Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CSVGX vs HLIEX
Shared holdings
15
CSVGX covered by HLIEX
23.24%
HLIEX covered by CSVGX
23.24%
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.
CSVGX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| VERIZON COMMUNICATIONS INC | 3.75% | |
| CONSTELLATION BRANDS INC CL A | 3.50% | |
| AES CORP | 3.47% | |
| EPAM SYSTEMS INC | 3.42% | |
| AMERICAN TOWER CORP | 3.33% | |
| CVS HEALTH CORP | 3.29% | |
| FREEPORT MCMORAN INC | 3.26% | |
| SALESFORCE INC | 3.23% | |
| PHILIP MORRIS INTL INC | 3.04% | |
| PG&E CORP | 3.02% | |
| COLUMBIA SHORT TERM CASH FUND | 3.02% | |
| WILLIAMS COS INC | 3.00% | |
| LOWES COS INC | 2.98% | |
| APPLIED MATERIALS INC | 2.92% | |
| TECHNIPFMC PLC | 2.90% | |
| BOEING CO/THE | 2.79% | |
| CORNING INC | 2.78% | |
| RTX CORP | 2.77% | |
| THE CIGNA GROUP | 2.69% | |
| AMERICAN INTERNATIONAL GROUP | 2.68% | |
| BARRICK MINING CORP | 2.64% | |
| MORGAN STANLEY | 2.53% | |
| CHEVRON CORP | 2.46% | |
| WELLS FARGO & CO | 2.46% | |
| BRISTOL-MYERS SQUIBB CO | 2.45% | |
| TENET HEALTHCARE CORP | 2.40% | |
| CSX CORP | 2.38% | |
| CITIGROUP INC | 2.30% | |
| BANK OF AMERICA CORPORATION | 2.26% | |
| JPMORGAN CHASE and CO | 2.14% | |
| SOUTHWEST AIRLINES CO | 2.07% | |
| CATERPILLAR INC | 1.94% | |
| CENTENE CORP | 1.78% | |
| MARATHON PETROLEUM CORP | 1.73% | |
| ALPHABET INC CL A | 1.61% | |
| CAPITAL ONE FINANCIAL CORP | 1.55% | |
| METLIFE INC | 1.52% | |
| QUALCOMM INC | 1.42% | |
| TERADATA CORP | 0.52% |
HLIEX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| WELLS FARGO & CO | 2.75% | |
| ALPHABET INC CL C | 2.55% | |
| CONOCOPHILLIPS | 2.54% | |
| JOHNSON&JOHNSON | 2.47% | |
| CHEVRON CORP | 2.42% | |
| PHILIP MORRIS INTL INC | 2.29% | |
| EATON CORP PLC | 2.16% | |
| BANK OF AMERICA CORPORATION | 2.06% | |
| UNION PACIFIC CORP | 2.02% | |
| MORGAN STANLEY | 1.95% | |
| SCHWAB CHARLES CORP | 1.91% | |
| GENERAL DYNAMICS CORPORATION | 1.85% | |
| RTX CORP | 1.77% | |
| AIR PRODUCTS and CHEMICALS INC | 1.74% | |
| DEERE & CO | 1.73% | |
| CITIGROUP INC | 1.71% | |
| MCDONALDS CORP | 1.71% | |
| BANK OF NEW YORK MELLON CORP | 1.71% | |
| ANALOG DEVICES INC | 1.64% | |
| EOG RESOURCES INC | 1.62% | |
| MICROSOFT CORP | 1.61% | |
| LOWES COS INC | 1.58% | |
| MERCK & CO | 1.57% | |
| DOVER CORP | 1.54% | |
| CORNING INC | 1.46% | |
| META PLATFORMS INC CL A | 1.43% | |
| NEXTERA ENERGY INC | 1.41% | |
| AMERICAN EXPRESS CO | 1.40% | |
| TEXAS INSTRUMENTS INC | 1.40% | |
| CAPITAL ONE FINANCIAL CORP | 1.39% | |
| DOMINION ENERGY INC | 1.39% | |
| HOME DEPOT INC | 1.35% | |
| HEWLETT PACKARD ENTERPRISE CO | 1.34% | |
| XCEL ENERGY INC | 1.32% | |
| WALMART INC | 1.32% | |
| CME GROUP INC CL A | 1.31% | |
| WALT DISNEY CO/T | 1.28% | |
| PROCTER & GAMBLE | 1.22% | |
| TJX COS INC | 1.21% | |
| ABBVIE INC | 1.20% | |
| GOLDMAN SACHS GROUP INC | 1.16% | |
| COCA-COLA CO/THE | 1.16% | |
| UNITEDHEALTH GRP | 1.08% | |
| CARRIER GLOBAL CORP | 1.06% | |
| NXP SEMICONDUCTORS NV | 1.05% | |
| DANAHER CORP | 1.02% | |
| 3M CO | 1.01% | |
| VENTAS INC REIT | 1.00% | |
| CVS HEALTH CORP | 0.95% | |
| MONDELEZ INTL INC | 0.94% |
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