Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

HHDFX vs FDV

Shared holdings
11
HHDFX covered by FDV
23.60%
FDV covered by HHDFX
23.60%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 29 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HHDFX (March 31, 2026)

SecurityWeight
CUMMINS INC5.41%
Enterprise Products Partners LP5.02%
CME GROUP INC CL A5.02%
MORGAN STANLEY4.98%
CONOCOPHILLIPS4.67%
BROADCOM INC4.51%
OLD REPUBLIC INTL CORP4.48%
PUB SERV ENTERP4.35%
ABBVIE INC4.32%
JOHNSON&JOHNSON4.28%
LAMAR ADVERTISING CO CL A4.14%
SNAP-ON INCORPORATED4.01%
SIMON PROPERTY3.97%
DARDEN RESTAURANTS INC3.94%
PROCTER & GAMBLE3.61%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT3.26%
HOME DEPOT INC3.14%
DICKS SPORTING GOODS INC3.09%
WATSCO INC2.93%
PHILIP MORRIS INTL INC2.93%
CVS HEALTH CORP2.80%
TEXAS INSTRUMENTS INC2.55%
PAYCHEX INC2.47%
ARES MANAGEMENT CORP CL A2.44%
UGI CORP NEW2.27%
RYMAN HOSPITALITY PPTYS INC2.25%
FRST AM-GV OB-X1.41%
SLB LTD1.31%
PENSKE AUTOMOTIVE GROUP INC0.45%

FDV (April 30, 2026)

SecurityWeight
PNC FINANCIAL SERVICES GRP INC4.08%
ABBVIE INC3.87%
PAYCHEX INC3.84%
US BANCORP DEL3.61%
CHEVRON CORP3.54%
AMGEN INC3.06%
PROLOGIS INC REIT3.04%
WEC ENERGY GROUP INC2.89%
TEXAS INSTRUMENTS INC2.76%
AMDOCS LTD2.68%
MORGAN STANLEY2.59%
CME GROUP INC CL A2.52%
TRUIST FINL CORP2.49%
PEPSICO INC2.48%
EVERGY INC2.46%
PFIZER INC2.45%
KIMCO REALTY CORPORATION2.43%
PHILIP MORRIS INTL INC2.41%
NEXTERA ENERGY INC2.32%
PPL CORPORATION2.27%
AMCOR PLC2.15%
FIRSTENERGY CORP2.15%
DARDEN RESTAURANTS INC2.13%
VERIZON COMMUNICATIONS INC2.01%
NNN REIT INC1.98%
EOG RESOURCES INC1.97%
MONDELEZ INTL INC1.85%
EASTMAN CHEMICAL CO1.59%
COCA-COLA CO/THE1.59%
CONOCOPHILLIPS1.54%
AMERICAN TOWER CORP1.50%
SOUTHERN CO1.49%
WATSCO INC1.46%
MEDTRONIC PLC1.42%
TARGA RESOURCES CORP1.40%
MCCORMICK-N/V1.36%
PRINCIPAL FINL GROUP INC1.33%
EXXON MOBIL CORP1.27%
SNAP-ON INCORPORATED1.24%
ENTERGY CORP1.17%
SYSCO CORP1.10%
DUKE ENERGY CORP NEW1.09%
HP INC1.08%
AMERICAN ELECTRIC POWER CO INC1.07%
MSC INDUSTRIAL DIRECT CO CL A1.05%
ALTRIA GROUP INC1.03%
MERCK & CO1.01%
BEST BUY CO INC0.84%
JOHNSON&JOHNSON0.81%
AUTOMATIC DATA PROCESSING INC0.52%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.