# Portfolio overlap — CUSEX vs LFTPX

Comparing **Capital Group U.S. Equity Fund** (2026-01-31) and **Lincoln U.S. Equity Income Maximizer Fund** (2026-04-30).

- Shared positions: 35
- Capital Group U.S. Equity Fund covered by Lincoln U.S. Equity Income Maximizer Fund: 0.4333406544691230773216463086
- Lincoln U.S. Equity Income Maximizer Fund covered by Capital Group U.S. Equity Fund: 0.4333406544691230773216463086

## Capital Group U.S. Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BROADCOM INC | 0.076182 | ✓ |
| ALPHABET INC CL C | 0.064797 | ✓ |
| MICROSOFT CORP | 0.058305 | ✓ |
| CAPITAL GROUP CENTRAL CASH FUND | 0.042519 |  |
| AMAZON.COM INC | 0.035837 | ✓ |
| APPLE INC | 0.033188 | ✓ |
| META PLATFORMS INC CL A | 0.032070 | ✓ |
| GENERAL ELECTRIC CO | 0.030300 | ✓ |
| KLA CORP | 0.028833 |  |
| CONSTELLATION ENERGY CORP | 0.024505 |  |
| VISA INC-CLASS A | 0.024127 | ✓ |
| PHILIP MORRIS INTL INC | 0.021665 | ✓ |
| MICRON TECHNOLOGY INC | 0.020021 | ✓ |
| JPMORGAN CHASE and CO | 0.019464 | ✓ |
| MARSH & MCLENNAN | 0.019419 |  |
| LINDE PLC | 0.018812 | ✓ |
| GE VERNOVA LLC | 0.018005 |  |
| LILLY ELI and CO | 0.016119 | ✓ |
| NORTHROP GRUMMAN CORP | 0.014865 |  |
| MONDELEZ INTL INC | 0.014255 |  |
| RTX CORP | 0.014062 | ✓ |
| AMGEN INC | 0.013221 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.013194 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013088 |  |
| WELLTOWER INC | 0.012830 |  |
| TRANSDIGM GROUP INC | 0.011323 |  |
| SALESFORCE INC | 0.010583 | ✓ |
| WASTE CONNECTIONS INC | 0.010261 |  |
| ABBVIE INC | 0.009756 | ✓ |
| UNITEDHEALTH GRP | 0.009747 | ✓ |
| ATMOS ENERGY CORP | 0.009615 |  |
| NVIDIA CORP | 0.009501 | ✓ |
| ABBOTT LABS | 0.009499 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.008654 |  |
| TRUIST FINL CORP | 0.008223 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.008122 | ✓ |
| ENTERGY CORP | 0.007300 |  |
| CONOCOPHILLIPS | 0.007134 |  |
| TRACTOR SUPPLY CO. | 0.006857 |  |
| MORGAN STANLEY | 0.006612 | ✓ |
| SHOPIFY INC CL A | 0.006392 |  |
| ARTHUR J GALLAGHAR AND CO | 0.006019 |  |
| S&P GLOBAL INC | 0.006012 |  |
| CHURCH & DWIGHT | 0.005728 |  |
| DANAHER CORP | 0.005658 | ✓ |
| SERVICENOW INC | 0.005437 | ✓ |
| LENNOX INTL INC | 0.005376 |  |
| Safran S.A. Unsponsored ADR | 0.005270 |  |
| TJX COS INC | 0.005249 |  |
| ROLLS ROYCE HOLDINGS SPONS ADR | 0.005213 |  |

## Lincoln U.S. Equity Income Maximizer Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.082356 | ✓ |
| APPLE INC | 0.069482 | ✓ |
| ALPHABET INC CL C | 0.067444 | ✓ |
| MICROSOFT CORP | 0.050177 | ✓ |
| AMAZON.COM INC | 0.042598 | ✓ |
| BROADCOM INC | 0.035987 | ✓ |
| CATERPILLAR INC | 0.022802 | ✓ |
| META PLATFORMS INC CL A | 0.022240 | ✓ |
| JPMORGAN CHASE and CO | 0.020746 | ✓ |
| TESLA INC | 0.018278 |  |
| JOHNSON&JOHNSON | 0.017677 |  |
| BERKSHIRE HATH-B | 0.016358 |  |
| MICRON TECHNOLOGY INC | 0.014805 | ✓ |
| EXXON MOBIL CORP | 0.014488 | ✓ |
| HILTON WORLDWIDE HOLDINGS INC | 0.013375 | ✓ |
| LILLY ELI and CO | 0.013199 | ✓ |
| CISCO SYSTEMS INC | 0.013162 |  |
| SEMPRA ENERGY | 0.013032 | ✓ |
| ADV MICRO DEVICE | 0.012186 |  |
| GOLDMAN SACHS GROUP INC | 0.011984 |  |
| BANK OF AMERICA CORPORATION | 0.011954 |  |
| MORGAN STANLEY | 0.011778 | ✓ |
| VISA INC-CLASS A | 0.011338 | ✓ |
| WALMART INC | 0.011215 |  |
| ILLINOIS TOOL WORKS INC | 0.010875 |  |
| OCCIDENTAL PETROLEUM CORP | 0.010820 |  |
| DTE ENERGY CO | 0.010753 |  |
| COSTCO WHOLESALE CORP | 0.010440 |  |
| DOVER CORP | 0.010286 |  |
| CHEVRON CORP | 0.009872 |  |
| MASTERCARD INC CL A | 0.009470 | ✓ |
| INTEL CORP | 0.009438 |  |
| WELLS FARGO & CO | 0.009326 |  |
| LINDE PLC | 0.009217 | ✓ |
| GENERAL ELECTRIC CO | 0.009205 | ✓ |
| ABBVIE INC | 0.008999 | ✓ |
| AMERICAN EXPRESS CO | 0.008930 |  |
| PHILIP MORRIS INTL INC | 0.008783 | ✓ |
| APPLIED MATERIALS INC | 0.008486 | ✓ |
| RTX CORP | 0.008481 | ✓ |
| HOME DEPOT INC | 0.008459 | ✓ |
| PROCTER & GAMBLE | 0.008365 |  |
| BLACKROCK INC | 0.008224 |  |
| NETFLIX INC | 0.008045 |  |
| PEPSICO INC | 0.007643 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.007422 | ✓ |
| EATON CORP PLC | 0.006945 |  |
| REALTY INCOME CORP REIT | 0.006769 |  |
| PALANTIR TECHNOLOGIES INC | 0.006632 |  |
| UNITEDHEALTH GRP | 0.006591 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001193125-26-130893` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1785360/000119312526130893/0001193125-26-130893-index.htm>
- N-PORT (fund B) — accession `0001410368-26-057625` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/2015799/000141036826057625/0001410368-26-057625-index.htm>

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_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._

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