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EQTY vs WVALX

Shared holdings
10
EQTY covered by WVALX
33.99%
WVALX covered by EQTY
33.99%

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.

EQTY (Jan. 31, 2026)

SecurityWeight
INTERCONTINENTAL EXCHANGE INC4.73%
AMAZON.COM INC4.71%
PHILIP MORRIS INTL INC4.54%
ALPHABET INC CL C4.32%
BECTON DICKINSON and CO4.32%
AON PLC-CLASS A4.01%
SCHWAB CHARLES CORP3.95%
MICROSOFT CORP3.83%
VISA INC-CLASS A3.65%
THERMO FISHER SCIENTIFIC INC3.55%
PACCAR INC3.35%
META PLATFORMS INC CL A3.33%
MOTOROLA SOLUTIONS INC3.14%
ANALOG DEVICES INC3.02%
KEYSIGHT TECHNOLOGIES INC2.98%
CFD_EQS GSILGB2X BJXBP412.94%
Ashtead Group PLC2.89%
JACOBS SOLUTIONS INC2.83%
APPLIED MATERIALS INC2.54%
AMENTUM HOLDINGS INC2.47%
US ULTRA BOND CBT Sep252.46%
COOPER COS INC2.46%
SALESFORCE INC2.41%
WATERS CORP2.33%
LOWES COS INC2.13%
ADV MICRO DEVICE2.06%
COPART INC2.02%
ARISTA NETWORKS INC1.86%
BERKSHIRE HATH-B1.59%
Universal Music Group N.V. ADR1.50%
APPLE INC1.38%
DOLLAR TREE INC1.29%
RYAN SPECIALTY HOLDINGS INC1.27%
HAYWARD HOLDINGS INC0.99%
AMERICAN EXPRESS CO0.91%
CARMAX INC0.88%
FLOOR & DECOR-A0.72%
ALPHABET INC CL A0.60%
ABBOTT LABS0.05%

WVALX (March 31, 2026)

SecurityWeight
DANAHER CORP8.15%
THERMO FISHER SCIENTIFIC INC5.96%
ALPHABET INC CL C5.78%
MICROSOFT CORP5.60%
VISA INC-CLASS A5.53%
AMAZON.COM INC5.05%
BERKSHIRE HATH-B4.96%
MASTERCARD INC CL A4.93%
VULCAN MATERIALS CO4.77%
ANALOG DEVICES INC4.73%
META PLATFORMS INC CL A4.55%
AON PLC-CLASS A4.37%
IDEX CORPORATION3.62%
JPM-US GV MM-L3.62%
EQUIFAX INC3.44%
GLOBAL PAYMENTS INC2.30%
ACCENTURE PLC-A2.21%
MERCADOLIBRE INC2.20%
BIO-TECHNE CORP2.04%
OLD DOMINION FRT2.02%
SALESFORCE INC1.98%
IDEXX LABS INC1.79%
COSTAR GROUP INC1.70%
CONSTELLATION SOFTWARE INC1.54%
ORACLE CORP1.29%
ASML Holding NV - NY Reg Shares1.16%
U.S. Treasury Bills1.11%
TAIWAN SEMIC MFG CO LTD SP ADR1.08%
INGERSOLL RAND INC0.99%
NVIDIA CORP0.97%
HEICO CORP CL A0.57%

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