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PALAX vs DTD

Shared holdings
60
PALAX covered by DTD
4.76%
DTD covered by PALAX
4.76%

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.

PALAX (March 31, 2026)

SecurityWeight
Virtus Newfleet Bond Fund18.13%
Virtus Silvant Focused Growth Fund16.62%
Virtus U.S. Dividend ETF11.22%
Virtus Seix High Yield Fund10.77%
Virtus International Dividend ETF9.64%
Virtus Seix Floating Rate High Income Fund4.33%
Virtus Emerging Markets Dividend ETF3.71%
ELN NDX INDEX CGM 04/08/261.43%
CITIGROUP GLOBAL MARKETS INC1.41%
SOCGEN TRIPARTY TSY1.40%
LYONDELLBASELL INDS CLASS A0.47%
REPSOL SA0.45%
BRISTOL-MYERS SQUIBB CO0.44%
VERIZON COMMUNICATIONS INC0.39%
EDISON INTL0.39%
VALE SA0.38%
COSCO SHIP HOL-H0.37%
PFIZER INC0.36%
CAIXA SEGURIDADE0.36%
ALTRIA GROUP INC0.33%
WH GROUP LTD0.33%
BANCO BPM SPA0.32%
CREDIT AGRICOLE0.32%
PHOENIX GROUP HO0.31%
BANCA MEDIOLANUM0.31%
OMV AG0.31%
ANNALY CAPITAL MGMT INC REIT0.31%
SITC0.31%
BB SEGURIDADE PA0.30%
BANCA MONTE DEI0.30%
PEKAO0.30%
REGIONS FINANCIAL CORP0.30%
WP CAREY INC0.30%
FORD MOTOR CO0.29%
TSMC0.29%
Grupo Cibest SA (Preference)0.29%
PRUDENTL FINL0.29%
APPLE INC0.29%
BNP PARIBAS0.28%
NVIDIA CORP0.28%
UMC0.28%
SVENSKA HAN-A0.26%
ORIENT OVERSEAS0.25%
BEST BUY CO INC0.25%
TELENOR ASA0.24%
KOMERCNI BANKA0.23%
ENDESA0.23%
Novartis AG (Registered)0.21%
ALEXANDRIA REAL ES EQ INC REIT0.21%
CROWN CASTLE INC0.20%

DTD (March 31, 2026)

SecurityWeight
NVIDIA CORP3.17%
JPMORGAN CHASE and CO2.93%
MICROSOFT CORP2.62%
APPLE INC2.59%
EXXON MOBIL CORP2.44%
CHEVRON CORP2.01%
JOHNSON&JOHNSON1.87%
BROADCOM INC1.70%
ABBVIE INC1.44%
PHILIP MORRIS INTL INC1.25%
MERCK & CO1.24%
VERIZON COMMUNICATIONS INC1.23%
PROCTER & GAMBLE1.22%
COCA-COLA CO/THE1.18%
ALPHABET INC CL A1.16%
AT&T INC1.14%
MORGAN STANLEY1.13%
ALPHABET INC CL C1.08%
HOME DEPOT INC1.06%
WALMART INC1.03%
PEPSICO INC1.01%
AMGEN INC0.98%
WELLS FARGO & CO0.96%
LILLY ELI and CO0.95%
BANK OF AMERICA CORPORATION0.94%
PFIZER INC0.93%
GOLDMAN SACHS GROUP INC0.91%
META PLATFORMS INC CL A0.88%
GILEAD SCIENCES INC0.82%
CISCO SYSTEMS INC0.81%
INTL BUS MACH CORP0.81%
UNITEDHEALTH GRP0.80%
VISA INC-CLASS A0.78%
CONOCOPHILLIPS0.75%
TEXAS INSTRUMENTS INC0.69%
BRISTOL-MYERS SQUIBB CO0.69%
MCDONALDS CORP0.66%
ALTRIA GROUP INC0.65%
NEXTERA ENERGY INC0.64%
DUKE ENERGY CORP NEW0.61%
CITIGROUP INC0.60%
COMCAST CORP CL A0.59%
T-MOBILE US INC0.58%
LOCKHEED MARTIN CORP0.54%
RTX CORP0.53%
ORACLE CORP0.51%
PROLOGIS INC REIT0.48%
SOUTHERN CO0.44%
HONEYWELL INTL INC0.44%
CATERPILLAR INC0.43%

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