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SAMT vs CCOR

Shared holdings
8
SAMT covered by CCOR
22.95%
CCOR covered by SAMT
22.95%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SAMT (March 31, 2026)

SecurityWeight
QUANTA SERVICES INC COMMON STOCK4.38%
ENTERGY CORP3.93%
EDISON INTL3.68%
OCCIDENTAL PETROLEUM CORP3.68%
MARRIOTT INTL-A3.57%
VENTURE GLOBAL INC3.48%
SPHERE ENTERTAINMENT CO3.40%
CHEVRON CORP3.31%
WALMART INC3.27%
AMPRIUS TECHNOLOGIES INC3.20%
CME GROUP INC CL A3.15%
ALPHABET INC CL A3.13%
PLANET LABS PBC A3.10%
WASTE MANAGEMENT INC3.06%
JOHNSON&JOHNSON2.96%
DUKE ENERGY CORP NEW2.95%
COSTCO WHOLESALE CORP2.93%
ARCHER-DANIELS-MIDLAND CO COMMON STOCK2.92%
MERCK & CO2.91%
iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF2.90%
US TREASURY 3 MONTH BILL ETF2.90%
COCA-COLA CO/THE2.89%
VENTAS INC REIT2.88%
GE VERNOVA LLC2.85%
AFLAC INC COMMON STOCK2.68%
ROCKWELL AUTOMATION INC2.65%
APPLE INC COMMON STOCK2.64%
ONTO INNOVATION INC2.60%
MCDONALDS CORP2.37%
MARVELL TECHNOLOGY INC2.20%
ROCKET LAB CORP2.13%
WESTERN DIGITAL CORP1.83%
SALESFORCE INC1.77%
KLA CORP1.70%

CCOR (April 30, 2026)

SecurityWeight
ALPHABET INC CL A6.64%
MORGAN STANLEY4.63%
JOHNSON&JOHNSON3.93%
WALMART INC3.74%
EXXON MOBIL CORP3.65%
CHEVRON CORP3.64%
AIR PRODUCTS and CHEMICALS INC3.44%
MICROSOFT CORP3.31%
NEXTERA ENERGY INC3.26%
JPMORGAN CHASE and CO3.22%
EMERSON ELECTRIC CO3.22%
CHUBB LTD3.22%
ADV MICRO DEVICE3.18%
CME GROUP INC CL A3.08%
WASTE MANAGEMENT INC3.07%
SOUTHERN CO3.03%
AMAZON.COM INC3.01%
REALTY INCOME CORP REIT2.73%
AMGEN INC2.73%
LOCKHEED MARTIN CORP2.66%
MCDONALDS CORP2.49%
APPLE INC2.41%
META PLATFORMS INC CL A2.25%
PROCTER & GAMBLE2.21%
LILLY ELI and CO2.16%
AFLAC INC2.06%
BROADRIDGE FINL1.81%
GENUINE PARTS CO1.79%
MERCK & CO1.76%
PAYCHEX INC1.72%
HOME DEPOT INC1.68%
FRST AM-GV OB-X1.67%
MOSAIC CO/THE1.45%
ACCENTURE PLC CL A1.18%
FACTSET RESEARCH SYSTEMS INC1.15%
ADOBE INC1.10%
FISERV INC0.92%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT0.74%
US ULTRA BOND CBT Sep250.08%

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