Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CAPOX vs LCF
Shared holdings
12
CAPOX covered by LCF
26.86%
LCF covered by CAPOX
26.86%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 40 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CAPOX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| FIRST AM-TR OB-X | 14.86% | |
| AMAZON.COM INC | 4.40% | |
| PHILIP MORRIS INTL INC | 4.21% | |
| ALPHABET INC CL A | 3.59% | |
| APPLE INC | 3.52% | |
| META PLATFORMS INC CL A | 3.38% | |
| INTERCONTINENTAL EXCHANGE INC | 3.30% | |
| Zoetis, Inc. 03/20/2026 110 Put | 3.21% | |
| SCHWAB CHARLES CORP | 2.97% | |
| BERKSHIRE HATH-B | 2.82% | |
| AON PLC-CLASS A | 2.80% | |
| KEYSIGHT TECHNOLOGIES INC | 2.77% | |
| VISA INC-CLASS A | 2.76% | |
| MOTOROLA SOLUTIONS INC | 2.58% | |
| BECTON DICKINSON and CO | 2.53% | |
| PACCAR INC | 2.52% | |
| THERMO FISHER SCIENTIFIC INC | 2.45% | |
| MICROSOFT CORP | 2.43% | |
| ANALOG DEVICES INC | 2.41% | |
| ADV MICRO DEVICE | 2.14% | |
| WATERS CORP | 2.07% | |
| JACOBS SOLUTIONS INC | 2.07% | |
| SUNBELT RENTALS | 2.00% | |
| ARISTA NETWORKS INC | 1.95% | |
| CFD_EQS GSILGB2X BJXBP41 | 1.95% | |
| LOWES COS INC | 1.87% | |
| CARRIER GLOBAL CORP | 1.76% | |
| COPART INC | 1.73% | |
| SALESFORCE INC | 1.71% | |
| APPLIED MATERIALS INC | 1.68% | |
| COOPER COS INC | 1.58% | |
| Universal Music Group N.V. ADR | 1.50% | |
| OCCIDENTAL PETROLEUM CORP | 1.42% | |
| AMENTUM HOLDINGS INC | 1.18% | |
| CARMAX INC | 1.00% | |
| RYAN SPECIALTY HOLDINGS INC | 0.81% | |
| FLOOR & DECOR-A | 0.74% | |
| HAYWARD HOLDINGS INC | 0.74% | |
| CARVANA CO CL A | 0.56% | |
| FISKER INC | 0.00% |
LCF (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL C | 8.45% | |
| MICROSOFT CORP | 7.77% | |
| APPLE INC | 7.55% | |
| NVIDIA CORP | 7.07% | |
| META PLATFORMS INC CL A | 5.65% | |
| AMAZON.COM INC | 5.51% | |
| DREY-GVT CSH-I | 3.30% | |
| BANK OF AMERICA CORPORATION | 3.07% | |
| EXXON MOBIL CORP | 3.01% | |
| PHILIP MORRIS INTL INC | 2.47% | |
| VISA INC-CLASS A | 2.13% | |
| JOHNSON&JOHNSON | 2.11% | |
| ORACLE CORP | 2.04% | |
| SCHWAB CHARLES CORP | 2.02% | |
| APPLIED MATERIALS INC | 2.01% | |
| GOLDMAN SACHS GROUP INC | 1.97% | |
| BOEING CO/THE | 1.84% | |
| MEDTRONIC PLC | 1.81% | |
| BERKSHIRE HATH-B | 1.79% | |
| MARKEL GROUP INC | 1.75% | |
| TEXAS INSTRUMENTS INC | 1.56% | |
| AIRBNB INC CLASS A | 1.54% | |
| JONES LANG LASALLE INC | 1.45% | |
| DEERE & CO | 1.44% | |
| MONSTER BEVERAGE CORP | 1.44% | |
| BROADCOM INC | 1.41% | |
| BECTON DICKINSON and CO | 1.40% | |
| HCA HEALTHCARE INC | 1.38% | |
| SALESFORCE INC | 1.35% | |
| LPL FINL HLDGS INC | 1.33% | |
| BRISTOL-MYERS SQUIBB CO | 1.19% | |
| UNITEDHEALTH GRP | 1.05% | |
| HUBBELL INC | 0.99% | |
| SS&C TECHNOLOGIE | 0.98% | |
| WALT DISNEY CO/T | 0.96% | |
| WORKDAY INC CL A | 0.80% | |
| UBER TECHNOLOGIES INC | 0.78% | |
| COMCAST CORP CL A | 0.76% | |
| CENCORA INC | 0.73% | |
| NETFLIX INC | 0.72% | |
| LAS VEGAS SANDS CORP | 0.69% | |
| BIOMARIN PHARMACEUTICAL INC | 0.63% | |
| INTL FLVR & FRAG | 0.62% | |
| RTX CORP | 0.61% | |
| STANLEY BLACK and DECKER INC | 0.58% | |
| WATERS CORP | 0.29% |
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