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DVLU vs PDP

Shared holdings
29
DVLU covered by PDP
20.33%
PDP covered by DVLU
20.33%

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.

DVLU (March 31, 2026)

SecurityWeight
TD SYNNEX CORP4.02%
GENERAL MOTORS CO3.43%
POPULAR INC3.37%
DELTA AIR LI3.07%
HCA HEALTHCARE INC3.03%
MCKESSON CORP2.97%
WESCO INTL2.96%
TENET HEALTHCARE CORP2.94%
CARDINAL HEALTH INC2.93%
CITIGROUP INC2.89%
APTIV PLC2.88%
INVESCO LTD2.75%
FIRST CITIZENS BANCSHARES INC CL A2.70%
JONES LANG LASALLE INC2.64%
UNITED AIRLINES HOLDINGS INC2.64%
SYNCHRONY FINANCIAL2.49%
ALCOA CORP2.37%
WELLS FARGO & CO2.30%
RAYMOND JAMES FINANCIAL INC.2.29%
CAPITAL ONE FINANCIAL CORP2.16%
BANK OF NEW YORK MELLON CORP2.14%
EXELIXIS INC2.06%
JABIL INC2.06%
DOLLAR GENERAL CORP2.02%
LEIDOS HOLDINGS INC2.02%
STIFEL FINANCIAL CORP1.97%
STEEL DYNAMICS INC1.95%
NRG ENERGY INC1.85%
CENCORA INC1.77%
ENTERGY CORP1.76%
JPMORGAN CHASE and CO1.59%
NEWMONT CORP1.55%
FERGUSON ENTERPRISES INC1.46%
UNITED THERAPEUTICS CORP DEL1.35%
INCYTE CORP1.34%
ACUITY INC1.25%
ENSIGN GROUP INC1.25%
CASEY'S GENERAL1.23%
NORTHROP GRUMMAN CORP1.21%
MORGAN STANLEY1.20%
CARLYLE GROUP INC (THE)1.20%
GOLDMAN SACHS GROUP INC1.10%
CBRE GROUP INC - CL A1.04%
EXPEDIA INC1.03%
CRH PLC0.99%
API GROUP CORP0.99%
CUMMINS INC0.96%
ALLEGION PLC0.95%
CHARLES RIVER LABS INTL INC0.94%
LAS VEGAS SANDS CORP0.87%

PDP (Jan. 31, 2026)

SecurityWeight
COMFORT SYSTEMS USA INC3.00%
APPLE INC2.76%
AMPHENOL CORPORATION CL A2.74%
BROADCOM INC2.61%
MEDPACE HOLDINGS INC1.97%
KLA CORP1.97%
CARVANA CO CL A1.91%
APPLOVIN CORP1.83%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC1.81%
HOWMET AEROSPACE INC1.77%
QUANTA SVCS INC1.75%
ATI INC1.74%
CARPENTER TECHNOLOGY CORP1.73%
WESTERN DIGITAL CORP1.69%
APPLIED MATERIALS INC1.62%
MICRON TECHNOLOGY INC1.58%
SEAGATE TECHNOLO1.46%
MUELLER INDUSTRIES INC1.43%
ALPHABET INC CL A1.41%
INSMED INC1.35%
LAM RESEARCH CORP1.32%
API GROUP CORP1.29%
TENET HEALTHCARE CORP1.28%
GE VERNOVA LLC1.28%
CIENA CORP1.24%
CURTISS WRIGHT CORPORATION1.22%
JABIL INC1.22%
Invesco Private Prime Fund1.16%
NATERA INC1.10%
MCKESSON CORP1.02%
GENERAL ELECTRIC CO1.02%
INTUITIVE SURGICAL INC1.01%
ENSIGN GROUP INC1.01%
MICROSOFT CORP1.00%
BRIDGEBIO PHARMA INC1.00%
PERFORMANCE FOOD GROUP CO0.99%
MASTEC INC0.98%
INTERACTIVE BROKERS GROUP INC0.98%
PARKER HANNIFIN CORP0.97%
TAPESTRY INC0.94%
COHERENT CORP0.93%
CATERPILLAR INC0.91%
FTAI AVIATION LT0.91%
CARDINAL HEALTH INC0.91%
SPX TECHNOLOGIES INC0.90%
NEWMONT CORP0.84%
DYCOM INDUSTRIES INC0.83%
ALBEMARLE CORP0.83%
TERADYNE INC0.82%
CASEY'S GENERAL0.78%

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