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BDVG vs ACUSX

Shared holdings
14
BDVG covered by ACUSX
29.20%
ACUSX covered by BDVG
29.20%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BDVG (March 31, 2026)

SecurityWeight
CHEVRON CORP4.86%
JPMORGAN CHASE and CO4.17%
ABBVIE INC3.88%
APPLE INC3.86%
NUCOR CORP3.61%
CISCO SYSTEMS INC3.38%
LOCKHEED MARTIN CORP3.36%
BANK OF AMERICA CORPORATION3.18%
MICROSOFT CORP3.02%
PPL CORPORATION3.00%
DELL TECHNOLOGIES INC CL C2.99%
NORFOLK SOUTHERN CORP2.96%
WASTE MANAGEMENT INC2.82%
EOG RESOURCES INC2.80%
HONEYWELL INTL INC2.67%
WALMART INC2.66%
KINDER MORGAN INC2.60%
FIXED INC CLEARING CORP.REPO2.58%
M&T BANK CORP2.56%
JOHNSON&JOHNSON2.42%
EMERSON ELECTRIC CO2.42%
MCDONALDS CORP2.39%
TE CONNECTIVITY PLC2.34%
CHUBB LTD2.32%
SCHWAB CHARLES CORP2.23%
DEERE & CO2.14%
QUALCOMM INC2.13%
PNC FINANCIAL SERVICES GRP INC2.13%
LOWES COS INC2.04%
NESTLE S A SPONSORED ADR1.92%
BRISTOL-MYERS SQUIBB CO1.84%
SMITH (AO) CORP1.75%
HERSHEY CO/THE1.73%
LENNAR CORP CL A1.58%
MONDELEZ INTL INC1.57%
PEPSICO INC1.44%
ABBOTT LABS1.42%
PROCTER & GAMBLE1.38%
WP CAREY INC1.24%
GENERAL MILLS INC0.59%

ACUSX (March 31, 2026)

SecurityWeight
ALPHABET INC CL A4.40%
MICROSOFT CORP3.86%
APPLE INC3.76%
BROADCOM INC3.65%
WILLIAMS COS INC2.88%
CHEVRON CORP2.80%
JPMORGAN CHASE and CO2.70%
CISCO SYSTEMS INC2.33%
NEXTERA ENERGY INC2.22%
CHUBB LTD2.22%
MASTERCARD INC CL A2.04%
DELL TECHNOLOGIES INC CL C2.02%
WELLS FARGO & CO2.01%
THERMO FISHER SCIENTIFIC INC2.01%
ROSS STORES INC2.00%
COSTCO WHOLESALE CORP1.96%
ORACLE CORP1.95%
HONEYWELL INTL INC1.92%
INTL BUS MACH CORP1.92%
JOHNSON&JOHNSON1.91%
NVIDIA CORP1.90%
META PLATFORMS INC CL A1.88%
LOCKHEED MARTIN CORP1.87%
EATON CORP PLC1.87%
TRANE TECHNOLOGI1.85%
MONEYMKT1.84%
MCKESSON CORP1.78%
PROLOGIS INC REIT1.74%
CME GROUP INC CL A1.72%
T-MOBILE US INC1.71%
HOME DEPOT INC1.71%
DEERE & CO1.64%
AMGEN INC1.61%
BLACKROCK INC1.61%
STARBUCKS CORP1.56%
EBAY INC1.56%
NETFLIX INC1.52%
SOUTHERN CO1.52%
PEPSICO INC1.48%
LINDE PLC1.48%
ULTA BEAUTY INC1.46%
STRYKER CORP1.39%
QUALCOMM INC1.33%
ZOETIS INC CL A1.28%
ABBOTT LABS1.26%
TE CONNECTIVITY1.24%
TRUIST FINL CORP1.24%
BERKSHIRE HATH-B1.20%
HERSHEY CO/THE1.18%
SALESFORCE INC1.09%

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