# Portfolio overlap — XPND vs BLYAX

Comparing **First Trust Expanded Technology ETF** (2026-02-28) and **American Beacon Man Large Cap Growth Fund** (2026-03-31).

- Shared positions: 25
- First Trust Expanded Technology ETF covered by American Beacon Man Large Cap Growth Fund: 0.4608581108692894235652522615
- American Beacon Man Large Cap Growth Fund covered by First Trust Expanded Technology ETF: 0.4608581108692894235652522615

## First Trust Expanded Technology ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CISCO SYSTEMS INC | 0.047050 |  |
| META PLATFORMS INC CL A | 0.047002 | ✓ |
| NVIDIA CORP | 0.046979 | ✓ |
| ALPHABET INC CL A | 0.045685 | ✓ |
| VISA INC-CLASS A | 0.044960 |  |
| APPLE INC | 0.044484 | ✓ |
| APPLIED MATERIALS INC | 0.044418 | ✓ |
| MASTERCARD INC CL A | 0.044127 | ✓ |
| LAM RESEARCH CORP | 0.044027 | ✓ |
| NETFLIX INC | 0.041994 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.038241 |  |
| MICROSOFT CORP | 0.037455 | ✓ |
| BROADCOM INC | 0.037197 | ✓ |
| T-MOBILE US INC | 0.036370 |  |
| ORACLE CORP | 0.033796 |  |
| INTL BUS MACH CORP | 0.033646 |  |
| KLA CORP | 0.030059 |  |
| TEXAS INSTRUMENTS INC | 0.028868 |  |
| WALT DISNEY CO/T | 0.028363 |  |
| AMPHENOL CORPORATION CL A | 0.026801 | ✓ |
| ARISTA NETWORKS INC | 0.025200 | ✓ |
| QUALCOMM INC | 0.022825 | ✓ |
| APPLOVIN CORP | 0.022003 |  |
| CORNING INC | 0.019319 |  |
| INTUIT INC | 0.017080 | ✓ |
| SERVICENOW INC | 0.016778 | ✓ |
| ADOBE INC | 0.016462 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.012282 | ✓ |
| MARVELL TECHNOLOGY INC | 0.010548 | ✓ |
| TERADYNE INC | 0.004612 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.003391 |  |
| JABIL INC | 0.003264 |  |
| MONOLITHIC POWER SYS INC | 0.003254 |  |
| LIVE NATION ENTERTAINMENT INC | 0.003213 |  |
| WARNER BROS DISCOVERY INC | 0.003061 |  |
| TKO GROUP HOLDINGS INC | 0.003005 |  |
| MSILF Treasury Portfolio, Class Institutional | 0.002933 |  |
| WARNER MUSIC GRP CORP CL A | 0.002642 |  |
| FORTINET INC | 0.002535 | ✓ |
| PTC INC | 0.002341 |  |
| NETAPP INC | 0.002311 | ✓ |
| ZOOM VIDEO COMMUNICATIONS INC CL A | 0.002273 |  |
| FOX CORP CL A | 0.002237 |  |
| GEN DIGITAL INC | 0.002231 |  |
| AUTODESK INC | 0.002124 | ✓ |
| PAYPAL HOLDINGS | 0.001926 |  |
| PURE STORAGE INC CL A | 0.001877 | ✓ |
| DATADOG INC CL A | 0.001824 |  |
| GODADDY INC CL A | 0.001776 | ✓ |
| WORKDAY INC CL A | 0.001622 | ✓ |

## American Beacon Man Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL A | 0.086912 | ✓ |
| NVIDIA CORP | 0.063109 | ✓ |
| APPLE INC | 0.051229 | ✓ |
| MICROSOFT CORP | 0.044418 | ✓ |
| AMAZON.COM INC | 0.041791 |  |
| MASTERCARD INC CL A | 0.038761 | ✓ |
| META PLATFORMS INC CL A | 0.038234 | ✓ |
| APPLIED MATERIALS INC | 0.033334 | ✓ |
| ADV MICRO DEVICE | 0.028957 |  |
| FORTINET INC | 0.023452 | ✓ |
| BROADCOM INC | 0.022860 | ✓ |
| LAM RESEARCH CORP | 0.022596 | ✓ |
| ABBVIE INC | 0.022255 |  |
| TERADYNE INC | 0.021863 | ✓ |
| MCKESSON CORP | 0.021618 |  |
| MERCK & CO | 0.020974 |  |
| American Beacon U.S. Government Money Market Fund | 0.019925 |  |
| ARISTA NETWORKS INC | 0.018839 | ✓ |
| MARVELL TECHNOLOGY INC | 0.017553 | ✓ |
| COSTCO WHOLESALE CORP | 0.015665 |  |
| NETFLIX INC | 0.015522 | ✓ |
| VEEVA SYSTEMS-A | 0.013757 |  |
| THE BOOKING HOLDINGS INC | 0.013719 |  |
| QUALCOMM INC | 0.013693 | ✓ |
| EMCOR GROUP INC | 0.013548 |  |
| TRANE TECHNOLOGIES PLC | 0.013317 |  |
| UBER TECHNOLOGIES INC | 0.013117 |  |
| ADOBE INC | 0.012784 | ✓ |
| ONTO INNOVATION INC | 0.012544 |  |
| SALESFORCE INC | 0.012261 |  |
| NETAPP INC | 0.011824 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.011723 | ✓ |
| INTUIT INC | 0.011543 | ✓ |
| INCYTE CORP | 0.011461 |  |
| PURE STORAGE INC CL A | 0.010497 | ✓ |
| AMPHENOL CORPORATION CL A | 0.009823 | ✓ |
| VISTRA CORP | 0.009367 |  |
| TWILIO INC CLASS A | 0.009279 |  |
| SERVICENOW INC | 0.009136 | ✓ |
| OKTA INC CL A | 0.008504 |  |
| DYNATRACE INC | 0.007505 |  |
| CARDINAL HEALTH INC | 0.007369 |  |
| ROKU INC CLASS A | 0.007356 |  |
| HUBSPOT INC | 0.007214 |  |
| EXELIXIS INC | 0.006547 |  |
| AUTODESK INC | 0.006295 | ✓ |
| REGENERON PHARMACEUTICALS INC | 0.006272 |  |
| ATLASSIAN CORP PLC CLS A | 0.006165 |  |
| ZOETIS INC CL A | 0.005676 |  |
| SPROUTS FMRS MKT INC | 0.005291 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-014539` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1667919/000094040026014539/0000940400-26-014539-index.htm>
- N-PORT (fund B) — accession `0001410368-26-056078` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/809593/000141036826056078/0001410368-26-056078-index.htm>

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