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DFMAX vs ADGAX

Shared holdings
15
DFMAX covered by ADGAX
39.75%
ADGAX covered by DFMAX
39.75%

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.

DFMAX (March 31, 2026)

SecurityWeight
AMAZON.COM INC4.75%
ALPHABET INC CL C4.73%
NVIDIA CORP4.52%
MICROSOFT CORP4.32%
APPLE INC4.10%
TAIWAN SEMIC MFG CO LTD SP ADR3.02%
CITIGROUP INC2.72%
META PLATFORMS INC CL A2.38%
EATON CORP PLC2.32%
BROADCOM INC2.31%
CHEVRON CORP2.27%
GOLDMAN SACHS GROUP INC2.14%
HONEYWELL INTL INC2.09%
RTX CORP2.07%
WALMART INC2.06%
THE CIGNA GROUP2.06%
VISA INC-CLASS A2.06%
NETFLIX INC2.01%
FEDEX CORP2.00%
HYATT HOTELS CORP CL A1.98%
ARISTA NETWORKS INC1.93%
GILDAN ACTIVEWEAR INC1.93%
EOG RESOURCES INC1.91%
ASTRAZENECA PLC1.81%
OTIS WORLDWIDE CORP1.81%
VERTEX PHARMACEUTICALS INC1.74%
HOME DEPOT INC1.66%
CORTEVA INC1.62%
SEMPRA ENERGY1.62%
T-MOBILE US INC1.60%
THERMO FISHER SCIENTIFIC INC1.54%
EXELON CORP1.54%
CONSTELLATION BRANDS INC CL A1.52%
LABCORP HOLDINGS INC1.51%
MEDTRONIC PLC1.50%
AGNC INVESTMENT CORP1.41%
BRISTOL-MYERS SQUIBB CO1.40%
PALO ALTO NETWORKS INC1.37%
CUBESMART1.34%
PROGRESSIVE CORP OHIO1.30%
INTUIT INC1.29%
DYNATRACE INC1.26%
SALESFORCE INC1.23%
CAMDEN PROP TR1.21%
HB FULLER CO1.03%
GLACIER BANCORP INC1.00%
PAYPAL HOLDINGS0.98%
BELLRING BRANDS INC0.95%
WASHINGTON FEDERAL INC0.81%
SILICON LABS0.80%

ADGAX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP7.77%
MICROSOFT CORP6.12%
APPLE INC5.64%
ALPHABET INC CL C4.91%
AMAZON.COM INC4.83%
META PLATFORMS INC CL A3.82%
BROADCOM INC3.55%
VISA INC-CLASS A3.11%
JPMORGAN CHASE and CO2.81%
SCHWAB CHARLES CORP2.29%
JOHNSON&JOHNSON2.28%
WALT DISNEY CO/T2.12%
LAM RESEARCH CORP1.89%
EATON CORP PLC1.89%
WELLS FARGO & CO1.85%
AUTOZONE INC1.77%
UNITEDHEALTH GRP1.68%
THERMO FISHER SCIENTIFIC INC1.61%
TAIWAN SEMIC MFG CO LTD SP ADR1.59%
3M CO1.54%
EXXON MOBIL CORP1.53%
UNION PACIFIC CORP1.51%
COMMSTCK1.50%
EOG RESOURCES INC1.47%
LOWES COS INC1.47%
T-MOBILE US INC1.45%
GE VERNOVA LLC1.44%
ABBOTT LABS1.40%
CORTEVA INC1.37%
LILLY ELI and CO1.35%
MCKESSON CORP1.32%
CONSTELLATION ENERGY CORP1.28%
WALMART INC1.27%
MONSTER BEVERAGE CORP1.27%
HILTON WORLDWIDE HOLDINGS INC1.25%
IQVIA HOLDINGS INC1.25%
S&P GLOBAL INC1.24%
ORACLE CORP1.23%
ALLIANT ENERGY CORPORATION1.20%
DEERE & CO1.16%
CADENCE DESIGN SYSTEMS INC1.15%
WW GRAINGER INC1.13%
ARTHUR J GALLAGHAR AND CO1.07%
CBRE GROUP INC - CL A1.07%
TEXAS INSTRUMENTS INC1.06%
PACCAR INC1.03%
UNITED RENTALS INC1.00%
DOLLAR TREE INC0.95%
JEFFERIES FINANCIAL GROUP INC0.84%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio0.66%

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