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Hamlin High Dividend Equity Fund (HHDFX) is an MF managed by Independent / Boutique. Its largest position is CUMMINS INC (CMI), representing 5.41% of fund assets.

Hamlin High Dividend Equity Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
HHDFX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 29, 2026
Showing 29 out of 29 holdings
Holding Weight Market Value Shares
-
CUMMINS INC
5.41% $88,326,205.38 164,169
-
ENTERPRISE PRODUCTS PARTNERS L.P.
5.01% $81,931,281.52 2,165,203
-
CME GROUP INC.
5.01% $81,918,571.35 277,361
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MORGAN STANLEY
4.97% $81,259,070.62 493,766
-
CONOCOPHILLIPS
4.67% $76,237,260.00 577,555
-
Broadcom Inc.
4.51% $73,621,596.15 237,865
-
OLD REPUBLIC INTERNATIONAL CORP
4.48% $73,126,605.30 1,832,747
-
PUBLIC SERVICE ENTERPRISE GROUP INC
4.34% $70,994,769.00 877,020
-
AbbVie Inc.
4.31% $70,462,410.20 323,980
-
JOHNSON & JOHNSON
4.28% $69,913,995.48 286,017
-
LAMAR ADVERTISING CO/NEW
4.14% $67,573,616.64 533,504
-
Snap-on Inc
4.00% $65,442,800.28 180,174
-
SIMON PROPERTY GROUP INC.
3.96% $64,753,889.50 347,150
-
DARDEN RESTAURANTS INC
3.93% $64,269,949.64 327,841
-
PROCTER & GAMBLE Co
3.61% $58,992,618.12 408,423
-
UNILEVER PLC
3.26% $53,203,200.57 933,881
-
HOME DEPOT, INC.
3.13% $51,204,555.21 155,689
-
DICK'S SPORTING GOODS, INC.
3.09% $50,505,256.16 254,704
-
WATSCO INC
2.92% $47,775,813.12 131,328
-
Philip Morris International Inc.
2.92% $47,763,088.52 288,878
-
CVS HEALTH Corp
2.80% $45,759,035.70 637,135
-
TEXAS INSTRUMENTS INC
2.54% $41,559,743.94 214,071
-
PAYCHEX INC
2.46% $40,261,967.20 437,060
-
Ares Management Corp
2.44% $39,844,301.90 365,209
-
UGI CORP /PA/
2.27% $37,020,820.74 1,016,497
-
Ryman Hospitality Properties, Inc.
2.24% $36,665,606.71 397,373
-
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND
1.41% $23,036,981.12 23,036,981
-
SLB LIMITED/NV
1.31% $21,421,818.72 416,848
-
PENSKE AUTOMOTIVE GROUP, INC.
0.45% $7,336,647.36 49,068
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