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IPDP vs AFNAX

Shared holdings
8
IPDP covered by AFNAX
13.17%
AFNAX covered by IPDP
13.17%

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.

IPDP (June 30, 2025)

SecurityWeight
AMPHENOL CORPORATION CL A2.26%
KLA CORP2.25%
EATON CORP PLC2.17%
CISCO SYSTEMS INC2.16%
CARDINAL HEALTH INC2.15%
SEI INVESTMENTS2.11%
HNI CORP2.10%
LINCOLN ELECTRIC HLDGS INC2.09%
ITT INC2.07%
QUALCOMM INC2.07%
HONEYWELL INTL INC2.06%
AMERIPRISE FINANCIAL INC2.05%
STRYKER CORP2.05%
APPLIED INDU TEC2.04%
WATTS WATER TECH INC CL A2.03%
FASTENAL CO2.03%
GLOBE LIFE INC2.02%
TRANE TECHNOLOGIES PLC2.02%
CENCORA INC2.02%
MERCK & CO2.02%
DOVER CORP2.01%
OLD REPUBLIC INTL CORP2.01%
ABBOTT LABS2.01%
CSG SYSTEMS INTL INC2.01%
ABBVIE INC2.00%
BROADRIDGE FINL2.00%
MCKESSON CORP2.00%
HANOVER INSURANCE GROUP INC2.00%
APPLE INC1.99%
CINTAS CORP1.98%
DONALDSON CO INC1.98%
PRIMERICA INC1.97%
JOHNSON&JOHNSON1.96%
TRAVELERS COS IN1.94%
MOTOROLA SOLUTIONS INC1.94%
DOLBY LABORATORIES INC CL A1.93%
ALLSTATE CORPORATION1.93%
HARTFORD INSURANCE GROUP INC/THE1.92%
SMITH (AO) CORP1.92%
REINSURANCE GROUP OF AMERICA1.91%
BRADY CORPORATION CL A1.90%
IDEX CORPORATION1.90%
ZOETIS INC CL A1.90%
SNAP-ON INCORPORATED1.90%
WW GRAINGER INC1.89%
AUTOMATIC DATA PROCESSING INC1.88%
MARSH & MCLENNAN1.87%
ACCENTURE PLC CL A1.85%
ABM INDUSTRIES INC1.80%
CHEMED CORP1.69%

AFNAX (Dec. 31, 2025)

SecurityWeight
LILLY ELI and CO5.65%
JOHNSON&JOHNSON5.27%
BROADCOM INC5.11%
ABBVIE INC4.62%
MICROSOFT CORP4.56%
TRAVELERS COS IN3.57%
JPMORGAN CHASE and CO3.21%
WILLIAMS COS INC2.93%
PROCTER & GAMBLE2.92%
NEXTERA ENERGY INC2.78%
MCDONALDS CORP2.67%
MONDELEZ INTL INC2.53%
TAIWAN SEMIC MFG CO LTD SP ADR2.42%
HOME DEPOT INC2.16%
CHEVRON CORP2.15%
EXXON MOBIL CORP2.07%
PNC FINANCIAL SERVICES GRP INC2.04%
GENERAL DYNAMICS CORPORATION2.03%
MONEYMKT2.02%
AUTOMATIC DATA PROCESSING INC1.88%
TE CONNECTIVITY1.83%
ACCENTURE PLC-A1.82%
VICI PROPERTIES1.82%
EATON CORP PLC1.80%
CISCO SYSTEMS INC1.75%
HARTFORD INSURANCE GROUP INC/THE1.75%
PPL CORPORATION1.70%
UNITEDHEALTH GRP1.68%
SEMPRA ENERGY1.68%
AVALONBAY COMMUNITIES INC REIT1.55%
LOCKHEED MARTIN CORP1.55%
CME GROUP INC CL A1.52%
PEPSICO INC1.37%
WEC ENERGY GROUP INC1.35%
PAYCHEX INC1.28%
CORNING INC1.28%
MARSH & MCLENNAN1.27%
TARGA RESOURCES CORP1.19%
ILLINOIS TOOL WORKS INC1.13%
RTX CORP1.06%
APOLLO GLOBAL MANAGEMENT INC1.06%
KINDER MORGAN INC0.92%
DARDEN RESTAURANTS INC0.75%
ONEOK INC0.75%
PHILIP MORRIS INTL INC0.68%
UNION PACIFIC CORP0.65%
FASTENAL CO0.61%
TEXAS INSTRUMENTS INC0.60%
LINDE PLC0.51%
GARMIN LTD0.49%

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