# Portfolio overlap — SIPIX vs DNLDX

Comparing **SIMT Mid-Cap Fund** (2026-03-31) and **BNY Mellon Active MidCap Fund** (2026-03-31).

- Shared positions: 114
- SIMT Mid-Cap Fund covered by BNY Mellon Active MidCap Fund: 0.3058287395298459089973687480
- BNY Mellon Active MidCap Fund covered by SIMT Mid-Cap Fund: 0.3058287395298459089973687484

## 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 | ✓ |

## BNY Mellon Active MidCap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HALLIBURTON CO | 0.016947 | ✓ |
| VERTIV HOLDINGS CO | 0.016726 | ✓ |
| VALERO ENERGY CORP | 0.015056 | ✓ |
| EMCOR GROUP INC | 0.014284 | ✓ |
| LOEWS CORP | 0.014206 |  |
| ALLSTATE CORPORATION | 0.012635 |  |
| AMERIPRISE FINANCIAL INC | 0.012481 | ✓ |
| CORTEVA INC | 0.012193 |  |
| EDISON INTL | 0.011922 | ✓ |
| SIMON PROPERTY | 0.011383 |  |
| HOWMET AEROSPACE INC | 0.010489 | ✓ |
| ASSURANT INC | 0.010215 | ✓ |
| IDEXX LABS INC | 0.010078 | ✓ |
| RESMED INC | 0.009989 |  |
| FIRST HORIZON CORP | 0.009663 | ✓ |
| WESTERN DIGITAL CORP | 0.009615 | ✓ |
| STATE STREET CORP | 0.009550 |  |
| CONSTELLATION BRANDS INC CL A | 0.009427 | ✓ |
| CHURCH & DWIGHT | 0.009378 |  |
| MSCI INC | 0.009366 |  |
| DUPONT DE NEMOURS INC | 0.008982 | ✓ |
| VULCAN MATERIALS CO | 0.008556 |  |
| ARCHER DANIELS MIDLAND CO | 0.008439 |  |
| PUB SERV ENTERP | 0.008213 | ✓ |
| SMITH (AO) CORP | 0.008179 |  |
| VERISK ANALYTICS INC | 0.008050 | ✓ |
| SANDISK CORPORATION | 0.008030 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.008021 |  |
| TAPESTRY INC | 0.008016 | ✓ |
| US FOODS HOLDING CORP | 0.007945 |  |
| FOX CORP CL A | 0.007748 |  |
| APA CORP | 0.007744 |  |
| NEW YORK TIMES CO CL A | 0.007561 |  |
| CROWN HOLDINGS INC | 0.007552 |  |
| HUNT J B TRANSPORT SERVICES IN | 0.006998 | ✓ |
| ANTERO MIDSTREAM CORP | 0.006853 | ✓ |
| BROADRIDGE FINL | 0.006809 | ✓ |
| DEVON ENERGY CORP | 0.006782 | ✓ |
| CARDINAL HEALTH INC | 0.006585 | ✓ |
| FIRST INDUSTRIAL REALTY TRUST | 0.006510 |  |
| SYNCHRONY FINANCIAL | 0.006491 | ✓ |
| PG&E CORP | 0.006448 | ✓ |
| JABIL INC | 0.006385 | ✓ |
| CORNING INC | 0.006367 | ✓ |
| RALPH LAUREN CORP | 0.006318 | ✓ |
| MARATHON PETROLEUM CORP | 0.006195 | ✓ |
| ROCKWELL AUTOMATION INC | 0.006155 | ✓ |
| CIENA CORP | 0.006082 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.005972 | ✓ |
| NORTHERN TRUST CORP | 0.005948 |  |


## 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 `0000940400-26-021264` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/737520/000094040026021264/0000940400-26-021264-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/>_