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SAMM vs AVIE

Shared holdings
10
SAMM covered by AVIE
13.42%
AVIE covered by SAMM
13.42%

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.

SAMM (March 31, 2026)

SecurityWeight
APA CORP5.83%
DOW INC4.83%
GE VERNOVA LLC4.57%
Common Stock4.40%
KEYSIGHT TECHNOLOGIES INC4.36%
REGENERON PHARMACEUTICALS INC4.35%
PARKER HANNIFIN CORP4.34%
GILEAD SCIENCES INC4.28%
ALCOA CORP COMMON STOCK4.05%
MARRIOTT INTL-A3.90%
Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B')3.86%
FREEPORT MCMORAN INC3.83%
TKO GROUP HOLDINGS INC3.83%
Viking Holdings Ltd3.51%
CHEVRON CORP3.40%
NEXTERA ENERGY INC3.30%
DELL TECHNOLOGIES INC CL C3.29%
DEERE & CO3.28%
CAMECO CORP3.24%
NATERA INC3.11%
LILLY ELI and CO3.02%
CSX CORP2.90%
GOLDMAN SACHS GROUP INC2.87%
ASML Holding NV - NY Reg Shares2.66%
MORGAN STANLEY2.34%
VERTEX PHARMACEUTICALS INC2.31%
XPO LOGISTICS INC2.19%
PEPSICO INC2.16%

AVIE (Feb. 28, 2026)

SecurityWeight
BERKSHIRE HATH-B6.16%
EXXON MOBIL CORP5.89%
LILLY ELI and CO3.92%
PROCTER & GAMBLE3.59%
CHEVRON CORP3.00%
ABBVIE INC2.37%
JOHNSON&JOHNSON2.35%
PEPSICO INC2.35%
PHILIP MORRIS INTL INC2.23%
COCA-COLA CO/THE2.07%
UNITEDHEALTH GRP1.76%
FREEPORT MCMORAN INC1.64%
CONOCOPHILLIPS1.56%
GILEAD SCIENCES INC1.53%
MCKESSON CORP1.52%
NEWMONT CORP1.51%
AMGEN INC1.46%
MERCK & CO1.39%
WILLIAMS COS INC1.18%
COLGATE-PALMOLIVE CO1.01%
BAKER HUGHES CO0.97%
CARDINAL HEALTH INC0.94%
PFIZER INC0.93%
PROGRESSIVE CORP OHIO0.93%
SLB LTD0.87%
CENCORA INC0.87%
EOG RESOURCES INC0.79%
VALERO ENERGY CORP0.77%
TECHNIPFMC PLC0.77%
CHUBB LTD0.76%
CORTEVA INC0.76%
MARATHON PETROLEUM CORP0.75%
NUCOR CORP0.75%
TRAVELERS COS IN0.74%
ELEVANCE HEALTH INC0.73%
BRISTOL-MYERS SQUIBB CO0.72%
VERTEX PHARMACEUTICALS INC0.72%
ALTRIA GROUP INC0.70%
PHILLIPS 660.67%
TARGA RESOURCES CORP0.66%
AFLAC INC0.65%
CHENIERE ENERGY INC0.63%
HARTFORD INSURANCE GROUP INC/THE0.62%
KIMBERLY CLARK CORP0.62%
STEEL DYNAMICS INC0.58%
REGENERON PHARMACEUTICALS INC0.58%
KINDER MORGAN INC0.56%
ARCHER DANIELS MIDLAND CO0.54%
ARCH CAPITAL GRP0.51%
ALLSTATE CORPORATION0.50%

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