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SAMT vs CFVLX

Shared holdings
9
SAMT covered by CFVLX
17.42%
CFVLX covered by SAMT
17.42%

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%

CFVLX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.63%
TEXAS INSTRUMENTS INC2.82%
JPMORGAN CHASE and CO2.43%
EATON CORP PLC2.42%
MORGAN STANLEY2.31%
CISCO SYSTEMS INC2.26%
BERKSHIRE HATH-B2.16%
BLACKROCK INC2.16%
BANK OF AMERICA CORPORATION2.13%
PROLOGIS INC REIT2.05%
MONOLITHIC POWER SYS INC2.04%
BROADCOM INC2.00%
WILLIAMS COS INC1.99%
WELLS FARGO & CO1.98%
EXXON MOBIL CORP1.98%
WALT DISNEY CO/T1.98%
CHEVRON CORP1.97%
AMAZON.COM INC1.95%
KLA CORP1.94%
CHUBB LTD1.93%
PEPSICO INC1.93%
DUKE ENERGY CORP NEW1.90%
PROCTER & GAMBLE1.86%
JOHNSON&JOHNSON1.85%
GENERAL DYNAMICS CORPORATION1.84%
MERCK & CO1.83%
VERIZON COMMUNICATIONS INC1.82%
AMGEN INC1.82%
Southern Copper Corporation COM USD0.011.80%
HOME DEPOT INC1.78%
ABBVIE INC1.78%
CME GROUP INC CL A1.76%
MCDONALDS CORP1.74%
MEDTRONIC PLC1.73%
COMCAST CORP CL A1.64%
LITTELFUSE INC1.64%
RTX CORP1.63%
ABBOTT LABS1.61%
WALMART INC1.53%
LOCKHEED MARTIN CORP1.50%
METLIFE INC1.37%
AIR PRODUCTS and CHEMICALS INC1.35%
PNC FINANCIAL SERVICES GRP INC1.33%
ONEOK INC1.30%
MONDELEZ INTL INC1.29%
TYSON FOODS INC CL A1.28%
AMERICAN ELECTRIC POWER CO INC1.27%
STANLEY BLACK and DECKER INC1.26%
DOMINION ENERGY INC1.25%
EMERSON ELECTRIC CO1.24%

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