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TLCIX vs HEIIX

Shared holdings
25
TLCIX covered by HEIIX
63.11%
HEIIX covered by TLCIX
63.11%

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.

TLCIX (March 31, 2026)

SecurityWeight
ALPHABET INC CL C8.85%
BERKSHIRE HATH-B6.38%
APPLE INC6.33%
NORFOLK SOUTHERN CORP4.84%
REPUBLIC SVCS4.26%
AIR PRODUCTS and CHEMICALS INC4.18%
CHUBB LTD4.16%
DOMINION ENERGY INC4.05%
MARTIN MAR MTLS4.00%
PROGRESSIVE CORP OHIO3.79%
VISA INC-CLASS A3.77%
BLACKROCK INC3.59%
TE CONNECTIVITY3.59%
FEDEX CORP3.56%
NEWMARKET CORP3.26%
OLD DOMINION FRT3.17%
ENTEGRIS INC3.13%
CHEVRON CORP3.04%
TEXAS INSTRUMENTS INC2.94%
ALTRIA GROUP INC2.92%
JOHNSON&JOHNSON2.85%
SCHWAB CHARLES CORP2.38%
NESTLE S A SPONSORED ADR2.32%
O'REILLY AUTOMOTIVE INC2.25%
CHURCH & DWIGHT2.19%
LOWES COS INC1.70%
STARBUCKS CORP1.36%
DREY-GVT CSH-I1.15%

HEIIX (Jan. 31, 2026)

SecurityWeight
ALPHABET INC CL C7.20%
APPLE INC4.45%
BERKSHIRE HATH-B4.40%
NORFOLK SOUTHERN CORP3.59%
REPUBLIC SVCS2.89%
BLACKROCK INC2.87%
VISA INC-CLASS A2.76%
PROGRESSIVE CORP OHIO2.73%
CHUBB LTD2.71%
AIR PRODUCTS and CHEMICALS INC2.69%
TE CONNECTIVITY PLC2.63%
MARTIN MAR MTLS2.35%
NEWMARKET CORP2.34%
TEXAS INSTRUMENTS INC2.24%
FEDEX CORP2.21%
ENTEGRIS INC2.17%
DOMINION ENERGY INC2.04%
OLD DOMINION FRT1.93%
ALTRIA GROUP INC1.88%
JOHNSON&JOHNSON1.82%
SCHWAB CHARLES CORP1.82%
CHEVRON CORP1.78%
EQUITABLE HOLDINGS INC1.74%
FRST AM-GV OB-X1.70%
O'REILLY AUTOMOTIVE INC1.65%
CHURCH & DWIGHT1.55%
NESTLE S A SPONSORED ADR1.48%
US TREASURY N/B1.43%
US TREASURY N/B1.41%
LOWES COS INC1.32%
US TREASURY N/B1.02%
STARBUCKS CORP0.96%
US TREASURY N/B0.96%
General Electric Co0.86%
US TREASURY N/B0.81%
WELLS FARGO CO0.73%
JPMORGAN CHASE0.73%
REGIONS FINL0.72%
US TREASURY N/B0.70%
GOLDMAN SACHS GP0.70%
LOWE'S COS INC0.70%
US TREASURY N/B0.66%
US TREASURY N/B0.66%
US TREASURY N/B0.66%
US TREASURY N/B0.59%
COMCAST CORP COMPANY GUAR 02/33 4.650.58%
US TREASURY N/B0.57%
US TREASURY N/B0.52%
MORGAN STANLEY0.52%
WILLIAMS COS INC0.48%

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