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TILCX

T. Rowe Price Large-Cap Value Fund I Class
1W: -1.7% 1M: -6.8% 3M: -0.7% YTD: -0.7% 1Y: -3.1% 3Y: +28.0% 5Y: +31.6%
$23.55
+0.02 (+0.09%)
 
Weekly Expected Move ±1.8%
$22 $23 $23 $23 $24
ETF NASDAQ · AUM $3.7B
ETF-Level Metrics
AUM$3.7B
Holdings80
Top 10 Wt25.0%
Beta0.76
% Profitable87%
Coverage96%
Portfolio Valuation
P/E3.6
P/B0.4
P/S0.5
EV/EBITDA12.4
P/FCF4.5
PEG0.24
Profitability & Returns
Gross Margin47.8%
Net Margin13.3%
ROE11.0%
ROA8.0%
ROIC12.5%
Div Yield2.21%
Leverage & Liquidity
Debt/Equity0.07
Debt/Assets0.05
Net Debt/EBITDA-1.1x
Interest Cov12.9x
Current Ratio2.10
Quick Ratio1.66
Growth (YoY)
Revenue+6.5%
Net Income+13.2%
EPS+16.1%
FCF+21.5%
EBITDA+17.7%
Rev CAGR 3Y+6.1%
Quality Scores
Piotroski F6.6
Altman Z3.26
IS Quality68.8
IS Overall51.2
IS Value56.6
Median P/E21.6

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 12 21.4% 6.6
Industrials 12 12.8% 29.4
Healthcare 12 12.1% 17.5
Technology 11 10.1% -53.4
Consumer Defensive 7 8.9% 26.3
Energy 8 8.1% 20.2
Communication Services 5 6.4% 16.6
Utilities 4 5.8% 24.7
Consumer Cyclical 3 5.4% 24.7
Real Estate 3 3.5% 37.6
Other 3 3.5%
Basic Materials 3 2.8% 16.3

Smart Money Overlap

16 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
SCHW The Charles Schwab Corporation 2.75% 4 Bullish 12 3 +1.5%
COP ConocoPhillips 2.47% 4 Bullish 1 3 +22.3%
LHX L3Harris Technologies, Inc. 2.30% 4 Bullish 14 1 +0.6%
C Citigroup Inc. 1.97% 4 Bullish 35 9 -0.1%
HD The Home Depot, Inc. 1.90% 4 Bullish 11 11 -3.3%
CVS CVS Health Corporation 1.65% 4 Bullish 26 2 +2.3%
SRE Sempra 1.34% 4 Bullish 7 1 +7.2%
SWK Stanley Black & Decker, Inc. 1.07% 4 Bullish 25 2 -4.1%
MRK Merck & Co., Inc. 0.96% 4 Bullish 11 2 +2.1%
WMT Walmart Inc. 0.93% 4 Bullish 22 3 +1.2%
DIS The Walt Disney Company 0.80% 4 Bullish 29 3 +0.3%
META Meta Platforms, Inc. 0.77% 4 Bullish 42 14 -3.2%
WMB The Williams Companies, Inc. 0.73% 4 Bullish 12 1 -0.9%
EOG EOG Resources, Inc. 0.65% 4 Bullish 21 1 +26.6%
JNJ Johnson & Johnson 0.64% 4 Bullish 12 2 +0.4%
INTC Intel Corporation 0.49% 4 Bullish 2 2 +10.5%
Showing 50 of 83 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ALPHABET INC CL C GOOG 3.53% $109.8M 450,800 27.0 $3.6T Communication Services
2 BANK OF AMERICA CORP BAC 2.91% $90.5M 1,754,021 11.9 $354.4B Financial Services
3 SCHWAB (CHARLES) CORP SCHW 2.75% $85.6M 897,000 18.8 $166.6B Financial Services
4 CONOCOPHILLIPS COP 2.47% $76.7M 810,365 19.6 $159.5B Energy
5 WELLS FARGO & CO WFC 2.36% $73.4M 875,601 12.0 $248.7B Financial Services
6 L3HARRIS TECHNOLOGIES INC LHX 2.30% $71.6M 234,306 41.5 $66.6B Industrials
7 AMAZON.COM INC AMZN 2.22% $69.1M 314,600 28.9 $2.3T Consumer Cyclical
8 AMEREN CORPORATION AEE 2.19% $68.0M 651,081 20.8 $30.9B Utilities
9 ELEVANCE HEALTH INC ANTM 2.18% $67.9M 210,036 11.8 $114.6B Healthcare
10 CHUBB LTD 0VQD.L 2.07% $64.4M 228,074 12.6 $131.1B Financial Services
11 CITIGROUP INC C 1.97% $61.3M 604,100 14.7 $201.6B Financial Services
12 HARTFORD INSURANCE GROUP INC/T HIG 1.95% $60.6M 454,459 9.9 $38.0B Financial Services
13 METLIFE INC MET 1.94% $60.2M 731,400 13.9 $46.6B Financial Services
14 HOME DEPOT INC HD 1.90% $59.1M 145,900 22.6 $320.3B Consumer Cyclical
15 ZIMMER BIOMET HOLDINGS INC ZBH 1.87% $58.2M 591,352 25.4 $18.0B Healthcare
16 T. Rowe Price Government Reserve Fund Private 1.86% $57.8M 57,792,021
17 PROCTER & GAMBLE CO/THE PG 1.79% $55.8M 363,100 21.1 $334.4B Consumer Defensive
18 SOUTHERN CO/THE SO 1.74% $54.2M 571,705 24.8 $109.1B Utilities
19 CVS HEALTH CORP CVS 1.65% $51.4M 681,693 52.8 $93.5B Healthcare
20 AVALONBAY COMMUNITIES INC AVB 1.57% $48.9M 253,133 22.2 $23.5B Real Estate
21 EXXON MOBIL CORP XOM 1.51% $46.8M 415,367 24.1 $669.5B Energy
22 ALLSTATE CORP ALL 1.49% $46.2M 215,100 5.3 $53.7B Financial Services
23 KIMBERLY-CLARK CORP KMB 1.47% $45.8M 368,538 15.8 $31.9B Consumer Defensive
24 KENVUE INC KVUE 1.46% $45.3M 2,793,792 22.3 $32.9B Consumer Defensive
25 QUALCOMM INC QCOM 1.41% $43.9M 263,841 25.3 $135.4B Technology
26 CSX CORP CSX 1.37% $42.6M 1,199,600 26.6 $76.7B Industrials
27 SEMPRA SRE 1.34% $41.7M 463,965 35.3 $64.8B Utilities
28 INTERNATIONAL PAPER CO IP.SW 1.30% $40.3M 868,005 $3.7B Basic Materials
29 US BANCORP USB 1.28% $39.9M 826,283 10.9 $82.3B Financial Services
30 PHILIP MORRIS INTERNATIONAL PMI.SW 1.26% $39.2M 241,905 21.7 $210.2B Consumer Defensive
31 COLGATE-PALMOLIVE CO CL 1.25% $38.9M 486,941 32.2 $68.2B Consumer Defensive
32 LAS VEGAS SANDS CORP LVS 1.23% $38.4M 713,018 22.5 $36.7B Consumer Cyclical
33 NORFOLK SOUTHERN CORP NSC 1.21% $37.7M 125,383 22.5 $64.7B Industrials
34 SAMSUNG ELECTRONICS CO LTD SSNLF 1.19% $52.0B 618,777 28.3 $843.1B Technology
35 GENERAL AEROSPACE GEC.L 1.19% $37.1M 123,223 34.5 $259.9B Industrials
36 SALESFORCE INC CRM.NE 1.17% $36.3M 153,300 23.5 $230.2B Technology
37 EQUITABLE HOLDINGS INC AXJ.DE 1.17% $36.3M 714,819 -7.8 $9.2B Financial Services
38 BOEING CO/THE BA 1.13% $35.2M 162,898 71.6 $163.5B Industrials
39 TEXAS INSTRUMENTS INC TXN 1.07% $33.2M 180,753 35.4 $177.4B Technology
40 SIEMENS AG-REG SIE.DE 1.07% $28.3M 122,882 20.9 $162.7B Industrials
41 STANLEY BLACK & DECKER INC SWK 1.07% $33.2M 446,074 25.9 $10.6B Industrials
42 ROCKWELL AUTOMATION INC ROK 1.05% $32.8M 93,800 41.6 $41.0B Industrials
43 BECTON DICKINSON AND CO BDX 1.04% $32.4M 172,887 25.1 $56.0B Healthcare
44 CUMMINS INC CMI 1.03% $32.0M 75,676 26.7 $75.9B Industrials
45 FORTIVE CORP FTV 1.03% $31.9M 651,500 30.6 $17.8B Technology
46 REXFORD INDUSTRIAL REALTY IN REXR 1.02% $31.9M 774,993 36.2 $7.9B Real Estate
47 MICROSOFT CORP MSFT 1.01% $31.3M 60,526 23.3 $2.8T Technology
48 TOTALENERGIES SE -SPON ADR TTE 1.01% $31.3M 524,829 15.4 $205.8B Energy
49 ADVANCED MICRO DEVICES AMD 1.01% $31.3M 193,200 81.8 $354.6B Technology
50 MERCK & CO. INC. MRK 0.96% $30.0M 357,400 16.5 $298.8B Healthcare

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms