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CGCV vs SWDSX

Shared holdings
30
CGCV covered by SWDSX
39.54%
SWDSX covered by CGCV
39.54%

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.

CGCV (Feb. 28, 2026)

SecurityWeight
MICROSOFT CORP5.08%
PHILIP MORRIS INTL INC3.52%
RTX CORP3.52%
BROADCOM INC3.51%
LILLY ELI and CO3.15%
APPLE INC2.53%
GENERAL ELECTRIC CO2.41%
CAPITAL GROUP CENTRAL CASH FUND2.31%
ABBVIE INC2.30%
JPMORGAN CHASE and CO2.23%
STARBUCKS CORP2.17%
MONDELEZ INTL INC2.13%
META PLATFORMS INC CL A2.11%
HOME DEPOT INC2.03%
EXXON MOBIL CORP1.98%
CARRIER GLOBAL CORP1.88%
TAIWAN SEMIC MFG CO LTD SP ADR1.83%
APPLIED MATERIALS INC1.76%
LINDE PLC1.63%
INTL PAPER CO1.63%
SPONSORED ADR1.61%
GILEAD SCIENCES INC1.61%
COCA-COLA CO/THE1.60%
CENTERPOINT ENERGY INC1.56%
UNION PACIFIC CORP1.50%
NEXTERA ENERGY INC1.49%
WELLS FARGO & CO1.37%
ABBOTT LABS1.36%
JOHNSON&JOHNSON1.30%
ALPHABET INC CL A1.29%
AMGEN INC1.21%
PNC FINANCIAL SERVICES GRP INC1.20%
ACCENTURE PLC CL A1.19%
TC ENERGY CORP1.13%
AIR PRODUCTS and CHEMICALS INC1.07%
MEDTRONIC PLC1.07%
PROCTER & GAMBLE1.06%
WELLTOWER INC1.01%
BLACKROCK INC0.99%
PROGRESSIVE CORP OHIO0.98%
CONOCOPHILLIPS0.97%
DTE ENERGY CO0.96%
MASTERCARD INC CL A0.92%
DOMINION ENERGY INC0.92%
AUTOMATIC DATA PROCESSING INC0.91%
TEXAS INSTRUMENTS INC0.89%
MCDONALDS CORP0.89%
CHUBB LTD0.88%
ATMOS ENERGY CORP0.88%
AMPHENOL CORPORATION CL A0.88%

SWDSX (Jan. 31, 2026)

SecurityWeight
MORGAN STANLEY3.87%
JPMORGAN CHASE and CO3.73%
WALMART INC3.59%
EXXON MOBIL CORP3.45%
BROADCOM INC3.23%
PHILIP MORRIS INTL INC3.07%
COCA-COLA CO/THE2.98%
LOCKHEED MARTIN CORP2.79%
INTL BUS MACH CORP2.74%
JOHNSON&JOHNSON2.67%
BLACKROCK INC2.55%
MICROSOFT CORP2.52%
DUKE ENERGY CORP NEW2.52%
ALPHABET INC CL A2.47%
CHEVRON CORP2.45%
ABBVIE INC2.18%
PROCTER & GAMBLE2.03%
MCDONALDS CORP2.00%
VERIZON COMMUNICATIONS INC1.99%
PARKER HANNIFIN CORP1.98%
TJX COS INC1.95%
CISCO SYSTEMS INC1.91%
BANK OF AMERICA CORPORATION1.86%
HOME DEPOT INC1.84%
NEXTERA ENERGY INC1.43%
MEDTRONIC PLC1.42%
RTX CORP1.41%
FIDELITY NATL INFORM SVCS INC1.39%
VISA INC-CLASS A1.31%
ALLSTATE CORPORATION1.30%
KINDER MORGAN INC1.29%
ABBOTT LABS1.28%
PNC FINANCIAL SERVICES GRP INC1.27%
COMCAST CORP CL A1.26%
ELEVANCE HEALTH INC1.13%
PUBLIC STORAGE1.12%
APPLE INC1.10%
EOG RESOURCES INC1.09%
TRUIST FINL CORP1.09%
CATERPILLAR INC1.07%
TEXAS INSTRUMENTS INC1.05%
BECTON DICKINSON and CO1.03%
EVERSOURCE ENERGY0.90%
MERCK & CO0.90%
FASTENAL CO0.87%
ACCENTURE PLC CL A0.86%
ALTRIA GROUP INC0.86%
GENERAL DYNAMICS CORPORATION0.86%
PROGRESSIVE CORP OHIO0.85%
LAMAR ADVERTISING CO CL A0.84%

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