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RGLIX vs CADVX

Shared holdings
14
RGLIX covered by CADVX
27.39%
CADVX covered by RGLIX
27.39%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RGLIX (June 30, 2025)

SecurityWeight
MICROSOFT CORP7.13%
AMAZON.COM INC5.02%
NVIDIA CORP4.66%
UNILEVER PLC4.27%
DBS GROUP HLDGS4.23%
SAFRAN SA4.00%
BLACKSTONE INC3.60%
ABB Ltd. (Registered)3.58%
AIA Group Ltd3.22%
SAP SE3.12%
INTERCONTINENTAL EXCHANGE INC3.11%
MCKESSON CORP3.08%
INTESA SANPAOLO3.05%
RECRUIT HOLDINGS2.96%
LILLY ELI and CO2.68%
BROADCOM INC2.65%
INTUIT INC2.64%
AUTOZONE INC2.33%
ICICI Bank Ltd2.32%
NETFLIX INC2.32%
PROLOGIS INC REIT2.29%
CHUBB LTD2.25%
VALERO ENERGY CORP2.23%
CRH PLC2.14%
JPMORGAN CHASE and CO2.04%
BLACKROCK INC2.03%
TAIWAN SEMIC MFG CO LTD SP ADR2.02%
UNITEDHEALTH GRP2.00%
PROCTER & GAMBLE1.88%
ACCENTURE PLC CL A1.87%
BOEING CO/THE1.78%
HOME DEPOT INC1.73%
BAE SYSTEMS PLC1.55%
SALESFORCE INC1.47%
US GOVERNMENT MONEY MARKET FUND1.45%
APPLOVIN CORP1.30%

CADVX (July 31, 2025)

SecurityWeight
NVIDIA CORP8.61%
MICROSOFT CORP7.79%
APPLE INC5.73%
AMAZON.COM INC4.25%
ALPHABET INC CL C3.80%
META PLATFORMS INC CL A3.37%
BROADCOM INC3.15%
JPMORGAN CHASE and CO2.27%
TESLA INC1.62%
MASTERCARD INC CL A1.59%
ORACLE CORP1.42%
VISA INC-CLASS A1.40%
NETFLIX INC1.38%
LILLY ELI and CO1.38%
State Street Navigator Securities Lending Government Money Market Portfolio1.36%
COSTCO WHOLESALE CORP1.29%
WALMART INC1.27%
WELLS FARGO & CO1.24%
EXXON MOBIL CORP1.21%
BANK OF AMERICA CORPORATION1.12%
THE BOOKING HOLDINGS INC1.09%
NORFOLK SOUTHERN CORP1.07%
PARKER HANNIFIN CORP0.99%
VISTRA CORP0.95%
GE VERNOVA LLC0.93%
MARATHON PETROLEUM CORP0.93%
GENERAL ELECTRIC CO0.91%
LINDE PLC0.89%
TJX COS INC0.88%
AMERICAN EXPRESS CO0.83%
INTUIT INC0.83%
SERVICENOW INC0.83%
Boeing Co. (The), Conv. Pfd.0.82%
ABBVIE INC0.81%
RTX CORP0.79%
ABBOTT LABS0.79%
JOHNSON&JOHNSON0.77%
GOLDMAN SACHS GROUP INC0.76%
BOSTON SCIENTIFIC CORP0.76%
PALANTIR TECHNOLOGIES INC0.75%
WELLTOWER INC0.73%
PROCTER & GAMBLE0.67%
HOME DEPOT INC0.66%
PHILIP MORRIS INTL INC0.66%
PPL CORPORATION0.64%
COCA-COLA CO/THE0.64%
VULCAN MATERIALS CO0.64%
S&P GLOBAL INC0.63%
WALT DISNEY CO/T0.62%
SHERWIN WILLIAMS CO0.60%

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