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DVOL vs LDFVX

Shared holdings
12
DVOL covered by LDFVX
19.29%
LDFVX covered by DVOL
19.29%

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.

DVOL (March 31, 2026)

SecurityWeight
ENTERGY CORP3.95%
WELLTOWER INC3.45%
MCKESSON CORP3.24%
ROSS STORES INC3.23%
ENSIGN GROUP INC3.13%
WALMART INC3.13%
BANK OF NEW YORK MELLON CORP2.93%
CENCORA INC2.91%
HILTON WORLDWIDE HOLDINGS INC2.86%
CARDINAL HEALTH INC2.75%
RTX CORP2.73%
VULCAN MATERIALS CO2.72%
NORTHROP GRUMMAN CORP2.70%
CASEY'S GENERAL2.67%
SCHWAB CHARLES CORP2.62%
POPULAR INC2.60%
HCA HEALTHCARE INC2.56%
ALLEGION PLC2.55%
RBC BEARINGS INC2.55%
JPMORGAN CHASE and CO2.54%
ARMSTRONG WORLD INDUSTRIES INC2.42%
RAYMOND JAMES FINANCIAL INC.2.35%
LEIDOS HOLDINGS INC2.14%
BLACKROCK INC2.01%
MUELLER INDUSTRIES INC1.99%
JOHNSON CONTROLS INTERNATIONAL PLC1.63%
CBRE GROUP INC - CL A1.62%
WELLS FARGO & CO1.59%
COCA COLA CONSOLIDATED INC1.53%
API GROUP CORP1.49%
GENERAL ELECTRIC CO1.45%
HOULIHAN LOKEY I1.44%
INTL BUS MACH CORP1.43%
MORGAN STANLEY1.37%
HEICO CORP1.36%
ITT INC1.33%
CUMMINS INC1.31%
TRIMBLE INC1.29%
CITIGROUP INC1.27%
CATERPILLAR INC1.22%
PARKER HANNIFIN CORP1.18%
AMERICAN EXPRESS CO1.15%
GOLDMAN SACHS GROUP INC1.15%
ROYAL GOLD INC1.04%
ALPHABET INC CL A1.01%
CRANE CO0.91%
ACUITY INC0.89%
JONES LANG LASALLE INC0.89%
FIRST CITIZENS BANCSHARES INC CL A0.84%
PLANET FITNESS INC CL A0.80%

LDFVX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A5.49%
JPMORGAN CHASE and CO3.65%
KEYSIGHT TECHNOLOGIES INC2.71%
TAIWAN SEMIC MFG CO LTD SP ADR2.42%
SHELL PLC SPONS ADR2.38%
UNITED THERAPEUTICS CORP DEL2.37%
MICROSOFT CORP2.36%
WELLS FARGO & CO2.31%
BOEING CO/THE2.25%
STEEL DYNAMICS INC2.06%
DICKS SPORTING GOODS INC2.04%
RTX CORP2.01%
CARLSBERG-B1.96%
Novartis AG1.96%
ARCH CAPITAL GROUP LTD1.93%
LOWES COS INC1.91%
TEVA PHARMACEUTICAL IND ADR1.88%
MCKESSON CORP1.80%
AERCAP HOLDINGS NV1.80%
AON PLC1.78%
PERMIAN RESOURCES CORP CL A1.77%
ANALOG DEVICES INC1.75%
SEI INVESTMENTS1.74%
RENAISSANCERE HLDGS LTD1.74%
ASML HOLDING-NY1.74%
CBRE GROUP INC - CL A1.74%
ROSS STORES INC1.71%
ENTERGY CORP1.69%
PARKER HANNIFIN CORP1.67%
GENERAL DYNAMICS CORPORATION1.67%
AMPHENOL CORPORATION CL A1.63%
UNITEDHEALTH GRP1.57%
CRH PLC1.54%
PHILIP MORRIS INTL INC1.53%
IQVIA HOLDINGS INC1.52%
MORGAN STANLEY1.52%
CMS ENERGY CORP1.51%
AECOM1.45%
LABCORP HOLDINGS INC1.44%
GILEAD SCIENCES INC1.44%
SCHWAB CHARLES CORP1.41%
LYONDELLBASELL INDS CLASS A1.41%
EXPAND ENERGY CORP1.40%
TD SYNNEX CORP1.39%
WILLIAMS COS INC1.37%
KKR & CO INC1.37%
ALLEGION PLC1.37%
PROGRESSIVE CORP OHIO1.35%
EMCOR GROUP INC1.30%
THE BOOKING HOLDINGS INC1.28%

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