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ILESX vs CVSE

Shared holdings
26
ILESX covered by CVSE
40.93%
CVSE covered by ILESX
40.93%

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.

ILESX (May 31, 2025)

SecurityWeight
NVIDIA CORP7.80%
MICROSOFT CORP7.57%
APPLE INC6.27%
AMAZON.COM INC3.99%
ALPHABET INC CL A3.11%
HOME DEPOT INC2.84%
INTUITIVE SURGICAL INC2.78%
JPMORGAN CHASE and CO2.57%
AMERICAN EXPRESS CO2.47%
NETFLIX INC2.43%
GOLDMAN SACHS GROUP INC2.42%
VISA INC-CLASS A2.08%
BANK OF AMERICA CORPORATION1.90%
SALESFORCE INC1.87%
CITIGROUP INC1.77%
LILLY ELI and CO1.73%
ROCKWELL AUTOMATION INC1.70%
BLACKROCK INC1.65%
US BANCORP DEL1.46%
MORGAN STANLEY1.46%
JOHNSON&JOHNSON1.46%
HEICO CORP1.41%
RALPH LAUREN CORP1.39%
BAKER HUGHES CO1.31%
EATON CORP PLC1.29%
CATERPILLAR INC1.29%
EMERSON ELECTRIC CO1.28%
EOG RESOURCES INC1.28%
ORACLE CORP1.22%
NUCOR CORP1.18%
ADOBE INC1.12%
JEFFERIES FINANCIAL GROUP INC1.11%
KB HOME1.09%
BIOGEN INC1.09%
PROCTER & GAMBLE1.08%
MERCK & CO1.08%
CUMMINS INC1.08%
NORFOLK SOUTHERN CORP1.08%
AMGEN INC1.06%
COSTCO WHOLESALE CORP1.05%
SLB LTD1.03%
ABBVIE INC1.00%
AUTODESK INC0.99%
ABBOTT LABS0.99%
QUALCOMM INC0.98%
ADV MICRO DEVICE0.86%
T ROWE PRICE GRP0.85%
OTIS WORLDWIDE CORP0.83%
MARVELL TECHNOLOGY INC0.81%
PFIZER INC0.78%

CVSE (Sept. 30, 2025)

SecurityWeight
NVIDIA CORP8.45%
MICROSOFT CORP7.60%
APPLE INC6.39%
NETFLIX INC2.46%
PARKER HANNIFIN CORP2.21%
BLACKROCK INC1.92%
VISA INC-CLASS A1.81%
AMERICAN EXPRESS CO1.72%
LILLY ELI and CO1.71%
EATON CORP PLC1.67%
ABBOTT LABS1.57%
MASTERCARD INC CL A1.56%
AUTOMATIC DATA PROCESSING INC1.54%
CAPITAL ONE FINANCIAL CORP1.40%
CISCO SYSTEMS INC1.38%
BOSTON SCIENTIFIC CORP1.24%
ACCENTURE PLC CL A1.18%
PROLOGIS INC REIT1.10%
WALT DISNEY CO/T1.09%
INTUIT INC1.05%
S&P GLOBAL INC1.02%
SERVICENOW INC1.00%
SCHWAB CHARLES CORP0.95%
PROGRESSIVE CORP OHIO0.94%
EMERSON ELECTRIC CO0.93%
ECOLAB INC0.90%
CINTAS CORP0.89%
METLIFE INC0.85%
EBAY INC0.84%
HOME DEPOT INC0.84%
SALESFORCE INC0.83%
EXELON CORP0.80%
DEERE & CO0.79%
UNITED RENTALS INC0.79%
TRANE TECHNOLOGIES PLC0.79%
PALO ALTO NETWORKS INC0.79%
ELECTRONIC ARTS INC0.75%
LAM RESEARCH CORP0.74%
CITIZENS FINANCIAL GROUP INC0.71%
CBRE GROUP INC - CL A0.70%
PUB SERV ENTERP0.69%
AUTODESK INC0.69%
CRH PLC0.68%
DARDEN RESTAURANTS INC0.66%
HP INC0.64%
PNC FINANCIAL SERVICES GRP INC0.62%
MERCK & CO0.62%
ADV MICRO DEVICE0.62%
GENERAL MILLS INC0.61%
APPLIED MATERIALS INC0.61%

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