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DLCIX vs CVAAX

Shared holdings
17
DLCIX covered by CVAAX
49.61%
CVAAX covered by DLCIX
49.61%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 48 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DLCIX (April 30, 2026)

SecurityWeight
NVIDIA CORP7.93%
ALPHABET INC CL A6.75%
APPLE INC6.54%
MICROSOFT CORP4.94%
AMAZON.COM INC4.26%
BROADCOM INC3.27%
ANALOG DEVICES INC2.29%
LAM RESEARCH CORP2.22%
META PLATFORMS INC CL A2.15%
CISCO SYSTEMS INC2.09%
VERTIV HOLDINGS CO2.04%
LINDE PLC1.99%
SLB LTD1.95%
AMERICAN TOWER CORP1.92%
INTERACTIVE BROKERS GROUP INC1.92%
BANK OF NEW YORK MELLON CORP1.90%
ORACLE CORP1.88%
DIAMONDBACK ENERGY INC1.86%
ABBVIE INC1.79%
DELTA AIR LI1.79%
JPMORGAN CHASE and CO1.78%
WELLS FARGO & CO1.77%
IQVIA HOLDINGS INC1.74%
VISA INC-CLASS A1.73%
LILLY ELI and CO1.71%
PARKER HANNIFIN CORP1.69%
AMERICAN EXPRESS CO1.65%
ALLSTATE CORPORATION1.65%
UBER TECHNOLOGIES INC1.61%
MCKESSON CORP1.60%
RESTAURANT BRANDS INTERNATIONAL INC1.58%
ACCENTURE PLC-A1.57%
CARNIVAL CORP1.55%
L3HARRIS TECHNOLOGIES INC1.55%
TJX COS INC1.51%
PULTEGROUP INC1.48%
BOSTON SCIENTIFIC CORP1.44%
T-MOBILE US INC1.26%
PROCTER & GAMBLE1.19%
PHILIP MORRIS INTL INC1.19%
CENTERPOINT ENERGY INC1.18%
PPL CORPORATION1.15%
JM SMUCKER CO/THE1.13%
SYSCO CORP1.10%
WALT DISNEY CO/T1.09%
SERVICENOW INC1.06%
MONEY MARKET FUND0.47%
BANK OF AMERICA CORPORATION0.08%

CVAAX (Jan. 31, 2026)

SecurityWeight
ALPHABET INC CL A8.32%
NVIDIA CORP7.71%
APPLE INC6.70%
AMAZON.COM INC6.12%
MICROSOFT CORP5.55%
BROADCOM INC4.04%
META PLATFORMS INC CL A3.25%
LILLY ELI and CO2.88%
WALMART INC2.21%
VISA INC-CLASS A2.14%
JOHNSON&JOHNSON2.05%
BOEING CO/THE1.93%
DANAHER CORP1.84%
SOUTHERN CO1.79%
PROLOGIS INC REIT1.77%
CHEVRON CORP1.71%
WASTE MANAGEMENT INC1.70%
NETFLIX INC1.68%
CHUBB LTD1.65%
HOME DEPOT INC1.65%
TJX COS INC1.63%
UBER TECHNOLOGIES INC1.55%
JPMORGAN CHASE and CO1.54%
AMERICAN EXPRESS CO1.52%
DEERE & CO1.46%
WELLS FARGO & CO1.44%
S&P GLOBAL INC1.41%
MORGAN STANLEY1.41%
ROYAL CARIBBEAN CRUISES LTD1.40%
APPLIED MATERIALS INC1.36%
LINDE PLC1.34%
DOORDASH INC-A1.34%
SYNOPSYS INC1.33%
STRYKER CORP1.29%
AIRBNB INC CLASS A1.26%
SPOTIFY TECHNOLOGY SA1.22%
TEXAS INSTRUMENTS INC1.18%
IQVIA HOLDINGS INC1.18%
ARISTA NETWORKS INC1.15%
SNOWFLAKE INC CL A1.12%
DATADOG INC CL A1.06%
SHERWIN WILLIAMS CO1.01%
INTUIT INC1.00%
BOSTON SCIENTIFIC CORP0.98%
ORACLE CORP0.83%
ZEBRA TECHNOLOGIES CORP CL A0.68%
HUBSPOT INC0.61%

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