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NEAMX vs CGCV

Shared holdings
20
NEAMX covered by CGCV
34.09%
CGCV covered by NEAMX
34.09%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 37 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

NEAMX (March 31, 2026)

SecurityWeight
MONEYMKT8.76%
LAM RESEARCH CORP5.56%
COSTCO WHOLESALE CORP4.61%
RTX CORP4.24%
BROADCOM INC3.88%
EXXON MOBIL CORP3.60%
APPLE INC3.53%
JOHNSON&JOHNSON3.11%
SEMPRA ENERGY3.06%
NVIDIA CORP2.96%
Southern Copper Corporation COM USD0.012.94%
SCHWAB CHARLES CORP2.94%
CHEVRON CORP2.75%
MICROSOFT CORP2.71%
CME GROUP INC CL A2.68%
EATON CORP PLC2.62%
VALERO ENERGY CORP2.53%
PHILLIPS 662.46%
MERCK & CO2.32%
COCA-COLA CO/THE2.27%
JPMORGAN CHASE and CO2.27%
PHILIP MORRIS INTL INC2.26%
PNC FINANCIAL SERVICES GRP INC2.25%
LAMAR ADVERTISING CO CL A2.22%
ALPHABET INC CL A2.22%
ANALOG DEVICES INC2.21%
META PLATFORMS INC CL A1.88%
UNION PACIFIC CORP1.78%
PROCTER & GAMBLE1.76%
ABBVIE INC1.59%
ACCENTURE PLC-A1.53%
ALTRIA GROUP INC1.53%
TEXAS INSTRUMENTS INC1.50%
QUALCOMM INC1.49%
AUTOMATIC DATA PROCESSING INC1.49%
BERKSHIRE HATH-B1.48%
UNITEDHEALTH GRP0.99%

CGCV (Feb. 28, 2026)

SecurityWeight
MICROSOFT CORP5.08%
PHILIP MORRIS INTL INC3.52%
RTX CORP3.52%
BROADCOM INC3.51%
LILLY ELI and CO3.15%
APPLE INC2.53%
GENERAL ELECTRIC CO2.41%
CAPITAL GROUP CENTRAL CASH FUND2.31%
ABBVIE INC2.30%
JPMORGAN CHASE and CO2.23%
STARBUCKS CORP2.17%
MONDELEZ INTL INC2.13%
META PLATFORMS INC CL A2.11%
HOME DEPOT INC2.03%
EXXON MOBIL CORP1.98%
CARRIER GLOBAL CORP1.88%
TAIWAN SEMIC MFG CO LTD SP ADR1.83%
APPLIED MATERIALS INC1.76%
LINDE PLC1.63%
INTL PAPER CO1.63%
SPONSORED ADR1.61%
GILEAD SCIENCES INC1.61%
COCA-COLA CO/THE1.60%
CENTERPOINT ENERGY INC1.56%
UNION PACIFIC CORP1.50%
NEXTERA ENERGY INC1.49%
WELLS FARGO & CO1.37%
ABBOTT LABS1.36%
JOHNSON&JOHNSON1.30%
ALPHABET INC CL A1.29%
AMGEN INC1.21%
PNC FINANCIAL SERVICES GRP INC1.20%
ACCENTURE PLC CL A1.19%
TC ENERGY CORP1.13%
AIR PRODUCTS and CHEMICALS INC1.07%
MEDTRONIC PLC1.07%
PROCTER & GAMBLE1.06%
WELLTOWER INC1.01%
BLACKROCK INC0.99%
PROGRESSIVE CORP OHIO0.98%
CONOCOPHILLIPS0.97%
DTE ENERGY CO0.96%
MASTERCARD INC CL A0.92%
DOMINION ENERGY INC0.92%
AUTOMATIC DATA PROCESSING INC0.91%
TEXAS INSTRUMENTS INC0.89%
MCDONALDS CORP0.89%
CHUBB LTD0.88%
ATMOS ENERGY CORP0.88%
AMPHENOL CORPORATION CL A0.88%

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