C

carteradiv

22 holdings

Aug 5, 2026

4.21%

3.43%

Sectors

  • Consumer Defensive 24.1%
  • Healthcare 14.5%
  • Consumer Cyclical 14.3%
  • Technology 13.2%
  • Energy 11.3%
  • Real Estate 8.5%
  • Utilities 5.4%
  • Unknown 3.3%
  • Financial Services 2.9%
  • Communication Services 2.5%
JNJ JN

JNJ

10.20%
TXN TX

TXN

6.98%
PG PG

PG

6.83%
PAYX PA

PAYX

6.21%
VIS.MC VI

VIS.MC

6.04%
PEP PE

PEP

5.99%
REP.MC RE

REP.MC

5.75%
DGE.L DG

DGE.L

4.74%
PLD PL

PLD

4.28%
O O

O

4.26%
KO KO

KO

4.26%
BMY BM

BMY

4.26%
ITX.MC IT

ITX.MC

4.13%
MCD MC

MCD

4.13%
IBE.MC IB

IBE.MC

3.94%
CNQ CN

CNQ

3.55%
NOV.HA NO

NOV.HA

3.26%
TROW TR

TROW

2.85%
CMCSA CM

CMCSA

2.46%
BNZL.L BN

BNZL.L

2.31%
ENB EN

ENB

2.04%
NTGY.MC NT

NTGY.MC

1.51%

Owner's achievements

4% yield on cost Ten holdings First holding
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