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CLDL vs HAPY

Shared holdings
6
CLDL covered by HAPY
7.18%
HAPY covered by CLDL
7.18%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CLDL (April 30, 2025)

SecurityWeight
DREYFUS GOVT CASH MGMT FUND22.17%
GOLDMAN FINL SQ TRSRY INST 50613.47%
US ULTRA BOND CBT Sep254.03%
CROWDSTRIKE HOLDINGS INC3.50%
STRATEGY INC CL A3.45%
SERVICENOW INC3.41%
SAP SE3.23%
AUTODESK INC3.11%
WORKDAY INC CL A2.99%
VEEVA SYSTEMS-A2.98%
SNOWFLAKE INC CL A2.98%
ATLASSIAN CORP PLC CLS A2.96%
ADOBE INC2.89%
SALESFORCE INC2.87%
ORACLE CORP2.77%
ZSCALER INC2.58%
ZOOM VIDEO COMMUNICATIONS INC CL A2.43%
NUTANIX INC CL A2.04%
DOCUSIGN INC1.95%
TWILIO INC CLASS A1.65%
AKAMAI TECHNOLOGIES INC1.42%
PAYCOM SOFTWARE INC1.36%
PAYLOCITY HOLDING CORP1.02%
DROPBOX INC CL A0.73%
ACI WORLDWIDE INC0.66%
SPS COMMERCE INC0.64%
CLEARWATER ANALYTICS HOLDINGS INC0.61%
APPFOLIO INC - A0.54%
QUALYS INC0.54%
BOX INC- CLASS A0.51%
BILL HOLDINGS INC0.50%
WORKIVA INC0.45%
INFORMATICA INC0.38%
FRESHWORKS INC CL A0.33%
C3.AI INC-A0.30%
ALARM.COM HOLDINGS INC0.30%
NCINO INC0.29%
BLACKLINE INC0.29%
BLACKBAUD INC0.28%
RINGCENTRAL INC CL A0.24%
DIGITALOCEAN HOLDINGS INC0.23%
FIVE9 INC0.22%
AVEPOINT INC0.22%
Radware Ltd. ORD0.09%
PROS HOLDINGS IN0.09%
JAMF HOLDING CORP0.09%
VIMEO INC0.09%
BLEND LABS INC-A0.08%
SEMRUSH HOLDINGS INC0.04%

HAPY (July 31, 2025)

SecurityWeight
CHEVRON CORP3.04%
NVIDIA CORP1.79%
TERADYNE INC1.74%
CATERPILLAR INC1.71%
NUCOR CORP1.67%
MARVELL TECHNOLOGY INC1.67%
INTUIT INC1.65%
NASDAQ INC1.62%
MICROSOFT CORP1.61%
PINTEREST INC CL A1.60%
CIENA CORP1.60%
ALPHABET INC CL A1.59%
HEWLETT PACKARD ENTERPRISE CO1.58%
CADENCE DESIGN SYSTEMS INC1.56%
SYNCHRONY FINANCIAL1.56%
KKR & CO INC1.55%
CBOE GLOBAL MARKETS INC1.54%
PULTEGROUP INC1.51%
SIMPSON MFG1.51%
RESMED INC1.51%
NEUROCRINE BIOSCIENCES INC1.47%
MERCK & CO1.45%
OGE ENERGY CORP1.45%
LAMAR ADVERTISING CO CL A1.44%
GUIDEWIRE SOFTWARE INC1.44%
DELTA AIR LI1.44%
AES CORP1.44%
HANOVER INSURANCE GROUP INC1.43%
EAST WEST BNCRP1.43%
CROWDSTRIKE HOLDINGS INC1.42%
AXON ENTERPRISE INC1.41%
CONOCOPHILLIPS1.41%
SOUTHSTATE CORP1.41%
FREEPORT MCMORAN INC1.41%
AUTODESK INC1.41%
STRYKER CORP1.39%
BOSTON SCIENTIFIC CORP1.39%
CINCINNATI FINANCIAL CORP1.38%
NETFLIX INC1.36%
TRAVELERS COS IN1.36%
PROLOGIS INC REIT1.36%
CREDIT ACCEPTANCE CORP1.36%
MSCI INC1.35%
MASTERCARD INC CL A1.35%
GE HEALTHCARE TECHNOLOGIES INC WI1.34%
CULLEN FROST BANKERS INC1.34%
ROPER TECHNOLOGIES INC1.34%
BUNGE GLOBAL SA1.34%
MARKETAXESS HLDGS INC1.33%
TEXAS INSTRUMENTS INC1.32%

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