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BDVG vs CCOR

Shared holdings
12
BDVG covered by CCOR
31.36%
CCOR covered by BDVG
31.36%

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%

CCOR (April 30, 2026)

SecurityWeight
ALPHABET INC CL A6.64%
MORGAN STANLEY4.63%
JOHNSON&JOHNSON3.93%
WALMART INC3.74%
EXXON MOBIL CORP3.65%
CHEVRON CORP3.64%
AIR PRODUCTS and CHEMICALS INC3.44%
MICROSOFT CORP3.31%
NEXTERA ENERGY INC3.26%
JPMORGAN CHASE and CO3.22%
EMERSON ELECTRIC CO3.22%
CHUBB LTD3.22%
ADV MICRO DEVICE3.18%
CME GROUP INC CL A3.08%
WASTE MANAGEMENT INC3.07%
SOUTHERN CO3.03%
AMAZON.COM INC3.01%
REALTY INCOME CORP REIT2.73%
AMGEN INC2.73%
LOCKHEED MARTIN CORP2.66%
MCDONALDS CORP2.49%
APPLE INC2.41%
META PLATFORMS INC CL A2.25%
PROCTER & GAMBLE2.21%
LILLY ELI and CO2.16%
AFLAC INC2.06%
BROADRIDGE FINL1.81%
GENUINE PARTS CO1.79%
MERCK & CO1.76%
PAYCHEX INC1.72%
HOME DEPOT INC1.68%
FRST AM-GV OB-X1.67%
MOSAIC CO/THE1.45%
ACCENTURE PLC CL A1.18%
FACTSET RESEARCH SYSTEMS INC1.15%
ADOBE INC1.10%
FISERV INC0.92%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT0.74%
US ULTRA BOND CBT Sep250.08%

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