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ROE vs QUS

Shared holdings
80
ROE covered by QUS
32.49%
QUS covered by ROE
32.49%

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.

ROE (Feb. 27, 2026)

SecurityWeight
WESTERN DIGITAL CORP1.47%
VERTIV HOLDINGS CO1.44%
Anglogold Ashanti Plc1.38%
COMFORT SYSTEMS USA INC1.37%
MICRON TECHNOLOGY INC1.36%
Seagate Technology Holdings PLC1.35%
APPLIED MATERIALS INC1.34%
OSHKOSH CORP1.23%
LAM RESEARCH CORP1.23%
CATERPILLAR INC1.21%
NEWMONT CORP1.21%
EXXON MOBIL CORP1.21%
MOTOROLA SOLUTIONS INC1.20%
APA CORP1.18%
VERIZON COMMUNICATIONS INC1.18%
AES CORP1.17%
NEXSTAR MEDIA GROUP INC1.16%
TENET HEALTHCARE CORP1.15%
JOHNSON&JOHNSON1.13%
TEXAS INSTRUMENTS INC1.13%
ALTRIA GROUP INC1.13%
EOG RESOURCES INC1.13%
MCKESSON CORP1.12%
MONOLITHIC POWER SYS INC1.10%
PRIMORIS SVCS CORP1.10%
TARGET CORP1.10%
COSTCO WHOLESALE CORP1.09%
PHILIP MORRIS INTL INC1.09%
PULTEGROUP INC1.09%
DELL TECHNOLOGIES INC CL C1.09%
WALMART INC1.09%
EMCOR GROUP INC1.08%
KLA CORP1.07%
AT&T INC1.07%
ROSS STORES INC1.07%
CHARTER COMMUNICATIONS INC A1.07%
JABIL INC1.06%
DOVER CORP1.06%
NRG ENERGY INC1.06%
YUM! BRANDS INC1.05%
CARDINAL HEALTH INC1.04%
OMEGA HEALTHCARE INVESTORS INC1.03%
CENCORA INC1.03%
LOWES COS INC1.02%
WILLIAMS-SONOMA INC1.02%
POPULAR INC1.02%
VICI PROPERTIES1.02%
VISTRA CORP1.02%
OMNICOM GROUP INC1.01%
AMPHENOL CORPORATION CL A1.01%

QUS (March 31, 2026)

SecurityWeight
APPLE INC2.86%
MICROSOFT CORP2.51%
NVIDIA CORP2.38%
META PLATFORMS INC CL A2.13%
JOHNSON&JOHNSON2.05%
VISA INC-CLASS A1.85%
LILLY ELI and CO1.85%
EXXON MOBIL CORP1.71%
WALMART INC1.67%
MASTERCARD INC CL A1.53%
ALPHABET INC CL A1.48%
MERCK & CO1.39%
ALPHABET INC CL C1.37%
COSTCO WHOLESALE CORP1.30%
CISCO SYSTEMS INC1.27%
PROCTER & GAMBLE1.27%
COCA-COLA CO/THE1.12%
NETFLIX INC1.11%
BERKSHIRE HATH-B1.08%
VERIZON COMMUNICATIONS INC0.96%
UNITEDHEALTH GRP0.92%
PEPSICO INC0.89%
JPMORGAN CHASE and CO0.89%
CATERPILLAR INC0.83%
CHEVRON CORP0.80%
LAM RESEARCH CORP0.79%
LINDE PLC0.79%
TJX COS INC0.79%
APPLIED MATERIALS INC0.78%
AMPHENOL CORPORATION CL A0.76%
VERTEX PHARMACEUTICALS INC0.75%
AT&T INC0.73%
ABBOTT LABS0.72%
AMAZON.COM INC0.71%
LOCKHEED MARTIN CORP0.71%
CHUBB LTD0.65%
MCKESSON CORP0.65%
KLA CORP0.64%
MOTOROLA SOLUTIONS INC0.64%
ACCENTURE PLC CL A0.64%
DUKE ENERGY CORP NEW0.62%
TEXAS INSTRUMENTS INC0.62%
BANK OF AMERICA CORPORATION0.59%
SOUTHERN CO0.59%
CME GROUP INC CL A0.57%
CENCORA INC0.55%
ADOBE INC0.53%
WASTE MANAGEMENT INC0.53%
INTUIT INC0.52%
MCDONALDS CORP0.51%

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