Index Performance
+5.70%
HPLVS
+11.87%
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 May 14, 2026
CSV download
| Caterpillar, Inc. (CAT) | 20.40% | $386.56B | 4.29% | 32.21% | 4.51 |
| Walmart, Inc. (WMT) | 16.57% | $1.04T | 4.73% | 22.94% | 1.43 |
| Amazon.com, Inc. (AMZN) | 11.06% | $2.84T | 12.38% | 50.29% | 3.55 |
| American Express Co. (AXP) | 10.97% | $214.31B | 10.23% | 58.73% | 2.60 |
| Apple, Inc. (AAPL) | 9.92% | $3.98T | 15.65% | 48.16% | 9.35 |
| The Coca-Cola Co. (KO) | 9.32% | $329.83B | 3.48% | 61.76% | 6.92 |
| Visa, Inc. (V) | 8.03% | $589.76B | 14.63% | 78.69% | 16.39 |
| Mastercard, Inc. (MA) | 7.45% | $449.63B | 16.61% | 96.03% | 16.00 |
| McDonald's Corp. (MCD) | 6.29% | $212.79B | 3.72% | 57.81% | 10.15 |
Market data by FactSet
