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FSDAX vs NATO

Shared holdings
22
FSDAX covered by NATO
48.91%
NATO covered by FSDAX
48.91%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FSDAX (Feb. 28, 2026)

SecurityWeight
GENERAL ELECTRIC CO22.40%
RTX CORP13.45%
BOEING CO/THE10.96%
HOWMET AEROSPACE INC4.97%
HEICO CORP CL A4.12%
GENERAL DYNAMICS CORPORATION4.09%
CURTISS WRIGHT CORPORATION3.15%
ROLLS-ROYCE HOLDINGS PLC2.78%
WOODWARD INC2.75%
CARPENTER TECHNOLOGY CORP2.73%
AXON ENTERPRISE INC2.57%
ROCKET LAB CORP2.48%
HUNTINGTON INGALLS INDUSTRIES INC2.46%
BOMBARDIER INC-B2.38%
TEXTRON INC2.25%
TRANSDIGM GROUP INC2.18%
ATI INC1.99%
L3HARRIS TECHNOLOGIES INC1.90%
STANDARDAERO INC1.59%
NORTHROP GRUMMAN CORP1.44%
LOCKHEED MARTIN CORP1.24%
Fidelity Securities Lending Cash Central Fund1.16%
MERCURY SYSTEMS INC1.01%
KARMAN HOLDINGS INC0.91%
CACI INTL-A0.87%
BAE SYSTEMS PLC0.80%
LEONARDO DRS INC0.75%
Fidelity Cash Central Fund0.42%
AEROVIRONMENT INC0.19%
BETA TECHNOLOGIES INC0.01%

NATO (March 31, 2026)

SecurityWeight
RTX CORP8.76%
GENERAL ELECTRIC CO7.40%
BOEING CO/THE7.02%
ROLLS-ROYCE HOLDINGS PLC5.87%
LOCKHEED MARTIN CORP5.77%
HONEYWELL INTL INC5.39%
SAFRAN SA5.24%
Airbus SE5.08%
NORTHROP GRUMMAN CORP4.72%
HOWMET AEROSPACE INC4.45%
BAE SYSTEMS PLC4.26%
RHEINMETALL AG3.71%
GENERAL DYNAMICS CORPORATION3.68%
L3HARRIS TECHNOLOGIES INC3.13%
TRANSDIGM GROUP INC3.10%
ROCKET LAB CORP1.52%
AXON ENTERPRISE INC1.51%
TELEDYNE TECHNOLOGIES INC1.36%
LEONARDO SPA1.28%
CURTISS WRIGHT CORPORATION1.24%
THALES SA1.22%
FTAI AVIATION LTD1.21%
SAAB AB-B0.95%
MTU AERO ENGINES0.93%
BWX TECHNOLOGIES INC0.91%
TEXTRON INC0.76%
BOMBARDIER INC-B0.74%
HUNTINGTON INGALLS INDUSTRIES INC0.70%
KRATOS DEFENSE and SEC SOLTN INC0.57%
HEICO CORP0.54%
FIRST AM-TR OB-X0.45%
ASELSAN0.41%
MELROSE INDUSTRI0.41%
CRANE CO0.40%
MOOG INC-CLASS A0.39%
DASSAULT AVIATION SA0.31%
HEXCEL CORPORATION0.30%
KARMAN HOLDINGS INC0.30%
AEROVIRONMENT INC0.26%
HENSOLDT AG0.26%
RENK GROUP AG0.23%
MIRION TECHNOLOGIES INC-A0.21%
JOBY AVIATION INC0.21%
AAR CORP0.20%
OSI SYSTEMS INC0.20%
MERCURY SYSTEMS INC0.18%
AMENTUM HOLDINGS INC0.18%
QINETIQ GROUP PLC COMMON STOCK0.14%
ARCHER AVIATION INC A0.13%
SATELLOGIC INC-A0.12%

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