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BDIV vs LCAP

Shared holdings
15
BDIV covered by LCAP
35.02%
LCAP covered by BDIV
35.02%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 38 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BDIV (Jan. 31, 2026)

SecurityWeight
Mount Vernon Liquid Assets Portfolio, LLC7.64%
MICROSOFT CORP6.15%
APPLE INC4.85%
LAM RESEARCH CORP4.05%
JPMORGAN CHASE and CO3.40%
TRANE TECHNOLOGIES PLC3.23%
PHILIP MORRIS INTL INC3.21%
MORGAN STANLEY3.12%
CHEVRON CORP3.09%
ALPHABET INC CL A3.06%
JOHNSON&JOHNSON2.82%
BROADCOM INC2.63%
LILLY ELI and CO2.63%
MUELLER INDUSTRIES INC2.62%
COSTCO WHOLESALE CORP2.62%
NEXTERA ENERGY INC2.50%
LOWES COS INC2.44%
LINDE PLC2.36%
PARKER HANNIFIN CORP2.34%
TJX COS INC2.32%
MCKESSON CORP2.31%
VISA INC-CLASS A2.17%
WEC ENERGY GROUP INC2.14%
WASTE MANAGEMENT INC2.12%
UNION PACIFIC CORP2.07%
CME GROUP INC CL A2.07%
Invesco Government & Agency Portfolio, Institutional Class2.01%
CRH PLC1.85%
T-MOBILE US INC1.81%
CONSTELLATION ENERGY CORP1.78%
BLACKROCK INC1.78%
MEDTRONIC PLC1.76%
WELLTOWER INC1.70%
UNITEDHEALTH GRP1.60%
PEPSICO INC1.53%
ORACLE CORP1.49%
MARSH & MCLENNAN1.42%
REALTY INCOME CORP REIT1.29%

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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