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UIISX vs VALQ

Shared holdings
68
UIISX covered by VALQ
36.75%
VALQ covered by UIISX
36.75%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

UIISX (Jan. 31, 2026)

SecurityWeight
JPMORGAN CHASE and CO2.80%
JOHNSON&JOHNSON2.19%
ALPHABET INC CL A2.18%
WELLS FARGO & CO2.13%
GILEAD SCIENCES INC2.05%
MERCK & CO2.02%
ALTRIA GROUP INC1.87%
LOCKHEED MARTIN CORP1.83%
BRISTOL-MYERS SQUIBB CO1.73%
CISCO SYSTEMS INC1.67%
VALERO ENERGY CORP1.65%
ACCENTURE PLC-A1.62%
PNC FINANCIAL SERVICES GRP INC1.61%
EOG RESOURCES INC1.59%
CF INDUSTRIES HOLDINGS INC1.47%
VERIZON COMMUNICATIONS INC1.44%
PROCTER & GAMBLE1.39%
LOWES COS INC1.36%
CUMMINS INC1.36%
QUALCOMM INC1.36%
NEW YORK TIMES CO CL A1.36%
AUTOMATIC DATA PROCESSING INC1.30%
BANK OF NEW YORK MELLON CORP1.26%
EVEREST RE GROUP1.17%
EDISON INTL1.15%
OTIS WORLDWIDE CORP1.14%
ALLSTATE CORPORATION1.09%
MARATHON PETROLEUM CORP1.08%
SYSCO CORP1.07%
APPLIED MATERIALS INC1.07%
AMERIPRISE FINANCIAL INC1.04%
INTL BUS MACH CORP1.04%
GENERAL DYNAMICS CORPORATION1.00%
ABBVIE INC1.00%
CATERPILLAR INC0.98%
KIMBERLY CLARK CORP0.98%
WILLIAMS-SONOMA INC0.90%
YUM! BRANDS INC0.89%
AMERICAN EXPRESS CO0.86%
MEDTRONIC PLC0.85%
GOLDMAN SACHS GROUP INC0.84%
CH ROBINSON WORLDWIDE INC0.81%
RALPH LAUREN CORP0.80%
EVERGY INC0.80%
COLGATE-PALMOLIVE CO0.80%
COMCAST CORP CL A0.79%
CVS HEALTH CORP0.79%
RELIANCE STEEL and ALUMINUM CO0.77%
PFIZER INC0.74%
WEC ENERGY GROUP INC0.73%

VALQ (Feb. 28, 2026)

SecurityWeight
LOCKHEED MARTIN CORP3.27%
MERCK & CO2.88%
LOWES COS INC2.87%
CISCO SYSTEMS INC2.52%
PROCTER & GAMBLE1.98%
INTL BUS MACH CORP1.82%
GILEAD SCIENCES INC1.74%
APPLIED MATERIALS INC1.72%
QUALCOMM INC1.65%
LAM RESEARCH CORP1.64%
VERIZON COMMUNICATIONS INC1.61%
APPLE INC1.55%
ALPHABET INC CL A1.51%
CFD_EQS GOLDUS33 22569081.51%
SCHWAB CHARLES CORP1.50%
GOLDMAN SACHS GROUP INC1.48%
JOHNSON&JOHNSON1.47%
EXXON MOBIL CORP1.45%
COLGATE-PALMOLIVE CO1.44%
WALMART INC1.40%
HONEYWELL INTL INC1.38%
UNION PACIFIC CORP1.34%
CHEVRON CORP1.34%
PEPSICO INC1.32%
BRISTOL-MYERS SQUIBB CO1.29%
TEXAS INSTRUMENTS INC1.29%
COMCAST CORP CL A1.27%
META PLATFORMS INC CL A1.26%
TJX COS INC1.25%
HOME DEPOT INC1.20%
CLOROX CO1.19%
ILLINOIS TOOL WORKS INC1.17%
ACCENTURE PLC-A1.14%
ABBVIE INC1.13%
THE BOOKING HOLDINGS INC1.11%
NETAPP INC1.08%
SALESFORCE INC1.07%
ADOBE INC1.06%
KIMBERLY CLARK CORP1.04%
TARGET CORP1.02%
ABBOTT LABS1.01%
UNITEDHEALTH GRP0.95%
JONES LANG LASALLE INC0.93%
HCA HEALTHCARE INC0.93%
AUTOMATIC DATA PROCESSING INC0.83%
BEST BUY CO INC0.81%
GENERAL MILLS INC0.78%
DOLBY LABORATORIES INC CL A0.76%
F5 INC0.74%
NIKE INC CL B0.63%

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