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CAMWX vs DVIPX

Shared holdings
11
CAMWX covered by DVIPX
21.52%
DVIPX covered by CAMWX
21.52%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CAMWX (Jan. 31, 2026)

SecurityWeight
TEXAS INSTRUMENTS INC3.59%
APPLIED MATERIALS INC COMMON STOCK3.48%
PUT Amazon.com, Inc. 01/02/2026 P2053.33%
HONEYWELL INTL INC3.23%
ELEVANCE HEALTH INC COMMON STOCK3.20%
ALPHABET INC CL A3.17%
CME GROUP INC CL A3.12%
Amrize Ltd. USD0.012.99%
UNION PACIFIC CORP2.98%
MEDTRONIC PLC2.96%
FIRST AM-TR OB-X2.95%
UBER TECHNOLOGIES INC2.92%
PNC FINANCIAL SERVICES GRP INC2.90%
CHUBB LTD2.68%
DELTA AIR LI2.65%
LABCORP HOLDINGS INC2.64%
ESTEE LAUDER COS INC CL A2.63%
CHEVRON CORP2.57%
AIRBNB INC-CLASS A COMMON STOCK2.56%
JPMORGAN CHASE and CO2.55%
BRISTOL-MYERS SQUIBB CO2.55%
REGENERON PHARMACEUTICALS INC2.52%
PEPSICO INC2.51%
FEDEX CORP2.49%
SYSCO CORP2.36%
CENTENE CORP2.21%
US BANCORP DEL2.17%
SEMPRA ENERGY2.10%
CONSTELLATION BRANDS INC CL A2.03%
COMCAST CORP CL A1.96%
APTIV PLC1.94%
SLB LTD1.93%
MASCO CORPORATION1.92%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT1.89%
MASTERCARD INC CL A1.83%
AMERICAN EXPRESS CO COMMON STOCK1.74%
TE CONNECTIVITY1.72%
WEYERHAEUSER CO1.72%
AIRBUS SE - UNSP ADR DEPOSITARY RECEIPT1.71%
TJX COS INC1.53%
VERSANT MEDIA GROUP INC - A0.09%

DVIPX (March 31, 2026)

SecurityWeight
FIRST AM-TR OB-X4.97%
NEXTERA ENERGY INC4.00%
JOHNSON&JOHNSON3.53%
CHEVRON CORP3.21%
ANHEUSER-BUSCH INBEV SPN ADR3.09%
AMERICAN TOWER CORP3.06%
BERKSHIRE HATH-B3.02%
TE CONNECTIVITY2.99%
COMCAST CORP CL A2.91%
WATSCO INC2.84%
L3HARRIS TECHNOLOGIES INC2.63%
NORFOLK SOUTHERN CORP2.58%
SLB LTD2.38%
JOHNSON CONTROLS2.36%
BECTON DICKINSON and CO2.35%
EASTMAN CHEMICAL CO2.31%
MARSH & MCLENNAN2.29%
FAIRFAX FINL HLDGS LTD SUB VTG2.24%
ENBRIDGE INC2.22%
BROOKFIELD ASSET MANAGEMENT LTD A2.21%
EXXON MOBIL CORP2.19%
BROOKFIELD CORP CL A2.18%
MARKEL GROUP INC2.16%
MEDTRONIC PLC2.16%
JPMORGAN CHASE and CO2.16%
SANOFI SPON ADR2.16%
CITIGROUP INC2.10%
ELEVANCE HEALTH INC2.09%
MCDONALDS CORP2.09%
LAMAR ADVERTISING CO CL A2.08%
CISCO SYSTEMS INC2.03%
LOWES COS INC1.75%
UNITED PARCEL SERVICE INC CL B1.71%
UNITEDHEALTH GRP1.65%
WELLS FARGO & CO1.59%
UNION PACIFIC CORP1.57%
ACCENTURE PLC-A1.56%
WEYERHAEUSER CO1.54%
PEPSICO INC1.49%
TEXAS INSTRUMENTS INC1.49%
PHILIP MORRIS INTL INC1.45%
FIDELITY NATIONAL FINL INC1.23%
GENUINE PARTS CO1.19%
AVERY DENNISON CORP1.18%

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