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RIVCX vs SEPI

Shared holdings
4
RIVCX covered by SEPI
10.71%
SEPI covered by RIVCX
10.71%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 28 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RIVCX (March 31, 2026)

SecurityWeight
GLOBE LIFE INC5.38%
MARKETAXESS HLDGS INC5.23%
EXXON MOBIL CORP5.21%
ST JOE COMPANY4.98%
METHANEX CORP4.90%
CVS HEALTH CORP4.62%
Plains GP Holdings LP LTD PARTNER INT CL A NEW IN4.55%
THE CIGNA GROUP4.14%
MATTEL INC3.66%
UNION PACIFIC CORP3.49%
TEVA PHARMACEUTICAL IND ADR3.48%
TIMKEN CO3.43%
CITIGROUP INC3.39%
CORPAY INC3.37%
PROSPERITY BNCSH3.31%
LONDON STOCK EXCHANGE GROUP PLC SPON ADR3.29%
UNUM GROUP3.26%
Common Stock3.14%
ALPHABET INC CL A3.05%
FIRSTENERGY CORP2.99%
CRANE NXT CO2.84%
PENNANT GROUP-WI2.77%
MATSON INC2.76%
ENCOMPASS HEALTH CORP2.73%
VALVOLINE INC2.67%
V2X INC2.64%
TFI INTERNATIONA2.41%
GATES INDUSTRIAL2.30%

SEPI (March 31, 2026)

SecurityWeight
CATERPILLAR INC5.73%
APPLE INC5.50%
EXXON MOBIL CORP4.58%
ALPHABET INC CL A4.50%
NVIDIA CORP4.21%
MICROSOFT CORP4.07%
GOLDMAN SACHS GROUP INC3.92%
JOHNSON&JOHNSON3.82%
AMAZON.COM INC3.52%
META PLATFORMS INC CL A3.39%
ADV MICRO DEVICE3.16%
BROADCOM INC3.02%
MERCK & CO3.00%
DUKE ENERGY CORP NEW2.58%
EBAY INC2.41%
MICRON TECHNOLOGY INC2.29%
GENERAL MOTORS CO2.26%
WALMART INC2.22%
BERKSHIRE HATH-B2.14%
AKAMAI TECHNOLOGIES INC2.10%
NEWMONT CORP2.09%
CARDINAL HEALTH INC2.03%
HERSHEY CO/THE2.03%
NETFLIX INC1.96%
JPMORGAN CHASE and CO1.91%
HILTON WORLDWIDE HOLDINGS INC1.89%
ARISTA NETWORKS INC1.89%
CBRE GROUP INC - CL A1.86%
MASTERCARD INC CL A1.81%
TRAVELERS COS IN1.75%
CITIGROUP INC1.59%
RTX CORP1.54%
SALESFORCE INC1.50%
CVS HEALTH CORP1.49%
PALANTIR TECHNOLOGIES INC1.44%
NORFOLK SOUTHERN CORP1.25%
VERIZON COMMUNICATIONS INC1.15%
PROCTER & GAMBLE0.98%
LEIDOS HOLDINGS INC0.92%
DR HORTON INC0.47%

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