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USPFX vs EDOW

Shared holdings
12
USPFX covered by EDOW
37.60%
EDOW covered by USPFX
37.60%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

USPFX (March 31, 2026)

SecurityWeight
APPLE INC7.74%
JPMORGAN CHASE and CO7.67%
MICROSOFT CORP7.07%
META PLATFORMS INC CL A7.03%
GOLDMAN SACHS GROUP INC5.60%
DOLLAR TREE INC5.48%
FEDEX CORP5.38%
JOHNSON&JOHNSON4.42%
EXXON MOBIL CORP4.19%
BOEING CO/THE3.53%
UNITEDHEALTH GRP3.39%
PG&E CORP3.38%
BANK OF AMERICA CORPORATION3.19%
SLB LTD3.18%
NIKE INC CL B3.15%
STARBUCKS CORP3.08%
WALT DISNEY CO/T3.01%
SIMON PROPERTY2.95%
CHEVRON CORP2.89%
MERCK & CO2.87%
DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT2.51%
HOME DEPOT INC2.36%
MONEYMKT2.13%
LVMH MOET HENNESSY-UNSP ADR Sponsored ADR2.05%
TARGET CORP1.76%

EDOW (March 31, 2026)

SecurityWeight
CHEVRON CORP3.69%
MERCK & CO3.54%
GOLDMAN SACHS GROUP INC3.51%
JPMORGAN CHASE and CO3.50%
WALMART INC3.44%
JOHNSON&JOHNSON3.44%
CATERPILLAR INC3.42%
CISCO SYSTEMS INC3.39%
SHERWIN WILLIAMS CO3.39%
VERIZON COMMUNICATIONS INC3.38%
AMERICAN EXPRESS CO3.38%
COCA-COLA CO/THE3.35%
AMAZON.COM INC3.35%
VISA INC-CLASS A3.34%
TRAVELERS COS IN3.33%
INTL BUS MACH CORP3.33%
APPLE INC3.33%
SALESFORCE INC3.29%
MCDONALDS CORP3.27%
WALT DISNEY CO/T3.26%
UNITEDHEALTH GRP3.24%
NIKE INC CL B3.24%
HONEYWELL INTL INC3.23%
PROCTER & GAMBLE3.22%
HOME DEPOT INC3.20%
NVIDIA CORP3.20%
3M CO3.20%
AMGEN INC3.18%
BOEING CO/THE3.18%
MICROSOFT CORP3.12%
DREY-GVT CSH-I0.07%

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