Index Performance
-1.69%
HPLVS
+6.48%
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 September 25, 2026
CSV download
| Caterpillar, Inc. (CAT) | 18.67% | $377.66B | 23.98% | 36.16% | 7.10 |
| Walmart, Inc. (WMT) | 13.85% | $856.69B | 5.94% | 26.14% | 1.30 |
| Apple, Inc. (AAPL) | 11.59% | $4.98T | 16.36% | 50.06% | 8.99 |
| American Express Co. (AXP) | 11.09% | $208.60B | 8.38% | 59.42% | 2.90 |
| Amazon.com, Inc. (AMZN) | 10.55% | $2.69T | 19.62% | 52.26% | 3.50 |
| The Coca-Cola Co. (KO) | 10.45% | $377.81B | 5.93% | 62.95% | 7.76 |
| Visa, Inc. (V) | 9.38% | $685.92B | 14.36% | 73.31% | 14.83 |
| Mastercard, Inc. (MA) | 8.82% | $497.27B | 13.79% | 96.67% | 13.26 |
| McDonald's Corp. (MCD) | 5.60% | $167.36B | 3.76% | 58.75% | 8.88 |
Market data by FactSet
