Index Performance
+11.49%
HPLVS
+13.30%
TMLARGE
Overview
Description
This index collects 9 global companies with continuous growth and low volatility.
- TickerHPLVS
- Inception Date12/25/2023
- WeightingEqual
- # of holdings9
What's inside?
Holdings
All holdings as of June 26, 2026
CSV download
| Caterpillar, Inc. (CAT) | 22.29% | $459.47B | 22.22% | 33.13% | 5.22 |
| Walmart, Inc. (WMT) | 14.59% | $920.67B | 7.33% | 25.14% | 1.55 |
| American Express Co. (AXP) | 12.00% | $232.24B | 10.23% | 58.73% | 2.60 |
| Amazon.com, Inc. (AMZN) | 9.69% | $2.50T | 16.61% | 51.82% | 3.16 |
| The Coca-Cola Co. (KO) | 9.63% | $355.51B | 12.75% | 62.65% | 7.29 |
| Apple, Inc. (AAPL) | 9.49% | $4.17T | 16.60% | 49.27% | 8.15 |
| Visa, Inc. (V) | 8.44% | $633.50B | 17.05% | 78.33% | 13.66 |
| Mastercard, Inc. (MA) | 7.63% | $440.93B | 16.20% | 96.45% | 13.42 |
| McDonald's Corp. (MCD) | 6.24% | $191.67B | 9.42% | 56.74% | 10.04 |
Market data by FactSet
