# Portfolio overlap — SPXM vs DSPIX

Comparing **Azoria 500 Meritocracy ETF** (2025-11-30) and **BNY Mellon Institutional S&P 500 Stock Index Fund** (2026-01-31).

- Shared positions: 451
- Azoria 500 Meritocracy ETF covered by BNY Mellon Institutional S&P 500 Stock Index Fund: 0.8799806368487725302678432082
- BNY Mellon Institutional S&P 500 Stock Index Fund covered by Azoria 500 Meritocracy ETF: 0.8799806368487725302678432083

## Azoria 500 Meritocracy ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.067227 | ✓ |
| APPLE INC | 0.065124 | ✓ |
| MICROSOFT CORP | 0.058524 | ✓ |
| AMAZON.COM INC | 0.039254 | ✓ |
| ALPHABET INC CL A | 0.029842 | ✓ |
| BROADCOM INC | 0.029357 | ✓ |
| ALPHABET INC CL C | 0.028150 | ✓ |
| META PLATFORMS INC CL A | 0.025818 | ✓ |
| TESLA INC | 0.022868 | ✓ |
| LILLY ELI and CO | 0.019210 | ✓ |
| BERKSHIRE HATH-B | 0.017683 | ✓ |
| WALMART INC | 0.014186 | ✓ |
| JPMORGAN CHASE and CO | 0.013765 | ✓ |
| NVR INC | 0.013753 | ✓ |
| VISA INC-CLASS A | 0.010897 | ✓ |
| THE BOOKING HOLDINGS INC | 0.009325 | ✓ |
| ORACLE CORP | 0.008879 | ✓ |
| MASTERCARD INC CL A | 0.008393 | ✓ |
| NETFLIX INC | 0.008193 | ✓ |
| JOHNSON&JOHNSON | 0.008177 | ✓ |
| EXXON MOBIL CORP | 0.008115 | ✓ |
| AUTOZONE INC | 0.007503 | ✓ |
| COSTCO WHOLESALE CORP | 0.006874 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006492 | ✓ |
| ABBVIE INC | 0.006443 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006310 | ✓ |
| BLOCK INC CL A | 0.005568 | ✓ |
| PROCTER & GAMBLE | 0.005550 | ✓ |
| HOME DEPOT INC | 0.005383 | ✓ |
| ADV MICRO DEVICE | 0.005316 | ✓ |
| UNITEDHEALTH GRP | 0.005124 | ✓ |
| GENERAL ELECTRIC CO | 0.005116 | ✓ |
| CHEVRON CORP | 0.005102 | ✓ |
| CISCO SYSTEMS INC | 0.004931 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004756 | ✓ |
| INTL BUS MACH CORP | 0.004603 | ✓ |
| CATERPILLAR INC | 0.004577 | ✓ |
| WELLS FARGO & CO | 0.004561 | ✓ |
| MORGAN STANLEY | 0.004396 | ✓ |
| MERCK & CO | 0.004393 | ✓ |
| AMERICAN EXPRESS CO | 0.004242 | ✓ |
| MICRON TECHNOLOGY INC | 0.003992 | ✓ |
| PHILIP MORRIS INTL INC | 0.003905 | ✓ |
| T-MOBILE US INC | 0.003891 | ✓ |
| ABBOTT LABS | 0.003686 | ✓ |
| RTX CORP | 0.003656 | ✓ |
| MCDONALDS CORP | 0.003611 | ✓ |
| FAIR ISAAC CORP | 0.003545 | ✓ |
| SALESFORCE INC | 0.003530 | ✓ |
| PEPSICO INC | 0.003377 | ✓ |

## BNY Mellon Institutional S&P 500 Stock Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.077947 | ✓ |
| APPLE INC | 0.064348 | ✓ |
| MICROSOFT CORP | 0.053673 | ✓ |
| AMAZON.COM INC | 0.039069 | ✓ |
| ALPHABET INC CL A | 0.033003 | ✓ |
| ALPHABET INC CL C | 0.026419 | ✓ |
| BROADCOM INC | 0.026257 | ✓ |
| META PLATFORMS INC CL A | 0.026189 | ✓ |
| TESLA INC | 0.020298 | ✓ |
| BERKSHIRE HATH-B | 0.014788 | ✓ |
| JPMORGAN CHASE and CO | 0.013975 | ✓ |
| LILLY ELI and CO | 0.013823 | ✓ |
| EXXON MOBIL CORP | 0.010008 | ✓ |
| JOHNSON&JOHNSON | 0.009189 | ✓ |
| VISA INC-CLASS A | 0.009115 | ✓ |
| WALMART INC | 0.008768 | ✓ |
| MICRON TECHNOLOGY INC | 0.007816 | ✓ |
| MASTERCARD INC CL A | 0.007414 | ✓ |
| COSTCO WHOLESALE CORP | 0.006993 | ✓ |
| ABBVIE INC | 0.006615 | ✓ |
| ADV MICRO DEVICE | 0.006468 | ✓ |
| HOME DEPOT INC | 0.006258 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005998 | ✓ |
| PROCTER & GAMBLE | 0.005952 | ✓ |
| NETFLIX INC | 0.005937 | ✓ |
| DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND | 0.005815 |  |
| PALANTIR TECHNOLOGIES INC | 0.005620 | ✓ |
| CHEVRON CORP | 0.005619 | ✓ |
| GENERAL ELECTRIC CO | 0.005431 | ✓ |
| CISCO SYSTEMS INC | 0.005180 | ✓ |
| CATERPILLAR INC | 0.005163 | ✓ |
| LAM RESEARCH CORP | 0.004921 | ✓ |
| COCA-COLA CO/THE | 0.004861 |  |
| INTL BUS MACH CORP | 0.004811 | ✓ |
| WELLS FARGO & CO | 0.004767 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004709 | ✓ |
| PHILIP MORRIS INTL INC | 0.004688 | ✓ |
| ORACLE CORP | 0.004646 | ✓ |
| MERCK & CO | 0.004593 | ✓ |
| RTX CORP | 0.004521 | ✓ |
| UNITEDHEALTH GRP | 0.004362 | ✓ |
| APPLIED MATERIALS INC | 0.004309 | ✓ |
| MCDONALDS CORP | 0.003765 | ✓ |
| MORGAN STANLEY | 0.003706 | ✓ |
| THERMO FISHER SCIENTIFIC INC | 0.003648 | ✓ |
| LINDE PLC | 0.003581 |  |
| PEPSICO INC | 0.003525 | ✓ |
| INTEL CORP | 0.003497 |  |
| CITIGROUP INC | 0.003475 | ✓ |
| SALESFORCE INC | 0.003392 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002000324-26-000304` (as of 2025-11-30)
  <https://www.sec.gov/Archives/edgar/data/1722388/000200032426000304/0002000324-26-000304-index.htm>
- N-PORT (fund B) — accession `0000940400-26-011339` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/819940/000094040026011339/0000940400-26-011339-index.htm>

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