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DAEIX vs CFVLX

Shared holdings
21
DAEIX covered by CFVLX
33.96%
CFVLX covered by DAEIX
33.96%

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.

DAEIX (March 31, 2026)

SecurityWeight
CHEVRON CORP3.92%
PEPSICO INC3.57%
AMGEN INC3.37%
EOG RESOURCES INC3.26%
JOHNSON&JOHNSON3.14%
ILLINOIS TOOL WORKS INC2.93%
VERIZON COMMUNICATIONS INC2.73%
XCEL ENERGY INC2.63%
PRINCIPAL FINL GROUP INC2.48%
ALTRIA GROUP INC2.38%
WEC ENERGY GROUP INC2.36%
JPMORGAN CHASE and CO2.35%
LAMAR ADVERTISING CO CL A2.31%
PNC FINANCIAL SERVICES GRP INC2.26%
AMERICAN ELECTRIC POWER CO INC2.25%
ESSEX PROPERTY TRUST INC2.20%
PROCTER & GAMBLE2.17%
HERSHEY CO/THE2.13%
US ULTRA BOND CBT Sep252.09%
DIGITAL REALTY TRUST INC2.07%
DUKE ENERGY CORP NEW2.07%
ALLIANT ENERGY CORPORATION2.03%
PAYCHEX INC2.02%
UNION PACIFIC CORP1.94%
CFD_EQS GOLDUS33 22569081.90%
HOME DEPOT INC1.79%
LOCKHEED MARTIN CORP1.79%
AIR PRODUCTS and CHEMICALS INC1.76%
T ROWE PRICE GRP1.76%
CISCO SYSTEMS INC1.74%
MERCK & CO1.70%
OMNICOM GROUP INC1.68%
TEXAS INSTRUMENTS INC1.68%
PRUDENTL FINL1.65%
SONOCO PRODUCTS CO1.64%
PPG INDUSTRIES INC1.61%
MONDELEZ INTL INC1.54%
SYSCO CORP1.51%
TRUIST FINL CORP1.51%
NEXTERA ENERGY INC1.48%
FASTENAL CO1.38%
MARSH & MCLENNAN1.37%
PFIZER INC1.34%
KINDER MORGAN INC1.30%
AMERICAN TOWER CORP1.28%
COMCAST CORP CL A1.25%
BRISTOL-MYERS SQUIBB CO1.23%
BLACKROCK INC1.23%
PUBLIC STORAGE1.21%
LKQ CORP0.99%

CFVLX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.63%
TEXAS INSTRUMENTS INC2.82%
JPMORGAN CHASE and CO2.43%
EATON CORP PLC2.42%
MORGAN STANLEY2.31%
CISCO SYSTEMS INC2.26%
BERKSHIRE HATH-B2.16%
BLACKROCK INC2.16%
BANK OF AMERICA CORPORATION2.13%
PROLOGIS INC REIT2.05%
MONOLITHIC POWER SYS INC2.04%
BROADCOM INC2.00%
WILLIAMS COS INC1.99%
WELLS FARGO & CO1.98%
EXXON MOBIL CORP1.98%
WALT DISNEY CO/T1.98%
CHEVRON CORP1.97%
AMAZON.COM INC1.95%
KLA CORP1.94%
CHUBB LTD1.93%
PEPSICO INC1.93%
DUKE ENERGY CORP NEW1.90%
PROCTER & GAMBLE1.86%
JOHNSON&JOHNSON1.85%
GENERAL DYNAMICS CORPORATION1.84%
MERCK & CO1.83%
VERIZON COMMUNICATIONS INC1.82%
AMGEN INC1.82%
Southern Copper Corporation COM USD0.011.80%
HOME DEPOT INC1.78%
ABBVIE INC1.78%
CME GROUP INC CL A1.76%
MCDONALDS CORP1.74%
MEDTRONIC PLC1.73%
COMCAST CORP CL A1.64%
LITTELFUSE INC1.64%
RTX CORP1.63%
ABBOTT LABS1.61%
WALMART INC1.53%
LOCKHEED MARTIN CORP1.50%
METLIFE INC1.37%
AIR PRODUCTS and CHEMICALS INC1.35%
PNC FINANCIAL SERVICES GRP INC1.33%
ONEOK INC1.30%
MONDELEZ INTL INC1.29%
TYSON FOODS INC CL A1.28%
AMERICAN ELECTRIC POWER CO INC1.27%
STANLEY BLACK and DECKER INC1.26%
DOMINION ENERGY INC1.25%
EMERSON ELECTRIC CO1.24%

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