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VALAX vs DTD

Shared holdings
54
VALAX covered by DTD
28.68%
DTD covered by VALAX
28.68%

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.

VALAX (March 31, 2026)

SecurityWeight
MONEYMKT4.90%
JPMORGAN CHASE and CO2.68%
ALPHABET INC CL C2.61%
GOLDMAN SACHS GROUP INC2.56%
CORNING INC2.48%
CUMMINS INC2.45%
EXXON MOBIL CORP2.43%
APPLE INC2.34%
LAM RESEARCH CORP2.22%
GENERAL MOTORS CO2.18%
EOG RESOURCES INC2.16%
SEAGATE TECHNOLO1.99%
FIFTH THIRD BANCORP1.93%
CAPITAL ONE FINANCIAL CORP1.90%
Total S.A.1.89%
COHU INC1.89%
CISCO SYSTEMS INC1.82%
LOCKHEED MARTIN CORP1.81%
JOHNSON&JOHNSON1.78%
BANK OF AMERICA CORPORATION1.78%
CATERPILLAR INC1.75%
INTL BUS MACH CORP1.73%
EATON CORP PLC1.63%
PNC FINANCIAL SERVICES GRP INC1.62%
NORFOLK SOUTHERN CORP1.59%
MICROSOFT CORP1.57%
ENERSYS INC1.47%
PRUDENTL FINL1.46%
BRISTOL-MYERS SQUIBB CO1.46%
METLIFE INC1.43%
NEWMONT CORP1.41%
FEDEX CORP1.39%
AMGEN INC1.37%
META PLATFORMS INC CL A1.36%
INTEL CORP1.35%
NETAPP INC1.33%
TRUIST FINL CORP1.32%
DIGITAL REALTY TRUST INC1.29%
CARDINAL HEALTH INC1.18%
KIMCO REALTY CORPORATION1.17%
BENCHMARK ELECTRONICS INC1.13%
WALT DISNEY CO/T1.13%
ALBEMARLE CORP1.12%
MERCK & CO1.10%
AMAZON.COM INC1.08%
DEERE & CO1.06%
ABBOTT LABS1.04%
CVS HEALTH CORP1.03%
ARCHER DANIELS MIDLAND CO1.02%
ORACLE CORP1.01%

DTD (March 31, 2026)

SecurityWeight
NVIDIA CORP3.17%
JPMORGAN CHASE and CO2.93%
MICROSOFT CORP2.62%
APPLE INC2.59%
EXXON MOBIL CORP2.44%
CHEVRON CORP2.01%
JOHNSON&JOHNSON1.87%
BROADCOM INC1.70%
ABBVIE INC1.44%
PHILIP MORRIS INTL INC1.25%
MERCK & CO1.24%
VERIZON COMMUNICATIONS INC1.23%
PROCTER & GAMBLE1.22%
COCA-COLA CO/THE1.18%
ALPHABET INC CL A1.16%
AT&T INC1.14%
MORGAN STANLEY1.13%
ALPHABET INC CL C1.08%
HOME DEPOT INC1.06%
WALMART INC1.03%
PEPSICO INC1.01%
AMGEN INC0.98%
WELLS FARGO & CO0.96%
LILLY ELI and CO0.95%
BANK OF AMERICA CORPORATION0.94%
PFIZER INC0.93%
GOLDMAN SACHS GROUP INC0.91%
META PLATFORMS INC CL A0.88%
GILEAD SCIENCES INC0.82%
CISCO SYSTEMS INC0.81%
INTL BUS MACH CORP0.81%
UNITEDHEALTH GRP0.80%
VISA INC-CLASS A0.78%
CONOCOPHILLIPS0.75%
TEXAS INSTRUMENTS INC0.69%
BRISTOL-MYERS SQUIBB CO0.69%
MCDONALDS CORP0.66%
ALTRIA GROUP INC0.65%
NEXTERA ENERGY INC0.64%
DUKE ENERGY CORP NEW0.61%
CITIGROUP INC0.60%
COMCAST CORP CL A0.59%
T-MOBILE US INC0.58%
LOCKHEED MARTIN CORP0.54%
RTX CORP0.53%
ORACLE CORP0.51%
PROLOGIS INC REIT0.48%
SOUTHERN CO0.44%
HONEYWELL INTL INC0.44%
CATERPILLAR INC0.43%

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