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DVAL vs VALQ

Shared holdings
57
DVAL covered by VALQ
26.14%
VALQ covered by DVAL
26.14%

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.

DVAL (March 31, 2026)

SecurityWeight
LOCKHEED MARTIN CORP4.60%
JPMORGAN CHASE and CO4.23%
HONEYWELL INTL INC4.18%
WELLS FARGO & CO3.98%
GOLDMAN SACHS GROUP INC3.57%
COMCAST CORP CL A3.44%
EOG RESOURCES INC3.05%
VERIZON COMMUNICATIONS INC2.77%
JOHNSON&JOHNSON2.63%
AT&T INC2.47%
BANK OF AMERICA CORPORATION2.44%
PROCTER & GAMBLE2.28%
SCHWAB CHARLES CORP2.24%
PEPSICO INC2.20%
EBAY INC2.18%
JABIL INC2.03%
THE CIGNA GROUP2.01%
METLIFE INC1.85%
ILLINOIS TOOL WORKS INC1.75%
WILLIAMS COS INC1.71%
KROGER CO1.53%
DR HORTON INC1.42%
HARTFORD INSURANCE GROUP INC/THE1.31%
PAYPAL HOLDINGS1.31%
FLEX LTD1.29%
BRISTOL-MYERS SQUIBB CO1.29%
CF INDUSTRIES HOLDINGS INC1.28%
LAS VEGAS SANDS CORP1.22%
UNITED PARCEL SERVICE INC CL B1.17%
ALPHABET INC CL A1.15%
AMERICAN INTERNATIONAL GROUP1.14%
MARATHON PETROLEUM CORP1.13%
SYNCHRONY FINANCIAL0.96%
WALMART INC0.95%
NORTHERN TRUST CORP0.93%
UNITED RENTALS INC0.87%
NVR INC0.85%
M&T BANK CORP0.84%
WILLIS TOWERS WATSON PLC0.82%
CARLISLE COS INC0.81%
WESTERN ASSET PREM0.77%
AMGEN INC0.75%
AIR PRODUCTS and CHEMICALS INC0.73%
LEIDOS HOLDINGS INC0.72%
PHILLIPS 660.69%
ROYALTY PHARMA PLC0.68%
DARDEN RESTAURANTS INC0.68%
AMAZON.COM INC0.67%
OLD REPUBLIC INTL CORP0.66%
MARTIN MAR MTLS0.62%

VALQ (Feb. 28, 2026)

SecurityWeight
LOCKHEED MARTIN CORP3.27%
MERCK & CO2.88%
LOWES COS INC2.87%
CISCO SYSTEMS INC2.52%
PROCTER & GAMBLE1.98%
INTL BUS MACH CORP1.82%
GILEAD SCIENCES INC1.74%
APPLIED MATERIALS INC1.72%
QUALCOMM INC1.65%
LAM RESEARCH CORP1.64%
VERIZON COMMUNICATIONS INC1.61%
APPLE INC1.55%
ALPHABET INC CL A1.51%
CFD_EQS GOLDUS33 22569081.51%
SCHWAB CHARLES CORP1.50%
GOLDMAN SACHS GROUP INC1.48%
JOHNSON&JOHNSON1.47%
EXXON MOBIL CORP1.45%
COLGATE-PALMOLIVE CO1.44%
WALMART INC1.40%
HONEYWELL INTL INC1.38%
UNION PACIFIC CORP1.34%
CHEVRON CORP1.34%
PEPSICO INC1.32%
BRISTOL-MYERS SQUIBB CO1.29%
TEXAS INSTRUMENTS INC1.29%
COMCAST CORP CL A1.27%
META PLATFORMS INC CL A1.26%
TJX COS INC1.25%
HOME DEPOT INC1.20%
CLOROX CO1.19%
ILLINOIS TOOL WORKS INC1.17%
ACCENTURE PLC-A1.14%
ABBVIE INC1.13%
THE BOOKING HOLDINGS INC1.11%
NETAPP INC1.08%
SALESFORCE INC1.07%
ADOBE INC1.06%
KIMBERLY CLARK CORP1.04%
TARGET CORP1.02%
ABBOTT LABS1.01%
UNITEDHEALTH GRP0.95%
JONES LANG LASALLE INC0.93%
HCA HEALTHCARE INC0.93%
AUTOMATIC DATA PROCESSING INC0.83%
BEST BUY CO INC0.81%
GENERAL MILLS INC0.78%
DOLBY LABORATORIES INC CL A0.76%
F5 INC0.74%
NIKE INC CL B0.63%

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