Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

PEY vs DHS

Shared holdings
40
PEY covered by DHS
20.02%
DHS covered by PEY
20.02%

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.

PEY (Jan. 31, 2026)

SecurityWeight
Invesco Private Prime Fund7.01%
ROBERT HALF INTL3.84%
LYONDELLBASELL-A3.44%
FLOWERS FOODS INC3.35%
PERRIGO CO PLC3.18%
INSPERITY INC2.82%
UNITED PARCEL SERVICE INC CL B2.61%
ALTRIA GROUP INC2.52%
VERIZON COMMUNICATIONS INC2.46%
PFIZER INC2.36%
FRANKLIN RESOURCES INC2.29%
UNIVERSAL CORP2.28%
Invesco Private Government Fund2.23%
EDISON INTL2.04%
TARGET CORP1.99%
MAIN STREET CAPITAL CORP COMMON STOCK USD.011.97%
SONOCO PRODUCTS CO1.96%
BRISTOL-MYERS SQUIBB CO1.94%
CHEVRON CORP1.82%
HORMEL FOODS CRP1.82%
AES CORP1.79%
PRUDENTL FINL1.76%
T ROWE PRICE GRP1.75%
STANLEY BLACK and DECKER INC1.74%
WESBANCO INC1.72%
SIMMONS FIRST -A1.72%
TRINITY INDUSTRIES INC1.68%
AVISTA CORP1.62%
ATLANTIC UNION B1.62%
US BANCORP DEL1.61%
EVERSOURCE ENERGY1.56%
UNITED BANKSHS1.55%
REGIONS FINANCIAL CORP1.53%
NEXSTAR MEDIA GROUP INC1.47%
JM SMUCKER CO/THE1.44%
PINNACLE WEST CAPITAL CORP1.40%
PORTLAND GENERAL ELECTRIC CO1.37%
BEST BUY CO INC1.35%
POLARIS INC1.33%
UGI CORP NEW1.32%
HP INC1.29%
NORTHWESTERN ENERGY GROUP INC1.28%
NORTHWEST NATURAL HOLDING CO1.28%
ARCHER DANIELS MIDLAND CO1.28%
PHILLIPS 661.25%
ASSOCIATED BANC CORP1.24%
BLACK HILLS CORP1.24%
SKYWORKS SOLUTIONS INC1.24%
WASHINGTON FEDERAL INC1.20%
EVERGY INC1.18%

DHS (March 31, 2026)

SecurityWeight
ALTRIA GROUP INC4.96%
ABBVIE INC4.41%
MERCK & CO4.12%
PHILIP MORRIS INTL INC4.11%
EXXON MOBIL CORP4.09%
AT&T INC3.76%
PEPSICO INC3.38%
VERIZON COMMUNICATIONS INC3.00%
CHEVRON CORP2.84%
BRISTOL-MYERS SQUIBB CO2.53%
TEXAS INSTRUMENTS INC2.30%
PFIZER INC2.26%
COMCAST CORP CL A2.15%
DUKE ENERGY CORP NEW2.03%
TRANSDIGM GROUP INC1.84%
BLACKSTONE INC1.75%
US BANCORP DEL1.41%
CVS HEALTH CORP1.39%
SOUTHERN CO1.24%
PNC FINANCIAL SERVICES GRP INC1.21%
MONDELEZ INTL INC1.21%
AMERICAN ELECTRIC POWER CO INC1.16%
TRUIST FINL CORP1.15%
FORD MOTOR CO1.11%
PACCAR INC1.06%
METLIFE INC0.99%
EXELON CORP0.88%
CONOCOPHILLIPS0.86%
FIFTH THIRD BANCORP0.79%
DOMINION ENERGY INC0.78%
PRUDENTL FINL0.76%
TARGET CORP0.68%
ARCHER DANIELS MIDLAND CO0.59%
FIRSTENERGY CORP0.50%
REGIONS FINANCIAL CORP0.48%
KEYCORP0.48%
HERSHEY CO/THE0.48%
WILLIAMS COS INC0.47%
BLUE OWL CAPITAL INC A0.46%
HUNTINGTON BANCSHARES INC0.45%
CITIZENS FINANCIAL GROUP INC0.45%
T ROWE PRICE GRP0.45%
KRAFT HEINZ CO/T0.43%
EOG RESOURCES INC0.43%
EDISON INTL0.43%
DARDEN RESTAURANTS INC0.42%
KINDER MORGAN INC0.40%
KIMBERLY CLARK CORP0.40%
VIATRIS INC0.39%
PRINCIPAL FINL GROUP INC0.39%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.