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QVAL vs SMRI

Shared holdings
13
QVAL covered by SMRI
22.76%
SMRI covered by QVAL
22.76%

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.

QVAL (March 31, 2026)

SecurityWeight
UNITED AIRLINES HOLDINGS INC2.10%
CARNIVAL CORP2.10%
FIRST SOLAR INC2.08%
Anglogold Ashanti Plc2.07%
DECKERS OUTDOOR CORP2.06%
TD SYNNEX CORP2.06%
BRINKER INTL2.05%
DELTA AIR LI2.04%
NEWMONT CORP2.04%
YETI HOLDINGS INC2.03%
URBAN OUTFITTERS2.03%
TOLL BROTHERS INC2.03%
LAMB WESTON HOLDINGS INC2.02%
GE HEALTHCARE TECHNOLOGIES INC WI2.01%
ALLISON TRANSMISSION HLDGS INC2.01%
DR HORTON INC2.01%
UNITED PARCEL SERVICE INC CL B2.01%
PULTEGROUP INC2.00%
THE CIGNA GROUP2.00%
ZOOM VIDEO COMMUNICATIONS INC CL A2.00%
MACYS INC2.00%
PPG INDUSTRIES INC2.00%
MASCO CORPORATION1.99%
MUELLER INDUSTRIES INC1.99%
GAP INC/THE1.99%
EXELIXIS INC1.99%
PFIZER INC1.98%
TARGET CORP1.98%
SNAP-ON INCORPORATED1.98%
TAYLOR MORRISON HOME CORP1.98%
GEN DIGITAL INC1.98%
CROWN HOLDINGS INC1.98%
ADT INC1.97%
NVR INC1.97%
LEIDOS HOLDINGS INC1.97%
QUALCOMM INC1.97%
COGNIZANT TECH SOLUTIONS CL A1.96%
GROUP 1 AUTOMOTIVE INC1.96%
BEST BUY CO INC1.96%
UNITED THERAPEUTICS CORP DEL1.96%
EPAM SYSTEMS INC1.94%
INGREDION INC1.94%
HF SINCLAIR CORP1.93%
TENET HEALTHCARE CORP1.93%
CONOCOPHILLIPS1.93%
COMCAST CORP CL A1.92%
FOX CORP CL A1.92%
ALTRIA GROUP INC1.91%
RANGE RESOURCES CORP1.90%
CF INDUSTRIES HOLDINGS INC1.82%

SMRI (April 30, 2026)

SecurityWeight
CENTENE CORP3.05%
ON SEMICONDUCTOR CORP3.02%
SANDISK CORPORATION2.95%
QUALCOMM INC2.60%
HUMANA INC2.54%
ZOOM VIDEO COMMUNICATIONS INC CL A2.37%
DELL TECHNOLOGIES INC CL C2.25%
TWILIO INC CLASS A2.22%
VALERO ENERGY CORP2.11%
NEWMONT CORP2.11%
CDW CORPORATION2.09%
F5 INC2.08%
SLB LTD2.08%
Royalty Pharma PLC2.04%
Everest Group Ltd2.03%
THE CIGNA GROUP2.01%
FOX CORP CL A2.01%
AIRBNB INC CLASS A2.00%
NETAPP INC2.00%
EXPEDIA INC1.98%
SNAP-ON INCORPORATED1.96%
INCYTE CORP1.96%
PERMIAN RESOURCES CORP CL A1.95%
NEUROCRINE BIOSCIENCES INC1.95%
DIAMONDBACK ENERGY INC1.93%
TOLL BROTHERS INC1.93%
ADOBE INC1.92%
PAYCHEX INC1.91%
UBER TECHNOLOGIES INC1.91%
OMNICOM GROUP INC1.89%
NRG ENERGY INC1.89%
DECKERS OUTDOOR CORP1.88%
AUTOMATIC DATA PROCESSING INC1.87%
LAS VEGAS SANDS CORP1.86%
COEUR MINING INC1.82%
LENNAR CORP CL A1.82%
NVR INC1.80%
THE BOOKING HOLDINGS INC1.80%
OKTA INC CL A1.78%
LEIDOS HOLDINGS INC1.77%
WORKDAY INC CL A1.76%
MERCK & CO1.75%
SALESFORCE INC1.73%
EXPAND ENERGY CORP1.72%
Accenture PLC1.67%
TENET HEALTHCARE CORP1.66%
COGNIZANT TECH SOLUTIONS CL A1.63%
VEEVA SYSTEMS-A1.63%
Aptiv PLC1.57%
LULULEMON ATHLETICA INC1.56%

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