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DRES vs RSPN

Shared holdings
13
DRES covered by RSPN
16.62%
RSPN covered by DRES
16.62%

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.

DRES (Feb. 28, 2026)

SecurityWeight
UNION PACIFIC CORP5.02%
CSX CORP4.06%
CLEAN HARBORS INC3.98%
NORTHROP GRUMMAN CORP3.89%
CARLISLE COS INC3.74%
CONOCOPHILLIPS3.74%
MARTIN MAR MTLS3.42%
VULCAN MATERIALS CO3.23%
WILLSCOT MOBILE MINI HOLDINGS CORP3.12%
EQT CORPORATION2.93%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC2.92%
FLUOR CORP2.91%
JACOBS SOLUTIONS INC2.79%
MYR GROUP INC/DELAWARE2.73%
EAGLE MATERIALS INC2.71%
LOCKHEED MARTIN CORP2.70%
TFI INTERNATIONA2.65%
NUCOR CORP2.63%
APPLIED INDU TEC2.59%
EOG RESOURCES INC2.47%
REGAL REXNORD CORP2.44%
STEEL DYNAMICS INC2.36%
ROCKWELL AUTOMATION INC2.32%
OLD DOMINION FRT2.31%
WESCO INTL2.28%
ARCOSA INC2.27%
SAIA INC2.18%
ACUITY INC2.10%
HUNTINGTON INGALLS INDUSTRIES INC1.96%
L3HARRIS TECHNOLOGIES INC1.96%
HUBBELL INC1.94%
ROPER TECHNOLOGIES INC1.87%
FERGUSON ENTERPRISES INC1.81%
AECOM1.78%
UNITED RENTALS INC1.66%
State Street Institutional Treasury Money Market Fund1.48%
CH ROBINSON WORLDWIDE INC1.11%
ALLEGION PLC1.07%
FASTENAL CO0.91%

RSPN (Jan. 31, 2026)

SecurityWeight
LOCKHEED MARTIN CORP1.61%
HUNTINGTON INGALLS INDUSTRIES INC1.54%
NORTHROP GRUMMAN CORP1.48%
CH ROBINSON WORLDWIDE INC1.46%
L3HARRIS TECHNOLOGIES INC1.42%
SOUTHWEST AIRLINES CO1.42%
HONEYWELL INTL INC1.41%
BOEING CO/THE1.40%
NORDSON CORP1.38%
RTX CORP1.36%
EMCOR GROUP INC1.36%
FEDEX CORP1.35%
DEERE & CO1.34%
IDEX CORPORATION1.34%
COMFORT SYSTEMS USA INC1.33%
AMETEK INC NEW1.33%
CARRIER GLOBAL CORP1.32%
CUMMINS INC1.31%
OLD DOMINION FRT1.31%
TRANSDIGM GROUP INC1.30%
HUBBELL INC1.29%
WW GRAINGER INC1.29%
PACCAR INC1.29%
SMITH (AO) CORP1.28%
GENERAL ELECTRIC CO1.28%
HOWMET AEROSPACE INC1.28%
ROLLINS INC1.28%
EMERSON ELECTRIC CO1.27%
CATERPILLAR INC1.27%
WESTINGHOUSE AIR BRAKE TECH CORP1.27%
UNITED PARCEL SERVICE INC CL B1.27%
INGERSOLL RAND INC1.26%
WASTE MANAGEMENT INC1.26%
EXPEDITORS INTL OF WASH INC1.26%
FASTENAL CO1.26%
TRANE TECHNOLOGI1.25%
PARKER HANNIFIN CORP1.25%
SNAP-ON INCORPORATED1.25%
BUILDERS FIRSTSOURCE1.24%
MASCO CORPORATION1.24%
STANLEY BLACK and DECKER INC1.23%
REPUBLIC SVCS1.23%
COPART INC1.23%
TEXTRON INC1.23%
ALLEGION PLC1.23%
CINTAS CORP1.22%
ILLINOIS TOOL WORKS INC1.22%
DOVER CORP1.22%
JOHNSON CONTROLS1.22%
ROCKWELL AUTOMATION INC1.22%

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