# Portfolio overlap — STRN vs LGLAX

Comparing **Smart Trend 25 ETF** (2026-03-31) and **Lord Abbett Growth Leaders Fund** (2026-04-30).

- Shared positions: 14
- Smart Trend 25 ETF covered by Lord Abbett Growth Leaders Fund: 0.2821955877737813553347340625
- Lord Abbett Growth Leaders Fund covered by Smart Trend 25 ETF: 0.2821955877737813553347340625

## Smart Trend 25 ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FRST AM-GV OB-X | 0.126598 |  |
| VERTIV HOLDINGS CO | 0.075578 | ✓ |
| MONSTER BEVERAGE CORP | 0.068041 |  |
| COMFORT SYSTEMS USA INC | 0.061656 | ✓ |
| GENERAL ELECTRIC CO | 0.060739 | ✓ |
| LILLY ELI and CO | 0.050805 | ✓ |
| APPLE INC | 0.050390 | ✓ |
| SIMON PROPERTY | 0.048407 |  |
| MICRON TECHNOLOGY INC | 0.045145 | ✓ |
| SCHWAB CHARLES CORP | 0.042115 |  |
| CORNING INC | 0.039499 | ✓ |
| WILLIAMS COS INC | 0.036972 |  |
| AMPHENOL CORPORATION CL A | 0.036640 | ✓ |
| NVIDIA CORP | 0.031484 | ✓ |
| LUMENTUM HOLDINGS INC | 0.031244 | ✓ |
| TERADYNE INC | 0.030504 | ✓ |
| WESTERN DIGITAL CORP | 0.029495 |  |
| COHERENT CORP | 0.027218 |  |
| LAM RESEARCH CORP | 0.024791 | ✓ |
| ALPHABET INC CL C | 0.024203 |  |
| ALPHABET INC CL A | 0.024092 | ✓ |
| ANALOG DEVICES INC | 0.020412 | ✓ |
| Southern Copper Corporation COM USD0.01 | 0.013973 |  |

## Lord Abbett Growth Leaders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.125399 | ✓ |
| ALPHABET INC CL A | 0.080193 | ✓ |
| APPLE INC | 0.053659 | ✓ |
| AMAZON.COM INC | 0.051446 |  |
| FIXED INC CLEARING CORP.REPO | 0.038432 |  |
| BROADCOM INC | 0.035802 |  |
| COMFORT SYSTEMS USA INC | 0.032702 | ✓ |
| LILLY ELI and CO | 0.031424 | ✓ |
| GENERAL ELECTRIC CO | 0.022601 | ✓ |
| META PLATFORMS INC CL A | 0.022531 |  |
| LAM RESEARCH CORP | 0.021018 | ✓ |
| GE VERNOVA LLC | 0.020952 |  |
| NATERA INC | 0.020275 |  |
| ARISTA NETWORKS INC | 0.018424 |  |
| PALANTIR TECHNOLOGIES INC | 0.017460 |  |
| CLOUDFLARE INC-A | 0.017342 |  |
| MONOLITHIC POWER SYS INC | 0.016274 |  |
| GILEAD SCIENCES INC | 0.014421 |  |
| HOWMET AEROSPACE INC | 0.013525 |  |
| ANALOG DEVICES INC | 0.013410 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.012831 |  |
| ARGENX SE SPONSORED ADR | 0.012703 |  |
| CARPENTER TECHNOLOGY CORP | 0.012174 |  |
| MICROSOFT CORP | 0.011934 |  |
| SHOPIFY INC CL A | 0.011308 |  |
| EMCOR GROUP INC | 0.011273 |  |
| MICRON TECHNOLOGY INC | 0.010471 | ✓ |
| LUMENTUM HOLDINGS INC | 0.010397 | ✓ |
| BLOOM ENERGY CORP CL A | 0.010348 |  |
| CORNING INC | 0.010234 | ✓ |
| APPLOVIN CORP | 0.010083 |  |
| REVOLUTION MEDICINES INC | 0.010041 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009491 |  |
| VERTIV HOLDINGS CO | 0.009472 | ✓ |
| GUARDANT HEALTH INC | 0.009227 |  |
| COSTCO WHOLESALE CORP | 0.009100 |  |
| VERTEX PHARMACEUTICALS INC | 0.009070 |  |
| CARVANA CO CL A | 0.008729 |  |
| AMPHENOL CORPORATION CL A | 0.008556 | ✓ |
| KLA CORP | 0.007721 |  |
| ADV MICRO DEVICE | 0.007535 |  |
| Abivax SA SPONSORED ADS | 0.007275 |  |
| NEXTRACKER INC CL A | 0.007186 |  |
| MADRIGAL PHARMACEUTICALS INC | 0.007008 |  |
| L3HARRIS TECHNOLOGIES INC | 0.006812 |  |
| KARMAN HOLDINGS INC | 0.006482 |  |
| TE CONNECTIVITY PLC | 0.006387 |  |
| CROWDSTRIKE HOLDINGS INC | 0.006236 |  |
| CIRCLE INTERNET GROUP INC A | 0.006177 |  |
| LATTICE SEMICONDUCTOR CORP | 0.006093 |  |


## Sources

- N-PORT (fund A) — accession `0002000324-26-001989` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1742912/000200032426001989/0002000324-26-001989-index.htm>
- N-PORT (fund B) — accession `0001410368-26-068165` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/898031/000141036826068165/0001410368-26-068165-index.htm>

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