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CDGIX vs DIVHX

Shared holdings
11
CDGIX covered by DIVHX
28.35%
DIVHX covered by CDGIX
28.35%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CDGIX (March 31, 2026)

SecurityWeight
MICROSOFT CORP5.93%
AMERICAN EXPRESS CO5.26%
JOHNSON CONTROLS4.97%
AstraZeneca PLC ORD USD0.254.33%
ABBVIE INC4.01%
PHILIP MORRIS INTL INC3.99%
TE CONNECTIVITY3.67%
JOHNSON&JOHNSON3.49%
COCA-COLA CO/THE3.45%
MONEY MARKET FUND3.14%
MEDTRONIC PLC3.04%
BLACKROCK INC2.87%
TEXAS INSTRUMENTS INC2.85%
RTX CORP2.71%
VISA INC-CLASS A2.68%
HOME DEPOT INC2.55%
SCHWAB CHARLES CORP2.48%
S&P GLOBAL INC2.46%
WEC ENERGY GROUP INC2.44%
WILLIS TOWERS WA2.42%
QUEST DIAGNOSTICS INC2.41%
CSX CORP2.16%
UNITED PARCEL SERVICE INC CL B2.07%
PROCTER & GAMBLE2.00%
OMNICOM GROUP INC1.96%
ACCENTURE PLC-A1.88%
PNC FINANCIAL SERVICES GRP INC1.83%
HONEYWELL INTL INC1.77%
GENUINE PARTS CO1.75%
MARSH & MCLENNAN1.72%
INTERCONTINENTAL EXCHANGE INC1.71%
MONDELEZ INTL INC1.60%
CFD_EQS GOLDUS33 22569081.55%
ROSS STORES INC1.52%
AMERICAN ELECTRIC POWER CO INC1.31%
SAP SE1.20%
PAYCHEX INC1.13%
JPMORGAN CHASE and CO1.03%
STRYKER CORP0.63%

DIVHX (March 31, 2026)

SecurityWeight
WALMART INC6.28%
CATERPILLAR INC6.15%
RTX CORP5.27%
MICROSOFT CORP5.04%
EXXON MOBIL CORP4.41%
SCHWAB CHARLES CORP4.23%
DEERE & CO4.23%
BLACKROCK INC4.04%
REPUBLIC SVCS3.85%
MCDONALDS CORP3.56%
HOME DEPOT INC3.42%
KROGER CO3.04%
JPMORGAN CHASE and CO3.03%
NEXTERA ENERGY INC2.98%
CHEVRON CORP2.89%
JOHNSON&JOHNSON2.85%
VERIZON COMMUNICATIONS INC2.83%
CVS HEALTH CORP2.65%
TEXAS INSTRUMENTS INC2.59%
MERCK & CO2.47%
MEDTRONIC PLC2.43%
INTL BUS MACH CORP2.35%
PNC FINANCIAL SERVICES GRP INC2.15%
PEPSICO INC2.04%
CARRIER GLOBAL CORP1.97%
PROCTER & GAMBLE1.97%
M&T BANK CORP1.93%
PHILLIPS 661.76%
BECTON DICKINSON and CO1.58%
NIKE INC CL B1.45%
QNITY ELECTRONICS INC1.32%
PFIZER INC1.13%
LENNAR CORP CL A0.92%
DUPONT DE NEMOURS INC0.88%
Invesco Government & Agency Portfolio, Institutional Class0.31%

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