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POPFX vs TESIX

Shared holdings
9
POPFX covered by TESIX
12.76%
TESIX covered by POPFX
12.76%

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.

POPFX (Sept. 30, 2025)

SecurityWeight
FIRST AM-TR OB-X6.33%
LITTELFUSE INC3.18%
GLOBE LIFE INC3.13%
FAIRFAX FINL HLDGS LTD SUB VTG2.98%
BROWN & BROWN2.95%
PRIMERICA INC2.78%
PROSPERITY BNCSH2.47%
SOUTHSTATE BANK CORP2.42%
EVEREST RE GROUP2.18%
PNC FINANCIAL SERVICES GRP INC2.16%
AMERIS BANCORP2.13%
CACI INTL-A1.99%
DARDEN RESTAURANTS INC1.94%
CARRIER GLOBAL CORP1.94%
NEWMONT CORP1.86%
FNB CORP PA1.69%
SUNCOR ENERGY INC1.68%
TRIMBLE INC1.66%
PPG INDUSTRIES INC1.66%
ALPHABET INC CL A1.63%
HOWARD HUGHES HOLDINGS INC1.63%
ABBOTT LABS1.62%
ST JOE COMPANY1.60%
ARTHUR J GALLAGHAR AND CO1.59%
abrdn Platinum ETF Trust1.56%
V2X INC1.53%
TERADYNE INC1.51%
WHITE MOUNTAINS1.48%
UNUM GROUP1.46%
PENTAIR PLC1.45%
CBOE GLOBAL MARKETS INC1.33%
HISCOX LTD (NE HISCOX BERMUDA)1.32%
FIRST AMERICAN FINANCIAL CORP1.28%
EXXON MOBIL CORP1.27%
COLGATE-PALMOLIVE CO1.23%
ZEBRA TECHNOLOGIES CORP CL A1.22%
CURTISS WRIGHT CORPORATION1.19%
HOME DEPOT INC1.18%
EATON CORP PLC1.17%
HONEYWELL INTL INC1.17%
CHURCH & DWIGHT1.16%
FIDELITY NATL INFORM SVCS INC1.16%
The Bank of N.T. Butterfield & Son Limited COM BMD0.01(POST REV SPLIT)1.16%
EBAY INC1.11%
MERCK & CO1.11%
KENVUE INC1.09%
PROGRESSIVE CORP OHIO1.09%
KEYCORP1.07%
THE CIGNA GROUP1.05%
HOLOGIC INC1.05%

TESIX (March 31, 2026)

SecurityWeight
AMAZON.COM INC3.30%
ALPHABET INC CL A3.20%
JPMORGAN CHASE and CO3.19%
CHEVRON CORP2.87%
HALEON PLC2.66%
JOHNSON CONTROLS INTERNATIONAL PLC2.66%
DOVER CORP2.66%
HARTFORD INSURANCE GROUP INC/THE2.49%
FERGUSON ENTERPRISES INC2.49%
COLGATE-PALMOLIVE CO2.43%
PNC FINANCIAL SERVICES GRP INC2.34%
THERMO FISHER SCIENTIFIC INC2.29%
PROGRESSIVE CORP OHIO2.29%
EOG RESOURCES INC2.28%
ROCHE HOLDING AG2.19%
ABBOTT LABS2.12%
RELIANCE STEEL and ALUMINUM CO2.09%
SLB LTD2.08%
PPL CORPORATION2.05%
WALT DISNEY CO/T2.02%
NESTLE SA (REG)2.01%
COOPER COS INC2.01%
BRIXMOR PROPERTY1.94%
PPG INDUSTRIES INC1.93%
Novartis AG1.92%
MERCK & CO1.91%
ENTERGY CORP1.86%
BANK OF AMERICA CORPORATION1.84%
DOLLAR GENERAL CORP1.82%
ULTA BEAUTY INC1.82%
ARTHUR J GALLAGHAR AND CO1.81%
UNION PACIFIC CORP1.80%
GENERAL MOTORS CO1.80%
CISCO SYSTEMS INC1.79%
BLACKROCK INC1.79%
ESTEE LAUDER COS INC CL A1.64%
ADOBE INC1.60%
MEDTRONIC PLC1.58%
NXP SEMICONDUCTORS NV1.47%
MICROSOFT CORP1.45%
BRITISH AMERICAN TOBACCO PLC1.37%
CAPITAL ONE FINANCIAL CORP1.31%
AERCAP HOLDINGS NV1.30%
FISERV INC1.28%
APOLLO GLOBAL MANAGEMENT INC1.26%
US FOODS HOLDING CORP1.12%
FLEX LTD1.06%
INTL PAPER CO1.03%
META PLATFORMS INC CL A0.95%
Franklin Institutional US Government Money Market Fund0.95%

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