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GVLU vs USMF

Shared holdings
112
GVLU covered by USMF
22.83%
USMF covered by GVLU
22.83%

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.

GVLU (March 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC9.94%
OCCIDENTAL PETROLEUM CORP0.52%
CALIFORNIA RESOU0.52%
BRISTOL-MYERS SQUIBB CO0.51%
APA CORP0.50%
ALKERMES PLC0.50%
DEVON ENERGY CORP0.49%
ROGERS COMMUNICATIONS INC COMMON STOCK0.47%
ALLSTATE CORPORATION0.46%
DOLLAR GENERAL CORP0.44%
WHITE MOUNTAINS INS GROUP LTD0.44%
TRANSOCEAN LTD0.44%
FACTSET RESEARCH SYSTEMS INC0.44%
CAL-MAINE FOODS INC0.44%
LAMB WESTON HOLDINGS INC0.44%
HANOVER INSURANCE GROUP INC0.43%
PROGRESSIVE CORP OHIO0.43%
EXPAND ENERGY CORP0.43%
SONOCO PRODUCTS CO0.42%
KINROSS GOLD CORP0.42%
CONOCOPHILLIPS0.42%
BOOZ ALLEN HAMILTON HLDG CL A0.42%
PILGRIM'S PRIDE CORP NEW0.42%
TYSON FOODS INC CL A0.42%
PAYPAL HOLDINGS0.41%
THE CAMPBELL'S COMPANY0.41%
AXIS CAPITAL HOLDINGS LTD0.41%
CGI INC0.41%
JM SMUCKER CO/THE0.41%
EXELIXIS INC0.40%
NOBLE CORP PLC0.40%
SELECTIVE INSURANCE GROUP INC0.40%
PEMBINA PIPELINE0.40%
CONSTELLATION BRANDS INC CL A0.40%
MERCURY GENERAL CORP0.40%
ARCH CAPITAL GROUP LTD0.39%
FISERV INC0.39%
GENERAL MOTORS CO0.39%
EVEREST REINSURANCE GROUP LTD0.39%
FORD MOTOR CO0.39%
GARTNER INC0.39%
FIRST AMERICAN FINANCIAL CORP0.39%
ALTRIA GROUP INC0.39%
PRUDENTL FINL0.38%
MASIMO CORP0.38%
AMDOCS LTD0.38%
INCYTE CORP0.38%
MOLSON COORS BEVERAGE CO B0.38%
LKQ CORP0.37%
TD SYNNEX CORP0.37%

USMF (March 31, 2026)

SecurityWeight
VERISIGN INC1.71%
MOTOROLA SOLUTIONS INC1.54%
TELEDYNE TECHNOLOGIES INC1.38%
CISCO SYSTEMS INC1.37%
F5 INC1.22%
ZOOM VIDEO COMMUNICATIONS INC CL A1.19%
CIRRUS LOGIC INC1.19%
AT&T INC1.15%
ADOBE INC1.15%
AUTODESK INC1.14%
GODADDY INC CL A1.13%
INTUIT INC1.12%
NEW YORK TIMES CO CL A1.09%
SALESFORCE INC1.08%
GEN DIGITAL INC1.06%
PTC INC1.04%
NETAPP INC1.03%
VERIZON COMMUNICATIONS INC1.03%
AKAMAI TECHNOLOGIES INC1.01%
COMCAST CORP CL A1.00%
NEWS CORP NEW CL A0.98%
WORKDAY INC CL A0.95%
T-MOBILE US INC0.92%
FOX CORP CL A0.88%
CORNING INC0.84%
WESTERN DIGITAL CORP0.82%
GARTNER INC0.82%
INTERDIGITAL INC0.82%
DOCUSIGN INC0.81%
QORVO INC0.81%
FIRST SOLAR INC0.79%
NUTANIX INC CL A0.78%
LAM RESEARCH CORP0.74%
CIENA CORP0.74%
MATCH GROUP INC0.73%
PEGASYSTEMS INC0.70%
MICRON TECHNOLOGY INC0.68%
NETFLIX INC0.67%
SIRIUS XM HOLDINGS INC0.65%
MKS INSTRUMENTS INC0.62%
LUMENTUM HOLDINGS INC0.61%
NEXSTAR MEDIA GROUP INC0.59%
CHARTER COMMUNICATIONS INC A0.59%
TTM TECHNOLOGIES INC0.58%
FAIR ISAAC CORP0.57%
HARTFORD INSURANCE GROUP INC/THE0.55%
SERVICE CORP INTERNATIONAL INC0.54%
TJX COS INC0.54%
CBOE GLOBAL MARKETS INC0.53%
ALLSTATE CORPORATION0.52%

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