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AFOS vs LCAP

Shared holdings
14
AFOS covered by LCAP
28.23%
LCAP covered by AFOS
28.23%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFOS (Feb. 27, 2026)

SecurityWeight
WESTERN DIGITAL CORP6.21%
MICRON TECHNOLOGY INC6.07%
LAM RESEARCH CORP5.91%
NEWMONT CORP5.60%
ALPHABET INC CL A4.75%
FRST AM-GV OB-X4.73%
FREEPORT MCMORAN INC4.44%
NVIDIA CORP4.19%
GE VERNOVA LLC3.74%
BOEING CO/THE3.65%
Ascendis Pharma A/S3.64%
VERTIV HOLDINGS CO3.53%
REGENERON PHARMACEUTICALS INC3.32%
MICROSOFT CORP3.30%
QUANTA SVCS INC3.17%
CRH PLC3.12%
MORGAN STANLEY2.95%
VISTRA CORP2.94%
PARKER HANNIFIN CORP2.85%
GENERAL MOTORS CO2.80%
LILLY ELI and CO2.58%
Eaton Corp PLC2.48%
BLACKSTONE INC2.40%
AMAZON.COM INC2.31%
RTX CORP2.17%
APPLE INC2.17%
MARATHON PETROLEUM CORP1.82%
SALESFORCE INC1.54%
BWX TECHNOLOGIES INC0.92%
Biohaven Ltd0.71%

LCAP (March 31, 2026)

SecurityWeight
NVIDIA CORP7.12%
APPLE INC5.95%
ALPHABET INC CL A4.95%
MICROSOFT CORP4.58%
CASEY'S GENERAL3.39%
AMAZON.COM INC3.34%
EXXON MOBIL CORP3.15%
MARATHON PETROLEUM CORP2.86%
MCKESSON CORP2.72%
JPMORGAN CHASE and CO2.70%
State Street Navigator Securities Lending Portfolio II2.66%
VISA INC-CLASS A2.59%
TJX COS INC2.53%
BROADCOM INC2.46%
REPUBLIC SVCS2.16%
T-MOBILE US INC2.15%
PARKER HANNIFIN CORP2.01%
THERMO FISHER SCIENTIFIC INC2.00%
META PLATFORMS INC CL A1.85%
MOTOROLA SOLUTIONS INC1.79%
PALO ALTO NETWORKS INC1.69%
GE VERNOVA LLC1.69%
Novartis AG1.66%
COSTCO WHOLESALE CORP1.61%
LAM RESEARCH CORP1.58%
LILLY ELI and CO1.57%
O'REILLY AUTOMOTIVE INC1.50%
TESLA INC1.38%
ABBVIE INC1.35%
EATON CORP PLC1.30%
NASDAQ INC1.30%
LINDE PLC1.19%
BERKSHIRE HATH-B1.19%
ATMOS ENERGY CORP1.12%
BOEING CO/THE1.12%
NRG ENERGY INC1.08%
AMERIPRISE FINANCIAL INC1.08%
DICKS SPORTING GOODS INC1.04%
TERADYNE INC1.01%
AMERICAN EXPRESS CO1.01%
PROGRESSIVE CORP OHIO1.00%
HCA HEALTHCARE INC0.99%
TERRENO REALTY CORP0.97%
WESTERN DIGITAL CORP0.87%
BANK OF AMERICA CORPORATION0.82%
CONSTELLATION ENERGY CORP0.80%
VENTAS INC REIT0.76%
TWILIO INC CLASS A0.76%
PROCTER & GAMBLE0.75%
LUMENTUM HOLDINGS INC0.73%

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