THEMATIC

Alpha Vee Risk Managed Equity and US Treasury

AVEQTB

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Index Performance

+6.17%
AVEQTB

Overview

Description

Alpha Vee Risk Managed Top 5 Sector Equity and US Treasury

  • TickerAVEQTB
  • Inception Date12/31/2019
  • WeightingCustom
  • # of holdings65
What's inside?

Holdings

All holdings as of August 20, 2026
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iShares 7-10 Year Treasury Bond ETF (IEF)7.49%N/AN/AN/AN/A
Fifth Third Bancorp (FITB)3.52%$49.43B35.16%N/A4.71
Chesapeake Energy Corp. (CHK)3.49%$22.51B-10.61%36.28%1.91
East West Bancorp, Inc. (EWBC)3.43%$17.80B4.15%N/A4.58
Cardinal Health, Inc. (CAH)3.21%$53.13B14.22%3.70%0.24
Synchrony Financial (SYF)3.09%$24.96B-0.40%81.50%1.44
Affiliated Managers Group, Inc. (AMG)3.01%$9.12B29.00%98.54%5.65
The PNC Financial Services Group, Inc. (PNC)2.77%$96.39B13.81%N/A5.21
Amgen, Inc. (AMGN)2.72%$234.49B9.82%72.08%6.29
Gilead Sciences, Inc. (GILD)2.60%$177.86B10.73%79.81%5.84
Unum Group (UNM)2.54%$13.76B0.22%N/A1.36
McKesson Corp. (MCK)2.52%$97.79B7.72%3.31%0.24
3M Co. (MMM)2.50%$91.85B2.46%41.29%3.75
WESCO International, Inc. (WCC)2.49%$16.48B12.98%20.90%0.92
Regions Financial Corp. (RF)2.48%$25.75B-2.35%N/A2.63
Viatris, Inc. (VTRS)2.33%$18.52B5.05%41.92%2.08
Huntington Bancshares, Inc. (HBAN)2.29%$34.37B38.02%N/A4.05
First Citizens BancShares, Inc. (North Carolina) (FCNCA)2.17%$23.91B-0.22%N/A3.94
Cencora, Inc. (COR)2.13%$60.05B5.07%3.93%0.19
C.H. Robinson Worldwide, Inc. (CHRW)2.11%$16.81B19.28%8.10%1.43
Evergy, Inc. (EVRG)2.08%$19.17B4.84%32.32%6.12
Principal Financial Group, Inc. (PFG)2.07%$23.67B6.39%N/A1.83
Expeditors International of Washington, Inc. (EXPD)2.04%$24.23B32.07%14.25%1.74
Chevron Corp. (CVX)1.98%$406.55B51.12%24.87%1.71
CVS Health Corp. (CVS)1.95%$119.78B7.24%14.85%0.47
OGE Energy Corp. (OGE)1.92%$9.65B-4.00%50.02%4.93
Xcel Energy, Inc. (XEL)1.80%$49.16B-4.94%28.73%6.15
MSC Industrial Direct Co., Inc. (MSM)1.79%$6.57B7.82%41.11%1.69
Bank OZK (OZK)1.77%$5.59B-3.82%N/A1.87
EQT Corp. (EQT)1.76%$33.71B-3.94%30.03%4.49
Lockheed Martin Corp. (LMT)1.73%$131.89B10.51%12.19%1.74
Knight-Swift Transportation Holdings, Inc. (KNX)1.67%$11.30B12.56%12.59%1.96
Bristol Myers Squibb Co. (BMY)1.51%$133.74B5.81%67.95%3.09
Chord Energy Corp. (OAS)1.46%$8.14B84.04%29.12%1.16
Henry Schein, Inc. (HSIC)1.38%$9.86B6.73%29.81%1.10
The Cigna Group (CI)1.31%$72.51B6.50%N/A0.37
Landstar System, Inc. (LSTR)1.29%$6.19B18.23%13.20%1.38
Centene Corp. (CNC)1.21%$31.68B9.92%N/A0.24
Elevance Health, Inc. (ELV)1.19%$85.94B1.40%N/A0.57
Pfizer Inc. (PFE)1.16%$158.39B2.60%62.94%2.99
Watsco, Inc. (WSO)1.16%$12.97B2.06%26.99%2.26
Humana, Inc. (HUM)1.12%$45.72B26.18%N/A0.43
AGCO Corp. (AGCO)1.07%$7.28B-0.96%24.22%1.07
Organon & Co. (OGN)0.95%$3.61B-2.26%54.36%1.81
Avantor, Inc. (AVTR)0.88%$9.64B0.53%31.73%1.54
Robert Half, Inc. (RHI)0.87%$4.49B-2.44%34.12%0.57
United Parcel Service, Inc. (UPS)0.87%$87.27B7.70%17.96%1.28
Flagstar Financial, Inc. (NYCB)0.54%$5.63B-13.77%N/A4.16
Solventum Corp. (SOLV)0.30%$15.08B1.19%58.44%2.20
Hertz Global Holdings, Inc. (HTZ)0.15%$744.98M9.66%18.11%2.32
Altria Group, Inc. (MO)0.05%$111.77B1.25%86.65%6.96
Philip Morris International, Inc. (PM)0.04%$298.51B10.19%65.42%7.71
UGI Corp. (UGI)0.02%$8.13B-4.45%39.14%1.91
H&R Block, Inc. (HRB)0.02%$6.54B4.90%44.33%1.53
Kimberly-Clark Corp. (KMB)0.01%$36.15B0.62%38.27%2.55
FedEx Corp. (FDX)0.01%$77.13B7.73%21.77%1.35
FedEx Freight Holding Co., Inc. (FDXF)<0.01%$20.39B-1.09%26.96%3.42
Annaly Capital Management, Inc. (NLY)<0.01%$17.55B34.92%99.97%18.16
SLB Ltd. (SLB)<0.01%$79.48B4.87%15.93%2.20
Commercial Metals Co. (CMC)<0.01%$7.22B22.93%17.22%1.31
Franklin Templeton, Inc. (BEN)<0.01%$17.26B19.08%73.63%3.50
Eastman Chemical Co. (EMN)<0.01%$8.44B9.82%22.22%1.39
ConocoPhillips (COP)NaN%$162.05B37.70%36.10%2.25
Hewlett Packard Enterprise Co. (HPE)NaN%$70.04B40.64%33.53%1.47
HP, Inc. (HPQ)NaN%$26.95B11.05%20.88%0.46
Market data by FactSet

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