# Portfolio overlap — CMLAX vs UDIV

Comparing **American Mutual Fund** (2026-01-31) and **Franklin U.S. Core Dividend Tilt Index ETF** (2026-03-31).

- Shared positions: 103
- American Mutual Fund covered by Franklin U.S. Core Dividend Tilt Index ETF: 0.4234554671737340681780351998
- Franklin U.S. Core Dividend Tilt Index ETF covered by American Mutual Fund: 0.4234554671737340681780351999

## American Mutual Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICROSOFT CORP | 0.055122 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.045139 |  |
| BROADCOM INC | 0.037473 | ✓ |
| RTX CORP | 0.037257 | ✓ |
| PHILIP MORRIS INTL INC | 0.031806 | ✓ |
| LILLY ELI and CO | 0.030818 | ✓ |
| APPLE INC | 0.024338 | ✓ |
| ABBVIE INC | 0.021556 | ✓ |
| GENERAL ELECTRIC CO | 0.020710 | ✓ |
| META PLATFORMS INC CL A | 0.020634 | ✓ |
| JPMORGAN CHASE and CO | 0.019736 | ✓ |
| STARBUCKS CORP | 0.019472 | ✓ |
| MONDELEZ INTL INC | 0.018506 | ✓ |
| EXXON MOBIL CORP | 0.017123 | ✓ |
| HOME DEPOT INC | 0.017115 | ✓ |
| APPLIED MATERIALS INC | 0.015011 | ✓ |
| GILEAD SCIENCES INC | 0.014544 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.014304 |  |
| CENTERPOINT ENERGY INC | 0.013412 |  |
| WELLS FARGO & CO | 0.013405 | ✓ |
| NEXTERA ENERGY INC | 0.012938 | ✓ |
| COCA-COLA CO/THE | 0.012684 | ✓ |
| CARRIER GLOBAL CORP | 0.012517 | ✓ |
| INTL PAPER CO | 0.012410 | ✓ |
| SPONSORED ADR | 0.012104 |  |
| ABBOTT LABS | 0.011917 | ✓ |
| ACCENTURE PLC CL A | 0.011458 | ✓ |
| LINDE PLC | 0.011307 |  |
| JOHNSON&JOHNSON | 0.010639 | ✓ |
| ALPHABET INC CL A | 0.009922 | ✓ |
| MEDTRONIC PLC | 0.009668 | ✓ |
| AMGEN INC | 0.009357 | ✓ |
| PNC FINANCIAL SERVICES GRP INC | 0.008294 | ✓ |
| BLACKROCK INC | 0.008130 | ✓ |
| PROGRESSIVE CORP OHIO | 0.008063 | ✓ |
| UNION PACIFIC CORP | 0.008029 | ✓ |
| AIR PRODUCTS and CHEMICALS INC | 0.007980 | ✓ |
| TC ENERGY CORP | 0.007926 |  |
| TEXAS INSTRUMENTS INC | 0.007852 | ✓ |
| DOMINION ENERGY INC | 0.007505 | ✓ |
| AUTOMATIC DATA PROCESSING INC | 0.007431 | ✓ |
| AMPHENOL CORPORATION CL A | 0.007423 | ✓ |
| CVS HEALTH CORP | 0.007360 | ✓ |
| DTE ENERGY CO | 0.006612 | ✓ |
| CONSTELLATION ENERGY CORP | 0.006556 | ✓ |
| CHUBB LTD | 0.006468 |  |
| PROCTER & GAMBLE | 0.006466 | ✓ |
| ROLLS ROYCE HOLDINGS SPONS ADR | 0.006424 |  |
| MCDONALDS CORP | 0.006222 | ✓ |
| PUB SERV ENTERP | 0.006157 | ✓ |

## Franklin U.S. Core Dividend Tilt Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.069251 |  |
| APPLE INC | 0.064363 | ✓ |
| MICROSOFT CORP | 0.046221 | ✓ |
| AMAZON.COM INC | 0.033839 |  |
| ALPHABET INC CL A | 0.029104 | ✓ |
| ALPHABET INC CL C | 0.025251 | ✓ |
| BROADCOM INC | 0.024124 | ✓ |
| META PLATFORMS INC CL A | 0.020633 | ✓ |
| TESLA INC | 0.018020 |  |
| JPMORGAN CHASE and CO | 0.015741 | ✓ |
| EXXON MOBIL CORP | 0.012632 | ✓ |
| LILLY ELI and CO | 0.012362 | ✓ |
| CHEVRON CORP | 0.012275 |  |
| ABBVIE INC | 0.009783 | ✓ |
| JOHNSON&JOHNSON | 0.009384 | ✓ |
| HOME DEPOT INC | 0.009170 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.008838 | ✓ |
| PFIZER INC | 0.008297 |  |
| MORGAN STANLEY | 0.008232 | ✓ |
| AT&T INC | 0.008195 | ✓ |
| CISCO SYSTEMS INC | 0.007702 | ✓ |
| PEPSICO INC | 0.007347 | ✓ |
| BLACKROCK INC | 0.007086 | ✓ |
| MICRON TECHNOLOGY INC | 0.007074 |  |
| BANK OF AMERICA CORPORATION | 0.006976 | ✓ |
| PHILIP MORRIS INTL INC | 0.006924 | ✓ |
| COCA-COLA CO/THE | 0.006871 | ✓ |
| MERCK & CO | 0.006810 |  |
| PROCTER & GAMBLE | 0.006441 | ✓ |
| PROGRESSIVE CORP OHIO | 0.006304 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.006279 |  |
| PROLOGIS INC REIT | 0.006253 | ✓ |
| QUALCOMM INC | 0.006242 |  |
| LAM RESEARCH CORP | 0.006214 |  |
| TEXAS INSTRUMENTS INC | 0.006173 | ✓ |
| ALTRIA GROUP INC | 0.006014 | ✓ |
| INTL BUS MACH CORP | 0.005828 | ✓ |
| NETFLIX INC | 0.005816 |  |
| ADV MICRO DEVICE | 0.005759 |  |
| GOLDMAN SACHS GROUP INC | 0.005577 |  |
| APPLIED MATERIALS INC | 0.005567 | ✓ |
| COMCAST CORP CL A | 0.005489 | ✓ |
| CITIGROUP INC | 0.005409 |  |
| ACCENTURE PLC CL A | 0.005382 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005219 |  |
| WALMART INC | 0.005205 |  |
| AMGEN INC | 0.005048 | ✓ |
| UNITEDHEALTH GRP | 0.004932 | ✓ |
| WELLS FARGO & CO | 0.004908 | ✓ |
| ORACLE CORP | 0.004906 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-130897` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/5506/000119312526130897/0001193125-26-130897-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020722` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1655589/000094040026020722/0000940400-26-020722-index.htm>

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