{
  "page": "compare",
  "query": {
    "a": "LKBAX",
    "b": "QLMAOX"
  },
  "retrieved_at": "2026-07-07T18:38:26+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "LKCM Balanced Fund",
    "ticker": "LKBAX",
    "slug": "LKBAX",
    "series_id": "S000004605",
    "html_url": "https://fundwatcher.app/funds/LKBAX/"
  },
  "fund_b": {
    "name": "ClearBridge Variable Appreciation Portfolio",
    "ticker": "QLMAOX",
    "slug": "QLMAOX",
    "series_id": "S000017013",
    "html_url": "https://fundwatcher.app/funds/QLMAOX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3516845126037218438174908685",
    "coverage_b_by_a": "0.3516845126037218438174908684",
    "shared_count": 26,
    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "APPLE INC",
        "value": "3844918.50",
        "weight": "0.03728323",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "3488000.00",
        "weight": "0.03382228",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "2782542.00",
        "weight": "0.02698163",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "2406105.00",
        "weight": "0.02333141",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "2145181.00",
        "weight": "0.02080129",
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      },
      {
        "name": "L3HARRIS TECHNOLOGIES INC",
        "value": "2019127.50",
        "weight": "0.01957898",
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      },
      {
        "name": "NEWMONT CORP",
        "value": "1916025.00",
        "weight": "0.01857922",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "1873725.75",
        "weight": "0.01816906",
        "shared": true
      },
      {
        "name": "WALMART INC",
        "value": "1814488.00",
        "weight": "0.01759464",
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      },
      {
        "name": "LINDE PLC",
        "value": "1784736.00",
        "weight": "0.01730615",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1718146.82",
        "weight": "0.01666045",
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      },
      {
        "name": "MARTIN MAR MTLS",
        "value": "1648304.00",
        "weight": "0.01598320",
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      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1627470.00",
        "weight": "0.01578118",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "1612785.50",
        "weight": "0.01563878",
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      },
      {
        "name": "MERCK & CO",
        "value": "1503625.00",
        "weight": "0.01458028",
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      },
      {
        "name": "TELEDYNE TECHNOLOGIES INC",
        "value": "1482274.50",
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      },
      {
        "name": "HOME DEPOT INC",
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      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "1438800.00",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1418625.00",
        "weight": "0.01375606",
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      },
      {
        "name": "KINDER MORGAN INC",
        "value": "1408260.00",
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      },
      {
        "name": "CINTAS CORP",
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      },
      {
        "name": "ALCON INC",
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      },
      {
        "name": "ORACLE CORP",
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        "weight": "0.01298105",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "1323720.00",
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      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "1206397.50",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1163624.00",
        "weight": "0.01128338",
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      },
      {
        "name": "MOODYS CORP",
        "value": "1156062.50",
        "weight": "0.01121005",
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      },
      {
        "name": "WASTE CONNECTIONS INC",
        "value": "1153324.00",
        "weight": "0.01118350",
        "shared": false
      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "1152976.00",
        "weight": "0.01118012",
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      },
      {
        "name": "COLGATE-PALMOLIVE CO",
        "value": "1142082.00",
        "weight": "0.01107449",
        "shared": false
      },
      {
        "name": "CULLEN FROST BANKERS INC",
        "value": "1137764.00",
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      },
      {
        "name": "DANAHER CORP",
        "value": "1099680.00",
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      },
      {
        "name": "ROCKWELL AUTOMATION INC",
        "value": "1085612.00",
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      {
        "name": "TRIMBLE INC",
        "value": "988234.50",
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      {
        "name": "ARTHUR J GALLAGH",
        "value": "978773.78",
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      {
        "name": "NETFLIX INC",
        "value": "961500.00",
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      {
        "name": "ECOLAB INC",
        "value": "957672.00",
        "weight": "0.00928631",
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      },
      {
        "name": "ZOETIS INC CL A",
        "value": "948753.46",
        "weight": "0.00919983",
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      },
      {
        "name": "PEPSICO INC",
        "value": "892917.50",
        "weight": "0.00865840",
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      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "870518.20",
        "weight": "0.00844120",
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      },
      {
        "name": "ADOBE INC",
        "value": "863961.21",
        "weight": "0.00837762",
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      },
      {
        "name": "SALESFORCE INC",
        "value": "849348.50",
        "weight": "0.00823592",
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      },
      {
        "name": "AXP 4.05 05/03/29",
        "value": "847333.54",
        "weight": "0.00821638",
        "shared": false
      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
        "value": "835601.00",
        "weight": "0.00810262",
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      },
      {
        "name": "BRISTOL-MYERS",
        "value": "822639.83",
        "weight": "0.00797694",
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      },
      {
        "name": "RTX CORP",
        "value": "816524.74",
        "weight": "0.00791764",
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      },
      {
        "name": "KEURIG DR PEPPER INC",
        "value": "816230.00",
        "weight": "0.00791478",
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      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "809825.00",
        "weight": "0.00785267",
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      },
      {
        "name": "ABBOTT LABS",
        "value": "800826.00",
        "weight": "0.00776541",
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      },
      {
        "name": "LOCKHEED MARTIN",
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      }
    ],
    "b_top": [
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        "name": "NVIDIA CORP",
        "value": "90217817.60",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "69480909.00",
        "weight": "0.06195450",
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      },
      {
        "name": "ALPHABET INC CL A",
        "value": "60895143.40",
        "weight": "0.05429877",
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      {
        "name": "APPLE INC",
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      {
        "name": "NETFLIX INC",
        "value": "35163112.65",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "32771284.50",
        "weight": "0.02922139",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "32343081.03",
        "weight": "0.02883957",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "32076378.36",
        "weight": "0.02860175",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "30190523.28",
        "weight": "0.02692018",
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      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "26857845.00",
        "weight": "0.02394851",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "26567556.45",
        "weight": "0.02368967",
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      },
      {
        "name": "TJX COS INC",
        "value": "24944660.90",
        "weight": "0.02224257",
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      },
      {
        "name": "BERKSHIRE HATHAWAY INC CL A",
        "value": "23698620.00",
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      },
      {
        "name": "WALMART INC",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "22951326.23",
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      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "22292815.02",
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      },
      {
        "name": "ASML HOLDING-NY",
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      },
      {
        "name": "TRAVELERS COS IN",
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      },
      {
        "name": "LINDE PLC",
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      },
      {
        "name": "VISA INC-CLASS A",
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      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "18970916.25",
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      },
      {
        "name": "PROCTER & GAMBLE",
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      {
        "name": "RTX CORP",
        "value": "18179474.70",
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      {
        "name": "VULCAN MATERIALS CO",
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      {
        "name": "ALPHABET INC CL C",
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      {
        "name": "WASTE MANAGEMENT INC",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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      {
        "name": "ENTERGY CORP",
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      {
        "name": "BOEING CO/THE",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "13804782.25",
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      {
        "name": "COCA-COLA CO/THE",
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      },
      {
        "name": "EMERSON ELECTRIC CO",
        "value": "13613240.04",
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      {
        "name": "JPMorgan 100% U.S. Treasury Securities Money Market Fund, Class L",
        "value": "13423116.75",
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      },
      {
        "name": "Western Asset Premier Institutional US Treasury Reserves",
        "value": "13423116.62",
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      },
      {
        "name": "STRYKER CORP",
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      {
        "name": "KINDER MORGAN INC",
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        "name": "CHEVRON CORP",
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      {
        "name": "MARSH & MCLENNAN",
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      },
      {
        "name": "WALT DISNEY CO/T",
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      {
        "name": "ARISTA NETWORKS INC",
        "value": "9870775.32",
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      {
        "name": "ASM INTERNATIONAL NV REG SHS ADR",
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      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
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      {
        "name": "T-MOBILE US INC",
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      },
      {
        "name": "AMERICAN TOWER CORP",
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      },
      {
        "name": "ECOLAB INC",
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      },
      {
        "name": "TESLA INC",
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      },
      {
        "name": "ABBVIE INC",
        "value": "7742644.00",
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      },
      {
        "name": "SHERWIN WILLIAMS CO",
        "value": "7740641.40",
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      },
      {
        "name": "AUTOMATIC DATA PROCESSING INC",
        "value": "7447156.54",
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      },
      {
        "name": "UNION PACIFIC CORP",
        "value": "7227407.18",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-015065",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/918942/000089418926015065/0000894189-26-015065-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000940400-26-021629",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1176343/000094040026021629/0000940400-26-021629-index.htm"
    }
  ]
}