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HHDFX vs HDV

Shared holdings
15
HHDFX covered by HDV
26.18%
HDV covered by HHDFX
26.18%

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%

HDV (Jan. 31, 2026)

SecurityWeight
EXXON MOBIL CORP10.27%
CHEVRON CORP7.37%
JOHNSON&JOHNSON6.85%
ABBVIE INC5.62%
PHILIP MORRIS INTL INC5.37%
PROCTER & GAMBLE5.26%
HOME DEPOT INC4.75%
COCA-COLA CO/THE4.12%
PEPSICO INC3.99%
ALTRIA GROUP INC3.69%
CISCO SYSTEMS INC3.11%
TEXAS INSTRUMENTS INC2.98%
CONOCOPHILLIPS2.26%
GILEAD SCIENCES INC2.24%
MEDTRONIC PLC1.80%
BLACKSTONE INC1.74%
DUKE ENERGY CORP NEW1.69%
SOUTHERN CO1.65%
UNION PACIFIC CORP1.59%
STARBUCKS CORP1.51%
PNC FINANCIAL SERVICES GRP INC1.47%
MONDELEZ INTL INC1.34%
WILLIAMS COS INC1.28%
KINDER MORGAN INC1.25%
EOG RESOURCES INC1.09%
SLB LTD1.04%
AMERICAN ELECTRIC POWER CO INC0.98%
COLGATE-PALMOLIVE CO0.97%
AIR PRODUCTS and CHEMICALS INC0.89%
KIMBERLY CLARK CORP0.80%
GENERAL MILLS INC0.64%
PAYCHEX INC0.62%
SYSCO CORP0.58%
WEC ENERGY GROUP INC0.57%
T ROWE PRICE GRP0.55%
M&T BANK CORP0.51%
DTE ENERGY CO0.45%
ARES MANAGEMENT CORP CL A0.40%
PPL CORPORATION0.40%
AMEREN CORP0.39%
DARDEN RESTAURANTS INC0.38%
COTERRA ENERGY INC0.35%
CLOROX CO0.33%
EVERGY INC0.32%
CMS ENERGY CORP0.32%
GENUINE PARTS CO0.30%
CENTERPOINT ENERGY INC0.29%
NISOURCE INC0.27%
ALLIANT ENERGY CORPORATION0.26%
SNAP-ON INCORPORATED0.25%

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