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SLVCX vs PIODX

Shared holdings
5
SLVCX covered by PIODX
13.94%
PIODX covered by SLVCX
13.94%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 23 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SLVCX (Feb. 28, 2026)

SecurityWeight
HENRY SCHEIN INC7.21%
Dreyfus Instl Resv PFD GOVT INSTL7.12%
AMETEK INC NEW6.32%
WILLIAMS COS INC6.06%
CLEAN HARBORS INC5.53%
PRIMO BRANDS CORP A5.28%
API GROUP CORP5.10%
QUEST DIAGNOSTICS INC4.78%
MARTIN MAR MTLS4.71%
CAPITAL ONE FINANCIAL CORP4.50%
STANDARDAERO INC4.42%
FAIR ISAAC CORP4.29%
WELLTOWER INC4.24%
INTERCONTINENTAL EXCHANGE INC3.90%
TEMPUR SEALY INTERNATIONAL INC3.88%
CBRE GROUP INC - CL A3.84%
AMAZON.COM INC3.61%
QUANTA SVCS INC3.54%
GILDAN ACTIVEWEAR INC2.83%
AON PLC-CLASS A2.74%
CH ROBINSON WORLDWIDE INC2.30%
DANAHER CORP1.99%
SYNOPSYS INC1.82%

PIODX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.41%
ALPHABET INC CL A6.31%
MICROSOFT CORP4.45%
MARTIN MAR MTLS4.43%
AMAZON.COM INC4.34%
UNITED PARCEL SERVICE INC CL B4.20%
NRG ENERGY INC4.16%
APPLE INC4.11%
TRUIST FINL CORP3.55%
BJS WHSL CLUB HLDGS INC3.24%
LABCORP HOLDINGS INC3.11%
QUANTA SVCS INC2.95%
VISA INC-CLASS A2.77%
FREEPORT MCMORAN INC2.74%
CONSTELLATION ENERGY CORP2.41%
BROADCOM INC2.07%
ACCENTURE PLC-A2.07%
LILLY ELI and CO1.99%
EMCOR GROUP INC1.97%
CHENIERE ENERGY INC1.95%
MASTEC INC1.85%
META PLATFORMS INC CL A1.78%
SYNOPSYS INC1.78%
VERTEX PHARMACEUTICALS INC1.51%
KLA CORP1.44%
REGAL REXNORD CORP1.43%
SERVICENOW INC1.42%
CISCO SYSTEMS INC1.39%
GOLDMAN SACHS GROUP INC1.35%
APPLIED MATERIALS INC1.33%
GE VERNOVA LLC1.30%
TAIWAN SEMIC MFG CO LTD SP ADR1.29%
WILLIAMS COS INC1.18%
INTL BUS MACH CORP1.18%
AMERICAN ELECTRIC POWER CO INC1.17%
CME GROUP INC CL A1.14%
COMMSTCK1.06%
APOLLO GLOBAL MANAGEMENT INC1.03%
ZSCALER INC1.02%
HOME DEPOT INC0.98%
CAMECO CORP0.98%
INTUIT INC0.49%
ADV MICRO DEVICE0.30%
CORNING INC0.28%
IONQ INC0.06%
RIGETTI COMPUTING INC A0.05%

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