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FSDPX vs NANR

Shared holdings
22
FSDPX covered by NANR
20.21%
NANR covered by FSDPX
20.21%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FSDPX (Feb. 28, 2026)

SecurityWeight
LINDE PLC14.80%
ECOLAB INC7.51%
NEWMONT CORP6.58%
FREEPORT MCMORAN INC4.98%
CORTEVA INC3.74%
SOLSTICE ADV MAT3.48%
AIR PRODUCTS and CHEMICALS INC3.47%
NUCOR CORP3.26%
CRH PLC3.12%
MOSAIC CO/THE3.00%
LYONDELLBASELL INDS CLASS A2.95%
MARTIN MAR MTLS2.79%
VULCAN MATERIALS CO2.61%
Fidelity Securities Lending Cash Central Fund2.60%
STEEL DYNAMICS INC2.19%
SHERWIN WILLIAMS CO2.14%
SMURFIT WESTROCK PLC1.98%
BALCHEM CORP1.95%
DOW INC1.84%
ALTIUS MINERALS CORP COMMON STOCK1.76%
FIRST QUANTUM1.39%
WHEATON PRECIOUS METALS CORP1.37%
ALCOA CORP1.36%
HECLA MINING CO1.33%
AGNICO EAGLE MINES LTD1.10%
AVERY DENNISON CORP1.07%
Fidelity Cash Central Fund1.05%
PACKAGING CORP OF AMERICA1.03%
CROWN HOLDINGS INC1.01%
INTL PAPER CO0.85%
Metalla Royalty & Streaming, Ltd.0.85%
COMMERCIAL METALS CO0.84%
CHEMOURS CO/ THE0.82%
ELEMENT SOLUTIONS INC0.72%
OLIN CORP0.70%
DUPONT DE NEMOURS INC0.70%
COEUR MINING INC0.59%
MCEWEN MINING INC0.56%
CLEVELAND-CLIFFS INC0.51%
WESTLAKE CORP0.48%
TECK RESOURCES-B0.47%
SONOCO PRODUCTS CO0.47%
INGEVITY CORP0.45%
TRONOX HOLDINGS PLC0.41%
ALAMOS GOLD INC A0.38%
HUNTSMAN CORP0.37%
MAJOR DRILLING GROUP INTL INC0.37%
ECOVYST INC0.36%
AMRIZE LTD0.34%
HB FULLER CO0.34%

NANR (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP11.17%
CHEVRON CORP7.68%
State Street Navigator Securities Lending Portfolio II5.35%
NEWMONT CORP3.33%
CONOCOPHILLIPS3.20%
CORTEVA INC2.96%
AGNICO EAGLE MINES LTD2.87%
FREEPORT MCMORAN INC2.38%
CAN NATURAL RES1.99%
BARRICK MINING CORP1.94%
NUTRIEN LTD1.91%
ARCHER DANIELS MIDLAND CO1.83%
WHEATON PRECIOUS METALS CORP1.68%
SUNCOR ENERGY INC1.56%
EOG RESOURCES INC1.54%
SLB LTD1.51%
VALERO ENERGY CORP1.48%
PHILLIPS 661.44%
MARATHON PETROLEUM CORP1.44%
FRANCO-NEVADA CORP1.35%
BAKER HUGHES CO1.18%
ANGLOGOLD ASHANTI PLC1.16%
NUCOR CORP1.09%
SMURFIT WESTROCK PLC1.09%
CF INDUSTRIES HOLDINGS INC1.06%
KINROSS GOLD CORP1.04%
PACKAGING CORP OF AMERICA0.99%
INTL PAPER CO0.98%
AMCOR PLC0.96%
CAMECO CORP0.92%
WEYERHAEUSER CO0.92%
OCCIDENTAL PETROLEUM CORP0.92%
BUNGE GLOBAL SA0.90%
EQT CORPORATION0.78%
DIAMONDBACK ENERGY INC0.72%
CENOVUS ENERGY INC0.71%
AVERY DENNISON CORP0.70%
STEEL DYNAMICS INC0.69%
TECK RESOURCES-B0.65%
PAN AMER SILVER0.65%
HALLIBURTON CO0.64%
DEVON ENERGY CORP0.62%
ROYAL GOLD INC0.58%
TECHNIPFMC PLC0.55%
TEXAS PACIFIC LAND CORP0.54%
COTERRA ENERGY INC0.53%
ALAMOS GOLD INC A0.52%
EXPAND ENERGY CORP0.51%
DARLING INGREDIENTS INC0.51%
ALCOA CORP0.49%

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