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SVFSX vs ROPE

Shared holdings
9
SVFSX covered by ROPE
19.23%
ROPE covered by SVFSX
19.23%

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.

SVFSX (Feb. 27, 2026)

SecurityWeight
SIMON PROPERTY6.68%
MERCK & CO6.43%
CENOVUS ENERGY INC5.79%
AMGEN INC5.69%
APA CORP5.29%
MACERICH COMPANY5.23%
NT-INST TRSR-PRM5.20%
DR HORTON INC5.04%
CONOCOPHILLIPS3.98%
DIAMONDBACK ENERGY INC3.91%
AMERICAN EXPRESS CO3.91%
LENNAR CORP CL A3.81%
TARGET CORP3.57%
NVR INC3.40%
EBAY INC3.38%
OCCIDENTAL PETROLEUM CORP3.38%
FIFTH THIRD BANCORP2.94%
BANK OF AMERICA CORPORATION2.89%
JPMORGAN CHASE and CO2.62%
HOME DEPOT INC2.46%
WESTERN ALLIANCE BANCORP2.29%
UNITEDHEALTH GRP2.14%
U-HAUL HOLDING CO2.13%
CREDIT ACCEPTANCE CORP2.09%
ULTA BEAUTY INC1.80%
QUALCOMM INC1.63%
M&T BANK CORP1.34%
CROCS INC0.99%

ROPE (Feb. 27, 2026)

SecurityWeight
EXXON MOBIL CORP5.87%
PHILIP MORRIS INTL INC5.64%
CONOCOPHILLIPS5.48%
BRISTOL-MYERS SQUIBB CO5.43%
COMCAST CORP CL A5.34%
UNITED PARCEL SERVICE INC CL B5.26%
SIMON PROPERTY5.24%
TARGET CORP5.19%
CVS HEALTH CORP4.64%
US BANCORP DEL4.53%
FRST AM-GV OB-X2.05%
DEERE & CO1.47%
COLGATE-PALMOLIVE CO1.46%
FEDEX CORP1.44%
GILEAD SCIENCES INC1.39%
JOHNSON&JOHNSON1.37%
COCA-COLA CO/THE1.36%
HONEYWELL INTL INC1.36%
AMGEN INC1.35%
CATERPILLAR INC1.34%
UNION PACIFIC CORP1.29%
MERCK & CO1.29%
WALMART INC1.28%
MCDONALDS CORP1.26%
STARBUCKS CORP1.25%
RTX CORP1.21%
CISCO SYSTEMS INC1.20%
AMERICAN INTERNATIONAL GROUP1.18%
EMERSON ELECTRIC CO1.18%
3M CO1.14%
BANK OF NEW YORK MELLON CORP1.11%
Medtronic PLC1.11%
GENERAL MOTORS CO1.09%
WALT DISNEY CO/T1.05%
SCHWAB CHARLES CORP1.03%
VISA INC-CLASS A1.02%
JPMORGAN CHASE and CO1.02%
DANAHER CORP1.01%
GOLDMAN SACHS GROUP INC1.01%
METLIFE INC1.01%
CITIGROUP INC1.01%
MORGAN STANLEY1.00%
BANK OF AMERICA CORPORATION0.99%
WELLS FARGO & CO0.96%
INTL BUS MACH CORP0.91%
AMERICAN EXPRESS CO0.91%
QUALCOMM INC0.88%
Accenture PLC0.87%
CAPITAL ONE FINANCIAL CORP0.86%
SALESFORCE INC0.85%

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