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IPDP vs CVSE

Shared holdings
13
IPDP covered by CVSE
12.84%
CVSE covered by IPDP
12.84%

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%

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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