DURPX Holdings — U.S. High Relative Profitability Portfolio

All 149 reported holdings of U.S. High Relative Profitability Portfolio (DURPX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
NVIDIA Corp7.50%$457.27M
Apple Inc6.15%$375.31M
Meta Platforms Inc4.33%$263.84M
Eli Lilly & Co4.30%$262.10M
Microsoft Corp3.92%$239.29M
Visa Inc3.83%$233.65M
Caterpillar Inc2.84%$173.32M
Costco Wholesale Corp2.37%$144.30M
Mastercard Inc2.06%$125.80M
Home Depot Inc/The1.98%$120.76M
Lam Research Corp1.91%$116.66M
Oracle Corp1.63%$99.38M
PepsiCo Inc1.56%$95.42M
Netflix Inc1.50%$91.65M
Amgen Inc1.50%$91.31M
KLA Corp1.42%$86.75M
Merck & Co Inc1.41%$86.19M
International Business Machines Corp1.40%$85.42M
Vertiv Holdings Co1.40%$85.33M
Union Pacific Corp1.35%$82.23M
Gilead Sciences Inc1.29%$78.82M
TJX Cos Inc/The1.19%$72.36M
The DFA Investment Trust Company1.13%$69.04M
Ross Stores Inc1.13%$68.65M
Dimensional Holdings Inc.1.11%$67.69M
QUALCOMM Inc1.10%$67.16M
Johnson & Johnson1.05%$64.27M
Royal Caribbean Cruises Ltd1.04%$63.35M
Texas Instruments Inc0.98%$60.02M
Honeywell International Inc0.98%$59.69M
Targa Resources Corp0.95%$58.20M
Lockheed Martin Corp0.94%$57.41M
Bristol-Myers Squibb Co0.91%$55.79M
State Street Global Advisors0.90%$55.05M
Cheniere Energy Inc0.89%$54.17M
Micron Technology Inc0.81%$49.59M
United Rentals Inc0.81%$49.23M
Ameriprise Financial Inc0.78%$47.80M
Illinois Tool Works Inc0.76%$46.52M
General Motors Co0.74%$45.15M
Amphenol Corp0.72%$43.98M
Travelers Cos Inc/The0.68%$41.60M
Ferguson Enterprises Inc0.67%$41.03M
Motorola Solutions Inc0.67%$41.02M
Vistra Corp0.67%$40.61M
AppLovin Corp0.67%$40.60M
AbbVie Inc0.65%$39.39M
Procter & Gamble Co/The0.64%$39.28M
WW Grainger Inc0.61%$37.01M
Cencora Inc0.61%$36.96M
Kroger Co/The0.60%$36.80M
Adobe Inc0.57%$34.80M
Waste Management Inc0.55%$33.70M
Trane Technologies PLC0.55%$33.68M
Colgate-Palmolive Co0.55%$33.34M
IDEXX Laboratories Inc0.55%$33.32M
Zoetis Inc0.53%$32.55M
Automatic Data Processing Inc0.52%$31.75M
CSX Corp0.52%$31.47M
eBay Inc0.49%$29.63M
Moody's Corp0.48%$29.35M
United Parcel Service Inc0.48%$29.20M
Autodesk Inc0.48%$29.18M
Fortinet Inc0.48%$29.05M
Sysco Corp0.47%$28.88M
Sherwin-Williams Co/The0.46%$28.21M
Target Corp0.46%$28.08M
Coca-Cola Co/The0.46%$27.84M
3M Co0.46%$27.77M
Expedia Group Inc0.44%$26.71M
Cintas Corp0.41%$25.07M
Ulta Beauty Inc0.38%$23.28M
Paychex Inc0.37%$22.84M
Darden Restaurants Inc0.36%$21.78M
Kimberly-Clark Corp0.35%$21.15M
EMCOR Group Inc0.33%$20.26M
Jabil Inc0.32%$19.60M
Western Digital Corp0.32%$19.33M
NRG Energy Inc0.31%$19.04M
Comfort Systems USA Inc0.31%$18.97M
T-Mobile US Inc0.30%$18.48M
Williams-Sonoma Inc0.30%$18.44M
Burlington Stores Inc0.29%$17.52M
Corpay Inc0.28%$16.82M
Delta Air Lines Inc0.27%$16.54M
Chevron Corp0.26%$16.08M
Las Vegas Sands Corp0.26%$16.07M
NetApp Inc0.26%$16.06M
Marathon Petroleum Corp0.26%$15.98M
LPL Financial Holdings Inc0.25%$15.44M
Tractor Supply Co0.25%$15.40M
Hershey Co/The0.24%$14.85M
Tapestry Inc0.24%$14.57M
Live Nation Entertainment Inc0.24%$14.55M
Verisk Analytics Inc0.23%$14.30M
Chipotle Mexican Grill Inc0.23%$13.97M
American Express Co0.22%$13.37M
Broadridge Financial Solutions Inc0.21%$12.83M
United Airlines Holdings Inc0.19%$11.44M
Rollins Inc0.18%$10.89M
CDW Corp/DE0.17%$10.39M
Fastenal Co0.17%$10.10M
Charter Communications Inc0.17%$10.07M
Lululemon Athletica Inc0.16%$9.88M
Carvana Co0.16%$9.82M
Altria Group Inc0.16%$9.59M
NXP Semiconductors NV0.15%$8.97M
Equitable Holdings Inc0.14%$8.37M
Devon Energy Corp0.13%$8.18M
Expeditors International of Washington Inc0.13%$8.04M
ConocoPhillips0.13%$7.71M
Gartner Inc0.12%$7.52M
Lennox International Inc0.10%$5.86M
Solstice Advanced Materials Inc0.09%$5.73M
Texas Pacific Land Corp0.09%$5.40M
Mettler-Toledo International Inc0.09%$5.25M
Omnicom Group Inc0.08%$5.13M
Dick's Sporting Goods Inc0.08%$4.98M
TechnipFMC PLC0.08%$4.94M
Best Buy Co Inc0.08%$4.73M
Southern Copper Corp0.06%$3.91M
Carnival Corp0.06%$3.74M
Chicago Mercantile Exchange0.06%$3.69M
Avery Dennison Corp0.05%$3.10M
DaVita Inc0.05%$2.99M
Rockwell Automation Inc0.05%$2.99M
NVR Inc0.04%$2.58M
Allegion plc0.04%$2.48M
XPO Inc0.04%$2.25M
Marsh & McLennan Cos Inc0.03%$1.72M
Willis Towers Watson PLC0.03%$1.69M
Microchip Technology Inc0.03%$1.66M
Aon PLC0.03%$1.62M
Occidental Petroleum Corp0.03%$1.55M
GoDaddy Inc0.02%$1.39M
Seagate Technology Holdings PLC0.02%$1.21M
CH Robinson Worldwide Inc0.02%$1.17M
Carlisle Cos Inc0.02%$1.08M
Lincoln Electric Holdings Inc0.02%$985.27K
Solventum Corp0.02%$981.97K
Waters Corp0.01%$839.25K
Masco Corp0.01%$747.14K
FTAI Aviation Ltd0.00%$229.95K
Ralph Lauren Corp0.00%$180.04K
Applied Materials Inc0.00%$184.62K
Service Corp International/US0.00%$183.29K
Match Group Inc0.00%$77.83K
Leidos Holdings Inc0.00%$77.89K
Dexcom Inc0.00%$6.37K

DURPX overview: performance, fees, allocation and SEC filings