |
| MONOLITHIC POWER SYS INC | 0.004855 |  |


## 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 `0000910472-25-004271` (as of 2025-09-30)
  <https://www.sec.gov/Archives/edgar/data/1518042/000091047225004271/0000910472-25-004271-index.htm>

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