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CAPE vs QARP

Shared holdings
92
CAPE covered by QARP
32.35%
QARP covered by CAPE
32.35%

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.

CAPE (March 31, 2026)

SecurityWeight
AMAZON.COM INC5.68%
TESLA INC4.71%
META PLATFORMS INC CL A4.55%
LILLY ELI and CO3.44%
JOHNSON&JOHNSON2.76%
ALPHABET INC CL A2.60%
WELLTOWER INC2.43%
PROLOGIS INC REIT2.29%
ALPHABET INC CL C2.07%
ABBVIE INC1.80%
VERIZON COMMUNICATIONS INC1.49%
NETFLIX INC1.49%
HOME DEPOT INC1.48%
AT&T INC1.41%
MERCK & CO1.40%
T-MOBILE US INC1.27%
MCDONALDS CORP1.24%
EQUINIX INC1.24%
COMCAST CORP CL A1.24%
ELECTRONIC ARTS INC1.19%
DIGITAL REALTY TRUST INC1.16%
UNITEDHEALTH GRP1.16%
TJX COS INC1.12%
SIMON PROPERTY1.11%
REALTY INCOME CORP REIT1.10%
WARNER BROS DISCOVERY INC1.10%
AMERICAN TOWER CORP1.08%
WALT DISNEY CO/T1.04%
TAKE-TWO INTERACTV SOFTWR INC0.95%
AMGEN INC0.89%
THERMO FISHER SCIENTIFIC INC0.86%
THE BOOKING HOLDINGS INC0.86%
PUBLIC STORAGE0.85%
ABBOTT LABS0.84%
LOWES COS INC0.84%
OMNICOM GROUP INC0.83%
LIVE NATION ENTERTAINMENT INC0.82%
GILEAD SCIENCES INC0.81%
CBRE GROUP INC - CL A0.79%
INTUITIVE SURGICAL INC0.77%
VENTAS INC REIT0.76%
PFIZER INC0.75%
CROWN CASTLE INC0.70%
CHARTER COMMUNICATIONS INC A0.65%
STARBUCKS CORP0.64%
IRON MOUNTAIN INC0.60%
BRISTOL-MYERS SQUIBB CO0.58%
VICI PROPERTIES0.58%
DANAHER CORP0.56%
EXTRA SPACE STORAGE INC0.56%

QARP (Feb. 27, 2026)

SecurityWeight
APPLE INC5.62%
NVIDIA CORP5.24%
BERKSHIRE HATH-B4.37%
AMAZON.COM INC4.17%
ALPHABET INC CL A4.04%
META PLATFORMS INC CL A3.95%
ALPHABET INC CL C3.36%
WALMART INC3.23%
JOHNSON&JOHNSON2.53%
CHEVRON CORP2.36%
COSTCO WHOLESALE CORP2.03%
MCKESSON CORP1.67%
VISA INC-CLASS A1.66%
APPLIED MATERIALS INC1.56%
EXXON MOBIL CORP1.42%
MERCK & CO1.42%
MASTERCARD INC CL A1.33%
PROCTER & GAMBLE1.28%
LAM RESEARCH CORP1.07%
CATERPILLAR INC1.06%
CISCO SYSTEMS INC0.95%
TJX COS INC0.88%
ALTRIA GROUP INC0.87%
PHILIP MORRIS INTL INC0.78%
CENCORA INC0.72%
CARDINAL HEALTH INC0.71%
THE CIGNA GROUP0.70%
VERIZON COMMUNICATIONS INC0.69%
AT&T INC0.69%
MICROSOFT CORP0.66%
HOME DEPOT INC0.65%
EOG RESOURCES INC0.60%
NEWMONT CORP0.59%
THE BOOKING HOLDINGS INC0.59%
LOCKHEED MARTIN CORP0.59%
GE VERNOVA LLC0.58%
QUALCOMM INC0.58%
COMCAST CORP CL A0.53%
ABBOTT LABS0.53%
MICRON TECHNOLOGY INC0.51%
UNITED PARCEL SERVICE INC CL B0.49%
ACCENTURE PLC CL A0.47%
PROGRESSIVE CORP OHIO0.47%
NIKE INC CL B0.47%
ADOBE INC0.44%
REGENERON PHARMACEUTICALS INC0.43%
PEPSICO INC0.41%
UNITEDHEALTH GRP0.40%
HCA HEALTHCARE INC0.39%
ROSS STORES INC0.36%

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