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DFDPX vs USGLX

Shared holdings
12
DFDPX covered by USGLX
36.35%
USGLX covered by DFDPX
36.35%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DFDPX (March 31, 2026)

SecurityWeight
AMAZON.COM INC6.95%
ALPHABET INC CL C6.51%
VISA INC-CLASS A4.84%
MASTERCARD INC CL A4.82%
MICROSOFT CORP4.15%
HEICO CORP CL A4.05%
MONOLITHIC POWER SYS INC3.73%
TRANSDIGM GROUP INC3.58%
VULCAN MATERIALS CO3.30%
MOTOROLA SOLUTIONS INC3.05%
ASML Holding NV - NY Reg Shares2.85%
DANAHER CORP2.83%
CBRE GROUP INC - CL A2.78%
UBER TECHNOLOGIES INC2.66%
NETFLIX INC2.63%
MOODYS CORP2.56%
WASTE CONNECTIONS INC2.54%
PROCORE TECHNOLOGIES INC2.51%
APPLE INC2.50%
GUIDEWIRE SOFTWARE INC2.50%
VEEVA SYSTEMS-A2.49%
CADENCE DESIGN SYSTEMS INC2.47%
PERIMETER SOLUTIONS SA2.45%
TYLER TECHNOLOGIES INC2.44%
INTUITIVE SURGICAL INC2.29%
BROADCOM INC2.28%
SHERWIN WILLIAMS CO2.26%
ECOLAB INC1.82%
S&P GLOBAL INC1.72%
MSCI INC1.72%
KINSALE CAPITAL GROUP INC1.51%
BIO-TECHNE CORP1.46%
THERMO FISHER SCIENTIFIC INC1.12%
COSTAR GROUP INC0.99%
AMPHENOL CORPORATION CL A0.95%
COPART INC0.50%
SERVICENOW INC0.11%
FIRST AM-TR OB-X0.09%

USGLX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.57%
AMAZON.COM INC8.40%
MICROSOFT CORP7.10%
ALPHABET INC CL C5.26%
META PLATFORMS INC CL A4.69%
VISA INC-CLASS A4.38%
WASTE MANAGEMENT INC4.04%
YUM! BRANDS INC4.00%
APPLE INC3.65%
S&P GLOBAL INC3.49%
CANADIAN PACIFIC KANSAS CITY LTD3.45%
SYNOPSYS INC3.20%
SALESFORCE INC3.00%
AON PLC-CLASS A2.85%
INTUIT INC2.70%
DANAHER CORP2.63%
BROADCOM INC2.54%
AMERICAN EXPRESS CO2.52%
UNITEDHEALTH GRP2.51%
WW GRAINGER INC2.50%
NETFLIX INC2.43%
CHIPOTLE MEXICAN GRILL INC2.17%
MASTERCARD INC CL A2.12%
COOPER COS INC2.08%
ECOLAB INC2.05%
NIKE INC CL B2.01%
ARM HOLDINGS LTD1.64%
SERVICENOW INC1.63%
GARTNER INC1.41%
SSC GOVERNMENT MM GVMXX /0.81%
JH COLLATERAL0.16%

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